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Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Jul 9, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management Services Family-owned...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Jul 8, 2025 | Family Businesses, Estate Taxes, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Jul 7, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast...
Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Businesses, Estate Taxes, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
Senate Concludes OBBBA Vote-a-Rama

Senate Concludes OBBBA Vote-a-Rama

Jul 1, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1,...
Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Jun 30, 2025 | Family Businesses, Family Owned Business, Taxes

Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Saying It Out Loud June 2025, By Pat Soldano

Saying It Out Loud June 2025, By Pat Soldano

Jun 28, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. By Patricia M. Soldano President Family Enterprise USA New Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and ‘Generating Revenue’...
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