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House Ways and Means Committee Budget Completes Reconciliation Markup

House Ways and Means Committee Budget Completes Reconciliation Markup

May 16, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, 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. On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup

Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup

May 12, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, 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. Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means...
Quick Poll – Share Your Thoughts on Tariffs

Quick Poll – Share Your Thoughts on Tariffs

May 10, 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. We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your...
Tax Update: Ways and Means Notices Tuesday Markup

Tax Update: Ways and Means Notices Tuesday Markup

May 10, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, 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. Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative...
Unlock Smarter Estate Planning for High-Net-Worth Families – May 30

Unlock Smarter Estate Planning for High-Net-Worth Families – May 30

May 10, 2025 | Family Businesses, Family Owned Business

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics”   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Preserving Legacy, Building Value: Real Estate for Families

Preserving Legacy, Building Value: Real Estate for Families

May 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 businesses face a unique challenge: balancing near-term needs with long-term legacy. At...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano

Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano

May 6, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen

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. In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to...
Family-Owned Businesses Essential to American Dream New Luntz Survey Shows

Family-Owned Businesses Essential to American Dream New Luntz Survey Shows

May 6, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen

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-Owned Businesses Essential to American Dream, Most Trusted Businesses in the Economy, New Luntz...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

May 5, 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. Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY

Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY

May 2, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and John Fitton, Family Office...
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Family Business News

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  • Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
  • [WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
  • Saying It Out Loud November 2025, By Pat Soldano
  • Quarterly Legislative and Political Update Webcast, November 2025
  • From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
  • CR Signed, Sealed and Delivered: Government Reopens
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