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Your Voice Matters: Advocate for Tax Policy Change Through New Portal

Your Voice Matters: Advocate for Tax Policy Change Through New Portal

Aug 6, 2024 | Family Businesses, Family Owned Business, Income Taxes, Taxes

The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of the public can share information on the impact tax policies will have on their families, businesses, and communities.   The new portal allows...
Join the Movement: Support Family Enterprise USA in Family Business Advocacy

Join the Movement: Support Family Enterprise USA in Family Business Advocacy

Aug 5, 2024 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business

Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked those on the call who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join...
[WEBCAST] Avoid Common Hiring Mistakes

[WEBCAST] Avoid Common Hiring Mistakes

Aug 2, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, Next Gen

Register Now for this August 15 Event:   Starting at 12:00 PM Pacific Time   “Questions to consider before hiring C-Suite talent for a Family Office” In our webcast, we will feature, Linda Mack of Mack International, a premier executive search...
First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey

First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey

Aug 1, 2024 | Family Businesses, Family Business Survey, Family Owned Business, Next Gen

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! First and Second Generation Owners Dominate America’s Family Businesses, Says Family Enterprise USA’s Family Business Survey   Cornell University...
Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside

Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside

Jul 31, 2024 | Family Businesses, Family Owned Business, Income Taxes, Taxes

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed cloture on the Tax Relief for American...
Register Now for Expert C-Suite Hiring Insights!

Register Now for Expert C-Suite Hiring Insights!

Jul 30, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business

Register Now for this August 15 Event:   Starting at 12:00 PM Pacific Time   “Questions to consider before hiring C-Suite talent for a Family Office” In our webcast, we will feature, Linda Mack of Mack International, a premier executive search...
Private Business Transition: An Approach to Optimize Success

Private Business Transition: An Approach to Optimize Success

Jul 26, 2024 | Family Businesses, Family Owned Business, Next Gen

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! From: Kevin MichalzukMorgan Stanley Private Wealth Management In my years working with successful owners of privately held companies, I have noticed...
Policy Update: Taxation & Representation

Policy Update: Taxation & Representation

Jul 25, 2024 | Family Businesses, Family Owned Business, Income Taxes, Taxes

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal...
Saying It Out Loud, By Pat Soldano. July 2024.

Saying It Out Loud, By Pat Soldano. July 2024.

Jul 22, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Patricia M. SoldanoPresidentFamily Enterprise USA Wealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax...
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium

Jul 22, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, Next Gen

Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium   Policy and...
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  • Register Today: Tax Implications of Entity Choice for Family Enterprises
  • Charitable Giving: DAFs vs. Private Foundations
  • Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
  • Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
  • Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
  • Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
  • Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
  • Webcast: Choosing the Right Entity for Your Family-Owned Business
  • Federal Agencies Prepare Plans for Shutdown
  • Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
  • President Trump Announces a Series of Product-Specific Tariffs

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