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Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Apr 18, 2023 | Family Businesses, Family Enterprise USA, In The News, Next Gen, Podcast

Click to Read the 2023 Family Business Survey Results & Summary Cornell University’s Daniel Van Der Vliet Details Lessons Learned with Next Generation Leaders in Latest ‘Voice of Family Business’ Podcast   Daniel Van Der Vliet of Smith Family Business Initiative...
The Power of America’s Family Businesses  is All in the Numbers

The Power of America’s Family Businesses is All in the Numbers

Apr 17, 2023 | Estate Taxes, Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes, Pat Soldano, Taxes

Click to Read the 2023 Family Business Survey Results & Summary Family businesses continue to anchor America’s economy.   Every year we conduct research on America’s largest private employer: Family business.   Both large and small, family businesses...
Saying It Out Loud, By Pat Soldano. April 2023.

Saying It Out Loud, By Pat Soldano. April 2023.

Apr 13, 2023 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Pat Soldano

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! On Capitol Hill, Accountability and Accomplishments Matter More Now Than Ever   By Pat Soldano Fighting the good fight is a forward-looking enterprise, but sometimes it’s worth taking a...
What Every Family Business Owner Needs to Know About Succession Planning

What Every Family Business Owner Needs to Know About Succession Planning

Apr 12, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Next Gen

Click to Read the 2023 Family Business Survey Results & Summary Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA   Homrich Berg’s President Thomas M. Carroll and Abbey Flaum, Managing Director,...
Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication

Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication

Apr 10, 2023 | Family Businesses, Family Owned Business, In The News, Pat Soldano

Click to Read the 2023 Family Business Survey Results & Summary Family businesses are a vital part of the American economy, serving as a cornerstone of private employment, comprising nearly 60% of the workforce.   Despite facing challenges such as inflation,...
Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference

Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference

Apr 10, 2023 | Family Businesses, Family Owned Business, In The News, Pat Soldano, Policy and Taxation Group

Click to Read the 2023 Family Business Survey Results & Summary Pat Soldano, Founder & President, Policy & Taxation Group will be speaking at FBA’s Eleventh Annual CAPITOL CONFERENCE Join the Family Business Association of California for the 11th...
SECURE 2.0 Act Changes Affecting Family Business Owners

SECURE 2.0 Act Changes Affecting Family Business Owners

Apr 5, 2023 | Family Businesses, Family Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary The SECURE 2.0 Act was signed into law on December 29, 2022, and contains a number of provisions impacting employer retirement plans. As a family business owner, it is important to stay on top of...
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Apr 5, 2023 | Estate Taxes, Family Business Survey, Family Businesses, Family Owned Business, In The News, Income Taxes, Taxes

Click to Read the 2023 Family Business Survey Results & Summary High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds   New Data from Family Enterprise USA Annual Family Business Survey 2023 Show Taxes,...
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

Apr 3, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Webcast Replays

One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Apr 1, 2023 | Estate Taxes, In The News, Taxes

Click to Read the 2023 Family Business Survey Results & Summary General Updates   Programming Update: This newsletter will be taking a hiatus during the congressional recess. We will resume publishing on Friday, April 21.   Debt Ceiling Negotiation...
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  • Regional Banking Powerhouse, Bank of OZK, Details Growth in Uncertain Landscape in Podcast
  • Get Your Voice Heard: How to Advocate Simply, Powerfully
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  • Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
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  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect

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