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Successful Succession Planning

Successful Succession Planning

Oct 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

By Whittier Trust, Private Wealth Management We’ve all heard horror stories of bad things that happened to a business that didn’t plan for succession. An owner suddenly falls ill, and the company has trouble meeting its obligations to clients, who are...
You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)

You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)

Oct 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM – 2:00 PM ET / 10:00 AM – 11:00 AM PT Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services...
Learn About Recruiting and Retention Challenges & Successes

Learn About Recruiting and Retention Challenges & Successes

Oct 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.

Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.

Sep 30, 2022 | Estate Taxes, In The News, Income Taxes, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Yesterday, Senate Democrats proposed legislation to fund the federal government through Dec. 16 with the use of a continuing resolution (CR). The proposal would fund...
[Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything

[Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything

Sep 29, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series

Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series

Sep 29, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Pat Soldano, Podcast, Taxes

Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About Political Messaging in First Episode, ‘Why Language Matters’; First Episodes...
Summary of FEUSA Members Meeting Conducted in Washington DC On 9/21/22

Summary of FEUSA Members Meeting Conducted in Washington DC On 9/21/22

Sep 27, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Pat Soldano opened the meeting by providing an update on the work that Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA), is doing in Washington. Specifically, she provided an update on the Congressional Family Business Caucus, highlighting that...
Podcast: A Family Business Boosts its Health by Making a MD its CEO

Podcast: A Family Business Boosts its Health by Making a MD its CEO

Sep 26, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Why did Dr. Varish Goyal turn in his white lab coat and join his family’s business?  Find out on a recent episode of BNY Mellon Wealth Mangement’s Your Active Wealth business owner podcast series. As the president and CEO of a collection of family-operated businesses,...
[Webinar] Recruiting and Retention Strategies That Actually Work

[Webinar] Recruiting and Retention Strategies That Actually Work

Sep 26, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Legislative Lowdown. Democrats Prepare Another for Expanded CTC.

Legislative Lowdown. Democrats Prepare Another for Expanded CTC.

Sep 22, 2022 | Estate Taxes, In The News, Income Taxes, Taxes

Join other hard-working American taxpayers in asking Congress to stop the estate tax from killing jobs and family-owned businesses. Democrats Prepare Another for Expanded CTC. With the year-long effort to legislate a comprehensive energy, healthcare and tax bill...
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Family Business News

  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano
  • Meet the Visionary Leaders Transforming Family Business in 2025
  • National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast

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