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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...