Aug 26, 2021 | Estate Taxes, Family Businesses, Family Enterprise USA, In The News, Taxes, Video Post, Watch & Listen
Have Your Voice Heard in Congress. Please Take Action Today!!! While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the...
Aug 25, 2021 | Family Businesses, Family Enterprise USA, In The News
Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
Aug 25, 2021 | Estate Taxes, Family Business Stories, Family Businesses, Family Enterprise USA, In The News, Income Taxes, Step-Up In Basis, Taxes, Video Post, Watch & Listen
Contact Congress Now - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen to her...
Aug 24, 2021 | Family Businesses, Family Enterprise USA, In The News
Participate in our latest poll question and see what others are saying: How long is your longest-term employee?(Required) 1 to 4 years 5 to 9 years 10 to 14 years 15 to 19 years 20 or more years Submit Have Your Voice Heard in Congress. Please Take Action Today!!!...
Aug 20, 2021 | Estate Taxes, Family Businesses, Family Enterprise USA, In The News, Income Taxes, Step-Up In Basis, Taxes
Contact Congress Now - It Only Takes a Minute With proposals emerging from the Biden White House that would raise the estate and capital gains taxes on America’s family-owned businesses, we were commissioned to ask the American people where they stood. We...
Aug 17, 2021 | Family Businesses, Family Enterprise USA, In The News
Thank you to BNY Mellon Wealth Management for this report. It’s critical to create a framework for joint decision-making in order to effectively pass control of the family business to future generations of stakeholders. Most family businesses take on the...
Aug 17, 2021 | Family Businesses, Family Enterprise USA, In The News
Thank you to BNY Mellon Wealth Management for this report. It’s critical that business owners leaving a large estate behind work with their Wealth Strategists to devise a plan that anticipates every eventuality and utilizes all the tools available to them. In...
Aug 15, 2021 | Family Enterprise USA, In The News, Taxes
President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families Plan. Included in these plans are some of the policies described below; please give us your opinion of what is most important to you, see the list...
Aug 13, 2021 | Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Taxes
Contact Congress Now - It Only Takes a Minute Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report. Early Wednesday morning, Sen. John Thune (R-SD) offered Amendment #3106 to the Senate budget resolution, protecting owners...
Aug 11, 2021 | Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Taxes
Contact Congress Now - It Only Takes a Minute Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report. Early Wednesday morning, the Senate reached an agreement on S.Con.Res.14, FY2022 Budget Resolution. Over 40 amendments...
