Apr 29, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Apr 29, 2022 | In The News, Income Taxes, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Apr 26, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes
Family Enterprise USA “Invitation Only” Members Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former...
Apr 21, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
Apr 20, 2022 | Estate Taxes, Family Owned Business, In The News
The United States has one of the highest rates of estate tax in the world. While other countries may call a tax on assets at death, an estate or inheritance tax it is still an additional tax on assets. Many other developed countries have eliminated their estate or...
Apr 18, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes
Family Enterprise USA “Invitation Only” Members Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with FEUSA needs to be paid and current. There is a link below to securely donate now. This...
Apr 15, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes
Family Enterprise USA “Invitation Only” Members Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with FEUSA needs to be paid and current. There is a link below to securely donate now. This...
Apr 9, 2022 | Budget Deficit, Family Businesses, In The News, Income Taxes, Taxes
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on Congress’s China bill. The large number of conferees does not engender confidence in an expeditious outcome. Moreover, the reports stated that House...
Apr 8, 2022 | Family Businesses, Family Enterprise USA, In The News
Please Register Now Hybrid Event: Attend In-Person or Virtually April 20-22, 2022 How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that happen? How has the political and economic climate affected voters...
Apr 5, 2022 | Family Businesses, Family Enterprise USA, In The News, Policy and Taxation Group
Please Register Now “Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano” Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that...
