Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At Buchanan Street...
Estate Taxes Articles
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
Taxation & Representation: What’s in Reconciliation?
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey from Family...
Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
In one month, on November 5, Americans will head to the polls, concluding the race to send Vice President Kamala...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Members of Congress have returned to their home states and districts for the final weeks of the 2024 campaign with...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Candidates for the US Senate and House of Representatives will soon depart Washington, DC, for the final campaign...
Wealth Tax Proposals Proliferate
The insightful article titled "Wealth Tax Proposals Proliferate" was recently published in Family Business Magazine....
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
Pat Soldano’s latest article, published by Family Business Magazine, takes an in-depth look at the current tax...
Proposals Big and Small: Policy in the September 2024 Presidential Debate
On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in the first presidential...
Last Chance: Have Your Say on Key Expiring Tax Policies
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Quick Poll: What Tax Policies Are Most Important to You?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Your Voice Matters: Tell Us Which Tax Policies Concern You Most
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Urgent: Share Your Top Concerns About Expiring Tax Policies
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
Fall Congressional Family Business Caucus Meeting Set for Sept. 18 With Focus on Family Enterprise Structure, Expiring...
We Need Your Input: What Tax Policies Matter Most to You?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
Democrat Rep. Sanford Bishop of Georgia Signs on to Estate Tax Rate Reduction Act as Co-Sponsor, Giving Bipartisan...
Quick Survey: Which Tax Policies Are Your Top Priority?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help...
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14 on Capitol Hill ...
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities ...
The Michalzuk Group Joins Family Enterprise USA as Sponsor
The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family...
Business Succession – The Essentials
By David L. Keligian, JD, MBA, CPAPartnerBrown & Streza LLP“Family owned, operated, and argued over”—Logo on...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
Brownstein’s National Tax Policy Group has created the PROTECT (Passthroughs Relying On Tax Equity...
Taxation & Representation Update: Tax Relief Package Update
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its work on fiscal year (FY) 2024...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying...
White House Releases FY 2025 Budget Tax Priorities
The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in...
Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and Workers...
Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
Tax Package Update—Crapo Goes Public: On Feb. 28, Senate Finance Committee Ranking Member Mike Crapo (R-ID) issued a...
Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
Congress Averts a Shutdown Yet Again: Following intense negotiations and a high-profile White House meeting early this...
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before...
Tax Implications for Family Business Succession Planning in 2024 and Beyond
Tax Implications for Family Business Succession Planning in 2024 and Beyond By Brian Bissell Just like...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this...
Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
Tax Package Update: Bill Awaits Further Action in Congress: The House is expected to vote on the Tax Relief for...
Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
Ways and Means Committee Overwhelmingly Passes Tax Package. On Jan. 19, the House Ways and Means Committee completed a...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family...