The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The...
Estate Taxes Articles
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...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework....
Make Your Voice Heard: Contact Your Representatives Now
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
Senate Democrats Scrutinize Tax Practices of Pharmaceutical Companies, While Republicans Take Aim at Pillar Two. On...
June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
It’s Time to Speak Up: Contact Your Representatives Now
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
Your Voice Matters! Contact Your Representatives Today.
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
Debt-Limit Increase Discussions Commence After Negotiators Mark Their Turf. President Joe Biden met with congressional...
We Need Your Help! Contact Your Representatives in Congress. Do It Now!
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
The Future of Family Businesses: What to Expect with Tax Reform
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
High Hopes for New Congressional Family Business Caucus
Published by Trusts & Estates Things are about to change for America’s largest private employer, the family...
May 16th Event: Tax Reform and Family Businesses Under Congressional Review
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
Laird Coatings Founder Ed Laird Details Transition to New Family Leadership After 50 Years, in New Video by Family...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
On Wednesday, April 26, the House of Representatives voted to pass the GOP proposal to avert the impending government...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On...
May 10th Tax Policy Event Focuses On Family Businesses
May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses...
Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
Treasury and IRS Under the Spotlight at Upcoming Congressional Tax Hearings. On Wednesday, the House Committee on Ways...
The Power of America’s Family Businesses is All in the Numbers
Family businesses continue to anchor America’s economy. Every year we conduct research on America’s largest...
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds New...
Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
General Updates Programming Update: This newsletter will be taking a hiatus during the congressional recess. We...
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
Tax Tidbit Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More
Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the...
Looking Ahead: State Policy Trends for 2023
In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will...
New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
New Family Business Videos Reveal Difficulties, Successes in Transitioning to Next Generation, Giving Back to...
Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
Yesterday, Senate Democrats proposed legislation to fund the federal government through Dec. 16 with the use of a...
Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
Democrats Prepare Another for Expanded CTC. With the year-long effort to legislate a comprehensive energy, healthcare...
Countries With Or Without An Estate Or Inheritance Tax
The United States has one of the highest rates of estate tax in the world. While other countries may call a tax on...
U.S. Federal Labor Report. Labor Updates From Washington, D.C.
The U.S. Congress was in session this week. Democrats in the U.S. Senate fell short in their effort to approve voting...
Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
Tax Tidbit Budget Reconciliation: By the Numbers. Since 1980, Congress has passed 26 budget reconciliation bills, 22...
FEUSA Zoom on 9/22 Addressing Latest Tax Legislation – FEUSA Members Only
Family Enterprise USA Members Zoom Meeting - September 22 at 9:30am EST To receive the Zoom information and to be...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax...
WATCH: Is Life Insurance A Solution For The Estate Tax?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.While life...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Casey Roscoe with...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.With proposals...
2021 State by State Tax Chart Updated
Download and read "Estate Tax (Death Tax) by US State Chart"States Which Have a State Estate Tax (Death Tax) that is...
Infrastructure Update – Week of August 2-6
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Senate Majority Leader Chuck...
State by State Death Tax Chart Update July 26, 2021
Individuals pay a 40% tax on the FULL MARKET VALUE of their assets, when they die, not just on the appreciation of...