We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...
Estate Taxes Articles
Will “The One Big Beautiful Bill” Deliver for Family Businesses? Pat Soldano breaks it down.
‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family...
Tax Update: Senate Republicans Finalizing Tax Bill Changes
Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package,...
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...
FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
Family Enterprise USA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses Earlier today,...
Taxation & Representation: Unveiling the $78B Tax Game-Changer
Tax-Writing Committees Unveil Tax Package Framework. On Jan. 16, House Ways and Means Committee Chairman Jason Smith...
Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Stand Up for Family Businesses: Take Action Now.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Weekly Washington Update: Taxes, Health Care, Immigration, and More
General Updates Government Shutdown Just Days Away: Congress is barreling toward the first full-government...
Census Report Fuels Child Tax Credit Debate and More Updates
Legislative Lowdown Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for...
Comprehensive Updates: Government, Health Care, and Immigration
Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the...
Congressional Deadline Looms: What to Expect for Fiscal Year 2024
28th Time’s the Charm? For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30...
Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Take One Minute to Make an Impact. Support Hardworking Taxpayers.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
New White Paper Says New IRS Funding Expected to Increase Focus on Partnerships, Corporations, and High Net-Worth...
Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Family Businesses Need Your Help! Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Make Your Voice Count: Engage with Your Local Representatives for Change
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
House Approves GOP Tax Package, But SALT Relief Still in Limbo
House Tax-Writing Committee Advances GOP Economic Bills. The House Ways and Means Committee approved a trio of...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth...
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...