Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
Estate Taxes Articles
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
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...
Hearings Review: Tax and Financial Services Committees
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Last week, the tax and...
Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
Listen or watch an interview with Pat Soldano conducted by Jonathan Goldhill, Business Strategist. What is important...
WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
Casey Roscoe is 3rd generation family member of Seneca, a women-owned business in Eugene, Oregon. Listen to her tell...
WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
Watch and hear the “real story” of how the Biden tax proposals could affect a real family business as David Plimpton,...
How Much Tax Will You Pay With Biden’s Tax Plan?
President Biden has proposed an elimination of step up in basis and an increase in the capital gains tax; how much...
PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
There are efforts in DC to make the estate tax (death tax) worse; higher than a 40% tax on your business and all your...
Estate Tax Overview
The estate tax (also known as the death tax) is one of three taxes on assets and businesses passed from one person to...
House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
On Wednesday, May 12, the House Ways & Means Select Revenue Measures Subcommittee held a hearing titled "Funding...
BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
Earlier today, Congressman Jodey Arrington (R-TX) and Congressman Henry Cuellar (D-TX) and Senator Tom Cotton (R-AR),...
Pat Soldano Speaking at LIDO LIVE Webinar May 19
Pat Soldano will be apeaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes". Family...
Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.The American Jobs Plan and...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking....
Join Frank Luntz and Become A Member of Family Enterprise USA
Frank Luntz conducted a post election night poll which included the voters attitudes on reducing the estate tax or the...
This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
If you are not an FEUSA Member, JOIN...
Capital Hill Visits With Representatives Reed, Schweikert, & Walberg
One of the things that sets FEUSA apart from other groups is how active we are in DC. While some groups might send...
Estate Tax Might Get Reinstated In Virginia
As we highlighted in our last newsletter, there was significant concern that the estate tax might get reinstated in...
Estate Tax Rate Reduction Act of 2020
Today Representative Jodey Arrington (R-TX) introduced the Estate Tax Rate Reduction Act of 2020 (HR 5652) in the...
2019 Family Business Survey Reveals Interest in Reducing Over Regulation
Reducing Over Regulation. Reducing Or Repealing Estate Tax. Simplifying Tax Code Family business are key drivers of...
Full Repeal Bill (HR 218) Picked Up Six New Supporters
As congress wrapped up its work for the year, there was a flurry of activity on our bills. The full repeal bill in the...
A Plethora of Proposals to Tax the Rich
Another week, another plethora of proposals to tax the rich. Most of these plans are from presidential aspirants, with...