Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices,...
Estate Taxes Articles
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...
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...
From the President – 10-7 – Weekly Update
I want to thank all of the Family Enterprise USA and Policy and Taxation Group members that flew into Washington, DC...
From the President – 9-30 – Weekly Update
WEEKLY UPDATE This might sound strange, but I’ve always been fascinated by tax policy. Besides the need for general...
From the President – 9-9 – Weekly Update
I want to thank all of the Family Enterprise USA andPolicy and Taxation Group members that flew into Washington, DC to...
Pat Soldano Speaking at IvyFON – 9/17/19
Pat Soldano will be speaking at IvyFON on September 17, 2019 in Newport Beach, CA; see link for location and...
From the President – 7-26 – Weekly Update
The big legislative news this week is the sweeping budget deal President Donald Trump, and congressional leaders...
From the President – 7-12 – Weekly Update
It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create...
From the President – 7-18 – War on the Successful
As reported earlier in the week, Representative MikeThompson (D-CA) introduced the Taxpayer Certainty and Disaster Tax...
From the President 6/17
It has become abundantly clear that general public sentiment about the wealthy has been degrading over the last few...
The War on Capitalism – The Whole Story.
While I can’t say I’m pleased with what we learned, I am encouraged that there is a roadmap forward. Capitalism isn’t...
From the President – 7-28 – Weekly Update
Call it the dueling letters. On the eve of the first set of debates by the Democrat candidates for president, a group...