Family Businesses Articles

[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations

Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...

Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert

Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R. 5371), which had passed earlier in the House, to fund the government through Nov. 21 and avert a shutdown ahead of the Sept. 30 deadline. The Senate...

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group Capitol Hill Experts Present Tax Bill Insights, Legislative Updates Over 20 regional and virtual family business and family...

Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates

FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30 funding deadline approaches, with some movement toward a short-term stopgap plan. Freedom Caucus Chairman Rep. Andy Harris (R-MD), who pushed for a...

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead

Oct 2, 2025

Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,”...

Webcast: Choosing the Right Entity for Your Family-Owned Business

Oct 1, 2025

Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....

Federal Agencies Prepare Plans for Shutdown

Oct 1, 2025

Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of...

Focus on the future with these four strategies

Jun 19, 2024

Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to...

Ten Family Business Leaders Spotlight Succession Issues in Video

Jun 18, 2024

Ten Family Business Leaders Spotlight Succession Issues in New Family Enterprise USA Video In a new video, ten...

Family Vision and Values: The Starting Point of Estate Planning

Jun 18, 2024

By Jim CoutréHead of Wealth PlanningPathstoneBy Scott Weaver, JDChief Fiduciary OfficerPathstoneEstate planning has...

Business Owners Discuss Transition Plans and Estate Tax Issues in New Video

Jun 13, 2024

Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family...

EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast

Jun 12, 2024

EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise...

New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues

Jun 11, 2024

New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’...

Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Jun 10, 2024

Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...

How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?

Jun 6, 2024

One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. ...

Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues

Jun 6, 2024

New Podcast with Dr. Frank Luntz and Pat Soldano Addresses How to ‘Decode Language’ to Reach Generation Z and X ...

Democracy in Action – Our visit to the Congressional Family Business Caucus

Jun 6, 2024

By Allen EsrockFounderNxtGen NexusBy Tim SchultzCenter for Family Business at Cal State FullertonThe Congressional...

Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Jun 5, 2024

Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...

Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen

Jun 3, 2024

New Videos Feature CK Mondavi’s CEO David Brown, Andrew Geurink, VP, Holland Equipment, on Managing Workforce, Next...

Congressional Family Business Caucus Roundtable Summary – May 14, 2024

May 31, 2024

Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the second...

EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast

May 31, 2024

EY’s Sean Aylward Details How To ‘Stress Test’ Your Family Business and Wealth Transition Planning in New Family...

[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market

May 30, 2024

In New Family Enterprise USA Video, Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified...

Discover New Tax Insights Affecting Your Family Business on June 6

May 30, 2024

Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on family...

The Race to November: 2024 Election Preview

May 28, 2024

Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House, Senate and...

With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees

May 24, 2024

By Pat SoldanoPresidentFamily Enterprise USAWith Focus on ‘Workforce,’ Congressional Family Business Caucus Leaders...

Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.

May 23, 2024

Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his...

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

May 23, 2024

By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for...

[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?

May 23, 2024

Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...

DAC Insights – The Case for Dividend Growth Investing

May 22, 2024

By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis...

Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting

May 21, 2024

Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol...

Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.

May 20, 2024

Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...

Saying It Out Loud, By Pat Soldano. May 2024.

May 17, 2024

By Patricia M. SoldanoPresidentFamily Enterprise USAMaybe you’ve heard a new Estate Tax bill has been introduced by...

Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.

May 16, 2024

CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO) released...

Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More

May 16, 2024

Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy Frank Luntz...

Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.

May 16, 2024

Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...

Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses

« Older Entries

Next Entries »