In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and...
Family Businesses Articles
Saying It Out Loud Special Report May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAWho Should Pay More Taxes? Hard-Working Family-owned Businesses...
How Parallel Governance Can Guide Generational Transition with EY
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this...
Webcast Replay: Valuing a Minority Block of Stock – IRS CCA 202152018 and its Implications for Private Company Sales
A webcast featuring Mark Lingerfield, ASA a Partner and Managing Director at MPI, hosted by Pat Soldano, President,...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s...
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...
Advocate for Change: Your Voice, Your Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned 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...
Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
Tax Watch! New Video Unpacks Sen. Wyden’s New ‘Wealthy’ Income Tax Act Aimed at Entrepreneurs, Successful Individuals,...
Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
Register Now for the January 17 Webcast: 12:00 PM Pacific Time "Valuing a Minority Block of Stock: IRS CCA...
24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Saying It Out Loud, By Pat Soldano. January 2024.
Our Actions Are Loud, But Your 2024 Actions Make Us Louder By Pat Soldano Maybe you’ve noticed, there’s not...
Bipartisan Support Sees 35 Members Sign on to Growing CFBC
Bipartisan Support Sees 35 Members Sign on to Growing Congressional Family Business Caucus House Legislators Voice...
Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
On Jan. 9, 2024, the U.S. Department of Labor’s (DOL) Wage and Hour Division announced its final rule on Employee or...
![[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!](https://familyenterpriseusa.com/wp-content/uploads/2024/01/Instagram-mpi-webcast-4-400x250.jpg)
[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Be Heard, Be Seen: Propel Generational Businesses to the Forefront
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
![[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights](https://familyenterpriseusa.com/wp-content/uploads/2023/12/Instagram-MPI-webcast-400x250.jpg)
[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA...
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...
Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax...
Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family...
Future-Proofing Family Offices: Navigating Generational Shifts
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family...
Webcast Replay: Private Family Trust Companies: What? Why? How?
Key Points of the Webcast: Private Family Trust Companies: What? Why? How? 1. Private Trust Companies Defined:...
Unlock Success: Navigate Your Business Transition Strategically
By Director of Financial Planning, Isaac Bradley, J.D., CPA As A Family Business Owner, It’s Important To Know...
Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
Five Major Associations Join Congressional Family Business Caucus in Support of Family Businesses, America’s Largest...
Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
Supreme Court Justices Signal Narrow Ruling in Repatriation Tax Case. On Dec. 5, the U.S. Supreme Court heard oral...
Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
ACCA Partners with FEUSA to Boost America’s Family Businesses
Air Conditioning Contractors of America Join Family Enterprise USA to Support America’s Largest Private Employer,...
Beyond Business: Hancock Lumber’s Commitment to Community and Employees
Pat Soldano, the president of Family Enterprise USA, interviews Kevin Hancock, the chairman of Hancock Lumber, a...
24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize...
Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
Ken Monroe, President of Multi-Family Owned Caterpillar Dealer, Holt of Calif., Discusses Navigating Next Generation,...
Join Us for an Exclusive Webcast on Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
A Taxation & Representation Update For You
Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing...
Upstate NY Events Highlight Family Businesses
Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in...
Explore the What, Why, and How of Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...