Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
Family Businesses Articles
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
Exclusive New Administration and New Congress Insights: Join Our Members-Only Webcast on February 4.
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
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...
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in...
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...
Saying It Out Loud, By Pat Soldano. May 2023.
Danger Lurks in Debt Reduction Battle By Pat Soldano In the debt ceiling struggle between the Republican-led...
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...
Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
Finding, Keeping, and Training Labor Are Among Critical Issues Family Businesses Face, according to New Data in Family...
June 1st Event: Critical Tax Issues Impacting 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...
It’s Time to Speak Up: Contact Your Representatives Now
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
Your Voice Matters! Contact Your Representatives Today.
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
The Most Difficult Challenge Our Business Clients Face
After many decades of counseling successful closely-held businesses, Brown and Streza knows that successfully...
We Need Your Help! Contact Your Representatives in Congress. Do It Now!
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
The Future of Family Businesses: What to Expect with Tax Reform
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
High Hopes for New Congressional Family Business Caucus
Published by Trusts & Estates Things are about to change for America’s largest private employer, the family...
May 16th Event: Tax Reform and Family Businesses Under Congressional Review
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
Laird Coatings Founder Ed Laird Details Transition to New Family Leadership After 50 Years, in New Video by Family...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Profile of the Family Office Leader of the Future
By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the...
PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
Rep. Claudia Tenney Focuses on Family Business Struggles, Educating Congress on Strength of Multi-Generation...
May 10th Tax Policy Event Focuses On Family Businesses
May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses...
Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
Cornell University’s Daniel Van Der Vliet Details Lessons Learned with Next Generation Leaders in Latest ‘Voice of...
The Power of America’s Family Businesses is All in the Numbers
Family businesses continue to anchor America’s economy. Every year we conduct research on America’s largest...
Saying It Out Loud, By Pat Soldano. April 2023.
On Capitol Hill, Accountability and Accomplishments Matter More Now Than Ever By Pat Soldano Fighting the good...
What Every Family Business Owner Needs to Know About Succession Planning
Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA...
Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
Family businesses are a vital part of the American economy, serving as a cornerstone of private employment, comprising...
Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
Pat Soldano, Founder & President, Policy & Taxation Group will be speaking at FBA's Eleventh Annual CAPITOL...
SECURE 2.0 Act Changes Affecting Family Business Owners
The SECURE 2.0 Act was signed into law on December 29, 2022, and contains a number of provisions impacting employer...
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds New...
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute...
South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
South Dakota Trust Co. Joins Family Enterprise USA as New Sponsors Supporting Family Businesses South Dakota Trust...
New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
The New York Times writer Martha White looks into five different family businesses and how they are dealing with...
Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the...
Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
Senators Renew Efforts to Reverse R&D Tax Modification. Last Friday, a bipartisan coalition of 12 senators...
PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
Rep. Brad Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New ‘Voice of Family...
Keeping It in the Family: Why Succession Planning Matters
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. ...
Saying It Out Loud, By Pat Soldano. March 2023.
For Happier Workers, Businesses Need to Take a Chapter Out of Family Business Employee Handbook By Pat Soldano...
Future-Proof Your Business: The Importance of Succession Planning
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. ...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents....
The Benefits of Succession Planning: Family Matters in Business Succession
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. ...
Family Businesses Receive a Boost in Representation with New Caucus
By Pat Soldano Family Business, ‘The Quiet Giant,’ Gets Leadership Voice on Capitol Hill with New Congressional Caucus...