By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous...
Family Businesses Articles
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of...
Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
New Video Release: Frank Luntz and Mick Mulvaney Ask: ‘Is Democracy at Risk?’ Conversation Between Expert...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Setting Up Your Family Philanthropy for Long-Term Success
By Abby Axelrod-Wunderman,Philanthropic Director,Fiduciary Trust InternationalSetting Up Your Family Philanthropy for...
Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Selecting Modern Trust Structures Based on a Family’s Assets
By Al W. King III & Pierce H. McDowell III A round-up of the available options Trusts have grown enormously...
Family Business Leaders Hear From Pollster Frank Luntz
Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank...
Family Business Leaders Share Insights at Congressional Caucus Meeting
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
Protecting What You’ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle? You’ve worked hard for your success. You deserve...
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
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...