Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of...
Family Businesses Articles
2025 Annual Family Business Report
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for...
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZKFamily enterprises form the backbone of global...
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...
Family Businesses: 74% Thrive 30+ Years, Reveals Research
Family Businesses Prove Their Staying Power, with 74% in Operation for 30 Years or Longer, Research Shows ...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Saying It Out Loud, By Pat Soldano. December 2023.
Wins Create More Wins, Let’s Keep the Momentum Strong for Family Businesses In 2024 By Pat Soldano Momentum...
Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
Bush Beans’ Chairman Drew Everett Details Company’s 100-Year Commitment to Workforce, Community in New Family...
Uncover PTC Secrets: Transform Your Family’s Wealth Journey
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Family Business Hydraflow Shines in Orange County Register
Family Enterprise USA Supporter Hydraflow Spotlighted in Orange County Register, with Focus on Former Hughes 174,000...
Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
CRST’s John Smith and Family Enterprise USA’s Pat Soldano Voice Critical Need for National Family Business Spotlight...
Your Weekly Washington Updates
Congress Averts a Shutdown; Keeps Government Open Beyond the New Year: On Nov. 15, Congress held off a government...
PTCs Unleashed: Elevate Family Wealth Now
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Stand Up for Family Businesses: Take Action Now.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Family Enterprise USA Meeting Highlights: Tax Policies, Bipartisanship, and Growth
Pat Soldano (President of Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA)) opened the call by...
Three Steps to Survive a Generational Transition of the Family Business
Whittier Trust is a proud sponsor of FEUSA. As the oldest Multifamily Office headquartered in the West, we bring...