Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025 On February 18, 2025, the U.S....
Family Businesses Articles
Saying It Out Loud, By Pat Soldano. February 2025.
By Patricia M. SoldanoPresidentFamily Enterprise USAFasten Your Seat Belts for Bumpy Ride as New Tax, Government...
Senate Begins Vote-a-Rama
On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz,...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Why Congress is Choking Family Businesses
Thank you to the Orange County Business Journal for publishing this article.It’s hard to imagine our legislators...
The Surprising Facts of What America’s Family Businesses Look Like
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the...
Full Slate of Events Scheduled for Family Businesses This Month
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST This will be a time...
Considerations in Making a Gift of a Business Interest to a Public Charity
Thank you to BNY Mellon Wealth Management for this report.One way donors can meet their philanthropic goals, while...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
Weekly Washington Update. General, Health Care, Tax, and More.
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on...
A Conversation with Frank Luntz and Pat Soldano
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
An Opportunity to Save on Income Taxes
Thank you to BNY Mellon Wealth Management for this report.What are some of the benefits and risks in the election of...
Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
Despite inflation, pandemics, and tax worries, 88.5 percent of America’s family businesses expect revenues to increase...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Last Chance To Participate
The 2022 Family Enterprise USA Annual Family Business Survey is closing soon. Each year, Family Enterprise USA surveys...
Want To Protect Your Multi-Generational Business?
Your assistance is greatly appreciated. We cannot do this work without your help! Each year, Family Enterprise USA...
Do This And Be The First To Get The DC Legislators To Help You!
Your support fuels our efforts and gives you a voice in the US Congress to counter the war being waged against family...
From Generation to Generation
By Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone It has been said that one’s legacy is not...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the...
Want To Protect Your Multi-Generational Business?
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...
Protect Lifetime Of Savings
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...
Join The Movement Supporting Multi-Generational Businesses
The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey...
Historic Tax Increases Threaten The Fidelity Of Your Business
Family Enterprise USA is the only organization of its kind because we advocate for the families of family businesses...
Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
Family Enterprise USA "Invitation Only" Members Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom...
Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
Tax Tidbit Key Dates to Watch Early This Year. Welcome to 2022! We may have welcomed a new year, but Democrats’ policy...
Taxation & Representation and Tax Tidbit
Tax Tidbit Senate Finance Committee Democrats Update Build Back Better. On Saturday afternoon, Senate Finance...
Infrastructure Update – Week of November 29 – December 3
As inflation concerns rise, Senators Manchin (D-WV) and Sinema (D-AZ) will not commit to voting for the Build Back...
Build Back Better Act Passed By House! Details…
Today the House voted 220-213, along party lines to pass the Build Back Better Act. Yesterday Congressional Budget...
Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
We should NOT punish success, taking a lifetime of savings from multi generational businesses, farmers, restaurant...
Taxation & Representation & Tax Tidbit
Tax Tidbit Bipartisan Infrastructure Bill Becomes Law. On Monday, President Joe Biden signed into law the...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
Family Enterprise USA Members Only Update Call November 17 at 3pm EST; 12pm PST ZOOM WEBINARInfo provided upon...
We Can’t Continue This Fight Without You
Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates. Despite the progress we’ve made...
Update on the Bipartisan Infrastructure Deal
The Senate is set to pass the Infrastructure Investment and Jobs Act (“IIJA”), a five-year, $1 trillion comprehensive...
Save the Date: Year-End Legislative Updates and Tips
Please join us on Wednesday, November 10 for a brief but impactful discussion on legislative updates and pending...
Possible Solutions For Life Insurance Policies “Aging Out”
Recently, there have been several articles written in prominent newspapers and magazines that have addressed the...
Taxation & Representation & Tax Tidbit, October 19, 2021
Tax Tidbit Democratic Patience Wearing Thin. Negotiations around the bipartisan infrastructure framework and the...