The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition,...
Family Businesses Articles
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and...
Engaging Next Generation Members in the Family Business and Family Enterprise
By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous...
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...
National Poll Results: What Biden Tax Policy Is Important To You?
by By Mark J. Richards, The Madison Group, IncWe asked the question "What Biden Tax Policy Is Important To You?"....
FEUSA Members Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
Last week, Family Enterprise USA (FEUSA) Members met in Washington, DC to discuss the sweeping, historic tax increases...
Taxation & Representation, October 5, 2021
Tax Tidbit Where In the Tax World Are Manchin and Sinema? The contents and scope of the Build Back Better Act—the...
Family Business Under Attack; What Budget Reconciliation Includes
Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could...
WEBINAR REPLAY: Introduction to Family Governance
Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain...