We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d...
Family Businesses Articles
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures,...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,”...
Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Owned Businesses Must Know
Speaker Johnson Kicks Off Discussions for Reconciliation 2.0: House Republicans are laying the groundwork for a second...
FEUSA Announces Q3 Family Owned Business Events; Caucus Meeting Set for Sept. 17
Meeting with Members of Congressional Family Business Caucus Set for Sept. 17; Third Quarter Events Scheduled for...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress...
24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...
Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business
Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the possibility of a second...
Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcasts with Brown & Streza, Dividend Assets...
Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...
Plan Smarter: Strategies to Build Harmony and Preserve Wealth
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...
Saying It Out Loud July 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USACongress Listens When Message is Constant and Consistent; ‘One...
FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
Family Enterprise USA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’ Topics Cover Family...
Don’t Miss This: Family Business Success Strategies Revealed Live
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...
Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family...
The One, Big, Beautiful Bill Act – Summary and Analysis
On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of...
Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...
Tax Update: House Approves Senate Reconciliation Package
Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices,...
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...
Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous...
Saying It Out Loud June 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’...
2024-25 Family Business Rising Gen Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family Enterprise USA ...
Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says...
![[WEBCAST] Why Should We Care About Teams?](https://familyenterpriseusa.com/wp-content/uploads/2025/06/Instagram-cfar-webast-5-400x250.jpg)
[WEBCAST] Why Should We Care About Teams?
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...
Why Every Family Office Needs an ‘Expert Generalist’
By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And...
Tax Update: Congressional Republicans Racing to Complete Tax Package
House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their...
Senate Finance Committee Tax Title – Summary and Analysis
On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...
Reserve Your Spot – Build Teams That Drive Legacy and Results
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
America’s Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Family...
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...
Wealth & Values: Defining Family and Individual Values
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesThe Rockefeller family became a...
Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
Family Enterprise USA has partnered with USI to help our members make informed insurance decisions while maximizing...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...
Tax Update: Senate Republicans Release Tax Text
We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...
Stronger Teams. Stronger Legacy.
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...