CBO Explains TCJA Extension Estimates, Rebuts Lawmakers’ Concerns: On Dec. 4, the Congressional Budget Office (CBO)...
Family Businesses Articles
Active Management for your Family Office
ACTIVE MANAGEMENT: A DIFFERENT APPROACH Over Fenimore Asset Management’s 50 years of investing, experience...
Corporate Transparency Act Compliance Suspended
On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary...
Preserve Your Family’s Legacy at the Transitions Fall Event!
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024,...
Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
Leadership Building at Family Offices Require a ‘Blueprint,’ says Mack International Founder Linda Mack in New Webcast...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Members of Congress have returned to their home states and districts for the final weeks of the 2024 campaign with...
Summary of September Family Business Caucus Roundtable
Pat Soldano opened the roundtable by thanking Members of Congress, congressional staff, and family-owned businesses...
Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
Post-Election Tax ‘Armageddon’ Policies Dissected by Brownstein Bipartisan Experts in New Policy and Taxation Group...
Family Businesses & the CTA: What You Need to Know Before It’s Too Late
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act:...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Candidates for the US Senate and House of Representatives will soon depart Washington, DC, for the final campaign...
Wealth Tax Proposals Proliferate
The insightful article titled "Wealth Tax Proposals Proliferate" was recently published in Family Business Magazine....
Saying It Out Loud, By Pat Soldano. September 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAPriorities Being Set as Tax Teams Focus on 2025 Tax Bill ...
[WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act:...
From Generation to Generation: The Future of Your Family Business
Supporting Family Businesses Since 1975 For nearly five decades, our attorneys have partnered with family...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
Pat Soldano’s latest article, published by Family Business Magazine, takes an in-depth look at the current tax...
EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast from Family Enterprise USA ...
Proposals Big and Small: Policy in the September 2024 Presidential Debate
On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in the first presidential...
Last Chance: Have Your Say on Key Expiring Tax Policies
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Taxation & Representation. Senate Finance Committee in Flux
By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have departed. In contrast, all 13...
How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
Meeting the liquidity needs of the family and the business is a balancing act that can help continue growing the...
‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
‘Succession Stories’ Podcast Keys in On Succession Planning, Advocacy with Family Enterprise USA President Pat Soldano...
Quick Poll: What Tax Policies Are Most Important to You?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act:...
On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel 146. The Dave Nemo Show...
Your Voice Matters: Tell Us Which Tax Policies Concern You Most
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise...
Keep an eye on Small Cap
Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits...
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from Family...
New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
Do you ever wonder how and why your "Pass-Through Entity" family business structure is disadvantaged by IRS tax...
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise...
Urgent: Share Your Top Concerns About Expiring Tax Policies
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey...
Saying It Out Loud, By Pat Soldano. August 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWatch Out Family Business Pass-Throughs, The IRS Is Flexing Its...
Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
Fall Congressional Family Business Caucus Meeting Set for Sept. 18 With Focus on Family Enterprise Structure, Expiring...
We Need Your Input: What Tax Policies Matter Most to You?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Wealth Tax Talks Heat Up as House Tax Teams Listen to Convenience Services Family Business Concerns
By Patricia M. SoldanoPresidentFamily Enterprise USAIt’s been tried, abandoned, and tried again, but Congress still...
Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
Hear the most frequently asked questions of this prominent search and consultant for Family Offices around the subject...
Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
Democrat Rep. Sanford Bishop of Georgia Signs on to Estate Tax Rate Reduction Act as Co-Sponsor, Giving Bipartisan...
Quick Survey: Which Tax Policies Are Your Top Priority?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
Family Enterprise USA is pleased to share some exciting news about our upcoming events and presentations. We...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina & Arkansas Family Enterprise USA...
Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
Sign-up for Fall Congressional Family Business Caucus Meeting Set for Sept. 18; Focus on Family Enterprise Structure,...