By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
Family Businesses Articles
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...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
DOJ Issues New Guidance on White-Collar Prosecutions and Corporate MonitorsBy Greg Brower, Evan Corcoran, Jason Dunn...
Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
Family Enterprise USA recently conducted a “Spot Poll” among family-owned businesses leaders on the Trump...
H.R. 1 Tax Title – Summary and Analysis
On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized...
“Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for...
New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
Family Office Hiring Trends Detailed in New Mack Intl. Webcast; New Family Business Magazine Podcast Features Pat...
Saying It Out Loud May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Coalition of Women Business Owners Empowers Women...
Advanced Estate Planning Tactics for Wealthy Families – Register Now
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Tax Update: House Passes Reconciliation Package
On May 22, just before 7 am ET, the House of Representatives passed Republicans’ multi-trillion-dollar...
Build a Family Office That Works: New Podcast + Webcast with EY Experts
Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Elevate Your Estate Plan: Strategies for High-Net-Worth Families
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means Committee Chairman Jason...
Quick Poll – Share Your Thoughts on Tariffs
We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your business. It’s...
Tax Update: Ways and Means Notices Tuesday Markup
Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Preserving Legacy, Building Value: Real Estate for Families
Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At Buchanan Street...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to make their...
Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
Family-Owned Businesses Essential to American Dream, Most Trusted Businesses in the Economy, New Luntz Survey Shows ...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and...
Saying It Out Loud Special Report May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAWho Should Pay More Taxes? Hard-Working Family-owned Businesses...
How Parallel Governance Can Guide Generational Transition with EY
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this...
Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus, Family...
Taxation & Representation: What’s in Reconciliation?
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
Estate Planning for High-Net-Worth Families: Beyond the Basics
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
Family Enterprise USA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses...
Saying It Out Loud, By Pat Soldano. April 2025.
By Patricia M. Soldano President Family Enterprise USAHouse, Senate Leave Capitol Hill as ‘One, Big, Beautiful’ Tax...
2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time "How Parallel Governance Can Guide...
Advocacy Small Business Roundtable on Anti-Competitive Regulations
Speak Up: Share Your Input on Regulations That Hurt Small Business The Small Business Administration (SBA)...
FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
Family Enterprise USA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses...
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing...
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano,...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma Authors Festival on Importance Family...
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing...
Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
IFA’s recent webinar, Protecting the Legacy of Family Businesses & Successful Individuals in Today’s Legislative...
California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
ISYS SOLUTIONS INC. Wins Excellence in Social Impact Award; Hydraflow’s Cindy Ayloush Receives Lifetime Achievement...
Get Exclusive Access: Expert Tax & Policy Insights for Family Owned Businesses
Family Enterprise USA (FEUSA) President Pat Soldano led an exclusive discussion on the latest tax and policy...
Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
Senate Completes Vote-a-Rama to Advance Budget Resolution: On April 4 and 5, the Senate considered the FY 2025 budget...
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature Family Enterprise USA...