Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Family Businesses Articles
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 Businesses Face Pandemic Challenges and Legislative Concerns
By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com.Between January and March 2021,...
Poll: How Long is Your Longest-Term Employee?
We asked the question "Do Legislators Listen to You?". See the results of this National poll via the infographic...
National Poll Results: Do Legislators Listen to You?
by By Mark J. Richards, The Madison Group, IncWe asked the question "Do Legislators Listen to You?". See the results...
The New Normal
by By Mark J. Richards, The Madison Group, IncIt has always been important for a business to adapt and manage change....
WATCH: Is Life Insurance A Solution For The Estate Tax?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.While life...
Join Us For Introduction to Family Governance
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Family Business...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Casey Roscoe with...
Poll: How Long is Your Longest-Term Employee?
Participate in our latest poll question and see what others are saying:[gravityform id="16" title="false"...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.With proposals...
Strengthen Your Family Business With a Family Governance Plan
Thank you to BNY Mellon Wealth Management for this report.It's critical to create a framework for joint...
Estate Tax Strategies for Business Owners
Thank you to BNY Mellon Wealth Management for this report.It's critical that business owners leaving a large estate...
UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Early Wednesday...
NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Early Wednesday...
WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
American Food and Vending was co-founded with Steve Wells and his brother, and until the pandemic employed 1700...
Murphy Oil Corporation: Industry Leadership – A Vision Realized
Murphy Oil Corporation has a rich and storied history dating back to the early 1900s when our founder, Charles Haywood...
Speakers and Agenda – Join Frank Luntz and James Williams on July 29 Update call
We hope you will join us for a FEUSA update call on July 29, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Consider Joining Us For Frank Luntz Presentation During July 29 Members Call
We hope you will join us for a FEUSA update call on July 29, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Family Business Succession Considerations
By Nathan Kublank and Mary Ellen Krueger, Aspiriant Directors in Wealth Management and PartnersIt’s common for family...
Ensure Your Voice is Heard in DC
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges...
How Much Tax Will You Pay With Biden’s Tax Plan?
President Biden has proposed an elimination of step up in basis and an increase in the capital gains tax; how much...
PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
Pat Soldano Speaking at Family Firm Institute July 12
Family Business Matters; Research, Data and Issues Facing Family Businesses in 2021 Family Businesses employ 59% of...
Eight Steps to an Effective Business Transition
Thank you to BNY Mellon Wealth Management for this report.When considering the future sale of a business, there are...
Successful Business Transitions Start With Early Planning
Thank you to BNY Mellon Wealth Management for this report.Planning ahead for a future business transition and...
Tax Efficiency: Effective Strategies for the Long Term
Thank you to BNY Mellon Wealth Management for this report.Managing and mitigating the drag of taxes is a key component...
CAUTION: Elimination of Step Up in Basis Could Destroy Your Business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
Job Loss Example Due to Repeal of Step-Up Of Basis
A significant portion of the burden of repeal of step-up of basis would fall on workers through reduced labor...
Economic Impact from Repeal of Step-up in Basis
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
There are efforts in DC to make the estate tax (death tax) worse; higher than a 40% tax on your business and all your...
Warning; Elimination of Step Up in Basis could destroy your business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
On Wednesday, May 12, the House Ways & Means Select Revenue Measures Subcommittee held a hearing titled "Funding...
BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
Earlier today, Congressman Jodey Arrington (R-TX) and Congressman Henry Cuellar (D-TX) and Senator Tom Cotton (R-AR),...
Pat Soldano Speaking at LIDO LIVE Webinar May 19
Pat Soldano will be apeaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes". Family...
Importance of Family Businesses’ Contribution to the U.S. Economy
By Torsten M. Pieper, Franz W. Kellermanns, Joseph H. Astrachan & Nina Anique Hadeler The Importance of Family...
Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
2021 FEUSA Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue For Family...
Last Chance To Register to Hear About Current Legislative Agendas
We hope you will join us for a FEUSA update call on May 6, 2021 at 12pm PT or 3pm ET. Below is the Zoom Webinar agenda...
An Inside Look at Seven Family-Owned Businesses
How each one handled the challenges posed by the pandemic By Patricia N. Soldano & Dawn S. Markowitz Mention the...
What is the House and Senate Step Up In Basis Elimination Legislation?
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Next week, President Biden is...
Save The Date: May 6 FEUSA Members Call
We hope you will join us for a FEUSA update call on May 6, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Results Are In: 2021 Family Business Survey Report Highlights
This year’s survey, conducted between January 6, 2021 and March 31st, 2021 by Family Enterprise USA, delivers many...