Thank you to the Orange County Business Journal for publishing this article.Real Assets Advisor Podcast: The Power of...
Family Businesses Articles
One Question; Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
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...
Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
You are invited to the next Connected Conversations - Family Businesses Contribution to the U.S. Economy: A Closer...
Family Business Survey Closing March 31st– We are asking for your help!
You are cordially invited to participate in the 2021 Family Business USA (FEUSA) Survey – click the link below to...
Colette’s Catering: Managing Business During Pandemic
Early March or late February, we began to get the postponement and cancellation calls for our upcoming catering events...
Hydraflow: Operating Business During Pandemic
We sent out our first memo regarding COVID-19 government recommendations on March 11 to employees. Then there were a...
Loutech: Dealing with COVID-19
The unraveling of the economy was not in the plans for Loutech in So Cal. We thought we would be bringing our...
Root Family of Florida and COVID-19
Our 120 year old family business operates a commercial real estate business with a staff of 13 in our offices. Our...
Pomerleau Real Estate Supports Local Community During COVID19
We placed local ads….”support local business”/ thank you ads and inspirational…not only good to community to see, but...
Give a Voice to Family Business Concerns
We are reaching out for assistance for the Family Enterprise USA, (FEUSA) Annual Family Business Survey. All survey...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend...
January 28th Members Call Recap
Pat Soldano welcomed Members to the call, which focused on opportunities and challenges for family businesses as well...
Join Us for the First 2021 Members Call on January 28th
Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire...
Taxation & Representation
TAX TIDBIT Advancing the Biden Tax Policy Agenda. With Jon Ossoff and Raphael Warnock winning both Senate runoff...
Summary of COVID-19 Relief Provisions Relevant to Local Governments
On Sunday, December 27, President Trump signed into law a nearly 6,000-page end-of-year legislative package that...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking....
#FamilyFirst webcast with Pat Soldano
Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family...
A Family Business Tragedy
Many members of Congress do not believe that family businesses are sold to pay the estate tax or suffer economically....
Join Frank Luntz and Become A Member of Family Enterprise USA
Frank Luntz conducted a post election night poll which included the voters attitudes on reducing the estate tax or the...
Special Offer For Family Business Centers
Attention Family Business Centers and Institutes; PLEASE NOTE SPECIAL OPPORTUNITY! Until 12/31/2020 Family Enterprise...
Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
Here is a recap of the family business responses to the COVID-19 survey that was sent out by FEUSA over the last 6...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing,...
2020 Election Results and Key Dates to Watch
The Day After the 2020 Elections - Post-Election Analysis and Outlook An election that was thought by many pollsters...
Neal and Brady Introduce Retirement Legislation
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the...
VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
If you are not an FEUSA Member, JOIN...