By Patricia M. Soldano President Family Enterprise USAWho Should Pay More Taxes? Hard-Working Family-owned Businesses...
Family Businesses Articles
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...
Join the Movement: Support Family Enterprise USA in Family Business Advocacy
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
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[WEBCAST] Avoid Common Hiring Mistakes
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
First and Second Generation Owners Dominate America’s Family Businesses, Says Family Enterprise USA’s Family Business...
Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed...
Register Now for Expert C-Suite Hiring Insights!
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Private Business Transition: An Approach to Optimize Success
From: Kevin MichalzukMorgan Stanley Private Wealth ManagementIn my years working with successful owners of privately...
Policy Update: Taxation & Representation
Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe...
Saying It Out Loud, By Pat Soldano. July 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax...
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office...
New Membership Level Offered to Non-Family Businesses
Join Forces to Advocate for Family Businesses on Capitol Hill New Membership Offering Allows Non-Family...
Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim...
Congressional Family Business Caucus Signs 49th House Member
The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn...
‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from...
Stay Informed: Join Our Legislative Quarterly Update Webcast!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
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[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
Register Now for this July 16 Event: Starting at 2:30 PM Eastern Time "Protecting Wealth in Today’s...
Evaluating Business Structures: The Pros And Cons
By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich BergFamily businesses often start small with simple...
Family Office Workshop: What You Need To Know?
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will...
New Podcasts Focus on Top Concerns Facing Family Office Clients
Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts ...
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[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Federal Court Partially Halts Noncompete Rule
On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and...
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
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[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Handing Over the Keys—The Challenges of Reaching Gen Z
By By Linda MackFounder and PresidentMack InternationalIn a recent FEUSA podcast Pat Soldano was joined by Dr. Frank...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax...
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Family Enterprise USA’s Latest...
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[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USACommunication is the X Factor When It Comes to Bringing Up ‘Next...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family...
Focus on the future with these four strategies
Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to...
Ten Family Business Leaders Spotlight Succession Issues in Video
Ten Family Business Leaders Spotlight Succession Issues in New Family Enterprise USA Video In a new video, ten...
Family Vision and Values: The Starting Point of Estate Planning
By Jim CoutréHead of Wealth PlanningPathstoneBy Scott Weaver, JDChief Fiduciary OfficerPathstoneEstate planning has...
Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family...
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise...
New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...