On Friday, May 30, the Trump administration released the Technical Supplement to the 2026 Budget (“Appendix”). The...
Family Businesses Articles
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Feel the Impact of New Tariffs, ‘Weight...
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,...
Learn, Connect, and Grow: Family Business Transitions Fall 2024
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024,...
![[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders](https://familyenterpriseusa.com/wp-content/uploads/2024/08/Instagram-mack-webcast-6-400x250.jpg)
[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses NAMA,...
Prepare for the Future of Your Family Office
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
2025 Tax Armageddon: Taxes After the Election
The 2024 election cycle has seen a lot of twists and turns. With so much uncertainty, our tax policy team...
Your Voice Matters: Advocate for Tax Policy Change Through New Portal
The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of...
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...
![[WEBCAST] Avoid Common Hiring Mistakes](https://familyenterpriseusa.com/wp-content/uploads/2024/08/Instagram-mack-webcast-4-400x250.jpg)
[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...