Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office...
Family Businesses Articles
Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
The Michalzuk Group Joins Family Enterprise USA as Sponsor
The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The...
Learn How To Make Your Charitable Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
By John C. Peiffer II, Brown & Streza LLP Designing Your Family’s Philanthropy: DAFs, Private Foundations, and...
Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Don’t Miss Out on Insights for the Future of Insurance – Register Today!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Take One Minute to Make an Impact. Support Hardworking Taxpayers.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Discover the Future of Insurance: Join Our Webcast on August 16th!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
New Family Enterprise USA Video on Taxes Depicts Painful Decisions Multi-Generation Family Businesses Make Upon...
Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
House Tax Writers Debate Treasury’s Role in Global Tax Negotiations. The House Ways and Means Tax...
Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
Frank Luntz, Mick Mulvaney Tackle Lack of Congress’ Education on Power of America’s Family Businesses in New Family...
Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
New White Paper Says New IRS Funding Expected to Increase Focus on Partnerships, Corporations, and High Net-Worth...
Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Family Businesses Need Your Help! Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Contingency Planning For Business Owners
By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time...
New Video Series Highlights the Importance of Community to Family Businesses
New Family Business Video Series, “Unsung Heroes,” Launches with Episode on Local Community Giving as Core Value of...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26...
Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
HR Experts Share Tips on Retaining Top Talent, Managing Independent Contractors, in New Webcast by Family Enterprise...
Make Your Voice Count: Engage with Your Local Representatives for Change
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Saying It Out Loud, By Pat Soldano. July 2023.
How Family Businesses Can Change the Tune on Capitol Hill By Pat Soldano America is back on the road. Planes...
AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
By Alex Hart, Executive Managing Director As a wealth management and investment advisory firm, we at Pathstone are...
Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
A. Duie Pyle CEO, Peter Latta, Talks Common Sense Policy Needed From Lawmakers in New Family Enterprise USA Video ...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of...
Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
New Video Release: Frank Luntz and Mick Mulvaney Ask: ‘Is Democracy at Risk?’ Conversation Between Expert...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Setting Up Your Family Philanthropy for Long-Term Success
By Abby Axelrod-Wunderman,Philanthropic Director,Fiduciary Trust InternationalSetting Up Your Family Philanthropy for...
Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Selecting Modern Trust Structures Based on a Family’s Assets
By Al W. King III & Pierce H. McDowell III A round-up of the available options Trusts have grown enormously...
Family Business Leaders Hear From Pollster Frank Luntz
Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank...
Family Business Leaders Share Insights at Congressional Caucus Meeting
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
Protecting What You’ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle? You’ve worked hard for your success. You deserve...
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic...
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in...
Make Your Voice Heard: Contact Your Representatives Now
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...