Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a...
Family Businesses Articles
Your Voice, Your Power: 5-Minute Survey
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your...
Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus
Affordability Strategies for Family-Owned Businesses Topic for March 17 Meeting with Members of Congressional Family...
Engaging Next Generation Members in the Family Business and Family Enterprise
By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous...
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House...
Saying It Out Loud, By Pat Soldano. March 2025.
By Patricia M. Soldano President Family Enterprise USACapitol Hill Caucus Meeting Gives Family-Owned Business Leaders...
Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions...
House Members Speak at Event with Focus on Women-Owned Family Businesses
House Members Speak at First Event with the Congressional Family Business Caucus with Focus on Women-Owned Family...
Family Office Executives Lomont and Brehm Join Board of Directors at PATG
Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group Hallador...
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued an interim final rule on March 21,...
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for...
EY NextGen Academy programs for next generation of family leaders
EY NextGen Academy has empowered the next generation of family enterprise and private capital leaders since 2008....
Exclusive Webcast: 2025 Talent Predictions for Family Offices
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment...
Family First: Navigating Success and Succession in Business
Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the...
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions...
Senate Passes Continuing Resolution, Avoids Shutdown
On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R....
The First 100 Days: Appropriations/ Budget Reconciliation
Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term. This...
What’s Ahead for Family Office Talent in 2025? Join Our Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment...
House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
House Tax Teams Focus on TCJA Extensions, Additions While Making Sure ‘Consistency and Permanency’ Are Built-in to New...
Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America....
Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to...
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join Family...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment...
Key Takeaways from President Trump’s Joint Address to Congress
President Donald Trump addressed a joint session of Congress on March 4; the first such speech of a presidency is not...
Lasts Days Before Survey Closes
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America....
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido...
Corporate Transparency Act Filing Deadline Delayed Again
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) announced on February 27 that no fines nor...
Ending Soon – Take Our Quick Survey Helping Family Owned Businesses
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America....
2025 Talent Predictions for Family Offices – Exclusive Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
By, Jim Coutre, Managing Director, Head of Wealth Planning, Pathstone Raising children to become healthy, responsible...
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses ...
Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025 On February 18, 2025, the U.S....
Saying It Out Loud, By Pat Soldano. February 2025.
By Patricia M. SoldanoPresidentFamily Enterprise USAFasten Your Seat Belts for Bumpy Ride as New Tax, Government...
Senate Begins Vote-a-Rama
On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal...
Family Businesses Crave Consistency and Permanency in New Tax Legislation
Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Make Your Impact: Survey for Family Business Advocacy
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America....
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
National Restaurant Association, Wine & Spirits Wholesalers of America Join with Family Enterprise USA to Advocate...
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New ‘Voice of Family Business’ Podcast from Family...
Senate Budget Committee Releases Budget Resolution
Senate Budget Committee Chairman Lindsey Graham (R-SC) released a draft budget resolution to provide for consideration...