Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing...
Family Businesses Articles
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano,...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma Authors Festival on Importance Family...
Discover New Tax Insights Affecting Your Family Business on June 6
Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on family...
The Race to November: 2024 Election Preview
Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House, Senate and...
With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
By Pat SoldanoPresidentFamily Enterprise USAWith Focus on ‘Workforce,’ Congressional Family Business Caucus Leaders...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his...
Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for...
![[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-ey-webcast4-400x250.jpg)
[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...
DAC Insights – The Case for Dividend Growth Investing
By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
Saying It Out Loud, By Pat Soldano. May 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAMaybe you’ve heard a new Estate Tax bill has been introduced by...
Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO) released...
Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy Frank Luntz...
Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on Leadership...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help...
Next-Gen Family Business Survey
87% of Americans go to work every day for a family business, and around the world, family businesses play an enormous...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family Enterprise USA...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
Yellen Discusses IRA Credits, Global Minimum Tax and More Before Ways and Means Committee: On April 30, Treasury...
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14 on Capitol Hill ...
Six Best Practices to Keep Your Business Sale-Ready
By Elizabeth M. AndersonVice President, Business DevelopmentWhittier Trust CompanyHow hot is your company? Would you...
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities ...
Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
This interview captures a deep dive into the operations, history, and challenges faced by Wyo- Ben, a family-owned and...
Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
Ways and Means Republicans Announce Formation of Committee Tax Teams in Preparation for 2025: On April 24, House Ways...
Pat Soldano to Speak at IVYFON’s LA Family Office Forum
Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office...
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...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family...
Private Company Governance Summit and Capital Hill Visits
There are no shortcuts to building and maintaining an effective board. It requires constant input from all...
Business Succession – The Essentials
By David L. Keligian, JD, MBA, CPAPartnerBrown & Streza LLP“Family owned, operated, and argued over”—Logo on...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston in New Family...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities...
Saying It Out Loud, By Pat Soldano. April 2024.
Next Gen is Counting on Us to Slow Impact of High Taxes By Pat Soldano With 85.5% of family businesses having...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
Brownstein’s National Tax Policy Group has created the PROTECT (Passthroughs Relying On Tax Equity...
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in Family Enterprise USA’s Latest...
You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA
Register Now for April Members WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Family Enterprise USA Exclusive...
Taxation & Representation Update: Tax Relief Package Update
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on...
Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
There are no shortcuts to building and maintaining an effective board. It requires constant input from all...