Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and...
Family Businesses Articles
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...
Would You Like More Income Every Year? Don’t Miss Our Webcast!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income...
Saying It Out Loud, By Pat Soldano. March 2024.
The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and...
Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
Honoring ‘Excellence and Legacy,’ 6th Annual Family Business Hall of Fame Awards Brings 250 Southern California Family...
Board Building 101: Don’t Miss the Private Company Governance Summit
There are no shortcuts to building and maintaining an effective board. It requires constant input from all...
Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
Summary of March 12 Congressional Family Business Caucus Pat Soldano opened the roundtable by thanking Members...
Discover 3D Investing: Join Our Webcast for Proven Strategies!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying...
White House Releases FY 2025 Budget Tax Priorities
The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in...
Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and Workers...
Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model...
PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
Policy and Taxation Group Names Kip Peterson New Board Chairman as Longtime Chairman Brett Rousch Retires from Post ...
HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
HindlePower’s President, Nic Hindle, Discusses Employee Focus, Re-Investing in a Family-owned Manufacturing Business...
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[WEBCAST] Would You Like More Income Every Year?
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?"...
Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
First of Three Meetings Will Discuss Workforce Issues Affecting Family Businesses, with Non-Family Employees Speaking...
Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
Tax Package Update—Crapo Goes Public: On Feb. 28, Senate Finance Committee Ranking Member Mike Crapo (R-ID) issued a...
Help Us Stand Up for Your Family Business, and Your Family!
Donate Now and Help Us Tell Your Story to Congress Family businesses are the sleeping giant of the US economy,...
Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
Family Enterprise USA (FEUSA) extends its sincere gratitude to all organizations who partnered with us in our recent...
Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
Congress Averts a Shutdown Yet Again: Following intense negotiations and a high-profile White House meeting early this...
Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning"...
FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
by Linda MackFounder and PresidentMack InternationalFrequently Asked Questions Posed to this C-Suite Executive Search...
Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
Congressional Family Business Caucus Meeting for Family Business Owners March 12 "Family Business Workforce Issues"...
Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning"...
Unlock Success: Save 25% on Transitions Spring 2024 for Family Enterprise USA Members
For Family Enterprise USA Members In Family-Owned Businesses Save 25% On Transitions Spring 2024 If you are...
Congressional Family Business Caucus Sets Meeting Schedule for 2024
Congressional Family Business Caucus Sets Meeting Schedule for 2024; First Meeting Scheduled for March 12 on Capitol...
WEBCAST: Hybrid Ownership Strategies Unveiled
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning"...
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano...
Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for...
Would You Like More Income Every Year?
Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before...
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts in...
Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
This video features Pat Soldano, President of Family Enterprise USA, discussing the advocacy work for...
Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
Join Pat Soldano, President of Family Enterprise USA, in a candid conversation with Jeff Reed, President and CEO of...
24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
Nurturing Family and Work: The Tradition of Multigenerational Employment
Unsung Heroes: Workforce Issues of Family Business The Unsung Heroes Video Series Sponsored by Family...
LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
FEUSA Named New Regional Sponsor of Family Business Association of Calif.
Family Enterprise USA Named New Regional Sponsor of Family Business Association of Calif. Combined Efforts...
Tax Implications for Family Business Succession Planning in 2024 and Beyond
Tax Implications for Family Business Succession Planning in 2024 and Beyond By Brian Bissell Just like...
Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this...