In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and...
Family Businesses Articles
Saying It Out Loud Special Report May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAWho Should Pay More Taxes? Hard-Working Family-owned Businesses...
How Parallel Governance Can Guide Generational Transition with EY
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this...
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...
Would You Like More Income Every Year?
This webcast discusses incorporating dividend growth investing into the investment picture which is often utilized in...
Uncover the Power of Active Management with Fenimore Asset Management
Active Management - A Different Perspective Fenimore Asset Management, manager of the FAM Funds, is dedicated...
Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise USA’s Pat Soldano...
Legacy and Succession: Navigating Generational Transitions in Business
The video delves into the complexities of transitioning ownership and leadership, detailing the challenges of planning...
Act Now! Get Registered for April Members Webcast
Register Now for April Members WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Family Enterprise USA Exclusive...
New Video on Family Business ‘Workforce Challenges’ Premieres
New Video on Family Business ‘Workforce Challenges’ Premieres from Family Enterprise USA Family Business...
Coy Martin Named to Policy and Taxation Group Board of Directors
Coy Martin, General Counsel, ELD Associates, LLC, Named to Board of Directors, Policy and Taxation Group ...
Secure Your Spot! Join Exclusive April Webcast
Register Now for April Members WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Family Enterprise USA Exclusive...
Dive into Effective Investment Strategies. Register for Our Webcast!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income...
Get to Know the Congressional Family Business Caucus in New Video
Get to Know the Congressional Family Business Caucus in New Video from Family Enterprise USA If you are just hearing...
Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
'Workforce’ Issues Highlight Latest Congressional Family Business Caucus with House Member Co-Chairs Schneider,...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its work on fiscal year (FY) 2024...
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?"...