By Patricia M. SoldanoPresidentFamily Enterprise USAA Year of Accomplishments Means More Hard Work Ahead in 2025...
Family Enterprise USA Articles
Holiday Message from Family Enterprise USA
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by...
How to Discover and Stay Informed About Family Business USA
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by...
Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed...
Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that...
Register Now to Attend “Introduction to Family Governance” Webinar
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Family Business...
Family Businesses Face Pandemic Challenges and Legislative Concerns
By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com.Between January and March 2021,...
Poll: How Long is Your Longest-Term Employee?
We asked the question "Do Legislators Listen to You?". See the results of this National poll via the infographic...
National Poll Results: Do Legislators Listen to You?
by By Mark J. Richards, The Madison Group, IncWe asked the question "Do Legislators Listen to You?". See the results...
The New Normal
by By Mark J. Richards, The Madison Group, IncIt has always been important for a business to adapt and manage change....
WATCH: Is Life Insurance A Solution For The Estate Tax?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.While life...
Join Us For Introduction to Family Governance
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Family Business...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Casey Roscoe with...
Poll: How Long is Your Longest-Term Employee?
Participate in our latest poll question and see what others are saying:[gravityform id="16" title="false"...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.With proposals...
Strengthen Your Family Business With a Family Governance Plan
Thank you to BNY Mellon Wealth Management for this report.It's critical to create a framework for joint...
Estate Tax Strategies for Business Owners
Thank you to BNY Mellon Wealth Management for this report.It's critical that business owners leaving a large estate...
Poll: What Biden Tax Policy is Important to You?
President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families...
UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Early Wednesday...
NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Early Wednesday...
NEW Section 199A Bill Update; Taxing Pass Through Entities
Download and read "Wyden Small Business Tax Fairness Act:Implications for Pass-through Business Owners"Candidate Biden...
2021 State by State Tax Chart Updated
Download and read "Estate Tax (Death Tax) by US State Chart"States Which Have a State Estate Tax (Death Tax) that is...
Infrastructure Update – Week of August 2-6
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Senate Majority Leader Chuck...
WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
American Food and Vending was co-founded with Steve Wells and his brother, and until the pandemic employed 1700...
State by State Death Tax Chart Update July 26, 2021
Individuals pay a 40% tax on the FULL MARKET VALUE of their assets, when they die, not just on the appreciation of...
Murphy Oil Corporation: Industry Leadership – A Vision Realized
Murphy Oil Corporation has a rich and storied history dating back to the early 1900s when our founder, Charles Haywood...
Poll Question: What Biden Tax Policy is important to you?
President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families...
All Republican Senators Urge President to Keep Step UP
Individuals pay a 40% tax on the FULL MARKET VALUE of their assets, when they die, not just on the appreciation of...
Speakers and Agenda – Join Frank Luntz and James Williams on July 29 Update call
We hope you will join us for a FEUSA update call on July 29, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Consider Joining Us For Frank Luntz Presentation During July 29 Members Call
We hope you will join us for a FEUSA update call on July 29, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Hearings Review: Tax and Financial Services Committees
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Last week, the tax and...
Family Business Succession Considerations
By Nathan Kublank and Mary Ellen Krueger, Aspiriant Directors in Wealth Management and PartnersIt’s common for family...
Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
Listen or watch an interview with Pat Soldano conducted by Jonathan Goldhill, Business Strategist. What is important...
WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
Casey Roscoe is 3rd generation family member of Seneca, a women-owned business in Eugene, Oregon. Listen to her tell...
Ensure Your Voice is Heard in DC
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges...
Infrastructure Update – Week of June 21-25
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.June 25, 2021 The White House...
WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
Watch and hear the “real story” of how the Biden tax proposals could affect a real family business as David Plimpton,...
How Much Tax Will You Pay With Biden’s Tax Plan?
President Biden has proposed an elimination of step up in basis and an increase in the capital gains tax; how much...
PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
Pat Soldano Speaking at Family Firm Institute July 12
Family Business Matters; Research, Data and Issues Facing Family Businesses in 2021 Family Businesses employ 59% of...
Eight Steps to an Effective Business Transition
Thank you to BNY Mellon Wealth Management for this report.When considering the future sale of a business, there are...
Successful Business Transitions Start With Early Planning
Thank you to BNY Mellon Wealth Management for this report.Planning ahead for a future business transition and...
Tax Efficiency: Effective Strategies for the Long Term
Thank you to BNY Mellon Wealth Management for this report.Managing and mitigating the drag of taxes is a key component...