Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey...
Family Enterprise USA Articles
Saying It Out Loud, By Pat Soldano. August 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWatch Out Family Business Pass-Throughs, The IRS Is Flexing Its...
Wealth Tax Talks Heat Up as House Tax Teams Listen to Convenience Services Family Business Concerns
By Patricia M. SoldanoPresidentFamily Enterprise USAIt’s been tried, abandoned, and tried again, but Congress still...
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...
CAUTION: Elimination of Step Up in Basis Could Destroy Your Business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
Job Loss Example Due to Repeal of Step-Up Of Basis
A significant portion of the burden of repeal of step-up of basis would fall on workers through reduced labor...
Economic Impact from Repeal 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...
Champion Women Profiles: Pat Soldano
IWF is pleased to announce that Pat Soldano, perhaps the most important leader in the country fighting to kill the...
Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
There are efforts in DC to make the estate tax (death tax) worse; higher than a 40% tax on your business and all your...
Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.The Biden Administration this...
Warning; Elimination of Step Up in Basis could destroy your business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
Estate Tax Overview
The estate tax (also known as the death tax) is one of three taxes on assets and businesses passed from one person to...
Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
John Gugliada Joins Family Enterprise USA As Director Strategic Partnerships And Business Development John Marino...
House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
On Wednesday, May 12, the House Ways & Means Select Revenue Measures Subcommittee held a hearing titled "Funding...
BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
Earlier today, Congressman Jodey Arrington (R-TX) and Congressman Henry Cuellar (D-TX) and Senator Tom Cotton (R-AR),...
Pat Soldano Speaking at LIDO LIVE Webinar May 19
Pat Soldano will be apeaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes". Family...
Importance of Family Businesses’ Contribution to the U.S. Economy
By Torsten M. Pieper, Franz W. Kellermanns, Joseph H. Astrachan & Nina Anique Hadeler The Importance of Family...