By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
Family Enterprise USA Articles
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...
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...
Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
2021 FEUSA Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue For Family...
Last Chance To Register to Hear About Current Legislative Agendas
We hope you will join us for a FEUSA update call on May 6, 2021 at 12pm PT or 3pm ET. Below is the Zoom Webinar agenda...
An Inside Look at Seven Family-Owned Businesses
How each one handled the challenges posed by the pandemic By Patricia N. Soldano & Dawn S. Markowitz Mention the...
Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.The American Jobs Plan and...
What is the House and Senate Step Up In Basis Elimination Legislation?
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Next week, President Biden is...
Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
By Laura Davison and Allyson Versprille / Bloomberg GovernmentPresident Joe Biden will propose almost doubling the...
Save The Date: May 6 FEUSA Members Call
We hope you will join us for a FEUSA update call on May 6, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy...
Results Are In: 2021 Family Business Survey Report Highlights
This year’s survey, conducted between January 6, 2021 and March 31st, 2021 by Family Enterprise USA, delivers many...
White House Releases Topline Spending Proposal
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The Biden...
Hiring: Director, Business Development Non- Profit
FEUSA, 501 (C)(3), Family Enterprise USA, (FEUSA) is THE organization that represents all family businesses on a...
Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
You are invited to the next Connected Conversations - Family Businesses Contribution to the U.S. Economy: A Closer...
Labor Updates From Washington, D.C.
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Biden Administration Labor...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over The Weekend Now...
Colette’s Catering: Managing Business During Pandemic
Early March or late February, we began to get the postponement and cancellation calls for our upcoming catering events...
Loutech: Dealing with COVID-19
The unraveling of the economy was not in the plans for Loutech in So Cal. We thought we would be bringing our...
January 28th Members Call Recap
Pat Soldano welcomed Members to the call, which focused on opportunities and challenges for family businesses as well...
Join Us for the First 2021 Members Call on January 28th
Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking....
#FamilyFirst webcast with Pat Soldano
Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family...
Taxation & Representation
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...
IRS Releases Priority Guidance Plan
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021...
Join Frank Luntz and Become A Member of Family Enterprise USA
Frank Luntz conducted a post election night poll which included the voters attitudes on reducing the estate tax or the...
Special Offer For Family Business Centers
Attention Family Business Centers and Institutes; PLEASE NOTE SPECIAL OPPORTUNITY! Until 12/31/2020 Family Enterprise...
Alysha Loumakis-Calderon joins the Board of Directors of Family Enterprise USA
Alysha Loumakis-Calderon joins the Board of Directors of Family Enterprise USA“Our Board of Directors is comprised of...
Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
Here is a recap of the family business responses to the COVID-19 survey that was sent out by FEUSA over the last 6...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing,...
2020 Election Results and Key Dates to Watch
The Day After the 2020 Elections - Post-Election Analysis and Outlook An election that was thought by many pollsters...
Neal and Brady Introduce Retirement Legislation
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the...