By Alexander “Zan” SchindlerSenior AssociateBrown & Streza LLPIn this insightful whitepaper from Alexander “Zan”...
Family Enterprise USA Articles
Your Perspective Strengthens Our Advocacy For Family-Owned Businesses
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your...
With Your Help, We’ve Accomplished A Lot in the Last Year
In a short video, Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, thanks partners,...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USATop 5 Family Businesses Wins After Passage of ‘One Big Beautiful...
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast Family Enterprise...
New Podcast Details How to Make Private Equity into Positive Partners
New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners Family Enterprise USA...
Quick Poll: Concern About Capital Gains Tax
We’d love to hear from you! Please take a moment to participate in our quick poll on Capital Gains Tax.[gravityform...
Smart Strategies for Family Business Success with Rockefeller Global Family Office
This webcast features Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress...
Saying It Out Loud July 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USACongress Listens When Message is Constant and Consistent; ‘One...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
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...
Saying It Out Loud June 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’...
2024-25 Family Business Rising Gen Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family Enterprise USA ...
Why Every Family Office Needs an ‘Expert Generalist’
By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Wealth & Values: Defining Family and Individual Values
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesThe Rockefeller family became a...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family...
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael...
![[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next](https://familyenterpriseusa.com/wp-content/uploads/2025/06/Instagram-Tamarind-webinar-400x250.jpg)
[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
In a year marked by political transition, economic unpredictability, and the looming sunset of the 2017 Tax Cuts and...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne...
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Feel the Impact of New Tariffs, ‘Weight...
Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
Family Enterprise USA recently conducted a “Spot Poll” among family-owned businesses leaders on the Trump...
H.R. 1 Tax Title – Summary and Analysis
On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized...
“Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for...
New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
Family Office Hiring Trends Detailed in New Mack Intl. Webcast; New Family Business Magazine Podcast Features Pat...
Saying It Out Loud May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Coalition of Women Business Owners Empowers Women...
Tax Update: House Passes Reconciliation Package
On May 22, just before 7 am ET, the House of Representatives passed Republicans’ multi-trillion-dollar...
Build a Family Office That Works: New Podcast + Webcast with EY Experts
Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means Committee Chairman Jason...
Quick Poll – Share Your Thoughts on Tariffs
We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your business. It’s...
Tax Update: Ways and Means Notices Tuesday Markup
Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to make their...
Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
Family-Owned Businesses Essential to American Dream, Most Trusted Businesses in the Economy, New Luntz Survey Shows ...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and...
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...