Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning"...
In The News Articles
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano...
[Last chance] Register For Our August 18th Webinar
How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted...
House Passes Inflation Reduction Act
The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207...
How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted...
Reconciliation Update. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (IRA) on Aug. 7, concluding a marathon session that...
‘More Than Just Money’ Family Business Legacy & Wealth Conference
‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago...
Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
Mark Peters, CEO Butterball Farms, Speaks with Pat Soldano About Keeping a Multi-Generational Family Business Growing,...
YOU’RE INVITED To Join Us For An Exciting Webinar
How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted...
Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (H.R. 5376) along party lines (51-50) this...
WEBINAR REPLAY: For Profit Family Office Structure – Is It Right For Your Family?
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Employees at America’s Family Businesses Are Doing Better
Despite Labor Turmoil, Employees at America’s Family Businesses Are Doing Better, New Research Shows ‘Great...
Harness the Power of Collaboration to Stabilize a Workforce
How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce Butterball CEO...
Special Reconciliation Edition. Taxation & Representation.
In an unexpected statement last Wednesday, Sen. Joe Manchin (D-WV) and Senate Majority Leader Chuck Schumer (D-NY)...
2 Days Left to Register For Profit Family Office Structure Webinar
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
‘Future of Family Business’ Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Family Enterprise...
Manchin-Schumer Reconciliation Framework Agreement
Sens. Schumer (D-NY) and Manchin (D-WV) released a joint statement (included below) and one-page summary for a new...
YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
[Last chance] Register For the July 27th Webinar
Family Enterprise USA Exclusive Members Only Zoom Meeting, Including Former U.S. Senator Mark Begich July 27 at 12PM...
Register now: For Profit Family Office Structure – Is It Right For Your Family?
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Visits & Caucus Get Private Company Director Spotlight
Capitol Hill Visits, Congressional Caucus Get Private Company Director Spotlight Our recent series of successful...
Reconciliation Realignment. Taxation & Representation.
Late last week, citing high inflation, Sen. Joe Manchin (D-WV) announced his hesitation to move forward with a budget...
Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
Channellock’s Jon DeArment Opens Up on Challenges of Multi-Generational ‘Made In USA’ Products in New Family...
[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Shifting News About Reconciliation
There’s been a lot of shifting news about reconciliation. July 14th, The Washington Post put out a (now-revised)...
Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation...
INOLEX & Employees Help Ukraine
INOLEX, Family EnterpriseUSA Member, Helps UkraineEmployees Provide Relief to War Victims INOLEX Works with American...
Saying It Out Loud, By Pat Soldano. July 2022.
It’s Slow, Frustrating, But Talking to Congress Works Last month we took a group of family business members, CEOs of...
New Webinar: ‘How Much Is My Family Business Worth?’
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation...
Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
Earlier this week, Democratic staff indicated that an expansion of the NIIT to apply to nonpassive business income...
Reconciliation Revival? Taxation & Representation.
Ever since Sen. Joe Manchin (D-WV) publicly renounced his support of the House-passed Build Back Better Act (BBBA) in...
Join Us For July 27th Webinar Addressing Latest Tax Legislation
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Business Valuation Webinar: From Estate Planning to Exit Planning
Hosted by Family Enterprise USA, our presenter is Mark E. Lingerfield, MPI. Mark is a Partner at MPI and is based in...
Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Family Business Centers, Family Businesses Meet Capitol Hill Representatives
Family Business Centers, Family Businesses Meet Capitol Hill Representatives to Discuss Critical Issues Face-to-Face...
[LAST CHANCE] Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Build Back Better Outlook. Taxation & Representation.
Congressional Democrats are still hoping they can pass some version of the Build Back Better Act (BBBA), the budget...
Winning The War on The Wealthy
A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a...
How to Get the Most from Your Board
Thank you to BNY Mellon Wealth Management for this report.A high-quality board of directors with a range of talents...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
Thank you to the Orange County Business Journal for publishing this article.Increased Taxes for Individuals,...