Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for...
In The News Articles
Would You Like More Income Every Year?
Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before...
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[Survey] How Do You Hold Ownership of Your Family Business?
We're running a survey and would love your input.Thank you for participating! How do you hold ownership of your family...
A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
By Linda Mack, Mack InternationalThere is a strong consensus among Family Enterprises that successfully attracting and...
Saying It Out Loud, By Pat Soldano. June 2022.
Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something...
PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
Thank you to the Orange County Business Journal for publishing this article.Real Assets Advisor Podcast: The Power of...
Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee...
One Question; Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Tax & Financial Services Week Ahead. Tax Policy Update.
The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers...
How do you hold ownership of your family business or family office?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
Thank you to the Orange County Business Journal for publishing this article.Increased Pressure on Local Charities to...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz,...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Taxpayer Fairness Across the IRS. Tax Policy Update.
On Tuesday, May 18, the House Ways and Means Subcommittee on Oversight held a hearing on taxpayer fairness at the...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Policy and Taxation Group Names Kip Peterson to Board of Directors
Thank you to the Orange County Business Journal for publishing this article.Kip Peterson has been named to the Policy...
Why Congress is Choking Family Businesses
Thank you to the Orange County Business Journal for publishing this article.It’s hard to imagine our legislators...
Private Placement Insurance Products
Thank you to The Madison Group for this M Financial WhitepaperMany family businesses and multigenerational businesses...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the...
Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
Bipartisan Innovation Act: More Tax Talk. The conference committee to reconcile the House-passed America Creating...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an...
Navigating “Company Value” in Times of Choppy Market Activity
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPIIn the uncertainty of this social distancing economy...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST This will be a time...
Considerations in Making a Gift of a Business Interest to a Public Charity
Thank you to BNY Mellon Wealth Management for this report.One way donors can meet their philanthropic goals, while...
Countries With Or Without An Estate Or Inheritance Tax
The United States has one of the highest rates of estate tax in the world. While other countries may call a tax on...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
Weekly Washington Update. General, Health Care, Tax, and More.
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on...
A Conversation with Frank Luntz and Pat Soldano
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
An Opportunity to Save on Income Taxes
Thank you to BNY Mellon Wealth Management for this report.What are some of the benefits and risks in the election of...
Summary and Analysis: White House FY 2023 Budget Request
On Monday, March 28, the Biden administration released its $5.8 trillion fiscal year (FY) 2023 budget request...
Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
Despite inflation, pandemics, and tax worries, 88.5 percent of America’s family businesses expect revenues to increase...
Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict...
COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
Tax provisions were not the only items missing from the omnibus last week. Congress had to remove COVID-19 relief...
Who are the Members of FEUSA?
In 2021 we surveyed our FEUSA Members to learn more about them so we can discuss their challenges and concerns with...
Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
BBBA Comeback? President Biden’s first State of the Union address appears to have reignited discussions around a...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Family Enterprise USA Adds Two New Members to the Board of Directors
Family Enterprise USA, an organization advocating for family businesses in Washington DC, has announced the addition...
Last Chance To Participate
The 2022 Family Enterprise USA Annual Family Business Survey is closing soon. Each year, Family Enterprise USA surveys...