In The News Articles

Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales"   Why Attend?   You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...

Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors.   Whittier Trust, based in South Pasadena, is one of California’s largest private wealth management firms offering family office and...

Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy Conference in Washington, DC   AED’s Annual Policy Conference and Advocacy Day Spotlights Taxes, Workforce Issues, and Immigration Policies that...

Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax package having all but evaporated, lawmakers on the House Ways and Means and Senate Finance committees will have to look to potential opportunities...