In The News Articles

Saying It Out Loud, By Pat Soldano. March 2024.

The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and Workforce Issues Rank High in New Family Enterprise USA Family Business Survey   By Pat Soldano Each year we conduct a survey among America’s...

Discover 3D Investing: Join Our Webcast for Proven Strategies!

Register Now for the April 3​ Webcast:   Starting at 12:00 PM Pacific Time   "Would You Like More Income Every Year?"   Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...

White House FY2025 Budget Request: Key Tax Takeaways

On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying documents. Separately, the Treasury Department released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals, commonly...

White House Releases FY 2025 Budget Tax Priorities

The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in total spending, including a proposed $895 billion for defense and approximately $621 billion in non-defense base discretionary spending. The request is...