Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
Income Taxes Articles
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
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,...
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...
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...
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...
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...
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...
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...
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...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the...
Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
Latest BBBA Update: SALT and CTC. In addition to the American Rescue Plan Act and the Infrastructure Investment and...
Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
Family Enterprise USA "Invitation Only" Members Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom...
February 8th FEUSA Zoom on 2/8 Addressing Latest Tax Legislation – By Invitation Only
Family Enterprise USA "Invitation Only" Members Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom...
Taxation & Representation and Tax Tidbit
Tax Tidbit Build Back Better Timeline. Senate Majority Leader Chuck Schumer (D-NY) has consistently said for months...
Tax & Financial Services Week Ahead
The House and Senate will reconvene Tuesday at noon and Monday at 3 p.m., respectively. The House and Senate are...
Taxation & Representation & Tax Tidbit, October 19, 2021
Tax Tidbit Democratic Patience Wearing Thin. Negotiations around the bipartisan infrastructure framework and the...
National Poll Results: What Biden Tax Policy Is Important To You?
by By Mark J. Richards, The Madison Group, IncWe asked the question "What Biden Tax Policy Is Important To You?"....
Family Business Under Attack; What Budget Reconciliation Includes
Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Casey Roscoe with...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.With proposals...
Infrastructure Update – Week of August 2-6
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Senate Majority Leader Chuck...
How Much Tax Will You Pay With Biden’s Tax Plan?
President Biden has proposed an elimination of step up in basis and an increase in the capital gains tax; how much...
House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
On Wednesday, May 12, the House Ways & Means Select Revenue Measures Subcommittee held a hearing titled "Funding...
BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
Earlier today, Congressman Jodey Arrington (R-TX) and Congressman Henry Cuellar (D-TX) and Senator Tom Cotton (R-AR),...
Pat Soldano Speaking at LIDO LIVE Webinar May 19
Pat Soldano will be apeaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes". Family...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over The Weekend Now...
A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.President Joe Biden...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend...
Taxation & Representation
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...
IRS Releases Priority Guidance Plan
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021...
Join Frank Luntz and Become A Member of Family Enterprise USA
Frank Luntz conducted a post election night poll which included the voters attitudes on reducing the estate tax or the...
Hear Frank Luntz and Congressman Arrington LIVE!
Attend ZOOM WEBINAR on July 20, 2020 at 1pm ET; 10am PT; agenda below. Frank Luntz to present: “American Public...
State News – Georgia Republicans
"Cities and states brace for economic 'reckoning,' eyeing major cuts and fearing federal coronavirus aid isn't...