This week’s wealth tax developments centered on California’s Proposition 40, as Rep. Ro Khanna (D-CA) defended it as a...
Family Owned Business Articles
DAF vs Foundation: What’s Best For You?
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Succession Planning for Family Businesses
For many family-owned businesses, succession planning is not just a business decision. It's a personal one. ...
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help...
Wealth Tax News – 8/21/2026
This week saw continued momentum against state-level wealth taxes, as California billionaires poured nearly $40...
![[WEBCAST] Give 60% Smarter? Live Philanthropy Guide](https://familyenterpriseusa.com/wp-content/uploads/2026/08/Instagram-whittier-webcast2-400x250.jpg)
[WEBCAST] Give 60% Smarter? Live Philanthropy Guide
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead &...
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed,...
Wealth Tax News – 8/14/2026
This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from...
PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel...
Three WBOG Members Make Top Women-Owned Business List in Orange County
Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County Women Leaders of...
Wealth Tax News – 8/8/2026
California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California...
Family Enterprises and Owner-Led Businesses with CFAR
As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the...
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In FBM New Podcast
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In New Family Business Magazine, Family Enterprise USA...
Wealth Tax News – 7/31/2026
This week’s we’re watching the continued national and state-level fight over taxing concentrated wealth: California...
Washington DC is calling. Will you answer?
About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished, successful, and talented...
Philanthropy and the Family Business: Five Channels for Charitable Giving
By Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustBy Jerad BeltzSenior Vice President,...
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Survey Shows
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Family Enterprise USA Survey...
Wealth Tax News – 7/25/2026
This week’s wealth tax coverage centers on California’s billionaire tax proposal (Prop 40), where Rep. Ro Khanna...
Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
By Jeff AholaCEOAhola Payroll & HR SolutionsRead Jeff Ahola’s Full Whitepaper - Click Here Most employers...
Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies...
Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAMore Lawmakers Join...
Wealth Tax News – 7/17/2026
Momentum for taxing the ultra-wealthy is building at every level of government in the last two weeks – from a...
How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
James B. WoodUS-East EY Private Family Enterprise Business Services Managing DirectorEYFamily enterprises are often...
Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
Attendees Hear Wide Ranging Update on Legislation, Estate Taxes, China’s Growing Dominance, AI Issues, and...
The Death of the 1031 Exchange
Trevor SchueslerExecutive Vice PresidentBuchanan Street PartnersAnnie ClareSenior Investor Relations AnalystBuchanan...
CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
Tim Schultz New CEO Family Enterprise USA, Family Enterprise USA Action; Focus on Keeping Voice of Family-Owned...
Wealth Tax News – 7/2/2026
This week’s wealth tax coverage was dominated by Gov. Newsom’s call for a national “billionaires tax” while...
How Family Businesses Can Plan for Uncertainty
Jeff Boxx, MBA, CPA Partner, Tax & AdvisoryLSLFor family business owners, uncertainty is nothing new. Many have...
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Caucus
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Congressional Family Business Caucus Next...
Wealth Tax News – 6/29/2026
Wealth taxes dominated the agenda this week, headlined by California Gov. Gavin Newsom’s call for a national...
Wealth Tax News – 6/26/2026
Wealth taxes dominated the agenda this week, headlined by California Gov. Gavin Newsom’s call for a national...
Stop the Savings Penalty: Prioritizing Reform Over New Taxes
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Healthcare, Wealth Tax Policies Top Concerns for America’s Family-Owned Businesses
Healthcare, Wealth Tax Policies Top Concerns for America’s Family-Owned Businesses, New FEUSA Survey Shows As...
Fuel for Growth: Capital Solutions for Family Businesses. June Family Business Caucus
Executive Summary Congressional Family Business CaucusJune 9, 2026U.S. Capitol Building, Washington, D.C. ...
Saying It Out Loud June 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Get Hurt When the ‘Math Doesn’t Add Up’...
In California, Organized Labor Might Just Defeat Itself
Yet another tax-the-rich initiative is running into reality. By WILL SWAIM An SEIU-backed measure to tax the...
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Caucus Meeting
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Congressional Family Business Caucus Meeting Four...
Discover What’s Driving California’s Tax Debate
A recent episode of the Radio Free California podcast features an in-depth discussion with Hoover Institution...