Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA...
Family Owned Business Articles
Billionaire Tax Gets Zero Votes in Debate
‘Billionaire Tax’ Gets No Votes from Both Becerra and Hilton in Latest CNN Debate before November Elections ...
5 Things To Think About In Corporate Philanthropy: DAFs, Foundations & More
In this webcast, 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More, Ashley Fontanetta and...
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[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Caucus Day Recap. The Price of Prosperity: Family Business Strategies for Battling All Taxes on Success
Caucus Day Recap. September 23, 2026. The Price of Prosperity: Family Business Strategies for Battling All Taxes on...
WBOG Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses
Women Business Owners Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses Women’s...
The Importance of Illiquidity Budgeting for Families
Jordan WaldrepChief Investment Officer, Trust and WealthBank OZKRead & Download the Whitepaper. Click Here. ...
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[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Saying It Out Loud September 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes, Estate Taxes...
The Last Fragmented Real Estate Sector
By Derek CzarkowskiVice President, Investor RelationsBuchanan Street PartnersBy Annie ClareSenior Investor Relations...
WARCO Hosts Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes
WARCO Hosts House Member Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes Rep. Correa,...
Wealth Tax News – 9/11/2026
This week’s wealth tax developments again centered on California’s Proposition 40, which drew editorial opposition...
Stop Guessing, Start Giving Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23 ‘Price of...
Wealth Tax News – 9/4/2026
This week’s wealth tax developments centered on California’s Proposition 40, as Rep. Ro Khanna (D-CA) defended it as a...
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...
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[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...