Multi Generational Business Articles

Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event

We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy...

Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More

Senators Renew Efforts to Reverse R&D Tax Modification. Last Friday, a bipartisan coalition of 12 senators introduced the American Innovation and Jobs Act to increase incentives for businesses that invest in domestic research and development (R&D). Spearheaded...

Keeping It in the Family: Why Succession Planning Matters

When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel experiences.   March 22, 2023 11:00 AM Pacific Time / 2:00 PM...

Saying It Out Loud, By Pat Soldano. March 2023.

For Happier Workers, Businesses Need to Take a Chapter Out of Family Business Employee Handbook   By Pat Soldano The findings are clear: family businesses treat their employees better, pay them better, and keep them longer. In our latest research report, The...