On Friday, May 30, the Trump administration released the Technical Supplement to the 2026 Budget (“Appendix”). The...
Family Owned Business Articles
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Feel the Impact of New Tariffs, ‘Weight...
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano...
Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for...
Would You Like More Income Every Year?
Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and...
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts in...
Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
This video features Pat Soldano, President of Family Enterprise USA, discussing the advocacy work for...
Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
Join Pat Soldano, President of Family Enterprise USA, in a candid conversation with Jeff Reed, President and CEO of...
24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
Nurturing Family and Work: The Tradition of Multigenerational Employment
Unsung Heroes: Workforce Issues of Family Business The Unsung Heroes Video Series Sponsored by Family...
LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
FEUSA Named New Regional Sponsor of Family Business Association of Calif.
Family Enterprise USA Named New Regional Sponsor of Family Business Association of Calif. Combined Efforts...
Tax Implications for Family Business Succession Planning in 2024 and Beyond
Tax Implications for Family Business Succession Planning in 2024 and Beyond By Brian Bissell Just like...
Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this...
Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Matt Nielsen Elected to Family Enterprise USA Board of Directors
Matt Nielsen, International Managing Director, Nielsen-Massey Vanillas, Elected to Board of Directors, Family...
Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your...
7 Capital Planning Questions For Family Businesses
Growing family companies need to be adequately capitalized to fund their current operating needs, future growth and...
Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
Register Now for February 7 Members Webcast: Listen to Dr. Frank Luntz on "The Presidential Election" This is a Family...
Webcast Replay: Valuing a Minority Block of Stock – IRS CCA 202152018 and its Implications for Private Company Sales
A webcast featuring Mark Lingerfield, ASA a Partner and Managing Director at MPI, hosted by Pat Soldano, President,...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family...
Advocate for Change: Your Voice, Your Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
Tax Watch! New Video Unpacks Sen. Wyden’s New ‘Wealthy’ Income Tax Act Aimed at Entrepreneurs, Successful Individuals,...
Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
Register Now for the January 17 Webcast: 12:00 PM Pacific Time "Valuing a Minority Block of Stock: IRS CCA...
24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Saying It Out Loud, By Pat Soldano. January 2024.
Our Actions Are Loud, But Your 2024 Actions Make Us Louder By Pat Soldano Maybe you’ve noticed, there’s not...
Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
On Jan. 9, 2024, the U.S. Department of Labor’s (DOL) Wage and Hour Division announced its final rule on Employee or...
![[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!](https://familyenterpriseusa.com/wp-content/uploads/2024/01/Instagram-mpi-webcast-4-400x250.jpg)
[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Be Heard, Be Seen: Propel Generational Businesses to the Forefront
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
![[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights](https://familyenterpriseusa.com/wp-content/uploads/2023/12/Instagram-MPI-webcast-400x250.jpg)
[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA...
Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy...
Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax...