Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Family Owned Business Articles
Elevate Your Estate Plan: Strategies for High-Net-Worth Families
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon...
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or...
Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over...
Year-End Charitable Giving Strategies: Learn from the Experts
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Policy Update, Legislative Lowdown, and Tax Worldview
House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed...
2023 Annual Family Business Report
Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are...
Webinar Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
South Dakota Trust Company Execs in New Webcast Detail How Flexibility in Family Trust Design is Crucial for Family...
Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
High Growth for Family Businesses Despite Inflation, Labor, and Recession
Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows Family...
Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business &...
Weekly Washington Policy Updates
General Updates McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan
Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day...
2023: Family Businesses Flourish Despite Challenges!
Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows Family...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
By Todd G. Povlich, CFA, ASA, Mark E. Lingerfield, ASA, and Tadd A. Lindsay Appraising A Company That Is...
Key Industry Leaders Gather: Congressional Family Business Caucus
Congressional Family Business Caucus Meets for Third Time with Family Businesses, Industry Leaders on Capitol Hill ...
Weekly Washington Update: Taxes, Health Care, Immigration, and More
General Updates Government Shutdown Just Days Away: Congress is barreling toward the first full-government...
Register Today – Ensure Your Family’s Financial Security with a Trust
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Transform Your Family’s Financial Future with Modern Trust Designs
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Census Report Fuels Child Tax Credit Debate and More Updates
Legislative Lowdown Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for...
Saying It Out Loud, By Pat Soldano. September 2023.
Trust is Everything When Saving America By Pat Soldano Family businesses may have to save America. Let me...
Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
Real Estate Leader Lloyd Companies’ CEO Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in...
Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Comprehensive Updates: Government, Health Care, and Immigration
Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the...
How Can Philanthropy Build the Next Generation’s Financial Skills?
For family business owners, preparing the next generation to someday join your business is an important goal. Teaching...
Cybersecurity is No Longer Optional, It’s a Necessity
By Bonnie Ohlinger JD, CPRIA, USI-National Content Manager No one is immune from cybercrime. Large...
Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...
24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...
Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Your Voice Matters: Contact Your Representatives in Congress Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Trucking Industry and Family Businesses Unite to Fight Tax Hikes
American Trucking Associations and Family Enterprise USA Form New Strategic Partnership to Advocate Jointly on Capitol...
Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
"Protecting the Wealth of Family Businesses in a Volatile Tax Environment" A presentation by Pat Soldano;...
Free Webcast: How to Make Your Charitable Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...
Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
Caucus Members Participating in Roundtable Discussion Moderated by Dr. Frank Luntz, Family Business Executives...
Brownstein’s Tax Team Discusses the Future of Taxes
Brownstein’s Tax team discusses how to read the topography of the tax landscape as we come out of Congress’s summer...
Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
In an increasingly competitive market for sophisticated and experienced professional and investment talent, family...
Learn from Experts How to Make Your Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...
Meet Frank Luntz at the Family Business Roundtable
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
Frank Luntz, Mick Mulvaney Tackle Lack of Congress’ Education on Power of America’s Family Businesses in New Family...
RSVP for Family Business Roundtable with Special Guest Frank Luntz
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...