Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term. This...
Family Owned Business Articles
What’s Ahead for Family Office Talent in 2025? Join Our Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment...
House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
House Tax Teams Focus on TCJA Extensions, Additions While Making Sure ‘Consistency and Permanency’ Are Built-in to New...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
How do you hold ownership of your family business or family office?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
Thank you to the Orange County Business Journal for publishing this article.Increased Pressure on Local Charities to...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz,...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
The Surprising Facts of What America’s Family Businesses Look Like
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the...
Full Slate of Events Scheduled for Family Businesses This Month
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST This will be a time...
Considerations in Making a Gift of a Business Interest to a Public Charity
Thank you to BNY Mellon Wealth Management for this report.One way donors can meet their philanthropic goals, while...
Countries With Or Without An Estate Or Inheritance Tax
The United States has one of the highest rates of estate tax in the world. While other countries may call a tax on...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
An Opportunity to Save on Income Taxes
Thank you to BNY Mellon Wealth Management for this report.What are some of the benefits and risks in the election of...
From Generation to Generation
By Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone It has been said that one’s legacy is not...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the...
The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
By Matt Brown, Partner, Brown & Streza LLPThere are four stages of entrepreneurial business growth: wonder,...
Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
Family Enterprise USA "Invitation Only" Members Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom...
Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
Tax Tidbit Key Dates to Watch Early This Year. Welcome to 2022! We may have welcomed a new year, but Democrats’ policy...
Taxation & Representation and Tax Tidbit
Tax Tidbit Senate Finance Committee Democrats Update Build Back Better. On Saturday afternoon, Senate Finance...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
Family Enterprise USA Members Only Update Call November 17 at 3pm EST; 12pm PST ZOOM WEBINARInfo provided upon...
We Can’t Continue This Fight Without You
Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates. Despite the progress we’ve made...
Update on the Bipartisan Infrastructure Deal
The Senate is set to pass the Infrastructure Investment and Jobs Act (“IIJA”), a five-year, $1 trillion comprehensive...
Save the Date: Year-End Legislative Updates and Tips
Please join us on Wednesday, November 10 for a brief but impactful discussion on legislative updates and pending...
Possible Solutions For Life Insurance Policies “Aging Out”
Recently, there have been several articles written in prominent newspapers and magazines that have addressed the...
FEUSA Members Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
Last week, Family Enterprise USA (FEUSA) Members met in Washington, DC to discuss the sweeping, historic tax increases...