What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg Tax analysis,...
Family Owned Business Articles
Revival of the Wealth Tax May Prompt Constitutional Challenges
What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg Tax analysis,...
Weekly Washington Update: Is a Second Reconciliation Bill Coming in 2026?
RSC Issues Framework for Second Reconciliation Bill: On Jan. 13, the Republican Study Committee (RSC) released its...
Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
Avoid ‘Shirtsleeves to Shirtsleeves’ in Three Generations by Shifting Inheritance Vision to Private Capital, Says The...
New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
First Meeting of Bipartisan Caucus Will Set Framework for New Group Focused on Educating Congress on Power of...
[LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
About Homrich BergOne of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we...
[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years; New Family...
Still Thinking About Participating in Transitions Spring 2023?
As a sponsor of Transitions Spring 2023, Family Enterprise USA is pleased to offer a 15% discount to you and your...
Inheritance VS. Private Capital
by Mark J. Richards, The Madison Group Sometimes our perceptions are formed by the words that are chosen. An example...
Pomp and Positioning: The State of the Union Address, 2023
Earlier in the week, President Joe Biden stood before a joint session of the 118th Congress to give his State of the...
Family Business Caucus Begins Work with First Meeting on February 28
New Congressional Family Business Caucus Formed, Begins Work with First Meeting on February 28 American Farm Bureau,...
Introduction to the New Members of the Ways and Means Committee
On Jan. 27, House Ways and Means Committee Chair Jason Smith (R-MO) announced the GOP rosters of the six subcommittees...
Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment Legislative...
Saying It Out Loud, By Pat Soldano. February 2023.
Ax Falls on Exemptions in 2026; Planning Right Now Will Save Your Family Business Millions By Pat Soldano This...
Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
Impact of Supply Chain Disruptions in 2023
Supply chain disruptions are expected to continue in 2023. Geopolitical conflicts, inflation, extreme weather events,...
Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years, New Video...
Ways and Means Potential Legislative Agenda
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican...
U.S. Debt Limit: Current Landscape and Key Takeaways
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law...
We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
New Congressional Family Business Caucus Helps Focus Attention on Survey
New Congressional Family Business Caucus Helps Focus Attention on Annual Family Business National Survey Family...
Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
ATA Supports Formation of New Congressional Family Business Caucus
American Trucking Associations Supports Formation of New Congressional Family Business Caucus With Majority of...
Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
Transitioning For the Future, Cutting Red Tape Is Key to Success for General Contractors GoodFellow Bros. in New Video...
[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
Family Trust Agreements, Community Giving Spotlighted in New Family Enterprise USA Video with Commercial Realty Firm...
State of Family Business Annual National Survey Launched
Large-Scale Annual Survey Takes Pulse of Family Business Growth, Health in Challenging Year Post Covid, but Inflation...
[VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
Not Waiting for the Government, Industrial Roofing Company’s CEO Mike Davis Creates Company Training Center for...
Training the Next Generation is Key to Success for California’s Lippow Development
Training the Next Generation is Key to Success for California’s Lippow Development in New Family Enterprise USA Video;...
Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
Lawmakers released the text for the $1.7 trillion fiscal year 2023 omnibus appropriations bill. The package contains...
A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
Legislative Wins, with Support of Policy and Taxation Group, and New Congressional Family Business Caucus Help Put...
Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
Government Gridlock or Season of Compromise? Washington Experts Mark Warren, Pat Soldano Discuss Congress’ Agenda,...
Saying It Out Loud, By Pat Soldano. December 2022.
A Beautiful Engine Called Profit Margaritas on the beach are not Kent Thompson’s idea of a good time. In fact,...
Pass-Through Entities Explained
80% of family businesses and generationally owned businesses, are organized as a Pass-Through Entity such as Limited...
Trends in the Overall Family Business Enterprise Market
by Linda C. Mack, Mack International An intensely competitive market and increased access to information are requiring...
2022 Survey of Family Enterprise USA Members
We surveyed our Members to learn more about them so we can discuss their challenges and concerns with legislators with...
It’s All Relative; Family Matters in Business Succession
By: Wealth Strategist – Family Office, Abbey Flaum, J.D., LL.M. Parenting and running a business are, in many ways,...
2023 Will Be a Year of Uncertainty for Family Businesses
Complicating factors include inflation, interest rates and midterm election fallout. By Pat Soldano Over the past...
Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
Bipartisan Group of Congressional Members Launch New Congressional Family Business Caucus Focused on Concerns of...
Saying It Out Loud, By Pat Soldano. November 2022.
Consequences of Midterms: Compromise The “red wave” never came and so Capitol Hill watchers are scratching their...
PODCAST: “What Happened?” Midterm Elections – Winners and Losers
Listen to Our Podcast: Voice of Family Business on Capitol Hill with Pat Soldano "What Happened?" Midterm...
Is a For-Profit Family Office Right for You?
Forming a family office is often a logical step for families that have created substantial wealth. Indeed, many...


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