By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous...
Family Owned Business Articles
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax...
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Family Enterprise USA’s Latest...
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Instagram-pathstone-webcast-400x250.jpg)
[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USACommunication is the X Factor When It Comes to Bringing Up ‘Next...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family...
Focus on the future with these four strategies
Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to...
Ten Family Business Leaders Spotlight Succession Issues in Video
Ten Family Business Leaders Spotlight Succession Issues in New Family Enterprise USA Video In a new video, ten...
Family Vision and Values: The Starting Point of Estate Planning
By Jim CoutréHead of Wealth PlanningPathstoneBy Scott Weaver, JDChief Fiduciary OfficerPathstoneEstate planning has...
Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family...
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise...
New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. ...
Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
New Podcast with Dr. Frank Luntz and Pat Soldano Addresses How to ‘Decode Language’ to Reach Generation Z and X ...
Democracy in Action – Our visit to the Congressional Family Business Caucus
By Allen EsrockFounderNxtGen NexusBy Tim SchultzCenter for Family Business at Cal State FullertonThe Congressional...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
New Videos Feature CK Mondavi’s CEO David Brown, Andrew Geurink, VP, Holland Equipment, on Managing Workforce, Next...
Congressional Family Business Caucus Roundtable Summary – May 14, 2024
Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the second...
EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
EY’s Sean Aylward Details How To ‘Stress Test’ Your Family Business and Wealth Transition Planning in New Family...
![[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-jeff-reed-video-400x250.jpg)
[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
In New Family Enterprise USA Video, Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified...
Discover New Tax Insights Affecting Your Family Business on June 6
Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on family...
The Race to November: 2024 Election Preview
Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House, Senate and...
With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
By Pat SoldanoPresidentFamily Enterprise USAWith Focus on ‘Workforce,’ Congressional Family Business Caucus Leaders...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his...
Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for...
![[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-ey-webcast4-400x250.jpg)
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
DAC Insights – The Case for Dividend Growth Investing
By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
Saying It Out Loud, By Pat Soldano. May 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAMaybe you’ve heard a new Estate Tax bill has been introduced by...
Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO) released...
Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy Frank Luntz...
Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on Leadership...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help...
Next-Gen Family Business Survey
87% of Americans go to work every day for a family business, and around the world, family businesses play an enormous...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family Enterprise USA...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...