Family Owned Business Articles

Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz

By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed, Been Abandoned Around the World, So Why Are We Considering It in U.S.? A wealth tax sounds like a straightforward way to reduce economic...

Wealth Tax News – 8/14/2026

This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from the Tax Foundation and over $100 million in opposition spending led by Sergey Brin. At the federal level, DSA leadership endorsed aggressive wealth...

PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk

By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel GroupRead Mark Richards and Zach Specht’s Full Whitepaper - Click Here Risk compartmentalization, investment policy discipline, and creditor...

Three WBOG Members Make Top Women-Owned Business List in Orange County

Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County Women Leaders of Hydraflow, Global, a 1st Flagship Co., and Casco Make Orange County Business Journal’s ‘The List’ Three members of the national Women’s Business...

Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals

Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals

Aug 26, 2026

Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings...

Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs

Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs

Aug 26, 2026

By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead &...

5 Ways Family Businesses Give Smarter

5 Ways Family Businesses Give Smarter

Aug 21, 2026

Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...

Register Today: FBA Southern California Legislative Conference

Register Today: FBA Southern California Legislative Conference

Jul 31, 2025

We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...

Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Owned Businesses Must Know

Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Owned Businesses Must Know

Jul 30, 2025

Speaker Johnson Kicks Off Discussions for Reconciliation 2.0: House Republicans are laying the groundwork for a second...

FEUSA Announces Q3 Family Owned Business Events; Caucus Meeting Set for Sept. 17

FEUSA Announces Q3 Family Owned Business Events; Caucus Meeting Set for Sept. 17

Jul 29, 2025

Meeting with Members of Congressional Family Business Caucus Set for Sept. 17; Third Quarter Events Scheduled for...

Congress and Family Business: A Policy Win Checklist

Congress and Family Business: A Policy Win Checklist

Jul 27, 2025

The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress...

24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success

24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success

Jul 24, 2025

Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...

Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business

Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business

Jul 23, 2025

Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the possibility of a second...

Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar

Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar

Jul 22, 2025

Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcasts with Brown & Streza, Dividend Assets...

Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners

Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners

Jul 21, 2025

Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...

Plan Smarter: Strategies to Build Harmony and Preserve Wealth

Plan Smarter: Strategies to Build Harmony and Preserve Wealth

Jul 17, 2025

Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...

Saying It Out Loud July 2025, By Pat Soldano

Saying It Out Loud July 2025, By Pat Soldano

Jul 17, 2025

By Patricia M. Soldano President Family Enterprise USACongress Listens When Message is Constant and Consistent; ‘One...

FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’

FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’

Jul 17, 2025

Family Enterprise USA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’ Topics Cover Family...

Don’t Miss This: Family Business Success Strategies Revealed Live

Don’t Miss This: Family Business Success Strategies Revealed Live

Jul 11, 2025

Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...

Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices

Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices

Jul 11, 2025

Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family...

The One, Big, Beautiful Bill Act – Summary and Analysis

The One, Big, Beautiful Bill Act – Summary and Analysis

Jul 10, 2025

On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of...

Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Jul 10, 2025

Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where...

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Jul 9, 2025

By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Jul 8, 2025

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting...

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Jul 7, 2025

Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza...

Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025

We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...

Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025

Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as...

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025

Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices,...

Senate Concludes OBBBA Vote-a-Rama

Senate Concludes OBBBA Vote-a-Rama

Jul 1, 2025

The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...

Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025

Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...

Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Jun 30, 2025

Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous...

Saying It Out Loud June 2025, By Pat Soldano

Saying It Out Loud June 2025, By Pat Soldano

Jun 28, 2025

By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’...

2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025

The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses...

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Jun 27, 2025

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family Enterprise USA ...

Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Jun 26, 2025

Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says...

[WEBCAST] Why Should We Care About Teams?

[WEBCAST] Why Should We Care About Teams?

Jun 26, 2025

Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...

Why Every Family Office Needs an ‘Expert Generalist’

Why Every Family Office Needs an ‘Expert Generalist’

Jun 25, 2025

By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And...

Tax Update: Congressional Republicans Racing to Complete Tax Package

Tax Update: Congressional Republicans Racing to Complete Tax Package

Jun 24, 2025

House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their...

Senate Finance Committee Tax Title – Summary and Analysis

Senate Finance Committee Tax Title – Summary and Analysis

Jun 24, 2025

On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...

Reserve Your Spot – Build Teams That Drive Legacy and Results

Reserve Your Spot – Build Teams That Drive Legacy and Results

Jun 20, 2025

Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...

Quick Poll: Share Your Thoughts on The One Big Beautiful Bill

Quick Poll: Share Your Thoughts on The One Big Beautiful Bill

Jun 20, 2025

We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....

Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey

Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey

Jun 20, 2025

America’s Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Family...

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Jun 19, 2025

Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...

Wealth & Values: Defining Family and Individual Values

Wealth & Values: Defining Family and Individual Values

Jun 19, 2025

By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesThe Rockefeller family became a...

Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology

Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology

Jun 18, 2025

Family Enterprise USA has partnered with USI to help our members make informed insurance decisions while maximizing...

Family Business Governance

Family Business Governance

Jun 18, 2025

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...

Tax Update: Senate Republicans Release Tax Text

Tax Update: Senate Republicans Release Tax Text

Jun 17, 2025

We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...

« Older Entries

Next Entries »