By Patricia M. SoldanoPresidentFamily Enterprise USANew Chapter Begins for Family Businesses as President-Elect Trump,...
Generationally Owned Business Articles
In Case You Did Not Know: Our Evolving Mission
You may not be aware, but our Mission at Policy and Taxation Group has expanded in 2023. We’re sending this message to...
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Steube in New Podcast from Family...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family...
Advocate for Change: Your Voice, Your Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
Tax Watch! New Video Unpacks Sen. Wyden’s New ‘Wealthy’ Income Tax Act Aimed at Entrepreneurs, Successful Individuals,...
Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
Register Now for the January 17 Webcast: 12:00 PM Pacific Time "Valuing a Minority Block of Stock: IRS CCA...
24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Saying It Out Loud, By Pat Soldano. January 2024.
Our Actions Are Loud, But Your 2024 Actions Make Us Louder By Pat Soldano Maybe you’ve noticed, there’s not...
Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
On Jan. 9, 2024, the U.S. Department of Labor’s (DOL) Wage and Hour Division announced its final rule on Employee or...
[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Be Heard, Be Seen: Propel Generational Businesses to the Forefront
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA...
Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy...
Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax...
Future-Proofing Family Offices: Navigating Generational Shifts
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family...
Webcast Replay: Private Family Trust Companies: What? Why? How?
Key Points of the Webcast: Private Family Trust Companies: What? Why? How? 1. Private Trust Companies Defined:...
Unlock Success: Navigate Your Business Transition Strategically
By Director of Financial Planning, Isaac Bradley, J.D., CPA As A Family Business Owner, It’s Important To Know...
Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
Five Major Associations Join Congressional Family Business Caucus in Support of Family Businesses, America’s Largest...
Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
Supreme Court Justices Signal Narrow Ruling in Repatriation Tax Case. On Dec. 5, the U.S. Supreme Court heard oral...
Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
ACCA Partners with FEUSA to Boost America’s Family Businesses
Air Conditioning Contractors of America Join Family Enterprise USA to Support America’s Largest Private Employer,...
Beyond Business: Hancock Lumber’s Commitment to Community and Employees
Pat Soldano, the president of Family Enterprise USA, interviews Kevin Hancock, the chairman of Hancock Lumber, a...
24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize...
Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
Ken Monroe, President of Multi-Family Owned Caterpillar Dealer, Holt of Calif., Discusses Navigating Next Generation,...
Join Us for an Exclusive Webcast on Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
A Taxation & Representation Update For You
Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing...
Upstate NY Events Highlight Family Businesses
Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in...
Explore the What, Why, and How of Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
Family Businesses: 74% Thrive 30+ Years, Reveals Research
Family Businesses Prove Their Staying Power, with 74% in Operation for 30 Years or Longer, Research Shows ...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Saying It Out Loud, By Pat Soldano. December 2023.
Wins Create More Wins, Let’s Keep the Momentum Strong for Family Businesses In 2024 By Pat Soldano Momentum...
Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
Bush Beans’ Chairman Drew Everett Details Company’s 100-Year Commitment to Workforce, Community in New Family...
Uncover PTC Secrets: Transform Your Family’s Wealth Journey
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Family Business Hydraflow Shines in Orange County Register
Family Enterprise USA Supporter Hydraflow Spotlighted in Orange County Register, with Focus on Former Hughes 174,000...