Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and...
Pat Soldano Articles
Saying It Out Loud, By Pat Soldano. March 2025.
By Patricia M. Soldano President Family Enterprise USACapitol Hill Caucus Meeting Gives Family-Owned Business Leaders...
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses ...
Saying It Out Loud, By Pat Soldano. February 2025.
By Patricia M. SoldanoPresidentFamily Enterprise USAFasten Your Seat Belts for Bumpy Ride as New Tax, Government...
Family Businesses Crave Consistency and Permanency in New Tax Legislation
Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New ‘Voice of Family Business’ Podcast from Family...
Saying It Out Loud, By Pat Soldano. January 2025.
By Patricia M. SoldanoPresidentFamily Enterprise USAFamily Businesses Get Down to Work as New Year Offers Optimism,...
The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
The Cost of Timing the Market: Insights for Smarter Investment Strategies webcast reply with Christian Snyder and...
Saying It Out Loud, By Pat Soldano. December 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAA Year of Accomplishments Means More Hard Work Ahead in 2025...
Will New Tax Policies Protect Your Family Business?
Pat Soldano’s latest article, "Family business-friendly policies a likely priority in new administration’s first 100...
Saying It Out Loud, By Pat Soldano. November 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USANew Chapter Begins for Family Businesses as President-Elect Trump,...
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...
Saying It Out Loud, By Pat Soldano. October 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAPersonal Taxes Take Center Stage as Congress Tackles the 2025 Tax...
Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
Compliance with New Corporate Transparency Act Detailed in New Family Enterprise USA Webcast with legal Expert Matt...
Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
The video is an interview with Matt Brown, a partner at Brown and Streza, about the Corporate Transparency Act (CTA)....
Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
Leadership Building at Family Offices Require a ‘Blueprint,’ says Mack International Founder Linda Mack in New Webcast...
Summary of September Family Business Caucus Roundtable
Pat Soldano opened the roundtable by thanking Members of Congress, congressional staff, and family-owned businesses...
Wealth Tax Proposals Proliferate
The insightful article titled "Wealth Tax Proposals Proliferate" was recently published in Family Business Magazine....
Saying It Out Loud, By Pat Soldano. September 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAPriorities Being Set as Tax Teams Focus on 2025 Tax Bill ...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
Pat Soldano’s latest article, published by Family Business Magazine, takes an in-depth look at the current tax...
EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast from Family Enterprise USA ...
On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel 146. The Dave Nemo Show...
Saying It Out Loud, By Pat Soldano. August 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWatch Out Family Business Pass-Throughs, The IRS Is Flexing Its...
Saying It Out Loud, By Pat Soldano. July 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax...
Family Office Workshop: What You Need To Know?
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will...
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...
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...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston in New Family...
Saying It Out Loud, By Pat Soldano. April 2024.
Next Gen is Counting on Us to Slow Impact of High Taxes By Pat Soldano With 85.5% of family businesses having...
Saying It Out Loud, By Pat Soldano. March 2024.
The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano...
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...
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...
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...
Saying It Out Loud, By Pat Soldano. November 2023.
Family Offices Must Adapt with Next Generation, Or Fade Away By Pat Soldano Today’s family office industry is...
2023 Annual Family Business Report
Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are...
Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business &...
Saying It Out Loud, By Pat Soldano. September 2023.
Trust is Everything When Saving America By Pat Soldano Family businesses may have to save America. Let me...
Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
"Protecting the Wealth of Family Businesses in a Volatile Tax Environment" A presentation by Pat Soldano;...
Saying It Out Loud, By Pat Soldano. July 2023.
How Family Businesses Can Change the Tune on Capitol Hill By Pat Soldano America is back on the road. Planes...
Saying It Out Loud, By Pat Soldano. May 2023.
Danger Lurks in Debt Reduction Battle By Pat Soldano In the debt ceiling struggle between the Republican-led...
The Power of America’s Family Businesses is All in the Numbers
Family businesses continue to anchor America’s economy. Every year we conduct research on America’s largest...