Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of...
Family Enterprise USA Action Articles
Policy and Taxation Group Renamed Family Enterprise USA Action
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill...
Quarterly Legislative and Political Update Webcast, November 2025
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition,...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and...
Family Office Executives Lomont and Brehm Join Board of Directors at PATG
Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group Hallador...
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...
First Quarter Sees Multiple Regional, Virtual Events Set for 2025
First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025...
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...
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...
DAC Insights – The Case for Dividend Growth Investing
By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis...
Pat Soldano to Speak at IVYFON’s LA Family Office Forum
Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office...
Coy Martin Named to Policy and Taxation Group Board of Directors
Coy Martin, General Counsel, ELD Associates, LLC, Named to Board of Directors, Policy and Taxation Group ...
PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
Policy and Taxation Group Names Kip Peterson New Board Chairman as Longtime Chairman Brett Rousch Retires from Post ...
New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
Policy and Taxation Group, Dividend Assets Capital Kick Off Strategic Partnership with Hilton Head Regional Event ...
June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
The Future of Family Businesses: What to Expect with Tax Reform
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
May 16th Event: Tax Reform and Family Businesses Under Congressional Review
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
May 10th Tax Policy Event Focuses On Family Businesses
May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses...
Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
Pat Soldano, Founder & President, Policy & Taxation Group will be speaking at FBA's Eleventh Annual CAPITOL...
Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the...
Family Businesses Receive a Boost in Representation with New Caucus
By Pat Soldano Family Business, ‘The Quiet Giant,’ Gets Leadership Voice on Capitol Hill with New Congressional Caucus...
Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and 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...
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,...
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...
UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
UHNW Institute Taps Policy and Taxation Executives Pat Soldano and John Marino for Advisory Board, Faculty Posts ...
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...
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...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Policy and Taxation Group Names Kip Peterson to Board of Directors
Thank you to the Orange County Business Journal for publishing this article.Kip Peterson has been named to the Policy...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Policy and Taxation Group Welcomes Two New Board Members
Policy and Taxation Group (PATG), an organization dedicated to the ultimate repeal of estate, gift, and...