Policy and Taxation Group Articles

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 William Preston, Fenimore Asset Management. Learn more at fenimoreasset.com.   Discover the critical factors influencing investment success in this...
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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   Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Businesses, Family Offices, and Successful Individuals; New Research...
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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 Hear Directly from Non-Family Business Employees in First Caucus Meeting of 2024   New Family Business Research Unveiled; Shows Taxes, National...
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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 generations, but keeping a business in the family is not always the right choice. Family business owners who anticipate a sale should start planning as early as...
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