Policy and Taxation Group Articles

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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DAC Insights – The Case for Dividend Growth Investing

By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLC​Regardless of how thorough the analysis or how accurate the economic forecasting, how well an investment performs on paper cannot compare to its performance in the real world. It's the...
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