Policy and Taxation Group Articles

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 Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill   Two family office...
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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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