The last several years have seen an unprecedented level of wealth transfer transactions, including interests in...
Taxes Articles
118th Congress Tax Agenda. Taxation & Representation.
Election Results Update: With the results of the midterm election almost final, control of the House and the Senate in...
Post-Midterms Analysis
As votes continue to be counted, it is clear the election was unexpectedly tighter—and better for Democrats—than most...
PODCAST: 2022 Midterm Panel Post-Election Follow Up
Nov. 8 has come and gone, but control of Congress is still up in the air. While the predicted “red wave” failed to...
Is a For-Profit Family Office Right for You?
Forming a family office is often a logical step for families that have created substantial wealth. Indeed, many...
Analysis of the Mid-Term Elections
Our thanks to Squire Patton Boggs for this report. To read more of this analysis and learn more about specific...
2022 Midterms Post-Election Outlook and Analysis
The red wave that wasn’t could be enough to shift control of the House to Republicans, whose possible narrow majority...
Midterms State of Play. Less Than a Week Out From Election Day.
Less than a week out from Election Day, Republicans appear to be in the driver’s seat, leading or narrowing deficits...
PODCAST: Across the Aisle: Upcoming Midterms
With the 2022 midterms fast approaching, the heads of our Washington, D.C. Technology and Telecommunications group, Al...
Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
With less than two weeks to go until Election Day, and early voting already taking place in several battleground...
Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
Mid-Term Election Fallout Critical to Tax Policies for Family Businesses, New Family Enterprise USA Podcast Details...
Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
Yesterday, Senate Democrats proposed legislation to fund the federal government through Dec. 16 with the use of a...
Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing...
Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
Democrats Prepare Another for Expanded CTC. With the year-long effort to legislate a comprehensive energy, healthcare...
Washington Policy Update
General Updates Government Funding: With Congress unable to reach a consensus on appropriations bills for fiscal year...
Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing...
‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing...
Legislative Lowdown. Taxation & Representation.
Recess Recap: What happened over the last month in the world of tax? Congress Considers Options to Delay Impending...
Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago...
House Passes Inflation Reduction Act
The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207...
Reconciliation Update. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (IRA) on Aug. 7, concluding a marathon session that...
‘More Than Just Money’ Family Business Legacy & Wealth Conference
‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago...
Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (H.R. 5376) along party lines (51-50) this...
Special Reconciliation Edition. Taxation & Representation.
In an unexpected statement last Wednesday, Sen. Joe Manchin (D-WV) and Senate Majority Leader Chuck Schumer (D-NY)...
Manchin-Schumer Reconciliation Framework Agreement
Sens. Schumer (D-NY) and Manchin (D-WV) released a joint statement (included below) and one-page summary for a new...
Reconciliation Realignment. Taxation & Representation.
Late last week, citing high inflation, Sen. Joe Manchin (D-WV) announced his hesitation to move forward with a budget...
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[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Shifting News About Reconciliation
There’s been a lot of shifting news about reconciliation. July 14th, The Washington Post put out a (now-revised)...
Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
Earlier this week, Democratic staff indicated that an expansion of the NIIT to apply to nonpassive business income...
Reconciliation Revival? Taxation & Representation.
Ever since Sen. Joe Manchin (D-WV) publicly renounced his support of the House-passed Build Back Better Act (BBBA) in...
Join Us For July 27th Webinar Addressing Latest Tax Legislation
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
Family Enterprise USA Exclusive Members Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information...
Build Back Better Outlook. Taxation & Representation.
Congressional Democrats are still hoping they can pass some version of the Build Back Better Act (BBBA), the budget...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
Thank you to the Orange County Business Journal for publishing this article.Increased Taxes for Individuals,...
Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee...
Tax & Financial Services Week Ahead. Tax Policy Update.
The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers...
Taxpayer Fairness Across the IRS. Tax Policy Update.
On Tuesday, May 18, the House Ways and Means Subcommittee on Oversight held a hearing on taxpayer fairness at the...
Private Placement Insurance Products
Thank you to The Madison Group for this M Financial WhitepaperMany family businesses and multigenerational businesses...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the...
Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
Bipartisan Innovation Act: More Tax Talk. The conference committee to reconcile the House-passed America Creating...
Navigating “Company Value” in Times of Choppy Market Activity
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPIIn the uncertainty of this social distancing economy...
Weekly Washington Update. General, Health Care, Tax, and More.
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on...
