“Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis Treatment for ChinaBy Samantha Carl-Yoder, Radha...
Taxes Articles
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO) released...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on Leadership...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help...
Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
Yellen Discusses IRA Credits, Global Minimum Tax and More Before Ways and Means Committee: On April 30, Treasury...
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14 on Capitol Hill ...
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities ...
Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
Ways and Means Republicans Announce Formation of Committee Tax Teams in Preparation for 2025: On April 24, House Ways...
The Michalzuk Group Joins Family Enterprise USA as Sponsor
The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family...
Business Succession – The Essentials
By David L. Keligian, JD, MBA, CPAPartnerBrown & Streza LLP“Family owned, operated, and argued over”—Logo on...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
Brownstein’s National Tax Policy Group has created the PROTECT (Passthroughs Relying On Tax Equity...
Taxation & Representation Update: Tax Relief Package Update
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its work on fiscal year (FY) 2024...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying...
White House Releases FY 2025 Budget Tax Priorities
The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in...
Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and Workers...
Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
Tax Package Update—Crapo Goes Public: On Feb. 28, Senate Finance Committee Ranking Member Mike Crapo (R-ID) issued a...
Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
Congress Averts a Shutdown Yet Again: Following intense negotiations and a high-profile White House meeting early this...
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this...
Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
Tax Package Update: Bill Awaits Further Action in Congress: The House is expected to vote on the Tax Relief for...
Webcast Replay: Valuing a Minority Block of Stock – IRS CCA 202152018 and its Implications for Private Company Sales
A webcast featuring Mark Lingerfield, ASA a Partner and Managing Director at MPI, hosted by Pat Soldano, President,...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s...
Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
Ways and Means Committee Overwhelmingly Passes Tax Package. On Jan. 19, the House Ways and Means Committee completed a...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family...
FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
Family Enterprise USA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses Earlier today,...
Taxation & Representation: Unveiling the $78B Tax Game-Changer
Tax-Writing Committees Unveil Tax Package Framework. On Jan. 16, House Ways and Means Committee Chairman Jason Smith...
Weekly Washington Update: Congress Returns with Government Funding at the Forefront
Congress Returns with Government Funding at the Forefront: As both chambers returned to Washington following the...