Key Information: On Thursday, December 26, the Fifth Circuit Court of Appeals restored a nationwide injunction...
Taxes Articles
Saying It Out Loud, By Pat Soldano. December 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAA Year of Accomplishments Means More Hard Work Ahead in 2025...
Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended Brownstein Client UPDATE, Dec. 24, 2024 The Firth...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
On Wednesday, April 26, the House of Representatives voted to pass the GOP proposal to avert the impending government...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On...
May 10th Tax Policy Event Focuses On Family Businesses
May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses...
Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
Treasury and IRS Under the Spotlight at Upcoming Congressional Tax Hearings. On Wednesday, the House Committee on Ways...
The Power of America’s Family Businesses is All in the Numbers
Family businesses continue to anchor America’s economy. Every year we conduct research on America’s largest...
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds New...
Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
General Updates Programming Update: This newsletter will be taking a hiatus during the congressional recess. We...
Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
Treasury Department and IRS Release Preliminary Guidance on Semiconductor Tax Credit. On March 23, the Treasury...
Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
Senators Renew Efforts to Reverse R&D Tax Modification. Last Friday, a bipartisan coalition of 12 senators...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents....
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
Tax Tidbit Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More
Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the...
Inheritance VS. Private Capital
by Mark J. Richards, The Madison Group Sometimes our perceptions are formed by the words that are chosen. An example...
Ways and Means Potential Legislative Agenda
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican...
U.S. Debt Limit: Current Landscape and Key Takeaways
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law...
Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
On Dec. 29, President Joe Biden signed the nearly $1.7 trillion Consolidated Appropriations Act of 2022 into law,...
Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
Lawmakers released the text for the $1.7 trillion fiscal year 2023 omnibus appropriations bill. The package contains...
Looking Ahead: State Policy Trends for 2023
In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will...
Washington Updates – Rail Strike, Health Care, Tax, & More
General Updates Congress Acts to Avert Freight Rail Strike: Congress passed a bill this week to implement the terms of...
The Use Of Defined Value Gift Clauses
The last several years have seen an unprecedented level of wealth transfer transactions, including interests in...
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...