Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
Taxes Articles
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
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...
Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict...
COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
Tax provisions were not the only items missing from the omnibus last week. Congress had to remove COVID-19 relief...
Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
BBBA Comeback? President Biden’s first State of the Union address appears to have reignited discussions around a...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the...
Build Back Better Reboot. Taxation & Representation and Tax Tidbit
Build Back Better Reboot. Rep. Richard Neal (D-MA), the House Ways and Means Committee chair, and Sen. Ron Wyden...
Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
Latest BBBA Update: SALT and CTC. In addition to the American Rescue Plan Act and the Infrastructure Investment and...
Do You Have 5 Minutes To Help Your Business?
Our sole mission and purpose is to promote family businesses, multigenerational businesses, and their job growth in...
U.S. Federal Labor Report. Labor Updates From Washington, D.C.
The U.S. Congress was in session this week. Democrats in the U.S. Senate fell short in their effort to approve voting...
Join The Fight. Take 5-minute survey and we will do the rest.
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...
Protect Your Lifetime Of Savings
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...
The best thing you can do for your family business is …
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business...
Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
Tax Tidbit Budget Reconciliation: By the Numbers. Since 1980, Congress has passed 26 budget reconciliation bills, 22...
Attn Family Business Owners: Use This Today To Get Your Opinions Heard Your voice, our work
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business...
Want To Protect Your Multi-Generational Business?
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business...
Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
Tax Tidbit Key Dates to Watch Early This Year. Welcome to 2022! We may have welcomed a new year, but Democrats’ policy...
Do This And Be The First To Get The DC Legislators To Help You!
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business...
Taxation & Representation and Tax Tidbit
Tax Tidbit Senate Finance Committee Democrats Update Build Back Better. On Saturday afternoon, Senate Finance...
Taxation & Representation and Tax Tidbit
Tax Tidbit Build Back Better Timeline. Senate Majority Leader Chuck Schumer (D-NY) has consistently said for months...
Tax & Financial Services Week Ahead
The House and Senate will reconvene Tuesday at noon and Monday at 3 p.m., respectively. The House and Senate are...
Infrastructure Update – Week of November 29 – December 3
As inflation concerns rise, Senators Manchin (D-WV) and Sinema (D-AZ) will not commit to voting for the Build Back...
Build Back Better Act Passed By House! Details…
Today the House voted 220-213, along party lines to pass the Build Back Better Act. Yesterday Congressional Budget...
Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
We should NOT punish success, taking a lifetime of savings from multi generational businesses, farmers, restaurant...
Taxation & Representation & Tax Tidbit
Tax Tidbit Bipartisan Infrastructure Bill Becomes Law. On Monday, President Joe Biden signed into law the...
We Can’t Continue This Fight Without You
Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates. Despite the progress we’ve made...
Update on the Bipartisan Infrastructure Deal
The Senate is set to pass the Infrastructure Investment and Jobs Act (“IIJA”), a five-year, $1 trillion comprehensive...
Taxation & Representation & Tax Tidbit, October 19, 2021
Tax Tidbit Democratic Patience Wearing Thin. Negotiations around the bipartisan infrastructure framework and the...
National Poll Results: What Biden Tax Policy Is Important To You?
by By Mark J. Richards, The Madison Group, IncWe asked the question "What Biden Tax Policy Is Important To You?"....
Taxation & Representation, October 5, 2021
Tax Tidbit Where In the Tax World Are Manchin and Sinema? The contents and scope of the Build Back Better Act—the...
Family Business Under Attack; What Budget Reconciliation Includes
Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax...
Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed...
Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that...
Family Businesses Face Pandemic Challenges and Legislative Concerns
By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com.Between January and March 2021,...
WATCH: Is Life Insurance A Solution For The Estate Tax?
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.While life...