Webcast Replays Articles

Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage

Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for business owners to consider the potential impact of personal relationships, particularly marriage, on their businesses. It stresses the importance of...

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, Family Enterprise USA.   Valuation in Estate Planning Context: Mark Lingerfeldt, an expert on business valuation, discusses the IRS Chief Council's...

Webcast Replay: Private Family Trust Companies: What? Why? How?

Key Points of the Webcast: Private Family Trust Companies: What? Why? How?   1. Private Trust Companies Defined: Business entities formed by families to act as trustees for their trusts. Serve family financial and planning goals. Offer efficient and effective...

A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving

In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize charitable giving. She is joined by Abby Axelrod Wonderman and Brian Kirk of Fiduciary Trust International.   The speakers discuss a variety of...