Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
2025 Annual Family Business Report
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for...
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZKFamily enterprises form the backbone of global...
Parenting in a Family Business: Empowering the Next Generation
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises
For family enterprises, few decisions are more consequential than choosing the right business entity. That choice...
You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
Join us to hear more about understanding key risks in the shifting global trade and investment landscape As the...
Is your business being affected by the “shut down”?
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Taxation & Representation Update: What the ongoing shutdown means for your business
Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the...
Family Businesses Concerned About Potential New Wealth Tax Act
Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress Bill by Sen. Wyden Gets...
Guiding Adult Children in Family Business: Join the Discussion
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
MIND THE GAPS: Family Solutions for Insurance Risk Management
You do all you can to keep your family members safe and secure their futures. That means engaging with experts for...
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[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
Saying It Out Loud October 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAWhere There’s Smoke…New Wealth, Estate Tax Movements Keep Family...
Policy and Taxation Update: IRS Leadership Shake-Up: What It Could Mean for Family Businesses
Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership...
Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family...
Quick Poll: Will this new tax hurt your family business? Take our quick poll
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Register Today: Tax Implications of Entity Choice for Family Enterprises
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
Charitable Giving: DAFs vs. Private Foundations
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on...
Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures,...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,”...
Webcast: Choosing the Right Entity for Your Family-Owned Business
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
Federal Agencies Prepare Plans for Shutdown
Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds Majority of Family-owned Business...
President Trump Announces a Series of Product-Specific Tariffs
On Sept. 25, President Donald Trump announced new tariffs on heavy trucks, pharmaceuticals and select furniture and...
Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
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[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family owned business governance
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Compensation: How are You Leveraging this Critical Tool?
By Linda C. MackFounder and PresidentMack InternationalA host of macroeconomic factors and geopolitical shifts have...
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[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...