Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Don’t Miss This: Family Business Success Strategies Revealed Live
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on...
Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family...
The One, Big, Beautiful Bill Act – Summary and Analysis
On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of...
Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...
Tax Update: House Approves Senate Reconciliation Package
Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices,...
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...
Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous...
Saying It Out Loud June 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’...
2024-25 Family Business Rising Gen Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses...
Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says...
[WEBCAST] Why Should We Care About Teams?
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...
Why Every Family Office Needs an ‘Expert Generalist’
By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And...
Tax Update: Congressional Republicans Racing to Complete Tax Package
House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their...
Senate Finance Committee Tax Title – Summary and Analysis
On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...
Reserve Your Spot – Build Teams That Drive Legacy and Results
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
America’s Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Family...
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...
Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
Family Enterprise USA has partnered with USI to help our members make informed insurance decisions while maximizing...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...
Tax Update: Senate Republicans Release Tax Text
We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...
Stronger Teams. Stronger Legacy.
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" ...
Will “The One Big Beautiful Bill” Deliver for Family Businesses? Pat Soldano breaks it down.
‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family...
Tax Update: Senate Republicans Finalizing Tax Bill Changes
Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package,...