News and Updates

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Private Business Transition: An Approach to Optimize Success

by | July 26, 2024 | Family Businesses, Generationally Owned Business, Next Gen | 0 Comments

From: Kevin MichalzukMorgan Stanley Private Wealth ManagementIn my years working with successful owners of privately held companies, I have noticed that even those who are highly strategic in their approach to growing their businesses are far less intentional in their...
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Policy Update: Taxation & Representation

by | July 25, 2024 | Family Businesses, Generationally Owned Business, Income Taxes, Taxes | 0 Comments

Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee for president of the...
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Saying It Out Loud, By Pat Soldano. July 2024.

by | July 22, 2024 | Family Businesses, Family Enterprise USA, Generationally Owned Business, Pat Soldano | 0 Comments

By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax Bills Aimed at Successful   It’s been tried, abandoned, and tried again, but Congress still toys with the idea of a...
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