News & Updates
Family Business News, Issues, Annoucements, Webinars, Updates, & More
Webinar Replay: Introduction to Family Governance
Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below from BNY Mellon Wealth Management to learn some of those...
FEUSA Zoom on 9/22 Addressing Latest Tax Legislation – FEUSA Members Only
Family Enterprise USA Members Zoom Meeting - September 22 at 9:30am EST To receive the Zoom information and to be invited, your membership with FEUSA needs to be paid and current. There is a link below to securely donate now. Please ignore this notice if you have...
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 increases for “high-income individuals.” The proposal does include increases in the individual and capital gains tax rates; a “sur charge” for individuals...
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 regulations were published on December 31, 2020. Final regulations under §§1014(f) and 6035 regarding basis consistency between estate and person acquiring...
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 would make significant changes to the taxation of partnership distributions, allocations, and gain recognition rules. The bill text is available via the...
Register Now to Attend “Introduction to Family Governance” Webinar
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical....