Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Finding the Silver Lining: Planning During Volatility
Robert Panetti, CFA®Private Advisor, Managing DirectorRockefeller Global Family OfficeShirley QuackenbushPrivate...
You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
Overview: The Congressional Family Business Caucus met on September 23, 2026, in the Dirksen Senate Office Building....
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus; ‘Price of Prosperity’ and Wealth Taxes...
Beyond the bill: What the OBBBA means for family businesses
Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA...
Billionaire Tax Gets Zero Votes in Debate
‘Billionaire Tax’ Gets No Votes from Both Becerra and Hilton in Latest CNN Debate before November Elections ...
5 Things To Think About In Corporate Philanthropy: DAFs, Foundations & More
In this webcast, 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More, Ashley Fontanetta and...
![[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions](https://familyenterpriseusa.com/wp-content/uploads/2026/10/Instagram-ahola-webcast-5-400x250.jpg "Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More")
[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Caucus Day Recap. The Price of Prosperity: Family Business Strategies for Battling All Taxes on Success
Caucus Day Recap. September 23, 2026. The Price of Prosperity: Family Business Strategies for Battling All Taxes on...
WBOG Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses
Women Business Owners Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses Women’s...
The Importance of Illiquidity Budgeting for Families
Jordan WaldrepChief Investment Officer, Trust and WealthBank OZKRead & Download the Whitepaper. Click Here. ...
![[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions](https://familyenterpriseusa.com/wp-content/uploads/2026/09/Instagram-ahola-webcast-4-400x250.jpg "Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More")
[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Saying It Out Loud September 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes, Estate Taxes...
The Last Fragmented Real Estate Sector
By Derek CzarkowskiVice President, Investor RelationsBuchanan Street PartnersBy Annie ClareSenior Investor Relations...
WARCO Hosts Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes
WARCO Hosts House Member Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes Rep. Correa,...
Stop Guessing, Start Giving Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23 ‘Price of...
DAF vs Foundation: What’s Best For You?
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Succession Planning for Family Businesses
For many family-owned businesses, succession planning is not just a business decision. It's a personal one. ...
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help...
![[WEBCAST] Give 60% Smarter? Live Philanthropy Guide](https://familyenterpriseusa.com/wp-content/uploads/2026/08/Instagram-whittier-webcast2-400x250.jpg "Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More")
[WEBCAST] Give 60% Smarter? Live Philanthropy Guide
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead &...
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed,...
PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel...
Three WBOG Members Make Top Women-Owned Business List in Orange County
Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County Women Leaders of...
Wealth Tax News – 8/8/2026
California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California...
Family Enterprises and Owner-Led Businesses with CFAR
As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the...