Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Family Businesses Need Your Help! Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Contingency Planning For Business Owners
By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time...
New Video Series Highlights the Importance of Community to Family Businesses
New Family Business Video Series, “Unsung Heroes,” Launches with Episode on Local Community Giving as Core Value of...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26...
Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
HR Experts Share Tips on Retaining Top Talent, Managing Independent Contractors, in New Webcast by Family Enterprise...
Make Your Voice Count: Engage with Your Local Representatives for Change
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Saying It Out Loud, By Pat Soldano. July 2023.
How Family Businesses Can Change the Tune on Capitol Hill By Pat Soldano America is back on the road. Planes...
AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
By Alex Hart, Executive Managing Director As a wealth management and investment advisory firm, we at Pathstone are...
Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
A. Duie Pyle CEO, Peter Latta, Talks Common Sense Policy Needed From Lawmakers in New Family Enterprise USA Video ...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of...
House Approves GOP Tax Package, But SALT Relief Still in Limbo
House Tax-Writing Committee Advances GOP Economic Bills. The House Ways and Means Committee approved a trio of...
Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
New Video Release: Frank Luntz and Mick Mulvaney Ask: ‘Is Democracy at Risk?’ Conversation Between Expert...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Setting Up Your Family Philanthropy for Long-Term Success
By Abby Axelrod-Wunderman,Philanthropic Director,Fiduciary Trust InternationalSetting Up Your Family Philanthropy for...
Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Selecting Modern Trust Structures Based on a Family’s Assets
By Al W. King III & Pierce H. McDowell III A round-up of the available options Trusts have grown enormously...
Family Business Leaders Hear From Pollster Frank Luntz
Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank...
Family Business Leaders Share Insights at Congressional Caucus Meeting
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth...
Protecting What You’ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle? You’ve worked hard for your success. You deserve...
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework....
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in...
Make Your Voice Heard: Contact Your Representatives Now
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Saying It Out Loud, By Pat Soldano. May 2023.
Danger Lurks in Debt Reduction Battle By Pat Soldano In the debt ceiling struggle between the Republican-led...