Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
You are invited to the next Connected Conversations - Family Businesses Contribution to the U.S. Economy: A Closer...
Labor Updates From Washington, D.C.
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Biden Administration Labor...
Family Business Survey Closing March 31st– We are asking for your help!
You are cordially invited to participate in the 2021 Family Business USA (FEUSA) Survey – click the link below to...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over The Weekend Now...
Colette’s Catering: Managing Business During Pandemic
Early March or late February, we began to get the postponement and cancellation calls for our upcoming catering events...
A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.President Joe Biden...
Hydraflow: Operating Business During Pandemic
We sent out our first memo regarding COVID-19 government recommendations on March 11 to employees. Then there were a...
Loutech: Dealing with COVID-19
The unraveling of the economy was not in the plans for Loutech in So Cal. We thought we would be bringing our...
Root Family of Florida and COVID-19
Our 120 year old family business operates a commercial real estate business with a staff of 13 in our offices. Our...
Pomerleau Real Estate Supports Local Community During COVID19
We placed local ads….”support local business”/ thank you ads and inspirational…not only good to community to see, but...
Give a Voice to Family Business Concerns
We are reaching out for assistance for the Family Enterprise USA, (FEUSA) Annual Family Business Survey. All survey...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend...
Analysis of Legislative/Administrative Developments in the 117th Congress
President Biden was sworn in as the 46th President of the United States on January 20 and quickly issued a series of...
January 28th Members Call Recap
Pat Soldano welcomed Members to the call, which focused on opportunities and challenges for family businesses as well...
Join Us for the First 2021 Members Call on January 28th
Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire...
Taxation & Representation
TAX TIDBIT Advancing the Biden Tax Policy Agenda. With Jon Ossoff and Raphael Warnock winning both Senate runoff...
Summary of COVID-19 Relief Provisions Relevant to Local Governments
On Sunday, December 27, President Trump signed into law a nearly 6,000-page end-of-year legislative package that...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking....
#FamilyFirst webcast with Pat Soldano
Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family...
A Family Business Tragedy
Many members of Congress do not believe that family businesses are sold to pay the estate tax or suffer economically....
Congress Passes Omnibus, COVID-19 Relief
On Dec. 20, the House and Senate passed H.R. 133, The Consolidated Appropriations Act of 2021. The bill includes a...
Taxation & Representation
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...
IRS Releases Priority Guidance Plan
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021...
Join Frank Luntz and Become A Member of Family Enterprise USA
Frank Luntz conducted a post election night poll which included the voters attitudes on reducing the estate tax or the...
Special Offer For Family Business Centers
Attention Family Business Centers and Institutes; PLEASE NOTE SPECIAL OPPORTUNITY! Until 12/31/2020 Family Enterprise...
Alysha Loumakis-Calderon joins the Board of Directors of Family Enterprise USA
Alysha Loumakis-Calderon joins the Board of Directors of Family Enterprise USA“Our Board of Directors is comprised of...
Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
Here is a recap of the family business responses to the COVID-19 survey that was sent out by FEUSA over the last 6...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing,...
2020 Election Results and Key Dates to Watch
The Day After the 2020 Elections - Post-Election Analysis and Outlook An election that was thought by many pollsters...