Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Neal and Brady Introduce Retirement Legislation
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the...
VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
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VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
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VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
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VIDEO: Corporate Transparency Act
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VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
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VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
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Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
Pat Soldano welcomed supporters to the call and provided an overview of the topics to be discussed: the status of the...
C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
Keene, New Hampshire-based C&S Wholesale Grocers Inc., the largest wholesale grocery supply company in the U.S.,...
Publix deploys contactless payment for extra COVID-19 safety
Publix Super Markets expects to complete the rollout of contactless payment to all of its more than 1,200 stores in...
Important information that may affect you! Corporate Transparency Act – Webinar Recording
The Corporate Transparency Act will create significant privacy concerns for families, family business and family...
IRS Clarifies Payroll Tax Deferral Is at Employer’s Discretion
During an Internal Revenue Service monthly payroll teleconference today, Kelly Morrison-Lee, an agency attorney,...
Bechtel Group Foundation Establishes Bechtel COVID-19 Relief Fund in Partnership with GlobalGiving
The Bechtel Group Foundation will donate $3 million to communities across the world coping with the coronavirus...
Tyson Foods adopts weekly coronavirus testing for workers
Tyson Foods is launching weekly on-site coronavirus testing for employees at all 140 of its U.S. production...
This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
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Lee Company pivots to aid ventilator-making effort
As General Motors and other companies push to make ventilators to help COVID-19 patients streaming into U.S....
This approach helps e-commerce company thrive during COVID
It’s a good time to be in the e-commerce business – but not exactly an easy time. “We didn’t think a global pandemic...
Ford Will Provide COVID-19 Testing for Employees As Plants Reopen
Symptomatic employees in Michigan, Kentucky, Missouri and Illinois will be tested at area healthcare facilities in...
Comcast employees reactivate their service to aid in COVID-19 response
In the midst of the COVID-19 surge in the United States, help has been needed across many fronts as the nation deals...
News Corp campaign thanks front-line retail staff for their work during COVID-19
Newsagents, and supermarkets, convenience stores, and petrol station staff are among the front-line worker's News Corp...
President Trump’s Aug. 8 Tax Executive Orders
On Saturday, Aug. 8, 2020, President Donald Trump signed four executive orders (EO) to defer payroll taxes, set up an...
Walmart is considering testing its employees for the novel coronavirus and COVID-19 antibodies
Walmart CEO Doug McMillon said Tuesday that the company is considering implementing employee testing for the novel...
Pat Soldano Was On The Radio
Pat Soldano was recently interviewed on the Exit Coach Radio Show with Bill Black, the show for business owners who...
Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
Lex Saturno Fourth Generation Mckee Foods; McKee Foods (makers of Little Debbie, Drakes and Sunbelt Bakery) and David...
HEALS Act Safe and Healthy Workplace Tax Credit Guide for Employers
The July 27, 2020, Senate draft of the Health, Economic Assistance, Liability Protection and Schools (“HEALS”) Act...
HEALS Act Comparison to HEROES Act and Current Law
On Monday, July 27, Senate Majority Leader Mitch McConnell (R-KY) released the Health, Economic Assistance, Liability...
Family Business Report Presented to BNY Mellon Wealth Management Group
The 2020 Family Business Report was presented to BNY Mellon Wealth Management’s National Private Business Advisory...
Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern
A recent survey, the 2020 Family Enterprise USA Family Business Survey of family businesses (conducted between late...
Mother-daughter team draws on ‘wealth of experience’ to help clients through uncertain times
With nearly three decades of financial advising behind her, Mary J. Howard knows a lot about helping others navigate...
When cupcakes met COVID: How one family business pivoted to sweet success
Inspiration had struck, and Melissa Johnson was going with it. “As I’ve grown older, I can’t say I’ve necessarily...




























