May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses


Capitol Hill Expert Panel Dissects Policies That May Harm Family Businesses


A panel of Washington DC experts and influencers will be discussing the potential for damaging new tax policies on family businesses, in a presentation to be held here May 10.

The luncheon presentation will address the State of Family Business and the Critical Tax Issues Impacting Them.

This special event will provide a Capitol Hill insider’s perspective, critical intelligence, and awareness of the key tax policy issues family-owned businesses face. It will be attended by a group of distinguished business leaders, family office executives, and financially successful families.

The panelists include Russ Sullivan, Chair, National Tax Policy Group, Brownstein Hyatt Farber Schreck and Brandon Román, Partner, Public Policy and Financial Services & Tax Policy Groups, Squire Patton Boggs. John Gugliada, Director, Family Enterprise USA and John Marino, Director, Policy and Taxation Group, will moderate the event.

The event is co-hosted by MPI, Squire Patton Boggs, Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA). The Wednesday, May 10 Luncheon Presentation will be held from 12 – 1:30 p.m. in mid-town Manhattan.

The expert panel of government relations professionals from Washington DC will unveil the results of the new FEUSA 2023 Annual Family Business Survey and discuss the current legislative tax landscape.

In addition, the experts will provide a legislative update on tax policy issues impacting successful families, family offices and family businesses. The group will also address voter attitudes influencing legislation and the newly formed Congressional Family Business Caucus.

Please confirm attendance by contacting John Marino, who will provide the address. He can be reached at (202) 750-0248 or

About Squire Patton Boggs
We combine sound legal counsel with a deep knowledge of our clients’ businesses to resolve their legal challenges. We care about the quality of our services, the success of our clients and the relationships that are forged through those successes.

About MPI
MPI (Management Planning Inc.) is a business valuation, litigation support, forensic accounting and M&A advisory firm providing valuations for a variety of tax, financial reporting, litigation and other business applications, as well as corporate advisory services to business owners and their representatives.

MPI has over 80 years of experience preparing Business Valuations for estate and gift tax planning and estate tax administration matters. MPI’s work product is used as the foundation for succession planning strategies implemented by advisors for numerous types of businesses and assets. MPI has decades of experience presenting and defending its work product to IRS agents and engineers at the initial audit and appellate levels. Our valuation conclusions have withstood scrutiny under audit and been accepted as filed at a high rate, which has the effect of helping clients avoid the perils and costs of tax court or ongoing tax disputes with the IRS.

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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.

Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.

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