We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business & the Critical Tax Issues Impacting the Wealthy in the US Congress on October 19, 2023 at 5:30-7:00pm in Newport Beach, CA 92660.

There is a wine reception and networking from 5:30 – 6:00 pm, followed by dinner and presentation from 6:00 – 7:00 pm. An expert panel from the Washington, DC based organizations, Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) will discuss: 

  •  FEUSA 2023 Annual Family Business Survey

  • Legislation Impacting Family Business, Family Offices & HNW 

  • Voter Attitudes Influencing Legislation & Politics 

  • Congressional Family Business Caucus

A Washington, DC insider’s perspective with intelligence on the critical policy issues will be provided by this panel:

  • Patricia Soldano, President, FEUSA & PATG 

  • Russ Sullivan, Chair, National Tax Policy Group, Brownstein Hyatt Farber Schreck

  • Brandon Roman, Partner, Public Policy, Tax, and Financial Services Group, Squire Patton Boggs

  • John Marino, Director of Strategic Partnerships, PATG

This special event is being hosted by Brown & Streza LLP in cooperation with FEUSA and PATG. Beverages and light refreshments will be served. On site parking will be validated. 

For more information about the hosting organizations, please see

Please RSVP to John Marino at 202.750.0248 – jmarino@policyandtaxationgroup.com.

About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals. For more information, please visit our website.

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As we prepare for what promises to be a pivotal year for America, we're asking you to consider becoming a member.

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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