[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”4px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider color=”#397389″ divider_weight=”2px” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_cta title=”Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation!” button_url=”https:\/\/www.congressweb.com\/PTG\/12\/” button_text=”Contact Your Representatives in Congress Today. Click Here.” admin_label=”Call To Action Top” _builder_version=”4.24.2″ _module_preset=”default” background_color=”#397389″ custom_button=”on” button_bg_color=”#ff0019″ custom_margin=”-17px|||||” custom_padding=”16px||19px|||” global_module=”9695″ saved_tabs=”all” global_colors_info=”{}”][\/et_pb_cta][et_pb_divider color=”#397389″ divider_weight=”2px” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”1″ _builder_version=”4.24.2″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]<\/p>\n
\u00a0<\/strong><\/p>\n [\/et_pb_text][et_pb_divider color=”#397389″ divider_weight=”1px” disabled_on=”off|off|off” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=f0HrPTtzBGE” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_video][et_pb_divider color=”#397389″ divider_weight=”1px” disabled_on=”off|off|off” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”2″ _builder_version=”4.24.2″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n The Policy and Taxation Group, advocates for family office clients, successful individuals, and family businesses, has named Kip Peterson<\/a> to the post of Chairman, taking over for retiring Chairman Brett Rousch<\/a>, it was announced today.<\/p>\n Peterson, Associate General Counsel at multi-generational single-family office, Waycrosse, Inc., Wayzata, Minn., has been a Policy and Taxation Group (PATG) Board Member<\/a> since 2022. Peterson takes over as Chairman on April 1, 2024.<\/p>\n The announcement was made by Pat Soldano, the President and Founder of the bipartisan, non-profit group. Soldano is also President of PATG\u2019s sister non-profit organization, Family Enterprise USA.<\/p>\n Rousch, who is retiring from his position, has been PATG Chairman since 2018 and a Board Member for 25 years. Throughout his leadership, Rousch has been a strong advocate for tax reform and other critical issues affecting clients of family offices<\/a>, successfully individuals, and family businesses. PATG\u2019s mission is focused exclusively on tax, workforce, and economic issues.<\/p>\n \u201cBrett has been an outstanding leader for the Policy and Taxation Group and has been critically important to our guidance and success,\u201d said Soldano. \u201cHe will be greatly missed by me personally and everyone who has worked with him at Policy and Taxation Group, but we wish him well in his retirement,\u201d she said.<\/p>\n Rousch heads family office ELD Associates, LLC, Chattanooga, Tenn. The firm\u2019s focus is on tax and estate planning, investments, and family-owned businesses.<\/p>\n \u201cI look forward to working with Kip Peterson in handing over my leadership and seeing the continuation of the important work of the Policy and Taxation Group,\u201d said Rousch upon his retiring. \u201cWorking with Pat and her team has been one of the most rewarding experiences of my career,\u201d he said. \u201cGetting our messages out to our legislators on Capitol Hill has never been more critical.\u201d<\/p>\n At Waycrosse, new PATG Chairman Peterson oversees the firm\u2019s transactional legal practice, including contracts, corporate governance, real estate, and investment transactions, and manages litigation and dispute resolution for both Waycrosse and its clients.<\/p>\n \u201cI\u2019m excited to be named Chairman of Policy and Taxation Group,\u201d said Peterson of his new role. \u201cThe work Brett and Pat have been doing is critical, and I hope to continue advocating strongly for clients of family offices<\/a>, successful individuals, and family businesses, to get our messages heard in Congress,\u201d he said.<\/p>\n Peterson also leads Waycrosse\u2019s risk management team and serves on the Waycrosse Risk and Technology Committee.<\/p>\n \u201cWe are grateful to have Kip take over the thoughtful leadership Brett has given the Policy and Taxation Group,\u201d said Pat Soldano in naming Peterson. \u201cKip also understands the many complexities that burden the clients of family offices<\/a>, successful individuals, and family businesses,\u201d she said.<\/p>\n [\/et_pb_text][et_pb_divider color=”#397389″ divider_weight=”2px” disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”off|off|off” admin_label=”Become a member text” _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5822″ global_colors_info=”{}”]<\/p>\n As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.<\/p>\n The need for fact-based reporting of issues important to multi generational businesses<\/a> and protecting a lifetime of savings<\/a> has never been greater. Now more than ever, multi generational businesses<\/a> and family businesses<\/a> are under fire. That’s why Family Enterprise USA<\/a> is passionately working to increase the awareness of issues important to generationally-owned family businesses<\/a> 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<\/a>, possible elimination of valuation discounts, increase in capital gains tax<\/a>, enactment of a wealth tax<\/a>, and the continued burden of the gift tax<\/a>, estate tax<\/a> and generation skipping tax<\/a>.<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/donate\/” button_text=”Become a Family Enterprise USA Member” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Become FEUSA member button” _builder_version=”4.21.0″ _module_preset=”default” custom_button=”on” global_module=”6503″ global_colors_info=”{}”][\/et_pb_button][et_pb_divider color=”#397389″ divider_style=”dotted” divider_weight=”2px” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_video_slider admin_label=”Video Slider Family Business Stories 3″ _builder_version=”4.20.2″ _module_preset=”default” global_module=”7257″ global_colors_info=”{}”][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=qkzuUypw3JU” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=L5QmaJqcm4Y” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=LyZMrONDbPE” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=tmxFubyBiHA” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/www.youtube.com\/watch?v=9Tn7ZliFx2I” _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][et_pb_video_slider_item src=”https:\/\/youtu.be\/Jx5o3EzVD1E” _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}” show_image_overlay=”off”][\/et_pb_video_slider_item][\/et_pb_video_slider][et_pb_text disabled_on=”off|off|off” admin_label=”FEUSA Statement” _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5910″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n Family Enterprise USA<\/a> promotes generationally<\/a> owned family business<\/a> creation, growth, viability, and sustainability by advocating for family businesses<\/a> and their lifetime of savings with Congress<\/a> in Washington DC.\u00a0 Since 2007, Family Enterprise USA<\/a> has represented and celebrated\u00a0all sizes, professions and industries of family-owned enterprises and multi-generational<\/a> employers. It is a bi-partisan 501.c3 organization.\u00a0Family foundations can donate.<\/a><\/p>\n [\/et_pb_text][et_pb_text disabled_on=”off|off|off” admin_label=”Hash tags & Tags” _builder_version=”4.21.0″ _module_preset=”default” global_module=”6498″ global_colors_info=”{}”]<\/p>\n #incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness\u00a0 @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Policy and Taxation Group Names Kip Peterson New Board Chairman as Longtime Chairman Brett Rousch Retires from Post \u00a0 Advocates for Family Office Clients, Successful Individuals, and Family Businesses See 2024\u00a0 Election Year as Important Tax, Workforce, and Regulation Issues The Policy and Taxation Group, advocates for family office clients, successful individuals, and family businesses, […]<\/p>\n","protected":false},"author":2,"featured_media":10711,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[48,93,92,78],"tags":[],"class_list":["post-10709","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-policy-and-taxation-group","category-multi-generational-business","category-in-the-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/10709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10709"}],"version-history":[{"count":4,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/10709\/revisions"}],"predecessor-version":[{"id":10717,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/10709\/revisions\/10717"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/10711"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10709"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10709"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Advocates for Family Office Clients, Successful Individuals, and Family Businesses See 2024\u00a0 <\/em>Election Year as Important Tax, Workforce, and Regulation Issues <\/em><\/h3>\n
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…<\/em><\/h4>\n
\n
\n