{"id":13667,"date":"2025-03-18T18:24:49","date_gmt":"2025-03-19T01:24:49","guid":{"rendered":"https:\/\/familyenterpriseusa.com\/?p=13667"},"modified":"2025-03-18T18:24:56","modified_gmt":"2025-03-19T01:24:56","slug":"protecting-legacy-of-family-owned-businesses-is-breakout-session-focus-at-fmbs-transitions-spring","status":"publish","type":"post","link":"https:\/\/familyenterpriseusa.com\/feusa\/protecting-legacy-of-family-owned-businesses-is-breakout-session-focus-at-fmbs-transitions-spring\/","title":{"rendered":"Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB&#8217;s Transitions Spring"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;4px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_divider color=&#8221;#397389&#8243; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_cta title=&#8221;Let Your Voice be Heard by Congress; 5 Minute Survey&#8221; button_url=&#8221;https:\/\/familyenterpriseusa.com\/2025-annual-family-business-survey\/?utm_source=FEUSA&#038;utm_medium=cta&#038;utm_campaign=2025Survey&#8221; button_text=&#8221;Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises.&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Call To Action Top&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;22px&#8221; background_color=&#8221;#397389&#8243; custom_button=&#8221;on&#8221; button_bg_color=&#8221;#ff0019&#8243; custom_margin=&#8221;-17px|||||&#8221; custom_padding=&#8221;16px||19px|||&#8221; global_module=&#8221;9695&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_cta][et_pb_divider color=&#8221;#397389&#8243; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1 style=\"text-align: center;\"><strong>Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine\u2019s Transitions Conference<\/strong><\/h1>\n<p style=\"font-size: 15px; line-height: 150%; text-align: center;\"><strong><span style=\"color: #222222;\">\u00a0<\/span><\/strong><\/p>\n<h2 style=\"text-align: center;\"><em><strong>Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research<\/strong><\/em><\/h2>\n<p style=\"font-size: 15px; line-height: 150%;\"><em><span style=\"color: #000;\">\u00a0<\/span><\/em><\/p>\n<p style=\"font-size: 15px; line-height: 150%;\">Family Enterprise USA is presenting at a special breakout session on protecting the legacy of family-owned businesses and family offices at this year\u2019s Family Business Magazine Transitions Conference.<\/p>\n<p style=\"font-size: 15px; line-height: 150%;\">The Family Business Magazine Transitions hosted event runs from April 9-11 and is being held at The Vinoy Resort &amp; Golf Club, St. Petersburg, Fla.<\/p>\n<p style=\"margin-top: 3.75pt; margin-right: 0in; margin-bottom: 3.75pt; padding-left: 0in; font-size: 15px; line-height: 150%;\">The Family Enterprise USA (FEUSA) breakout event, entitled, \u201c<span style=\"color: black;\">Protecting the Legacy of Family Businesses and Family Offices in Today\u2019s Legislative Environment,\u201d is presented by Pat Soldano, President, FEUSA, and John Gugliada, Director of Engagement, FEUSA.<\/span><\/p>\n<p style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; padding-left: 0in; font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">The <span style=\"font-weight: bold; font-style: italic;\">Breakout Group will be held on April 10, from 1:15 PM to 2 PM <\/span>and will be held in the main conference room.<\/span> Family-owned business members can learn more about the conference and breakout session, with <span style=\"font-weight: bold; font-style: italic;\">special discounts<\/span>, by contacting<span style=\"color: #000;\"> John Gugliada, Director of Engagement, Family Enterprise USA, at <\/span><span style=\"color: #1155cc;\">j<\/span><a href=\"mailto:jgugliada@family-enterpriseusa.com\">guglia<\/a><a href=\"mailto:jgugliada@family-enterpriseusa.com\">da@family-enterpriseusa.com<\/a><span style=\"color: #000;\">. <\/span><\/p>\n<p style=\"margin-top: 3.75pt; margin-right: 0in; margin-bottom: 3.75pt; padding-left: 0in; font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">During the breakout session, results from the recent 2025 FEUSA Family Business Survey will be unveiled, as well as results from the new 2025 Luntz Voter Poll on family-owned businesses. <\/span><\/p>\n<p style=\"margin-top: 3.75pt; margin-right: 0in; margin-bottom: 3.75pt; padding-left: 0in; font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">The session will also feature two family business policy experts from two Washington, D.C., law and government relations firms. The policy experts joining the discussion are Rodney Emery, Principal, Squire Patton Boggs, and Russ Sullivan, Shareholder, Brownstein.<\/span><\/p>\n<p style=\"margin-top: 3.75pt; margin-right: 0in; margin-bottom: 3.75pt; padding-left: 0in; font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">Both Emery and Sullivan will share important insights and information on the expiration of the <a href=\"https:\/\/familyenterpriseusa.com\/category\/income-taxes\/\">Tax Cuts and Jobs Act<\/a>, and other <a href=\"https:\/\/familyenterpriseusa.com\/category\/income-taxes\/\">tax<\/a> and economic legislation affecting family-owned businesses. <\/span><span style=\"color: #000;\">Other topics discussed during the presentations will be the <\/span>Congressional perspectives on critical <a href=\"https:\/\/familyenterpriseusa.com\/category\/income-taxes\/\">tax policies<\/a>, voter attitudes impacting legislation, and the challenges facing family-owned businesses, family offices, and successful families in 2025.<\/p>\n<p style=\"font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">According to research, America\u2019s multi-generational family-owned businesses contribute $7.7 trillion annually to the U.S. gross domestic product. Family businesses are the largest private employers in the country, accounting for 83.3 million jobs, or 59 percent of the country\u2019s private workforce, the research shows.<\/span><\/p>\n<p style=\"font-size: 15px; line-height: 150%;\">\u201cWe\u2019re excited to be part of this year\u2019s Family Business Magazine Transitions Conference at a breakout group on protecting the legacy of family-owned businesses and family offices in this challenging economic environment,\u201d said Pat Soldano. \u201cFamily Enterprise USA provides a voice in Washington, D.C., for all family-owned businesses and we look forward to presenting our new research and holding a lively discussion on the largest private employer and greatest generator of jobs we have in this country, family-owned businesses.\u201d<\/p>\n<p style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; padding-left: 0in; font-size: 15px; line-height: 150%;\"><span style=\"color: black;\">Family Business Magazine Transitions Conference focuses on key issues facing all multi-generational family-owned businesses.\u00a0 The event features <span style=\"border: none windowtext 1.0pt;\">speakers from family companies <\/span>sharing real-life problems and solutions. The conference is a private &#8220;safe harbor&#8221; environment in which family business leaders openly share challenges and opportunities with other families.<\/span><span style=\"color: #000;\">\u00a0<\/span><\/p>\n<p style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; padding-left: 0in; font-size: 15px; line-height: 150%; font-weight: bold;\"><span style=\"font-style: italic;\">Again, for more information on the event and special discounts, contact:<span style=\"color: #000;\"> John Gugliada, Family Enterprise USA at <\/span><span style=\"color: #1155cc;\">j<\/span><\/span><a style=\"font-style: italic;\" href=\"mailto:jgugliada@family-enterpriseusa.com\">guglia<\/a><a style=\"font-style: italic;\" href=\"mailto:jgugliada@family-enterpriseusa.com\">da@family-enterpriseusa.com<\/a><span style=\"color: #000; font-style: italic;\">. <\/span><\/p>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#397389&#8243; divider_weight=&#8221;2px&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Become a member text&#8221; _builder_version=&#8221;4.27.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url=&#8221;https:\/\/familyenterpriseusa.com\/donate-2\/&#8221; global_module=&#8221;5822&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4><em>We hope you&#8217;ve enjoyed this article. While you&#8217;re here, we have a small favor to ask&#8230;<\/em><\/h4>\n<p>As we prepare for what promises to be a pivotal year for America, we&#8217;re asking you to consider becoming a member.<\/p>\n<p>The need for fact-based reporting of issues important to <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">family owned businesses<\/a> and protecting a <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-stories\/\">lifetime of savings<\/a> has never been greater. Now more than ever, <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">successful families<\/a> and <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-stories\/\">family owned businesses<\/a> are under fire. That&#8217;s why <a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> is passionately working to increase the awareness of issues important to <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">family owned 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 <a href=\"https:\/\/familyenterpriseusa.com\/category\/income-taxes\/\">income tax rates<\/a>, possible elimination of valuation discounts, increase in capital gains <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, enactment of a wealth <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, and the continued burden of the gift <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, <a href=\"https:\/\/familyenterpriseusa.com\/category\/estate-taxes\/\">estate tax<\/a> and generation skipping <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/familyenterpriseusa.com\/donate\/&#8221; button_text=&#8221;Become a Family Enterprise USA Member&#8221; button_alignment=&#8221;center&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Become FEUSA member button&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; global_module=&#8221;6503&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_divider color=&#8221;#397389&#8243; divider_style=&#8221;dotted&#8221; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_video_slider disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Video Slider Family Business Stories 1&#8243; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_module=&#8221;5963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=3k9d1tFz5AU&#038;t=22s&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=kG0lDKbmJxg&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=HFK8SG1VSco&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=Z15BqbFOYck&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=bsn5xYrxhJg&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=PL3K3rK7ioA&#038;t=5s&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=CpXRbRBhPKc&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][\/et_pb_video_slider][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;FEUSA Statement&#8221; _builder_version=&#8221;4.21.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url=&#8221;https:\/\/familyenterpriseusa.com\/donate-2\/&#8221; global_module=&#8221;5910&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<hr \/>\n<p><a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> promotes <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">generationally<\/a> owned <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-businesses\/\">family business<\/a> creation, growth, viability, and sustainability by <a href=\"https:\/\/familyenterpriseusa.com\/about\/\">advocating for family businesses<\/a> and their lifetime of savings with <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-caucus\/\">Congress<\/a> in Washington DC.\u00a0 Since 2007, <a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> has represented and celebrated\u00a0all sizes, professions and industries of family-owned enterprises and <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">multi-generational<\/a> employers. It is a bi-partisan 501.c3 organization.\u00a0<a href=\"https:\/\/familyenterpriseusa.com\/membership\/\">Family foundations can donate.<\/a><\/p>\n<hr \/>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Hash tags &#038; Tags&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_module=&#8221;6498&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>#incometax #CapitalGainsTax #R&amp;DExpensing #DontPunishSuccess #GrantorTrusts #StepUpinBasis #likeKindExchanges #AcceleratedDepreciation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #incometaxrates #repealestatetax #AdvocatingForFamilyBusinesses #FamilyOwnedBusiness #WomenOwnedBusiness @FamilyEnterpriseUSA #FamilyEnterpriseUSA<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine\u2019s Transitions Conference \u00a0 Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research \u00a0 Family Enterprise USA is presenting at a special breakout session on protecting the legacy of family-owned businesses and family offices at this [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":13669,"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":[48,43,3,92,76,36],"tags":[],"class_list":["post-13667","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-estate-taxes","category-feusa","category-multi-generational-business","category-income-taxes","category-taxes"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/13667","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=13667"}],"version-history":[{"count":3,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/13667\/revisions"}],"predecessor-version":[{"id":13672,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/13667\/revisions\/13672"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/13669"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}