{"id":15264,"date":"2025-09-12T17:47:06","date_gmt":"2025-09-13T00:47:06","guid":{"rendered":"https:\/\/familyenterpriseusa.com\/?p=15264"},"modified":"2025-09-24T12:47:49","modified_gmt":"2025-09-24T19:47:49","slug":"family-business-family-office-leaders-see-full-schedule-of-fourth-quarter-events","status":"publish","type":"post","link":"https:\/\/familyenterpriseusa.com\/family-businesses\/family-business-family-office-leaders-see-full-schedule-of-fourth-quarter-events\/","title":{"rendered":"Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events"},"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_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<h2><strong>Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group<\/strong><\/h2>\n<p><strong>\u00a0<\/strong><\/p>\n<h3><strong><em>Capitol Hill Experts Present Tax Bill Insights, Legislative Updates<\/em><\/strong><\/h3>\n<p>&nbsp;<\/p>\n<p>Over 20 regional and virtual family business and family office meetings are schedule in the last three months of the year by Family Enterprise USA and Policy and Taxation Group.<\/p>\n<p>The events come after the third and last meeting with Congressional Caucus members held in mid-September on Capitol Hill, with theme \u201cLegacy &amp; Longevity.\u201d<\/p>\n<p>The fourth quarter meeting schedule starts with an <a href=\"https:\/\/policyandtaxationgroup.com\/podcast\/\" target=\"_blank\" rel=\"noopener\">Oct. 1 podcast<\/a> hosted by Family Business Magazine and featuring Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and the magazine\u2019s editor, Zack Needles.<\/p>\n<p>The October podcast is followed by nine other events during the month, including a Maine Family Business Center Annual Event (Oct. 8), Family Business Association of California in Modesto (Oct. 8), and an EY webcast on \u201cPass Throughs vs Corporations Tax Analysis\u201d (Oct. 14).<\/p>\n<p>These events are followed by the FOX Annual Family Forum Meeting in Atlanta (Oct. 21) and a Bank OZK presentation in Little Rock (Oct. 28).<\/p>\n<p><strong>November Events<\/strong><\/p>\n<p>In November, 10 events are planned, both live and virtual, and all include presentations by top Capitol Hill advisors, <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">family-owned business<\/a> leaders, and family offices. The range of topics includes provisions found in the recently passed new tax bill, to Next Generation succession issues, and to <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">upcoming legislation<\/a> affecting family businesses, <a href=\"https:\/\/policyandtaxationgroup.com\/category\/successful-individuals\/\" target=\"_blank\" rel=\"noopener\">successful families<\/a>, and family offices.<\/p>\n<p>The month is highlighted by a Nov. 5 webcast with wealth managers at Pathstone on the subject of \u201cParenting Amidst Wealth,\u201d a Nov. 6 virtual webinar at the Lido Consulting event in Los Angeles, and the Grand Rapids Family Business Center Annual Event, with topic of \u201cThe Gravitational Pull of Purpose\u201d on Nov. 11.<\/p>\n<p>Additional November meetings include Family Business Association Annual meeting in Sacramento, the <a href=\"https:\/\/familyenterpriseusa.com\/about\/womens-business-owners-group\/\">Women\u2019s Business Owners Group<\/a> meeting in Orange County, Calif. (Nov. 14), the Ultra High Net Worth Institute Symposium in New York City (Nov. 17-18), and the South Dakota Trust Company webcast (Nov. 20).<\/p>\n<p>The year is wrapped up with a podcast once again hosted by Family Business Magazine and featuring Soldano and Needles.<\/p>\n<p>Speakers at the events include Soldano, John Gugliada, Director of Engagement for both Family Enterprise USA and Policy and Taxation Group, and tax experts Russ Sullivan and Mark Warren, Partners at the law and government affairs firm, Brownstein, Washington, D.C. \u00a0Also participating are Caren Street, Principal, and Michael Hawthorne, Associate, at law and government affairs firm Squire Patton Boggs, Washington, D.C.<\/p>\n<p>During the meetings, Soldano and Gugliada, and the tax experts, will present recent research findings, as well as <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">legislative updates<\/a> for <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">family businesses,<\/a> and highlights from the recently passed H.R. 1 tax act.<\/p>\n<p>\u201cWe\u2019re excited about the last meetings of the year with our team of experts and our attending family business and family office leaders,\u201d said Soldano about the schedule of events. \u201cFamily Enterprise USA and Policy and Taxation Group provide a voice in Washington, D.C., and as we travel the country we work with family businesses, <a href=\"https:\/\/policyandtaxationgroup.com\/category\/family-offices\/\" target=\"_blank\" rel=\"noopener\">family offices<\/a>, and family business centers to help raise their voice on the issues Congress needs to know about,\u201d she said. \u201cWe need to continually educate Congress and voters on the importance of <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">family businesses<\/a> and successful families in America, the largest private employer and greatest generator of jobs we have.\u201d<\/p>\n<p>For more information on the fourth quarter events, contact: John Gugliada, Family Enterprise USA\u00a0and Policy &amp; Taxation Group, Director of Engagement, at jgugliada@family-enterpriseusa.com. \u00a0\u00a0For more information go to: <a href=\"https:\/\/familyenterpriseusa.com\">www.familyenterpriseusa.com<\/a> or <a href=\"https:\/\/policyandtaxationgroup.com\" target=\"_blank\" rel=\"noopener\">www.policyandtaxationgroup.com<\/a>.<\/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;on|on|on&#8221; admin_label=&#8221;Video Slider Family Business Stories 2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; disabled=&#8221;on&#8221; global_module=&#8221;6670&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=y9VszpRjVDM&#8221; _builder_version=&#8221;4.19.4&#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=03T2VODneEg&#8221; _builder_version=&#8221;4.19.4&#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=fHIxWaTwK64&#8243; _builder_version=&#8221;4.19.4&#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=TI7P07GbNdU&#038;t=27s&#8221; _builder_version=&#8221;4.19.4&#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>Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group \u00a0 Capitol Hill Experts Present Tax Bill Insights, Legislative Updates &nbsp; Over 20 regional and virtual family business and family office meetings are schedule in the last three months of the year by Family Enterprise [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":15270,"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":[48,92],"tags":[],"class_list":["post-15264","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-multi-generational-business"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/15264","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=15264"}],"version-history":[{"count":5,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/15264\/revisions"}],"predecessor-version":[{"id":15306,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/15264\/revisions\/15306"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/15270"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}