{"id":9196,"date":"2023-10-09T17:08:31","date_gmt":"2023-10-10T00:08:31","guid":{"rendered":"https:\/\/familyenterpriseusa.com\/?p=9196"},"modified":"2023-10-10T09:02:34","modified_gmt":"2023-10-10T16:02:34","slug":"exclusive-invitation-state-of-family-business-critical-tax-issues-presentation","status":"publish","type":"post","link":"https:\/\/familyenterpriseusa.com\/family-businesses\/exclusive-invitation-state-of-family-business-critical-tax-issues-presentation\/","title":{"rendered":"Exclusive Invitation: State of Family Business &#038; Critical Tax Issues Presentation!"},"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; custom_margin=&#8221;||14px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_button button_url=&#8221;https:\/\/familyenterpriseusa.com\/polling-and-research\/contact-your-representatives-in-congress-to-join-the-congressional-family-business-caucus-now\/&#8221; button_text=&#8221;Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today!&#8221; button_alignment=&#8221;center&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Call to Action Button Top&#8221; _builder_version=&#8221;4.22.1&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; global_module=&#8221;7025&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][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;Content&#8221; _builder_version=&#8221;4.22.1&#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 dir=\"ltr\"><span style=\"color: #000000;\">We are pleased to invite you to be our guest for a dinner presentation addressing the\u00a0<span style=\"font-weight: bold;\">State of\u00a0Family\u00a0Business\u00a0&amp; the\u00a0Critical Tax Issues Impacting the Wealthy in the US Congress<\/span>\u00a0on\u00a0<span style=\"font-weight: bold;\">October 19, 2023\u00a0<\/span>at 5:30-7:00pm in Newport Beach, CA 92660. <\/span><\/h2>\n<p dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">There is a wine reception and networking from 5:30 \u2013 6:00 pm, followed by dinner and presentation from 6:00 \u2013 7:00 pm.\u00a0An expert panel from the Washington, DC based organizations,\u00a0Family\u00a0Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) will discuss:\u00a0<\/span><\/p>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">\u00a0FEUSA 2023 Annual\u00a0Family\u00a0Business Survey<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Legislation Impacting\u00a0Family\u00a0Business,\u00a0Family\u00a0Offices &amp; HNW\u00a0<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Voter Attitudes Influencing Legislation &amp; Politics\u00a0<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Congressional\u00a0Family\u00a0Business Caucus<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\"><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">A\u00a0Washington, DC insider&#8217;s perspective with intelligence on the critical policy issues\u00a0<\/span>will be provided by this panel:<\/span><\/p>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Patricia Soldano, President, FEUSA &amp; PATG\u00a0<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Russ Sullivan, Chair, National Tax Policy Group, Brownstein Hyatt Farber Schreck<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">Brandon Roman, Partner, Public Policy, Tax, and Financial Services Group, Squire Patton Boggs<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span style=\"color: #000000;\">John Marino, Director of Strategic Partnerships, PATG<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\"><span style=\"color: #000000;\">This special event is being hosted by Brown &amp; Streza LLP in cooperation with FEUSA and PATG. Beverages and light refreshments will be served. On site parking will be validated.\u00a0<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: bold;\">For more information <\/span>about the hosting organizations, please see<\/p>\n<ul>\n<li dir=\"ltr\">Brown &amp; Streza LLP\u00a0<a href=\"http:\/\/www.brownandstreza.com\/\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=http:\/\/www.brownandstreza.com\/&amp;source=gmail&amp;ust=1696981135092000&amp;usg=AOvVaw0YklxsZ0tniKlOxumXT7Mk\">www.brownandstreza.com<\/a><\/li>\n<li dir=\"ltr\">Family\u00a0Enterprise USA (FEUSA)\u00a0\u00a0<a href=\"http:\/\/www.familyenterpriseusa.com\/\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=http:\/\/www.familyenterpriseusa.com\/&amp;source=gmail&amp;ust=1696981135092000&amp;usg=AOvVaw0bRCyxzcYEk8xzo5QnxbBM\">www.familyenterpriseusa.com<\/a>.<\/li>\n<li dir=\"ltr\">Policy and Taxation Group (PATG)\u00a0<a href=\"http:\/\/www.policyandtaxationgroup.com\/\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=http:\/\/www.policyandtaxationgroup.com\/&amp;source=gmail&amp;ust=1696981135092000&amp;usg=AOvVaw3Uk3gELZ9TX38UNvSsDTFB\">www.policyandtaxationgroup.com<\/a><\/li>\n<\/ul>\n<p dir=\"ltr\">\n<h2 dir=\"ltr\" style=\"font-weight: bold; text-align: center; font-size: 16px; line-height: 175%;\"><span style=\"font-style: italic;\">Please RSVP\u00a0to John Marino at 202.750.0248 &#8211;\u00a0<\/span><a style=\"font-style: italic;\" href=\"mailto:jmarino@policyandtaxationgroup.com\" target=\"_blank\" rel=\"noopener\">jmarino@policyandtaxationgroup.com<\/a><span style=\"font-style: italic;\">.<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#397389&#8243; divider_style=&#8221;dotted&#8221; divider_weight=&#8221;1px&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.22.1&#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;Brown and Streza Logo &#038; About&#8221; _builder_version=&#8221;4.20.2&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url=&#8221;https:\/\/www.brownandstreza.com\/&#8221; link_option_url_new_window=&#8221;on&#8221; global_module=&#8221;8059&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-8058 size-full\" src=\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2023\/05\/BROWNANDSTREZA_HORIZONTAL_WEBVERSION.jpg\" alt=\"\" width=\"600\" height=\"93\" title=\"\" srcset=\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2023\/05\/BROWNANDSTREZA_HORIZONTAL_WEBVERSION.jpg 600w, https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2023\/05\/BROWNANDSTREZA_HORIZONTAL_WEBVERSION-480x74.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw\" \/><\/p>\n<p><strong>About Brown and Streza<br \/><\/strong>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. <\/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;4.21.0&#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;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\/\">multi generational 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\/\">multi generational businesses<\/a> and <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-stories\/\">family 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\/\">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 <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;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_module=&#8221;6498&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>#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<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are pleased to invite you to be our guest for a dinner presentation addressing the\u00a0State of\u00a0Family\u00a0Business\u00a0&amp; the\u00a0Critical Tax Issues Impacting the Wealthy in the US Congress\u00a0on\u00a0October 19, 2023\u00a0at 5:30-7:00pm in Newport Beach, CA 92660. There is a wine reception and networking from 5:30 \u2013 6:00 pm, followed by dinner and presentation from 6:00 \u2013 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":9220,"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":[48,92,78,94],"tags":[],"class_list":["post-9196","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-multi-generational-business","category-in-the-news","category-pat-soldano"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/9196","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=9196"}],"version-history":[{"count":4,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/9196\/revisions"}],"predecessor-version":[{"id":9238,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/9196\/revisions\/9238"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/9220"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}