Jan 27, 2026 | Family Businesses, Family Owned Business, Presentation
Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer Insights into...
Jan 26, 2026
State Wealth Tax Tracker Monitor the 8+ states currently proposing wealth tax bills (including California, New York, and Washington). Access our complete legislative tracking to see active thresholds and exemptions for family-owned businesses. With the chart below,...
Jan 21, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. By Patricia M. Soldano President Family Enterprise USA Affordability Issue Takes Center Stage in 2026 with...
Jan 15, 2026 | Family Enterprise USA Action, Pat Soldano
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill Lawmakers FEUSA Action Aligned with Family Enterprise USA Education Efforts on Behalf of Family Businesses, Family Offices, and Successful Families...
Jan 13, 2026 | Family Businesses, Family Owned Business
We’re Proud to Sponsor the Event Where Business Families Work on the Business of the Family We’re excited to share that we’ll be at Transitions Spring 2026, taking place March 18-20 in St. Petersburg, FL— and we’d love for you to join us there. ...
Dec 11, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 3, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast ...
Nov 24, 2025 | Family Businesses, Family Owned Business, Pat Soldano, Taxes, Video Post, Watch & Listen
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty During the latest Women’s...
Nov 21, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. Soldano President Family Enterprise USA Family Businesses Navigate Year with Major...
Nov 19, 2025 | Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Family Owned Business, Taxes
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
Nov 18, 2025 | Family Businesses, Family Owned Business, Podcast, Video Post, Watch & Listen
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast Bank OZK CEO George Gleason Speaks with Pat Soldano of Family Enterprise USA about Navigating Tariffs, Taxes for Family Businesses In a new podcast...
