Oct 29, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for family businesses across the nation has been uncertainty – including uncertainty over inflation and new economic policies like tariffs. The most...
Oct 22, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the Senate failed for the 11th time to advance a continuing resolution (CR) to fund government operations. The continuing stalemate centers on disagreement...
Oct 21, 2025 | Family Businesses, Family Owned Business, Income Taxes, Taxes
Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress Bill by Sen. Wyden Gets House Support, Targets Unrealized Gains Family businesses and tax experts are taking a hard look at the new wealth tax bills recently...
Oct 15, 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 Where There’s Smoke…New Wealth, Estate Tax...
Oct 14, 2025 | Family Businesses, Family Business Caucus, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen
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. Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with...
Oct 10, 2025 | Family Businesses, Family Owned Business
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises” For family enterprises, few decisions are more consequential than choosing...
Oct 9, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business
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 Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust “When I speak with a client...
Oct 3, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
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. This webcast will explore practical steps to building effective family governance, including the...
Oct 2, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...
Oct 1, 2025 | Family Businesses, Family Owned Business
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises” For family enterprises, few decisions are more consequential than choosing...
Oct 1, 2025 | Family Businesses, Family Owned Business
Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30. On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...
