Jun 25, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time “Family Vision and Values: The Starting Point of Estate Planning”...
Jun 19, 2024 | Family Businesses, Estate Taxes, Family Business Caucus, Family Business Stories, Family Owned Business
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! ‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family Enterprise USA’s Pat Soldano Details...
Jun 19, 2024 | Family Businesses, Family Business Stories, Family Owned Business
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to planning for the future: ...
Jun 18, 2024 | Family Businesses, Family Owned Business
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Jim CoutréHead of Wealth PlanningPathstone By Scott Weaver, JDChief Fiduciary OfficerPathstone Estate planning has become a pressing issue for many...
Jun 11, 2024 | Family Businesses, Family Business Caucus, Family Business Stories, Family Owned Business, Video Post, Watch & Listen
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues New Video Captures...
Jun 6, 2024 | Family Businesses, Family Business Stories, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. This webcast will examine leading...
Jun 6, 2024 | Family Businesses, Family Business Stories, Family Owned Business, Next Gen, Podcast, Video Post, Watch & Listen
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! New Podcast with Dr. Frank Luntz and Pat Soldano Addresses How to ‘Decode Language’ to Reach Generation Z and X As Generation Z and X begin to...
Jun 6, 2024 | Family Businesses, Family Business Caucus, Family Owned Business, Next Gen
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Allen EsrockFounderNxtGen Nexus By Tim SchultzCenter for Family Business at Cal State Fullerton The Congressional Family Business Caucus held its...
May 31, 2024 | Family Businesses, Family Business Caucus, Family Business Stories, Family Owned Business, Video Post, Watch & Listen
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the...
May 31, 2024 | Family Businesses, Family Owned Business, Podcast
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! EY’s Sean Aylward Details How To ‘Stress Test’ Your Family Business and Wealth Transition Planning in New...
May 24, 2024 | Family Businesses, Family Business Caucus, Family Owned Business, Policy and Taxation Group
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Pat SoldanoPresidentFamily Enterprise USA With Focus on ‘Workforce,’ Congressional Family Business Caucus...