Jun 13, 2024 | Family Businesses, 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! Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family Business Caucus in Washington,...
Feb 26, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time “Core-Satellite Approach To Estate Planning” Why Attend? Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and...
Feb 20, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time “Core-Satellite Approach To Estate Planning” Why Attend? Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and...
Jul 13, 2023 | Family Businesses, Family Owned Business, In The News
Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time and energy above and beyond what is already...
Apr 5, 2023 | Family Businesses, Family Owned Business, In The News
Click to Read the 2023 Family Business Survey Results & Summary The SECURE 2.0 Act was signed into law on December 29, 2022, and contains a number of provisions impacting employer retirement plans. As a family business owner, it is important to stay on top of...
Aug 25, 2021 | Estate Taxes, Family Business Stories, Family Businesses, Family Enterprise USA, In The News, Income Taxes, Step-Up In Basis, Taxes, Video Post, Watch & Listen
Contact Congress Now - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen to her...
Dec 11, 2017 | Estate Taxes
BY HARRY ALFORD, OPINION CONTRIBUTOR – THE HILL – 12/08/17 12:00 PM EST ( THE VIEWS EXPRESSED BY CONTRIBUTORS ARE THEIR OWN AND NOT THE VIEW OF THE HILL) The estate tax creates an unfair situation for black-owned businesses, which have primarily started to accumulate...
May 23, 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 New Coalition of Women Business Owners Empowers...
Oct 31, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of family-owned businesses. Her latest articles explore the growing impact of tariffs on family businesses, the positive outcomes from the newly...
Oct 27, 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. For family enterprises, few decisions are more consequential than choosing the right business entity....
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...