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Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI

Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI

Jul 21, 2023 | Estate Taxes, Family Businesses, In The News, Income Taxes, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! New White Paper Says New IRS Funding Expected to Increase Focus on Partnerships, Corporations, and High Net-Worth Earners   Despite recent debt ceiling...
New Video Series Highlights the Importance of Community to Family Businesses

New Video Series Highlights the Importance of Community to Family Businesses

Jul 12, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! New Family Business Video Series, “Unsung Heroes,” Launches with Episode on Local Community Giving as Core Value of Multi-Generation Family Businesses Video Series...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Jul 11, 2023 | Family Businesses, Family Owned Business, In The News, Income Taxes, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26 to hear a case regarding the...
Saying It Out Loud, By Pat Soldano. July 2023.

Saying It Out Loud, By Pat Soldano. July 2023.

Jul 1, 2023 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Pat Soldano

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! How Family Businesses Can Change the Tune on Capitol Hill   By Pat Soldano America is back on the road. Planes are full. Overhead bins are bulging. I am part of this post-COVID travel warrior...
Family Business Leaders Share Insights at Congressional Caucus Meeting

Family Business Leaders Share Insights at Congressional Caucus Meeting

Jun 9, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House Budget Committee Room...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Jun 1, 2023 | Family Business Caucus, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House...
Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI

Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

May 31, 2023 | Estate Taxes, Family Businesses, In The News, Income Taxes, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High...
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023

Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023

May 24, 2023 | Family Business Caucus, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in attendance. She then provided an...
The Most Difficult Challenge Our Business Clients Face

The Most Difficult Challenge Our Business Clients Face

May 10, 2023 | Family Businesses, Family Owned Business, In The News, Next Gen

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! After many decades of counseling successful closely-held businesses, Brown and Streza knows that successfully transferring closely-held businesses is the most difficult...
High Hopes for New Congressional Family Business Caucus

High Hopes for New Congressional Family Business Caucus

May 4, 2023 | Estate Taxes, Family Business Caucus, Family Businesses, Family Owned Business, In The News, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Published by Trusts & Estates Things are about to change for America’s largest private employer, the family business. The American family...
May 10th Tax Policy Event Focuses On Family Businesses

May 10th Tax Policy Event Focuses On Family Businesses

Apr 21, 2023 | Estate Taxes, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Family Owned Business, In The News, Income Taxes, Taxes

Click to Read the 2023 Family Business Survey Results & Summary May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses   Capitol Hill Expert Panel Dissects Policies That May Harm Family...
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Family Business News

  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/6/2026
  • Taxation & Representation: Bipartisan IRS Reform. What’s Really Changing?
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: GOP Divided as Wealth Tax Momentum Grows
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Annual Survey Details Issues Facing Family-Owned Businesses

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