Jan 4, 2021 | Estate Taxes, Family Businesses, Family Enterprise USA, Taxes
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. “Family Office Outlook 2021” Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time....
Nov 4, 2020 | Family Businesses, Family Enterprise USA, In The News, Taxes
The Day After the 2020 Elections – Post-Election Analysis and Outlook An election that was thought by many pollsters to be all but over for Republicans turned out quite differently Tuesday, as races in key states remain too close to call. Regardless of the...
Oct 30, 2020 | Family Businesses, Family Enterprise USA, In The News, Taxes
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the Securing a Strong Retirement Act of 2020. The bill, which expands on the bipartisan Setting Every Community Up for Retirement Enhancement (SECURE) Act...
Aug 14, 2020 | COVID-19, Family Business Stories, Family Businesses, In The News
Walmart CEO Doug McMillon said Tuesday that the company is considering implementing employee testing for the novel coronavirus. Walmart’s testing approach could include diagnostic tests to confirm COVID-19 infections in employees, as well as antibody testing to...
Aug 12, 2020 | Family Business Survey, Family Enterprise USA, In The News, Podcast
Pat Soldano was recently interviewed on the Exit Coach Radio Show with Bill Black, the show for business owners who are contemplating their future business Succession, Exit and Transition. Pat & Bill talked about the recent Family Enterprise USA 2020 Annual Family...
Jul 23, 2020 | Family Business Survey, Family Businesses, Family Enterprise USA
A recent survey, the 2020 Family Enterprise USA Family Business Survey of family businesses (conducted between late and January and mid-April of this year), found that they’re remaining somewhat optimistic about their future despite an unprecedented first quarter due...
Jun 12, 2020 | Family Business Survey, Family Businesses, Family Enterprise USA, Presentation
Plan to Attend: A Conversation with FEUSA’s President/CEO Pat Soldano and the Drucker School’s Director of the Family Business Institute Kathleen Fariss June 25, 2020 2 p.m. ET | 11 a.m. PT 45 minutes The COVID-19 crisis represents many immediate and...
Jun 11, 2020 | Family Business Survey, Family Businesses, Family Enterprise USA, Watch & Listen
The COVID-19 crisis represents many immediate and long-term concerns for family businesses. Using survey data from two recent studies, we will explore the 2020 Family Enterprise USA Owners Survey, as well as more recent ownership intel collected by Banyan Global. The...
