Sep 8, 2022 | Family Businesses, Family Owned Business, In The News
By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partners For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your...
Sep 7, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast
Series Host, Pat Soldano, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation First Episode Features Dr. Frank Luntz on ‘Why Language Matters’; First Episodes Sponsored by Auerbach Commercial Realty A new podcast series, “The Voice of...
Sep 6, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast
Launches Next Week! Family Enterprise USA Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premieres First Episode Featuring Dr. Frank Luntz on Political Messaging and Why Language Matters Next Thursday, Family Enterprise USA’s Pat Soldano hosts the new...
Sep 1, 2022 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business
Top Risks Family Businesses Face Focus on Economy, Talent, and High Taxes, Study Shows Recent Family Enterprise USA Report Reveals Multi-Generational Family Businesses Ranks High Income Taxes and Retaining Talent as Top Worries Heat records may be getting broken this...
Aug 30, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast
Family Enterprise USA Debuts Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premiere Episode, Sept. 15, Features Dr. Frank Luntz on Political Messaging and Why Language Matters Family Enterprise USA’s Pat Soldano, president of Family Enterprise USA,...
Aug 26, 2022
Watch & Listen to Family Business Stories about successes and challenges, the Estate Tax (death tax), Step Up in Basis, Gift Tax, Capital Gains Tax, Income Taxes, and More. (Read state by state stories below videos) Workforce Wisdom: How Hancock Lumber Became...
Aug 18, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen, Webcast Replays
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
Aug 16, 2022 | Family Businesses, Family Owned Business, In The News, Taxes
‘More Than Just Money’ — Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current economic climate, the stakes are high. This three-day event focuses on...
Aug 9, 2022 | Family Businesses, Family Owned Business, In The News, Taxes
‘More Than Just Money’ — Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current economic climate, the stakes are high. This three-day event focuses on...
Aug 9, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen
Mark Peters, CEO Butterball Farms, Speaks with Pat Soldano About Keeping a Multi-Generational Family Business Growing, Fighting Taxes, and Harnessing the Power of Collaboration to Stabilize a Workforce Family Enterprise USA’s Pat Soldano sits down with Butterball...
Aug 5, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen, Webcast Replays
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
