Jun 19, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business
The Rockefeller family became a part of American history not only because of their fortune, but because of how they have successfully transitioned it from one generation to the next while creating and maintaining a profoundly positive impact around the world for seven...
Jun 17, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed summary along with key...
Jun 13, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Pat Soldano, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. ‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family Business Magazine As the...
Jun 13, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package, the One Big Beautiful Bill...
Jun 9, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives passed H.R. 1, “The One, Big,...
Jun 2, 2025 | Family Businesses, Family Owned Business
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. On Friday, May 30, the Trump administration released the Technical Supplement to the 2026...
May 30, 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 Family-Owned Businesses Feel the Impact of New...
May 28, 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. Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned...
May 20, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen, Webcast Replays
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. Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family...
May 16, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes
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. Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax...
May 12, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes
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. Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means...