May 26, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Expert Communicator Dr. Frank Luntz, Family Business Owners Describe Challenges of Running Family Businesses Today The plight of America’s family businesses are alive on YouTube with a video series created by Family Enterprise USA, a non-profit group representing the...
May 12, 2022 | In The News, Income Taxes, Taxes
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
May 11, 2022 | Budget Deficit, In The News, Income Taxes, Taxes
Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
Apr 29, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Apr 21, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
Apr 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock,...
Mar 18, 2022 | COVID-19, In The News, Taxes
Tax provisions were not the only items missing from the omnibus last week. Congress had to remove COVID-19 relief funding from the $1.5 trillion “omnibus” appropriations package that passed both chambers last week. The funds, which would have replenished depleted...
Mar 10, 2022 | Family Enterprise USA, In The News, Taxes
BBBA Comeback? President Biden’s first State of the Union address appears to have reignited discussions around a revised version of the Build Back Better Act (BBBA), though the president did not reference the legislation by name. During his address, President Biden...
Feb 18, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Have Your Voice Heard in Congress. Please Take Action Today!!! By Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone It has been said that one’s legacy is not merely leaving something for people, but rather leaving something in people. This...
Feb 17, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes, Taxes
Do You Have 5 Minutes To Help Your Multi-Generational Business? Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the retiring House Ways and Means Committee ranking member and former chair, Kevin Brady (R-TX),...
