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Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs

Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs

Aug 16, 2023 | Family Businesses, Family Owned Business, In The News

Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation! By John C. Peiffer II, Brown & Streza LLP   Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations   A “school of virtue” –...
Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video

Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video

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

Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation! New Family Enterprise USA Video on Taxes Depicts Painful Decisions Multi-Generation Family Businesses Make Upon Leader’s Death Video Series, ‘Unsung Heroes’, Tackles Struggles...
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...
Contingency Planning For Business Owners

Contingency Planning For Business Owners

Jul 13, 2023 | Family Businesses, Family Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time and energy above and beyond what is already...
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...
Setting Up Your Family Philanthropy for Long-Term Success

Setting Up Your Family Philanthropy for Long-Term Success

Jun 16, 2023 | Family Businesses, Family Owned Business, In The News

By Abby Axelrod-Wunderman,Philanthropic Director,Fiduciary Trust International Setting Up Your Family Philanthropy for Long-Term Success   All families have good intentions when giving assets to charity. They want to share their resources, positively impact the...
Selecting Modern Trust Structures Based on a Family’s Assets

Selecting Modern Trust Structures Based on a Family’s Assets

Jun 13, 2023 | Family Businesses, Family Owned Business, In The News

Family Businesses Are the Backbone of the American Economy: Contact Your Representative and Show Your Support By Al W. King III & Pierce H. McDowell III A round-up of the available options   Trusts have grown enormously in popularity since the mid-1990s as a...
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...
Profile of the Family Office Leader of the Future

Profile of the Family Office Leader of the Future

Apr 27, 2023 | Family Businesses, Family Owned Business, In The News, Next Gen

Click to Read the 2023 Family Business Survey Results & Summary By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the future is now. There is a trend toward being more strategic and proactive while...
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Family Business News

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
  • Quick Poll: Taxed More of Less Due to OBBB
  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama

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