Apr 21, 2023 | Estate Taxes, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes, Policy and Taxation Group, Taxes
Click to Read the 2023 Family Business Survey Results & Summary May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses Capitol Hill Expert Panel Dissects Policies That May Harm Family...
Apr 18, 2023 | Family Businesses, Family Enterprise USA, In The News, Next Gen, Podcast
Click to Read the 2023 Family Business Survey Results & Summary Cornell University’s Daniel Van Der Vliet Details Lessons Learned with Next Generation Leaders in Latest ‘Voice of Family Business’ Podcast Daniel Van Der Vliet of Smith Family Business Initiative...
Mar 28, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Next Gen
Click to Read the 2023 Family Business Survey Results & Summary The New York Times writer Martha White looks into five different family businesses and how they are dealing with transitioning their enterprises to the next generation. The businesses range from a gas...
Feb 17, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
The 2023 Family Business Survey is closed. Check back soon for summary of results. As a sponsor of Transitions Spring 2023, Family Enterprise USA is pleased to offer a 15% discount to you and your family members when you register using the code: FEUSA15. This year’s...
Dec 1, 2022 | In The News, Taxes
Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. The last several years have seen an unprecedented level of wealth transfer transactions, including interests in privately held operating companies. Effectuating...
Oct 19, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. Thoughtful estate planning and business succession strategies provide the greatest opportunity to maximize wealth for business owners. When it comes time for a business owner to transition or sell their...
Oct 14, 2022 | Family Enterprise USA, In The News
What Washington Needs to Know and Benefits of Businesses Owning Their Own Real Estate Thursday, October 20, 2022 | 8:00 – 10:00 a.m. Join John Gugliada, Family Enterprise USA’s (FEUSA) Director of Strategic Partnerships & Business Development, who will set...
Sep 20, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
By Director, Anna Johnson and Managing Director, Rachele Bouchand, Pathstone, the modern family office. A founder of a family business is often not only the driving force behind that business, but also the steward for the family’s trusts, philanthropy, property and,...
Sep 13, 2022 | Family Businesses, Family Owned Business, In The News
California State University Fullerton Offers Family Business Workshops through its Center for Family Business Family Business Fall Series Starts October 18 with Workshop on ‘Developing Non-Family Leaders’; CSUF Center for Family Business Workshops Run Through April...
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...
Jul 20, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen
Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Channellock’s Jon DeArment Opens Up on Challenges of Multi-Generational ‘Made In USA’ Products in New Family Enterprise USA Video Channellock’s...
