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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
