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Family Business Interests as a Trust Asset and the South Dakota Directed Trust

Family Business Interests as a Trust Asset and the South Dakota Directed Trust

Aug 17, 2023 | Family Businesses, Family Owned Business, In The News

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! Trusts have grown enormously in popularity since the mid-1990s as a result of the devel­opment of modern trust laws, the dramatic increase in wealth and evolving family needs and goals. Modern trust...
Learn How To Make Your Charitable Giving More Effective

Learn How To Make Your Charitable Giving More Effective

Aug 17, 2023 | Family Businesses, Family Owned Business, In The News

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic Strategies for Successful...
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...
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