May 23, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partners The statistics on family business succession are striking. Only 3% survive to a fourth generation or beyond, according to Cornell SC Johnson College of Business. If you...
May 20, 2022 | Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Family Owned Business, In The News
New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business story Creation of New Congressional Family Business Caucus to Be Announced On Capitol Hill During...
May 16, 2022 | Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Family Owned Business, In The News
New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business story Creation of New Congressional Family Business Caucus to Be Announced On Capitol Hill During...
May 12, 2022 | Family Business Stories, Family Businesses, Family Enterprise USA, In The News, Income Taxes
Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
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 4, 2022 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
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 29, 2022 | In The News, Income Taxes, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Apr 26, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes
Family Enterprise USA “Invitation Only” Members Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former...
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 18, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Income Taxes
Family Enterprise USA “Invitation Only” Members Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with FEUSA needs to be paid and current. There is a link below to securely donate now. This...
