Jun 5, 2024 | Family Businesses, Family Owned Business, Income Taxes, Taxes
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24...
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...
Apr 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock,...
Jan 14, 2022 | Estate Taxes, Family Enterprise USA, In The News, Taxes
Have Your Voice Heard in Congress. Please Take Action Today!!! Tax Tidbit Budget Reconciliation: By the Numbers. Since 1980, Congress has passed 26 budget reconciliation bills, 22 of which have become law. During 11 of those 41 years, Congress did not pass any budget...
Jul 17, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. Soldano President Family Enterprise USA Congress Listens When Message is Constant and...
Feb 22, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Pat Soldano, Taxes
Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. By Patricia M. SoldanoPresidentFamily Enterprise USA Fasten Your Seat Belts for Bumpy Ride as New Tax, Government Funding...
Jan 24, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Pat Soldano, Taxes
Your Perspective Matters: Complete Our Family Business Survey Take 5 minutes to share your insights and gain access to our exclusive 2025 webcast. By Patricia M. SoldanoPresidentFamily Enterprise USA Family Businesses Get Down to Work as New Year Offers Optimism,...
Sep 19, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
Make Your Voice Count: Share How Tax Policies Impact Your Family Business The House Ways & Means Committee wants your input on key tax issues. Submit your comments today through the new Comment Portal! By Patricia M. SoldanoPresidentFamily Enterprise USA...
Jul 22, 2024 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Patricia M. SoldanoPresidentFamily Enterprise USA Wealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax...
Jul 15, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. James B. WoodUS-East EY Private Family Enterprise Business Services Managing DirectorEY Family enterprises are often guided...
Jun 1, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses Two...
