Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
“When “We’re Family” Isn’t an HR Policy” with Ahola Payroll & HR
Family businesses often describe their organizations as being “like a family.” That sense of connection can be one of their greatest strengths - creating loyalty, trust, long-term employees, strong customer relationships, and a culture that is difficult for...
Prop 40 Deep Dive: Is This California Tax Actually a Wealth Killer?
The debate on whether California’s Proposition 40, “The Billionaire Tax,” will backfire gets a deep dive review in Family Enterprise USA’s latest podcast episode of “Family Business Briefs.” The episode, part of a regular series of “deep dive” podcasts on...
Generation Limbo: How Owner Longevity and Trusts Are Reshaping Family Business Succession
By Todd SmithPrincipalCFAR Download the whitepaper by By Todd Smith, CFAR In the United States, people are living significantly longer. Today, US census data tells us that our average life expectancy is 79.4 years old – a full ten years more than 50 years ago...
Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member
Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member; Lawmakers Hear Directly from Family Business Leaders on Capitol Hill The bipartisan Congressional Family Business Caucus saw its 51st member, Rep. Tim Moore (R-NC), join its bipartisan...
Saying It Out Loud October 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoFounder & PresidentFamily Enterprise USA ActionBy Tim SchultzCEOFamily Enterprise USA ActionFour States and Three Myths Surrounding America’s Growing Wealth Tax Battles Next month voters in four states will be weighing the prospect of...
Can the Next Generation Afford to Keep Your Business in the Family?
Mark RichardsPrincipalWinged Keel GroupYou may be confident the next generation is ready to lead your family business. The more challenging question is whether they have the liquidity to fund the transfer of ownership. A succession plan may effectively...
Big Bill, bigger impact on your business
Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA means for family businesses" with Ernst & Young LLP Register Now October 28 | 10:00 AM PDT Join us for a one-hour webcast unpacking the provisions...
Finding the Silver Lining: Planning During Volatility
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging Director, Private AdvisorRockefeller Global Family OfficeRead Rockefeller Global Family Office’s Full Whitepaper - Click Here Investors have been...
You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
Overview: The Congressional Family Business Caucus met on September 23, 2026, in the Dirksen Senate Office Building. The meeting, which saw Rep. David Min (D-CA) become the 50th House member to join the bipartisan Caucus, focused on the themes “The Price of...
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus; ‘Price of Prosperity’ and Wealth Taxes Topics for Latest Gathering on Capitol Hill Family-Owned Business Leaders Gather in Dirksen Senate Building to Hear Rep. Kustoff and Rep....
Beyond the bill: What the OBBBA means for family businesses
Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA means for family businesses" with Ernst & Young LLP Register Now October 28 | 10:00 AM PDT Join us for a one-hour webcast unpacking the provisions...
Billionaire Tax Gets Zero Votes in Debate
‘Billionaire Tax’ Gets No Votes from Both Becerra and Hilton in Latest CNN Debate before November Elections “This is not a way to do tax policy,” Becerra Says In the first and only debate between the two leading candidates in the California governors’...
5 Things To Think About In Corporate Philanthropy: DAFs, Foundations & More
In this webcast, 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More, Ashley Fontanetta and Jerad Beltz will share their insights on philanthropy and the family business, exploring the pros and cons of five common channels family-owned...
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[24 HOURS LEFT] When “We’re Family” Isn’t an HR Policy
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola Payroll & HR Solutions"When “We’re Family” Isn’t an HR Policy" with Ahola Payroll & HR Solutions Register Now October 2 | 10:00 AM PDT Family...
Caucus Day Recap. The Price of Prosperity: Family Business Strategies for Battling All Taxes on Success
Caucus Day Recap. September 23, 2026. The Price of Prosperity: Family Business Strategies for Battling All Taxes on Success Thank you to all who joined us for Caucus Day September 23 2026 in Dirksen Senate Building in Washington DC. Our Third Meeting of...
WBOG Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses
WARCO Hosts House Member Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes Rep. Correa, Co-Chair of the Congressional Family Business Caucus, Speaks to WARCO Employees, CEO Timothy Hemstreet at Family Enterprise USA Organized Event ...
The Importance of Illiquidity Budgeting for Families
Jordan WaldrepChief Investment Officer, Trust and WealthBank OZKRead & Download the Whitepaper. Click Here. Introduction to Illiquidity Budgeting Family offices face a unique set of challenges in the world of investing. Unlike endowments or pension funds,...
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[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola Payroll & HR Solutions"When “We’re Family” Isn’t an HR Policy" with Ahola Payroll & HR Solutions Register Now October 2 | 10:00 AM PDT Family...
Saying It Out Loud September 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoFounder & PresidentFamily Enterprise USA ActionBy Tim SchultzCEOFamily Enterprise USA ActionWealth Taxes, Estate Taxes Are Not a Good Formula for Family-Owned Businesses Success It’s not fun contemplating triple taxation on hard-earned...
The Last Fragmented Real Estate Sector
By Derek CzarkowskiVice President, Investor RelationsBuchanan Street PartnersBy Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersRead & Download the Whitepaper. Click Here. The letters started arriving last spring. A family we will call...
WARCO Hosts Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes
WARCO Hosts House Member Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes Rep. Correa, Co-Chair of the Congressional Family Business Caucus, Speaks to WARCO Employees, CEO Timothy Hemstreet at Family Enterprise USA Organized Event ...
Stop Guessing, Start Giving Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23 ‘Price of Prosperity,’ Wealth Taxes Are Topics, with Dr. Frank Luntz Presenting Latest Voter Research; Rep. Tenney (R-NY) and Rep. Correa (D-CA) are Caucus Co-Chairs ...
DAF vs Foundation: What’s Best For You?
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Succession Planning for Family Businesses
For many family-owned businesses, succession planning is not just a business decision. It's a personal one. Founders often spend decades building an organization, developing customer relationships, and creating processes that exist largely through their own...
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help Growth Rep. Correa, Co-Chair of the Congressional Family Business Caucus, Speaks on Wealth Tax, Healthcare, and other Key issues with Family Business...
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[WEBCAST] Give 60% Smarter? Live Philanthropy Guide
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings Penalty Tax’ Proposals Family Enterprise USA Action Creates Online Resource Tool with Latest Information on Pending State and Federal Legislation...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead & Download the Whitepaper. Click Here. A business partnership may be built on trust, but what happens when that trust is tested by death, disability,...
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...