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Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

May 31, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Income Tax, 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...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

May 31, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the debt ceiling until January 2025 in conjunction with new...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More

Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More

May 25, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework. President Joe Biden and House Speaker Kevin McCarthy (R-CA)...
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 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Video Post

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in attendance. She then provided an overview of the...
Make Your Voice Heard: Contact Your Representatives Now

Make Your Voice Heard: Contact Your Representatives Now

May 24, 2023 | Blog, Death Tax, Estate Tax, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! We Need Your Help! Do It Now!   Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why...
Saying It Out Loud, By Pat Soldano. May 2023.

Saying It Out Loud, By Pat Soldano. May 2023.

May 19, 2023 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News, Pat Soldano

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Danger Lurks in Debt Reduction Battle   By Pat Soldano In the debt ceiling struggle between the Republican-led House and the Biden Administration I never figured higher...
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News For Working Families

  • Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
  • DAF vs Foundation: What’s Best For You?
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  • House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
  • [WEBCAST] Give 60% Smarter? Live Philanthropy Guide
  • Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
  • Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
  • 5 Ways Family Businesses Give Smarter
  • Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
  • Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
  • Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz

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