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Family Business Under Attack; What Budget Reconciliation Includes

Family Business Under Attack; What Budget Reconciliation Includes

Sep 28, 2021 | Blog, Budget Deficit, Family Businesses, Family Enterprise USA Action, In The News

Get Your Voice Heard in Congress. Please Take Action Today Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could happen soon. Protect your generationally owned family business and a lifetime of savings!...
Webinar Replay: Introduction to Family Governance

Webinar Replay: Introduction to Family Governance

Sep 22, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post, Webcast Replays

Get Your Voice Heard in Congress. Please Take Action Today Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below...
PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

Sep 15, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Get Your Voice Heard in Congress. Please Take Action Today Policy and Taxation Group Supporters Zoom Meeting – September 22 at 9:30am EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link...
Family Business Under Attack; What Budget Reconciliation Includes

IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA Action, In The News, Step-Up In Basis

Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
Plan to Attend – Introduction to Family Governance Webinar

Plan to Attend – Introduction to Family Governance Webinar

Sep 10, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
Family Businesses Face Pandemic Challenges and Legislative Concerns

Family Businesses Face Pandemic Challenges and Legislative Concerns

Sep 7, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Get Your Voice Heard in Congress. Please Take Action Today By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com. Between January and March 2021, Family Enterprise USA (FEUSA) conducted its annual survey of family businesses in the United...
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  • [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

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