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

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...
Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Sep 13, 2021 | Blog, Family Enterprise USA Action, In The News, Tax Cuts

Get Your Voice Heard in Congress. Please Take Action Today GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed regulations were published on December 31, 2020. Final regulations under §§1014(f) and 6035...
Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

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

Get Your Voice Heard in Congress. Please Take Action Today We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that would make significant changes to the taxation of partnership distributions, allocations, and...
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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News For Working Families

  • Saying It Out Loud June 2026, By Pat Soldano
  • In California, Organized Labor Might Just Defeat Itself
  • ‘Fueling Growth’ for Family-Owned Businesses Topic of Second Caucus Meeting
  • New Findings Reshaping California’s Debate
  • Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
  • Wealth Tax News – 6/12/2026
  • Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
  • Wealth Tax News – 6/7/2026
  • Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
  • The Growing Debate Over Wealth Tax Initiatives
  • New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’

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