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On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.

On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.

Sep 6, 2024 | Family Offices, Family Businesses, Hardworking Families, Pat Soldano, Podcast

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel...
Saying It Out Loud, By Pat Soldano. August 2024.

Saying It Out Loud, By Pat Soldano. August 2024.

Aug 23, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Hardworking Families, Pat Soldano

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Watch Out Family...
Saying It Out Loud, By Pat Soldano. July 2024.

Saying It Out Loud, By Pat Soldano. July 2024.

Jul 22, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Hardworking Families, Pat Soldano

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Wealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams...
Family Office Workshop: What You Need To Know?

Family Office Workshop: What You Need To Know?

Jul 9, 2024 | Family Offices, Generationally Owned Business, Hardworking Families, Pat Soldano

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! CSUF Family Business Center Workshop; “Family Office: What You Need To Know?”   August 13, 2024   You will learn, “what is a family...
Saying It Out Loud, By Pat Soldano. June 2024.

Saying It Out Loud, By Pat Soldano. June 2024.

Jun 20, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Hardworking Families, Pat Soldano

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Communication is the X Factor When It Comes to Bringing Up ‘Next Gen’...
Saying It Out Loud, By Pat Soldano. May 2024.

Saying It Out Loud, By Pat Soldano. May 2024.

May 17, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Hardworking Families, Pat Soldano

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Maybe you’ve heard a new Estate Tax...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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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?
  • Succession Planning for Family Businesses
  • 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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