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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...
Poll: How Long is Your Longest-Term Employee?

Poll: How Long is Your Longest-Term Employee?

Sep 6, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Participate in our latest poll question and see what others are saying: How long is your longest-term employee?(Required) 1 to 4 years 5 to 9 years 10 to 14 years 15 to 19 years 20 or more years Policy and Taxation Group is your voice in Washington on economic...
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News For Working Families

  • “When “We’re Family” Isn’t an HR Policy” with Ahola Payroll & HR
  • Prop 40 Deep Dive: Is This California Tax Actually a Wealth Killer?
  • Generation Limbo: How Owner Longevity and Trusts Are Reshaping Family Business Succession
  • Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member
  • Saying It Out Loud October 2026, By Pat Soldano and Tim Schultz
  • Can the Next Generation Afford to Keep Your Business in the Family?
  • Big Bill, bigger impact on your business
  • Finding the Silver Lining: Planning During Volatility
  • You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
  • Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
  • Beyond the bill: What the OBBBA means for family businesses

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