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Your Voice Matters More Than Ever

Your Voice Matters More Than Ever

Nov 29, 2025 | Family Offices, Family Businesses, Hardworking Families

As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families.   Your perspective...
Become an Advocate Who Gets Results – Here’s How

Become an Advocate Who Gets Results – Here’s How

Nov 25, 2025 | Family Offices, Family Businesses, Hardworking Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Nov 24, 2025 | Family Offices, Family Businesses, Hardworking Families, Pat Soldano, Video Post

California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California   Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty   During the latest Women’s...
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Nov 22, 2025 | Family Businesses, Family Offices, Hardworking Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey By Annie ClareSenior Investor Relations AnalystBuchanan Street Partners For many families, the operating business is more than an enterprise,...
[WEBCAST] Learn to Advocate.  Step by Step.  We will walk you through it.

[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.

Nov 21, 2025 | Family Offices, Family Businesses, Hardworking Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Saying It Out Loud November 2025, By Pat Soldano

Saying It Out Loud November 2025, By Pat Soldano

Nov 21, 2025 | Family Businesses, Family Offices, Hardworking Families, Pat Soldano

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Businesses Navigate Year...
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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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