Exclusive Insights Await: Join Our Members-Only Webcast on Nov 9!
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Members Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress” This is a Family Enterprise USA...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon Whitehouse (D-RI) and Jeff Merkley...
Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman will...
Private Family Trust Companies for Family Enterprises
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! This content is made possible by the support of our sponsor, Pathstone – The Family Office. Private family trust companies (PTCs) are an...
Year-End Charitable Giving Strategies: Learn from the Experts
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman will...
Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over two weeks following Rep....
Policy Update, Legislative Lowdown, and Tax Worldview
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed from his position as speaker...
Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! Register Now for November 9 Members Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress” This is a Family Enterprise...
2023 Annual Family Business Report
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are and how policies are...
Webcast Registration Form Members & Supporters November 2023 Webcast
Join Us for the “Poicy and Taxation Group Supporters and Family Enterprise USA Members Update” webcast! Date and Time: November 9, 2023 12:00 PM Pacific TimeDuration: 1 hour Secure Your Spot at Our Exclusive Members Only & Supporters Only Webcasts! You’re invited...
Weekly Washington Policy Updates
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! General Updates McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history by removing Kevin McCarthy...
Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business & the Critical Tax Issues...
Webcast Registration Form Fiduciary Trust International
Join Us for the “Something to do with Philanthropy, Being Philanthropic, More About Philanthropies” webcast! Date and Time: November 7, 2023 10:00 AM Pacific TimeDuration: 1 hour In this webcast, we will discuss MORE TO COME. Topics include: MORE TO COME. Who Should...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day continuing resolution (CR)...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
Let Your Representatives in Congress Know Where You Stand on Detrimental Policies and Over-Regulation!: Contact Them Today! By Todd G. Povlich, CFA, ASA, Mark E. Lingerfield, ASA, and Tadd A. Lindsay Appraising A Company That Is Subject To A Potential Sale/Merger...
Key Industry Leaders Gather: Congressional Family Business Caucus
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Congressional Family Business Caucus Meets for Third Time with Family Businesses, Industry Leaders on Capitol Hill Caucus Co-Chair Rep. Brad Schneider (D-Ill), as well as...
Register Today – Ensure Your Family’s Financial Security with a Trust
We are excited to invite you to an exclusive webcast that could transform the way you protect your family’s assets and financial future. Mark your calendar for: Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility Date: October...
Weekly Washington Update: Taxes, Health Care, Immigration, and More
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! General Updates Government Shutdown Just Days Away: Congress is barreling toward the first full-government shutdown in roughly five years after repeated attempts to enact...
Transform Your Family’s Financial Future with Modern Trust Designs
We are excited to invite you to an exclusive webcast that could transform the way you protect your family’s assets and financial future. Mark your calendar for: Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility Date: October...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of...