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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 Time
Duration: 1 hour
Secure Your Spot at Our Exclusive Members Only & Supporters Only Webcasts!
You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA & Policy and Taxation Group. As a valued member or supporter, we’re thrilled to offer you exclusive access to our upcoming webcast, meticulously curated to keep you ahead of the curve on critical public policy issues impacting family businesses, family offices, and successful individuals.
During these webcasts, open only to our esteemed members and supporters, you’ll have the unique chance to delve into the latest public policy intelligence and gain invaluable insights directly from influential insiders in Washington, DC. This is not just another event; this is your chance to access information that is simply unavailable anywhere else.
Make sure to reserve your spot on your calendar for this time-sensitive and incredibly informative webcast which will feature prominent Members of Congress, key decision-makers, and subject-matter experts, ensuring you’re always up-to-date with the latest legislation in development right at the heart of Washington, DC.
Don’t miss this opportunity to stay informed, connected, and proactive. We look forward to having you join us for these exclusive sessions.
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Topics To Include:
How the New Speaker Will Impact Congress
Economic Growth Package and the Year End Tax Package
Possible Treasury and Regulation Changes
Update on Congressional Caucus
Who Should Attend?
Owners, executives, and stakeholders of family-owned businesses looking to stay abreast of policies affecting their enterprises.
Professionals managing family offices, including financial advisors, wealth managers, and estate planners, keen on understanding the latest public policy changes that impact their clients.
Successful Individuals and entrepreneurs interested in staying informed about legislation that might affect their investments and financial strategies.
Lastly, individuals and organizations supporting the cause of family businesses and entrepreneurs, aiming to contribute actively to informed policy discussions.
Speakers
Our Keynote Speakers
Dr. Frank Luntz
Communication Professional
Abby Axelrod-Wunderman CAP is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in various areas including board governance and dynamics, rising-gen education, grantmaking, strategic visioning, fundraising and revenue diversification, and high impact-investing. She also serves as Chair of Philanthropy Planning for the firm. Prior to joining Fiduciary Trust International, Abby served as Director of Charitable Giving at the Community Foundation for Palm Beach and Martin Counties. Prior to that, she started a private family foundation for a top hedge fund manager. She has consulted for various national nonprofits across Florida, South Carolina, and Virginia and remains an active board member of The Daily Drip Foundation and Elite Foundation. She is a frequent philanthropy contributor for The Daily Drip, a Florida-based media company. She earned a First-Class Honors Bachelor of Arts (Summa Cum Laude) from the University of Kent in Canterbury, England, and a master’s degree from Winthrop University in South Carolina. She is also a certified Chartered Advisor in Philanthropy (CAP) from the American College of Financial Services.
Russ Sullivan
Shareholder
Brownstein Hyatt Farber Schreck
Russ Sullivan is chair of the National Tax Policy Group at lobbying and law firm Brownstein Hyatt Farber Schreck, providing unparalleled insight into the legislative and regulatory risks and opportunities related to tax policy. Russ is a Capitol Hill veteran who spent 14 years with the Senate Finance Committee, including nine as staff director. He leverages his vast network and industry expertise to devise and execute complex strategies for both nonprofit and for-profit clients on a broad range of issues, including health care, pension planning, trade, economic development and tax policy.
During his time at the Senate Finance Committee, Russ worked directly on policy matters related to the estate tax. He served as chief tax counsel under Sen. Max Baucus (D-MT) when the committee passed legislation repealing the estate tax in 2001. A decade later, as committee staff director, Russ worked with a bipartisan group of senators to make a reduction in the estate tax rate and an increase in the exemption amount permanent.
Brandon C. Roman
Partner
Squire Patton Boggs
Brandon Román advises a wide array of domestic and international clients, including banks, non-bank financial institutions, financial market utilities, trade associations, and multinational corporations, on a variety of financial services and tax issues.
Brandon assists clients in developing comprehensive strategies to further their legislative and regulatory interests before Congress, relevant congressional committees, and various regulatory agencies, including the Commodity Futures Trading Commission (CFTC), Securities and Exchange Commission (SEC), Consumer Financial Protection Bureau (CFPB), Federal Reserve, Financial Stability Oversight Council (FSOC), Department of Housing and Urban Development (HUD), Federal Housing Finance Agency (FHFA), Department of Treasury, and the Internal Revenue Service (IRS), among others.
Brandon also assists various nonprofit organizations with their corporate formation, including assistance with obtaining tax-exempt status with the IRS and state-level tax regulators. He also advises nonprofit organizations, such as charities and trade associations, on corporate governance and compliance issues.
Mark Warren
Title
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.
Patricia M. Soldano
President & Chairman, FEUSA, Founder & President & Chairman, PATG
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.
REGISTER NOW
Webcast Date and Time:
November 9, 2023 12:00 PM Pacific Time
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