by Pat Soldano | Aug 1, 2024 | Estate Tax
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time “Questions to consider before hiring C-Suite talent for a Family Office” In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting firm on...
by Pat Soldano | Aug 1, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed cloture on the Tax Relief for American...
by Pat Soldano | Jul 27, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! From: Kevin MichalzukMorgan Stanley Private Wealth Management In my years working with successful owners of privately held companies, I have noticed...
by Pat Soldano | Jul 26, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal...
by Pat Soldano | Jul 23, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Patricia M. SoldanoPresidentFamily Enterprise USA Wealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax...
by Pat Soldano | Jul 23, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium Policy and Taxation...
by Pat Soldano | Jul 21, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn from America’s largest private...
by Pat Soldano | Jul 19, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Join Forces to Advocate for Family Businesses on Capitol Hill New Membership Offering Allows Non-Family Businesses to Attend Congressional Family...
by Pat Soldano | Jul 18, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share...
by Pat Soldano | Jul 17, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! ‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University Survey...
