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...
by Pat Soldano | Jul 15, 2024 | Estate Tax
Gain exclusive insights on elections, IRS exams, and more from top experts and Members of Congress. Donate to Family Enterprise USA to get registered Now! About Brownstein Hyatt Farber SchreckBrownstein Hyatt Farber Schreck is a unique law firm. Walk into any of our...
by Pat Soldano | Jul 12, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Register Now for this July 16 Event: Starting at 2:30 PM Eastern Time “Protecting Wealth in Today’s Legislative Environment” Meet Our Speakers: Pat...
by Pat Soldano | Jul 11, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich Berg Family businesses often start small with simple business and tax structures....
by Pat Soldano | Jul 9, 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 Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts Pat Soldano, President, Policy and...
by Pat Soldano | Jul 9, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will learn, “what is a family office”, the...
by Pat Soldano | Jul 8, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time “Family Vision and Values: The Starting Point of Estate Planning” Why attend?...
by Pat Soldano | Jul 8, 2024 | Estate Tax
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change. Act now by clicking here! On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and issued a preliminary injunction...