Description

Families and their businesses are under attack by Congress. The proposed Congressional tax and economic policies would hurt families, family offices and family businesses!

Family Businesses employ 59% of all workers, 83.3 million jobs, in the US and generate 54% of GDP or $7.7 trillion, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day.

The voter wants both political parties to address their issues; but per Frank Luntz, “There is precious little that both Democrats and Republicans agree on. When it comes to the tax code, the objective should be to win over both sides. Unfortunately, that is impossible!”

Yet when the voter is told that 70% of the taxes in America are paid by 10% of Americans, they don’t care, they think they should PAY MORE! (Most recent Voter poll by FILuntz August 2021)

Join a presentation where Pat Soldano will share important insights collected from the FEUSA’s annual family business survey and provide valuable information such as their top tax concerns, and significant family business challenges. Learn how tax and economic legislation could affect you and your enterprise as well as the voter attitudes that drive legislation.

Presented by Pat Soldano, President of PATG, President of Family Enterprise USA

About Family Enterprise USA: FEUSA, formed in 2007, represents all family businesses on a national level in DC; it is not unique to any industry. Their sole mission and purpose is to promote family businesses and their job growth in America.  It is a 501(C)(3). www.familyenterppriseusa.com

About Policy and Taxation Group: PATG is the leading advocacy organization working toward the repeal of the estate, gift, and generation-skipping transfer taxes, and against increased income and capital gain taxes, the creation of a wealth tax and the related taxes impacting families, family businesses and family offices.  it is a 501 (C)(4). www.policyandtaxationgroup.com

About Pat Soldano: 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. 
 
Ms. Soldano is President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US and President of Policy and Taxation Group which works with Congress to eliminate taxes that punish hard work and success. She is Principal Advisor and Senior Fellow to the Drucker School Global Family Business Institute, and a member of CSUF Family Business Center facilitating the Women in Leadership Affinity Group, as well as on Family Business editorial committee for Trust & Estate Magazine.  She is on the Advisory Board, Investment Committee, Comp Committee, and Audit Committee for Alzheimer’s Orange County. Ms. Soldano received an MBA from Claremont Graduate School, The Drucker School and a BA in Business Administration from Cal State University Fullerton.