Insights

Webinar Replay: How Family Businesses and Offices Can Protect Wealth in Today’s Environment

Watch this enlightening webinar focused on how to safeguard and preserve family wealth. Pat Soldano and Russ Sullivan from Family Enterprise USA, share key findings and insights from their recent, annual family business survey.

 

Key Topics
• Overview of Family Enterprise USA Annual Survey.
• Key findings and insights.
• Top concerns identified: tax, economic, generational planning and significant family business challenges.
• How tax and economic legislation can impact you individually and your family business/office. 

Featured Speakers
Family Enterprise USA
Pat Soldano, President, Family Enterprise USA
Russ Sullivan, Chair, National Tax Policy Group 

Hosts
PKF O’Connor Davies
Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners 

About Family Enterprise USA
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses of all sizes and from all industries, and their lifetime of savings with Congress in Washington DC. It is a bi-partisan 501.c3 organization.