As part of Family Enteprise USA and Policy and Taxation Group’s continuing podcast series looking into tax policies for 2025, experts from Policy and Taxation Group’s partner law firm, Brownstein, and their tax experts Russ Sullivan and Rosemary Becchi dive into changes to 199-A regulations. They are joined by their colleague, former Sen. Mark Pryor, to discuss how this provision’s expiration could lead to material harm for family businesses and pass-through businesses across the country. They also cover methods industry members can utilize to protect 199-A rates.

With so much uncertainty, the Policy and Taxation Group, the sister organization of Family Enterprise USA and advocates on Capitol Hill for clients of family offices and successful individuals, brings you insights from the tax policy team at its partner law firm, Brownstein.

In this episode, Brownstein invited members from its bipartisan Government Relations department to discuss how tax policy might look if either party sweeps the elections, or if there is split control of government after November. This interesting bipartisan discussion analyzes the current cuts and credits that will

Is your company’s capital agenda strategy future proof? Business-owning families can better position themselves for success when developing their strategic capitalization agenda by establishing clear and balanced financial objectives, performing a thorough evaluation of financial readiness, and, if access to the capital markets is needed, understanding funding options that will best align with the long-term capitalization needs of the family enterprise. On this podcast, learn why an effective capital strategy needs to be informed, resilient and efficient while mitigating risk for long-term success.

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with Matt Brown, Partner, at the Irvine-California-based Brown & Streza law firm.

Soldano and Brown discuss how Family Offices and Family Businesses are planning for possible expiration of the tax provisions in Tax Cut and Jobs Act, including the $13 million estate, gift and GST lifetime exemption and other tax provisions. They also discuss pending tax cases and the Corporate Transparency Act in law today. Brown heads the firm’s Tax, Trusts, Estates Group and its Ultra-High-Net-Worth subgroup. Brown & Streza serves families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations through its integrated approach to business and personal planning.

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano, of Family Enterprise USA, talks with well-known communicator and researcher, Dr. Frank Luntz, about the challenges of communicating with Generations Z and X. These future voters and business leaders will have a huge impact on economics, capitalism, and the future leadership of family businesses.

Host Pat Soldano talks with Steve Prostano, Founder of the UHNW Institute, about transitioning existing family offices to a Wealth 3.0 mindset. This episode details understanding the complexity of the 10 Domains of Family Wealth and the new skills and approaches required to deliver integrated family wealth management solutions.

Host Pat Soldano, President of Family Enterprise USA, talks with Sean Alyward, Managing Director of EY’s Family Business Services, an expert in “stress testing” complex family business and wealth transition plans that are important to America’s multi-generational family businesses. Soldano and Alyward review tools that cover governance communication, asset allocation, privacy, liquidity, and compliance and reporting. The discussion details top concerns and solutions for making sure family transition plans are updated.

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This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are:

1) Jack Kingston, former Republican member of the House from Georgia, and now a Principal with the law firm Squire Patton Boggs, and; 2) Mark Begich, former Democratic Senator from Alaska, former Mayor of Anchorage, and now a strategic consulting advisor with the law firm Brownstein.