In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family

Enterprise USA speaks with Catherine Fankhauser, Partner, Family Office Advisory

Services, Ernst & Young LLP, and John Feiten, Senior Manager in EY’s Family Office

Advisory Services practice. The topic is “How a Family Office Can Support Family

Needs.” As family businesses grow and the number of family members involved

increase, the complications of managing investments, taxes and other financial tasks

escalate. In such a situation, family offices can provide a single point of coordination for

enhancing wealth management strategies and providing comprehensive support for a

family’s varying needs. In this podcast, you will learn how to stand up a family office

based on your family’s current needs and long-term goals.

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent Washington, D.C-based legal experts on what is expected in the first 100 Days of the new Administration and new Congress.

The two guests are Caren Street, Principal and legal expert, at the law and government- relations firm of Squire Patton Boggs, and Mark Warren, Shareholder and legal expert, at the law and government-relations firm of Brownstein.

Caren Street is a seasoned Washington, D.C., operative with 17 years of experience on Capitol Hill and in government relations. She is a principal of her firm’s Public Policy Practice Group and advises a range of clients on public policy and government relations strategies to address issues before federal, state and local governments. Prior to joining the firm, Caren gained 14 years of bipartisan, bicameral and leadership experience on Capitol Hill.

Mark Warren worked on every major tax-policy debate since the Clinton administration. Mark is a well-known professional on the Hill, having spent more than two decades serving as congressional tax counsel spanning four administrations. He served as chief tax counsel to the Senate Finance Committee, where he handled the development and implementation of Chairman Chuck Grassley’s (R-IA) tax agenda. He also contributed to the development and drafting of key parts of the Tax Cuts and Jobs Act as senior tax counsel in the office of Sen. John Thune (R-SD).

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses.

The two guests are Katie Jeremiah, Chief Executive Officer, Aggregate Resource Industries, a rock drilling and blasting contractor that provides drilling and blasting services throughout the United States, and Paetra Orueta, Executive Vice President, Blazer Industries, a family-owned and operated modular building manufacturing company.

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses.

The two guests are Paula Lafferty, CEO, SnoTemp, a family-owned and operated temperature controlled public warehousing company with two facilities located Oregon; and Lauren Doll- Sheeder, Managing Partner, Doll Distributing, a third-generation beverage distribution company.

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with House Member Rep. Greg Steube (R-FL) to discuss the work of the Ways and Means Tax Teams and his work on the Congressional Family Business Caucus. Rep. Steube Co-Chairs the Main Street Tax Team focused on Section 199A and other key provisions of the TCJA bill. Soldano and the Congress Member discuss how the elections, new economic policies, and the expiration of the tax provisions in Tax Cut and Jobs Act will affect family businesses.

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.