Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group

September 24, 2025 at 02:21 AM EDT

Capitol Hill Experts Present Tax Bill Insights, Legislative Updates

Washington DC, United States, September 24, 2025 -- Over 20 regional and virtual family business and family office meetings are schedule in the last three months of the year by Family Enterprise USA and Policy and Taxation Group.

The events come after the third and last meeting with Congressional Caucus members held in mid-September on Capitol Hill, with theme “Legacy & Longevity.”

The fourth quarter meeting schedule starts with an Oct. 1 podcast hosted by Family Business Magazine and featuring Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and the magazine’s editor, Zack Needles.

The October podcast is followed by nine other events during the month, including a Maine Family Business Center Annual Event (Oct. 8), Family Business Association of California in Modesto (Oct. 8), and an EY webcast on “Pass Throughs vs Corporations Tax Analysis” (Oct. 14).

These events are followed by the FOX Annual Family Forum Meeting in Atlanta (Oct. 21) and a Bank of Ozark presentation in Little Rock (Oct. 28).

November Events

In November, 10 events are planned, both live and virtual, and all include presentations by top Capitol Hill advisors, family-owned business leaders, and family offices. The range of topics includes provisions found in the recently passed new tax bill, to Next Generation succession issues, and to upcoming legislation affecting family businesses, successful families, and family offices.

The month is highlighted by a Nov. 5 webcast with wealth managers at Pathstone on the subject of “Parenting Amidst Wealth,” a Nov. 6 virtual webinar at the Lido Consulting event in Los Angeles, and the Grand Rapids Family Business Center Annual Event, with topic of “The Gravitational Pull of Purpose” on Nov. 11.

Additional November meetings include Family Business Association Annual meeting in Sacramento, the Women’s Business Owners Group meeting in Orange County, Calif. (Nov. 14), the Ultra High Net Worth Institute Symposium in New York City (Nov. 17-18), and the South Dakota Trust Company webcast (Nov. 20).

The year is wrapped up with a podcast once again hosted by Family Business Magazine and featuring Soldano and Needles.

Speakers at the events include Soldano, John Gugliada, Director of Engagement for both Family Enterprise USA and Policy and Taxation Group, and tax experts Russ Sullivan and Mark Warren, Partners at the law and government affairs firm, Brownstein, Washington, D.C. Also participating are Caren Street, Principal, and Michael Hawthorne, Associate, at law and government affairs firm Squire Patton Boggs, Washington, D.C.

During the meetings, Soldano and Gugliada, and the tax experts, will present recent research findings, as well as legislative updates for family businesses, and highlights from the recently passed H.R. 1 tax act.

“We’re excited about the last meetings of the year with our team of experts and our attending family business and family office leaders,” said Soldano about the schedule of events. “Family Enterprise USA and Policy and Taxation Group provide a voice in Washington, D.C., and as we travel the country we work with family businesses, family offices, and family business centers to help raise their voice on the issues Congress needs to know about,” she said. “We need to continually educate Congress and voters on the importance of family businesses and successful families in America, the largest private employer and greatest generator of jobs we have.”

For more information on the fourth quarter events, contact: John Gugliada, Family Enterprise USA and Policy & Taxation Group, Director of Engagement, at jgugliada@family-enterpriseusa.com. For more information go to: www.familyenterpriseusa.com or www.policyandtaxationgroup.com.

About the company: About Family Enterprise USA: Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions, and industries of family-owned enterprises and multi-generational employers. It is a bipartisan 501.c3 organization. About Policy and Taxation Group: Policy and Taxation Group (PATG) is the Voice of Family Offices and Successful Families in Washington, D.C., focused exclusively on the Tax and Economic Issues that impact them. Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate, gift, and GST taxes while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hard work and success. PATG is a 501(c)(4) organization comprised of families directly or indirectly impacted by these harmful taxes and regulations.

Contact Info:
Name: Bob Chew
Email: Send Email
Organization: Family Enterprise USA and Policy and Taxation Group
Address: 712 H Street NE Suite 1330, Washington DC, United States
Website: https://familyenterpriseusa.com

Video URL: https://www.youtube.com/watch?v=HBV5HEsFKss

Release ID: 89170616

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Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group

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