Over a dozen regional and virtual family business and family office meetings, including the next meeting with members of the Congressional Family Business Caucus, are set for the third quarter by Family Enterprise USA and Policy and Taxation Group.
— WASHINGTON, D.C., July 29, 2025 – Over a dozen regional and virtual family business and family office meetings, including the next meeting with members of the Congressional Family Business Caucus, are set for the third quarter by Family Enterprise USA and Policy and Taxation Group.
The quarter’s spotlight event is the third and final meeting this year with members of the Congressional Family Business Caucus, slated for Sept. 17 on Capitol Hill.
The theme for this meeting is “Legacy & Longevity – How Congress Can Support the Next Generation of Family Businesses.”
The meeting includes a legislative and political update by experts from Brownstein and Squire Patton Boggs, a “What Now?” presentation from political and communications consultant Dr. Frank Luntz, and a presentation on “Family Business Tax Concerns” by Bobby Stover, Americas Family Enterprise, and Family Office Leader for EY.
Over 12 Events Planned
The third quarter schedule features over 12 events, both live and virtual, with presentations by top Capitol Hill advisors, family-owned business leaders, and family offices. Topics range from the provisions found in the recently passed new tax bill, to Next Generation succession issues, to upcoming legislation affecting family businesses, successful individuals, and family offices.
The remainder of July includes presentations at the FOX Forum in Chicago, July 15, and at the Global Cold Chain Alliance U.S. Policy Forum, in Washington, D.C, on July 22.
In August, live and virtual events include presentations to some 300 attendees at Pest World, August 2, in Savannah, Ga., an Aug. 26 event in Newport Beach, Calif., at the Pacific Club, and hosted by law firm Brown & Streza, and on August 26 a presentation at California State University Family Business Center. The month concludes with virtual presentations with USI and Cincinnati Insurance.
Beside the meeting with Caucus members, the September event slate is highlighted by a Sept. 19 PKFOD in-person presentation luncheon event in New York and is followed by a similar luncheon event in North Carolina hosted by Wake Forest Family Business Center on Sept. 24.
Speakers at the events include Pat Soldano, President, Policy and Taxation Group and Family Enterprise USA, John Gugliada, Director of Engagement for both groups, and tax experts Russ Sullivan, Partner, Brownstein, and Caren Street, Principal, Squire Patton Boggs, both of their respective Washington, D.C., offices.
Soldano and Gugliada will present recent research findings, as well as legislative updates for family businesses, and highlights from the recently passed “One Big Beautiful Bill” tax act.
“We’re excited about the September meeting with members of the Congressional Family Business Caucus and our other third quarter events with our team of experts and family business and 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 we help educate Congress members and voters on the importance of family businesses in America, the largest private employer and greatest generator of jobs we have.”
For more information on the Congressional Family Business Caucus and other events, contact: John Gugliada, Family Enterprise USA and Policy & Taxation Group, Director of Engagement, at jgugliada@family-enterpriseusa.com.
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. www.familyenterpriseusa.com
About Policy and Taxation Group
Policy and Taxation Group (PATG) is the Voice of Family Offices and Successful Individuals 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. For more information or to support, see www.policyandtaxationgroup.com.
About the company: 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. www.familyenterpriseusa.com
Contact Info:
Name: Bob Chew
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Organization: Policy and Taxation Group
Phone: 310-383-0528
Website: https://policyandtaxationgroup.com
Video URL: https://www.youtube.com/@policyandtaxationgroup8523
Release ID: 89166010
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