Join us for an insightful webinar with Pat Soldano, Russ Sullivan and John Gugliada from Family Enterprise USA as they share key findings from the 2026 Family Business Survey and discuss the latest legislative developments impacting family-owned businesses and multigenerational enterprises.
Learn how proposed wealth and “savings penalty” taxes, emerging legislation and evolving voter attitudes may affect family-owned businesses and generational wealth planning. The session will also feature new Family Enterprise USA survey findings and Capitol Hill updates.
Key Topics:
- Key findings from the 2026 Family Enterprise USA Annual Survey.
- Proposed tax policies affecting family-owned businesses.
- Voter attitudes on wealth and “savings penalty” taxes.
- Capitol Hill legislative updates impacting family enterprises.
- Strategies for preserving family business legacies and generational wealth.
Who Should Attend:
Family business owners, leadership of family offices and trusted advisors.
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.
Featured Speakers:
Family Enterprise USA
Pat Soldano, President, Family Enterprise USA
Russ Sullivan, Chair, National Tax Policy Group
John Gugliada, Director of Engagement
Host:
PKF O’Connor Davies
Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners

