At the 10th annual Meeting of Members, the Family Business Association of California adopted the following public policy goals for 2023.

  1. State tax issues – FBA will remain diligent in the debate to maintain fair and equitable business and personal taxes in California:
    • Continue our leadership role to maintain prohibition on Estate Tax in California.
    • Continue to oppose efforts to enact a wealth tax.
    • Be wary of all proposals to increase business and personal taxes.
  2. Regulatory and lawsuit relief continues to be a top priority for FBA members but regulations surrounding labor relations and human resource management provide additional challenges to our members. FBA will focus on opposing legislation and regulations that impact labor and our workforce and support the ballot initiative for relief from PAGA lawsuits against family businesses. Also, continue work to broaden AB 5 of 2019 to exempt more types of contractors who should not be employees and soften the blow from this onerous legislation.
  3. Workforce development - identifying a qualified and available source of labor is an increasing challenge. FBA will work to support workforce development opportunities that help provide a trained workforce.
  4. Explore opportunities to introduce legislation that would benefit family businesses, encourage more to stay in California, and recognize the value of family businesses to California’s economy.
  5. Publicize FBA policy, legislative and regulatory positions.
    • FBA will work to achieve coverage of our positions and opinions in the news media.
  6. Continue to explore opportunities to assist the transfer of ownership and property between family members and through successive generations and oppose efforts to make that more difficult.
  7. Continue to build relationships with key legislators, new legislators and new administration officials and:
    • Produce the 11th Annual Family Business Day and Legislative Conference.
    • Meet one-on-one with key legislators, new legislators, and officials in the Governor’s Office to educate them on the importance of family businesses and the issues that are critical to family businesses.
    • Encourage FBA members to call on their legislators and engage employees in both education and advocacy to illustrate the impacts state government has on family businesses and their employees.
    • Participate in coalitions, public events, and hearings advancing the importance of the family business model and family business issues.
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