{"id":11199,"date":"2024-05-15T09:49:23","date_gmt":"2024-05-15T16:49:23","guid":{"rendered":"https:\/\/familyenterpriseusa.com\/?page_id=11199"},"modified":"2026-04-07T19:08:46","modified_gmt":"2026-04-08T02:08:46","slug":"research-polls-articles","status":"publish","type":"page","link":"https:\/\/familyenterpriseusa.com\/research-polls-articles\/","title":{"rendered":"Research Polls Articles"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2024\/05\/Father-son-construction-AdobeStock_377897838.jpg&#8221; background_video_mp4=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2024\/05\/Father-son-construction-AdobeStock_377897838.mp4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_header title=&#8221;FOR FAMILY BUSINESS, GENERATIONALLY OWNED BUSINESS, AND NEX-GEN&#8221; subhead=&#8221;Research, Whitepapers, Polls, Surveys, and Studies&#8221; button_one_text=&#8221;Learn More&#8221; button_one_url=&#8221;#whitepaper&#8221; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; title_level=&#8221;h3&#8243; title_font_size=&#8221;15px&#8221; title_line_height=&#8221;1.7em&#8221; subhead_font=&#8221;|700|||||||&#8221; subhead_font_size=&#8221;60px&#8221; subhead_line_height=&#8221;1.3em&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;140deg&#8221; background_color_gradient_stops=&#8221;rgba(0,0,0,0.9) 0%|rgba(80,103,147,0.5) 100%&#8221; custom_button_one=&#8221;on&#8221; button_one_text_color=&#8221;#FFFFFF&#8221; button_one_bg_color=&#8221;#780000&#8243; button_one_border_color=&#8221;RGBA(255,255,255,0)&#8221; button_one_border_radius=&#8221;15px&#8221; button_one_custom_margin=&#8221;30px||||false|false&#8221; height=&#8221;650px&#8221; custom_padding=&#8221;141px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>&nbsp;<\/p>\n<p>Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more.<\/p>\n<p>[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||8px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>Focus<\/strong><\/h1>\n<h3>In the US, family firms generate:<\/h3>\n<ul>\n<li>\n<h3>54% of GDP (<strong>$7.7 trillion<\/strong>)<\/h3>\n<\/li>\n<li>\n<h3><strong>88 million jobs<\/strong> or,<\/h3>\n<\/li>\n<li>\n<h3><strong>59% of domestic<\/strong> employment<\/h3>\n<\/li>\n<\/ul>\n<h3>35% of Fortune 500 companies are family-owned or controlled<\/h3>\n<h3>Family firms have higher employee retention rates than non-family firms<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; custom_padding=&#8221;40px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><\/h3>\n<h3>Family-owned businesses <strong>consistently pay better<\/strong> and offer better benefits than non family owned firms.<\/h3>\n<h3>Family-owned businesses plan their business as a legacy; <strong>over 80% in business for more than 20 years<\/strong>.<\/h3>\n<h3>Family-owned businesses<strong> allocate over 60% of their giving to local charities<\/strong> to support their local communities.<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>Topics and Whitepapers<\/strong><\/h1>\n<p>&nbsp;<\/p>\n<h2><strong>2026<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/beyond-the-headlines-strategic-wealth-planning-in-an-evolving-tax-environment\/\">Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment<\/a>, <\/strong>by Bank OZK, April, 2026<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/when-a-family-office-supports-your-preferred-life-and-when-it-gets-in-the-way\/\">When a Family Office Supports Your Preferred Life \u2013 and When It Gets in the Way<\/a>, <\/strong>by Pathstone, March, 2026<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/how-dynasty-trusts-are-setting-a-family-enterprise-up-for-long-term-success\/\">How dynasty trusts are setting a family enterprise up for long-term success<\/a>, <\/strong>by EY, March, 2026<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/changing-public-markets-and-the-impact-for-average-investors\/\">Changing Public Markets and the Impact for Average Investors<\/a>, <\/strong>by Bank OZK, February, 2026<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/the-special-purpose-supporting-organization\/\">The Special Purpose Supporting Organization<\/a>, <\/strong>by Brown &amp; Streza LLP, January, 2026<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2025<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/developing-next-generation-members-in-the-family-business-and-family-enterprise\/\">Developing Next Generation Members in the Family Business and Family Enterprise<\/a>, <\/strong>by CFAR, December, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/preserving-legacy-beyond-the-operating-business-evolving-from-operator-to-investor\/\">Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor<\/a>, <\/strong>by Buchanan Street Partners, November, 2025<strong><\/strong><strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/from-vision-to-venture-an-entrepreneurs-guide-to-launching-a-lasting-business\/\">From Vision to Venture: An Entrepreneur\u2019s Guide to Launching a Lasting Business<\/a>, <\/strong>by Rockefeller Global Family Office, November, 2025<strong><\/strong><strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/hidden-risks-in-family-enterprise-transforming-vulnerability-into-strength\/\">Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength<\/a>, <\/strong>by Bank OZK, October, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/taxes\/family-businesses-concerned-about-potential-new-wealth-tax-act\/\">Who Pays The Most Taxes?<\/a>, <\/strong>by Family Enterprise USA, October, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/mind-the-gaps-family-solutions-for-insurance-risk-management\/\">MIND THE GAPS: Family Solutions for Insurance Risk Management<\/a>, <\/strong>by Cincinnati Insurance, October, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/charitable-giving-dafs-vs-private-foundations\/\">Charitable Giving: DAFs vs. Private Foundations<\/a>, <\/strong>by Whittier Trust, October, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/purpose-driven-wealth-redefining-prosperity-to-build-a-lasting-legacy\/\">Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy<\/a>, <\/strong>by Rockefeller Global Family Office, September, 2025<strong><\/strong><strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/how-family-governance-protects-generational-wealth\/\">How Family Governance Protects Generational Wealth<\/a>, <\/strong>by Whittier Trust, August, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/how-family-businesses-can-cultivate-resilient-growth\/\">How Family Businesses Can Cultivate Resilient Growth<\/a>, <\/strong>by EY, August, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/wealth-complexity-the-one-big-beautiful-bill-time-for-a-family-office\/\">Wealth, Complexity &amp; The One Big Beautiful Bill: Time for a Family Office?<\/a>, <\/strong>by Whittier Trust, July, 2025<strong><\/strong><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/2024-25-family-business-rising-gen-survey-communication-is-still-key\/\">2024-25 Family Business Rising Gen Survey: Communication is Still Key<\/a>, <\/strong>by Cornell University, Family Enterprise USA, and The Roberts Group, June, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/why-every-family-office-needs-an-expert-generalist\/\">Why Every Family Office Needs an \u2018Expert Generalist\u2019<\/a>, <\/strong>by Mack International, June, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/wealth-values-defining-family-and-individual-values\/\">Wealth &amp; Values: Defining Family and Individual Values<\/a>, <\/strong>by Rockefeller Global Family Office, June, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/controlling-risk-and-maximizing-protection-through-consultation-and-state-of-the-art-technology\/\">Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology<\/a>, <\/strong>by USI, June, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/engaging-next-generation-members-in-the-family-business-and-family-enterprise\/\">Engaging Next Generation Members in the Family Business and Family Enterprise<\/a>, <\/strong>by CFAR, April, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/flash-market-update-the-liberation-day-jolt\/\">The \u201cLiberation Day\u201d Jolt<\/a>, <\/strong>by Rockefeller Global Family Office, April, 2025<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/family-first-navigating-success-and-succession-in-business\/\">Family First: Navigating Success and Succession in Business<\/a>, <\/strong>by Brown &amp; Streza LLP, March, 2025<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/how-parallel-governance-can-guide-generational-transition\/\">How Parallel Governance Can Guide Generational Transition<\/a>, <\/strong>by EY, February, 2025<strong><\/strong><strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/parenting-amidst-wealth-navigating-the-shift-as-kids-enter-adulthood\/\">Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood<\/a>, <\/strong>by Pathstone, February, 2025<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;11px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2025\/08\/Annual-survey-2025.jpg&#8221; alt=&#8221;Annual-survey-2025&#8243; title_text=&#8221;Annual-survey-2025&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2024<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/an-under-appreciated-risk-to-family-legacies\/\">An Under Appreciated Risk to Family Legacies<\/a>, <\/strong>by Robert F. Mancuso, October, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/a-sustainably-successful-process-for-an-executive-search\/\">A Sustainably Successful Process for an Executive Search<\/a>, <\/strong>by Mack International, October, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/how-your-shareholder-liquidity-strategy-can-be-made-future-proof\/\">How Your Shareholder Liquidity Strategy Can Be Made Future-Proof<\/a>, <\/strong>by EY, September, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/evaluating-business-structures-the-pros-and-cons\/\">Evaluating Business Structures: The Pros And Cons<\/a>, <\/strong>by Homrich Berg, July, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/handing-over-the-keys-the-challenges-of-reaching-gen-z\/\">Handing Over the Keys\u2014The Challenges of Reaching Gen Z<\/a>, <\/strong>by Mack International, June, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/family-vision-and-values-the-starting-point-of-estate-planning\/\">Family Vision and Values: The Starting Point of Estate Planning<\/a>, <\/strong>by Pathstone, June, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/dac-insights-the-case-for-dividend-growth-investing\/\">DAC Insights \u2013 The Case for Dividend Growth Investing<\/a>, <\/strong>by Dividend Assets Capital, May, 2024<strong><\/strong><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/six-best-practices-to-keep-your-business-sale-ready\/\">Six Best Practices to Keep Your Business Sale-Ready<\/a>, <\/strong>by Whittier Trust, May, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/business-succession-the-essentials\/\">Business Succession \u2013 The Essentials<\/a>, <\/strong>by Brown &amp; Streza LLP, April, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/uncover-the-power-of-active-management-with-fenimore-asset-management\/\">Uncover the Power of Active Management with Fenimore Asset Management<\/a>, <\/strong>by Fenimore Asset Management, April, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/faqs-posed-to-this-c-suite-executive-search-and-family-office-consulting-firm\/\">Frequently Asked Questions Posed to this C-Suite Executive Search and Family Office Consulting Firm<\/a>, <\/strong>by Mack International, February, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/would-you-like-more-income-every-year\/\">Would You Like More Income Every Year?<\/a>, <\/strong>by Dividend Assets Capital, February, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/give-it-away-now-todays-favorable-estate-tax-is-set-to-expire-after-2025\/\">Give it away now? Today\u2019s favorable estate tax is set to expire after 2025<\/a>, <\/strong>by Fiduciary Trust, February, 2024<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/tax-implications-for-family-business-succession-planning-in-2024-and-beyond\/\">Tax Implications for Family Business Succession Planning in 2024 and Beyond<\/a>, <\/strong>by Whittier Trust, February, 2024<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/7-capital-planning-questions-for-family-businesses\/\">7 Capital Planning Questions For Family Businesses<\/a>, <\/strong>by EY, January, 2024<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; 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saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;73121f80-a3ef-4484-8763-c3f18e3c56d2&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2020\/11\/Family-Enterprise-USA-edited.png&#8221; title_text=&#8221;Family-Enterprise-USA-edited&#8221; show_in_lightbox=&#8221;on&#8221; use_overlay=&#8221;on&#8221; overlay_icon_color=&#8221;#c1121f&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;6ed8fd5c-62c5-4100-98c3-7b8b6d2c2ee6&#8243; border_radii=&#8221;on|6px|6px|6px|6px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22#c1121f%22:%91%22overlay_icon_color%22%93}&#8221;][\/et_pb_image][\/et_pb_column_inner][et_pb_column_inner type=&#8221;1_3&#8243; saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;73121f80-a3ef-4484-8763-c3f18e3c56d2&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2020\/12\/Reduction_-Repeal-of-Estate-Tax-Supported-By-Owners-1.jpg&#8221; title_text=&#8221;Reduction_ Repeal of Estate Tax Supported By Owners&#8221; show_in_lightbox=&#8221;on&#8221; use_overlay=&#8221;on&#8221; overlay_icon_color=&#8221;#c1121f&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;6ed8fd5c-62c5-4100-98c3-7b8b6d2c2ee6&#8243; border_radii=&#8221;on|6px|6px|6px|6px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22#c1121f%22:%91%22overlay_icon_color%22%93}&#8221;][\/et_pb_image][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;73121f80-a3ef-4484-8763-c3f18e3c56d2&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2024\/05\/Facts-Fam-Biz-ursaminor-new-2024-fist_of_fury.jpg&#8221; title_text=&#8221;Facts-Fam-Biz-ursaminor-new-2024-fist_of_fury&#8221; show_in_lightbox=&#8221;on&#8221; use_overlay=&#8221;on&#8221; overlay_icon_color=&#8221;#c1121f&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;6ed8fd5c-62c5-4100-98c3-7b8b6d2c2ee6&#8243; border_radii=&#8221;on|6px|6px|6px|6px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22#c1121f%22:%91%22overlay_icon_color%22%93}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_divider color=&#8221;#3C7296&#8243; divider_style=&#8221;dotted&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2023<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/unlock-success-navigate-your-business-transition-strategically\/\">Business Transition Alternatives<\/a>, <\/strong>by Homrich Berg. December, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/three-steps-to-survive-a-generational-transition-of-the-family-business\/\">Three Steps to Survive a Generational Transition of the Family Business<\/a>, <\/strong>by Whittier Trust, November, 2023<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/the-importance-of-pre-sale-planning-for-your-family-business\/\">The Importance of Pre-Sale Planning for Your Family Business<\/a>, <\/strong>by Pathstone, November, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/what-a-2023-survey-found-re-family-office-compensation-and-talent\/\">What a 2023 Survey Found Re: Family Office Compensation and Talent<\/a><\/strong>, by Mack International, November, 2023<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/navigating-company-valuation-amidst-sales-mergers-irs-insight\/\">Appraising A Company That Is Subject To A Potential Sale\/Merger Event: Chief Counsel Advice Memorandum 202152018<\/a>, <\/strong>by MPI, October, 2023<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/cybersecurity-is-no-longer-optional-its-a-necessity\"><strong>Cybersecurity is No Longer Optional, It\u2019s a Necessity<\/strong><\/a>, by USI Insurance Services, September, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/decoding-philanthropic-designs-dafs-foundations-support-orgs\/\">Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs<\/a>, <\/strong>by Brown &amp; Streza LLP. August, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/ais-transformative-potential-rational-interest-vs-irrational-exuberance\/\"><\/a><\/strong><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/contingency-planning-for-business-owners\/\">Contingency Planning For Business Owners<\/a>, <\/strong>by Homrich Berg. July, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/ais-transformative-potential-rational-interest-vs-irrational-exuberance\/\">AI\u2019s Transformative Potential: Rational Interest vs Irrational Exuberance<\/a>, <\/strong>by Pathstone, June, 2023<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/selecting-modern-trust-structures-based-on-a-familys-assets\/\">Selecting Modern Trust Structures Based on a Family\u2019s Assets<\/a>, <\/strong>by South Dakota Trust Company, June, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/protecting-what-youve-spent-a-lifetime-building\/\">Protecting What You\u2019Ve Spent a Lifetime Building<\/a>, <\/strong>by Chubb, June, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/setting-up-your-family-philanthropy-for-long-term-success\/\">Setting Up Your Family Philanthropy for Long-Term Success<\/a>, <\/strong>by Fiduciary Trust International, June, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/irs-prepares-for-audit-storm-among-high-net-worth-individuals\/\">IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals?<\/a>, <\/strong>by MPI, June, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/profile-of-the-family-office-leader-of-the-future\/\">Profile of the Family Office Leader of the Future<\/a><\/strong>, by Mack International, April, 2023<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/in-the-news\/secure-2-0-act-changes-affecting-family-business-owners\/\">SECURE 2.0 Act Changes Affecting Family Business Owners<\/a>, <\/strong>by Homrich Berg. April, 2023<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/taxes\/inheritance-vs-private-capital\/\">Inheritance VS. Private Capital<\/a><\/strong>, by The Madison Group, February, 2023<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/impact-of-supply-chain-disruptions-in-2023\/\"><strong>Impact of Supply Chain Disruptions in 2023<\/strong><\/a>, by USI Insurance Services, January, 2023<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2022<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/its-all-relative-family-matters-in-business-succession\/\">It\u2019s All Relative; Family Matters in Business Succession<\/a>, <\/strong>by Homrich Berg, December, 2022<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/is-a-for-profit-family-office-right-for-you\/\">Is a For-Profit Family Office Right for You?<\/a>, <\/strong>by Pathstone, November, 2022<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/reducing-the-tax-impact-on-the-sale-of-your-business\/\">Reducing the Tax Impact on the Sale of Your Business<\/a><\/strong>, BNY Mellon Wealth Management, October, 2022<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/successful-succession-planning\/\"><strong>Successful Succession Planning<\/strong><\/a>, by Whittier Trust, October, 2022<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/considerations-on-establishing-family-governance\/\"><strong>Considerations on Establishing Family Governance<\/strong><\/a>, by Pathstone, September, 2022<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/envisioning-life-after-your-family-business-succession\/\"><strong> Envisioning Life After Your Family Business Succession<\/strong><\/a>, by Aspiriant, September, 2022<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/family-businesses\/above-the-line-planning\/\" title=\"Above the Line Planning\"><strong>Above the Line Planning<\/strong>,<\/a> by The Madison Group, August, 2022<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/how-to-get-the-most-from-your-board\/\">How to Get the Most from Your Board<\/a><\/strong>, BNY Mellon Wealth Management, June, 2022<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/a-proven-process-for-recruiting-and-retaining-top-family-enterprise-leadership-talent\/\"><strong>A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent<\/strong><\/a>, by Mack International, June, 2022<strong><\/strong><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/taxes\/private-placement-insurance-products\/\"><strong>Private Placement Insurance Products<\/strong><\/a>, by The Madison Group, May, 2022<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/2022-family-office-trends\/\"><strong>2022 Family Office Trends<\/strong><\/a>, by Pathstone, April, 2022<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/taxes\/navigating-company-value-in-times-of-choppy-market-activity\/\">Navigating \u201cCompany Value\u201d in Times of Choppy Market Activity<\/a><\/strong>, MPI, April, 2022<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/considerations-in-making-a-gift-of-a-business-interest-to-a-public-charity\/\">Considerations in Making a Gift of a Business Interest to a Public Charity<\/a><\/strong>, BNY Mellon Wealth Management, April, 2022<strong><\/strong><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/an-opportunity-to-save-on-income-taxes\/\">An Opportunity to Save on Income Taxes<\/a><\/strong>, BNY Mellon Wealth Management, April, 2022<strong><\/strong><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/from-generation-to-generation\/\"><strong>From Generation to Generation<\/strong><\/a>, by Pathstone, February, 2022<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2021<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/estate-tax-strategies-for-business-owners\/\"><strong>Estate Tax Strategies for Business Owners<\/strong><\/a>, by BNY Mellon Wealth Management, August, 2021<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/the-new-normal\/\"><strong>The New Normal<\/strong><\/a>, by The Madison Group, Inc, August, 2021<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/strengthen-your-family-business-with-a-family-governance-plan\/\"><strong>Strengthen Your Family Business With a Family Governance Plan<\/strong><\/a>, by BNY Mellon Wealth Management, August, 2021<strong><\/strong><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/family-business-succession-considerations\/\"><strong>Family Business Succession Considerations<\/strong><\/a>, by Aspiriant, July, 2021<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2021\/06\/87-of-the-Businesses-in-the-US.pdf\" target=\"_blank\" rel=\"noopener\"><strong>87 % of the Businesses in the US are Family-Owned Businesses; who pay the estate tax!<\/strong><\/a>, by FEUSA, June, 2021<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/importance-of-family-businesses-contribution-to-the-u-s-economy\/\" target=\"_blank\" rel=\"noopener\">Importance of Family Businesses\u2019 Contribution to the U.S. Economy<\/a><\/strong>, by Torsten M. Pieper, Franz W. Kellermanns,<br \/>Joseph H. Astrachan &amp; Nina Anique Hadeler, May, 2021<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/successful-business-transitions-start-with-early-planning\/\"><strong>Successful Business Transitions Start With Early Planning<\/strong><\/a>, by BNY Mellon Wealth Management, May, 2021<\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/eight-steps-to-an-effective-business-transition\/\">Eight Steps to an Effective Business Transition<\/a><\/strong>, by BNY Mellon Wealth Management, May, 2021<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/tax-efficiency-effective-strategies-for-the-long-term\/\"><strong>Tax Efficiency: Effective Strategies for the Long Term<\/strong><\/a>, by BNY Mellon Wealth Management, May, 2021<\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/polling-and-research\/family-business-economic-research\/\"><strong>Update 2021: Family Businesses\u2019 Contribution to the U.S. Economy<\/strong><\/a>, by FEUSA, January, 2021<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2019<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/feusa\/the-war-on-capitalism-the-whole-story\/\"><strong>Socialism Survey<\/strong><\/a> &#8212; by Frank Luntz \u2014 <em>June, 2019<\/em><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/estate-taxes\/cotton-boozman-blunt-and-ernst-estate-tax-rate-reduction-act-s176\/\"><strong>Cotton, Boozman, Blunt, and Ernst Introduce the Estate Tax Rate Reduction Act for 2019; S176<\/strong><\/a> by FEUSA \u2014\u00a0<em>January, 2019<\/em><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/estate-taxes\/senator-thune-introduces-s215-bill-to-repeal-estate-and-gst-taxes\/\"><strong>Senator Thune Introduces S215; Bill to Repeal Estate and GST Taxes<\/strong><\/a> by FEUSA \u2014\u00a0<em>January, 2019<\/em><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/taxes\/elizabeth-warren-wealth-tax\/\"><strong>Elizabeth Warren Proposes New Wealth Tax<\/strong><\/a> by FEUSA \u2014\u00a0<em>January, 2019<\/em><\/li>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/estate-taxes\/congressman-jason-smith-r-mo-introduces-estate-tax-repeal-bill-hr218\/\"><strong>Congressman Jason Smith Introduces Estate Tax Repeal Bill HR218<\/strong><\/a> by FEUSA \u2014\u00a0<em>January, 2019<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2018<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/familyenterpriseusa.com\/estate-taxes\/frank-luntz-death-tax-election-night-polling-2\/\"><strong>Death Tax Election Night Polling<\/strong><\/a> by Frank Luntz \u2014 <em>December, 2018<\/em><\/li>\n<li><strong><a href=\"https:\/\/familyenterpriseusa.com\/estate-taxes\/senator-kyl-again-seeks-to-cut-the-death-tax-2\/\">Senator Kyl Again Seeks to Cut the Death Tax<\/a>\u00a0<\/strong>by FEUSA \u2014 <em>November, 2018<\/em><\/li>\n<li><a href=\"https:\/\/taxfoundation.org\/new-irs-data-reiterates-shortcomings-estate-tax\/\" target=\"_blank\" rel=\"noopener\"><strong>New IRS Data Reiterates Shortcomings of the Estate Tax<\/strong><\/a> by Scott Eastman &#8211; <em>October, 2018<\/em><\/li>\n<li><strong><a href=\"\/wp-content\/uploads\/2018\/11\/Revised-One-Pager-9.14.18.pdf\">Family Businesses; Jobs and Revenue Generated in the US<\/a><\/strong> by FEUSA\u2014\u00a0<em>September, 2018<\/em><\/li>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/family-businesses-jobs-economic-activity-and-charity\/\" rel=\"noopener\" target=\"_blank\">Family Businesses; Charitable Giving; 2018<\/a> <\/strong>&#8211; <em>May, 2018<\/em><\/li>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/wp-content\/uploads\/2018\/04\/Quantria-Memorandum-Revenue-est-APR-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation-Skipping Transfer Taxes<\/a>\u00a0\u00a0<\/strong>&#8211; <em>March 28, 2018<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2017<\/strong><\/h2>\n<ul>\n<li><a href=\"\/wp-content\/uploads\/2018\/11\/Estate-Tax-Is-Hurdle-For-Minority-American-Business-12-2017-Alfrod.docx\"><strong>Estate Tax Is Hurdle For Minority American Business Owners<\/strong><\/a> by Harry Alford &#8211; <em>December, 2017<\/em><\/li>\n<li><a href=\"\/wp-content\/uploads\/2018\/11\/Luntz-Estate-Tax-only-Reform-Poll-Nov-2017-short.pptx\"><strong>Support for Death Tax Repeal<\/strong><\/a> by Frank Luntz &#8211; <em>November, 2017<\/em><\/li>\n<li><a href=\"\/wp-content\/uploads\/2018\/11\/Quantria-final-Report_15-Sep-2017.docx\"><strong>Revenue Analysis Of Options to Reform The Federal Estate, Gift and Generation-Skipping Transfer Taxes<\/strong><\/a> by Quantria Strategies &#8211;\u00a0<em>September 2017<\/em><\/li>\n<li><a href=\"\/wp-content\/uploads\/2018\/11\/The-Hill-2017-Estate-Tax-Article.pdf\"><strong>As Congress debates repeal of estate tax, why not consider ending the gift tax?<\/strong><\/a> by Pat Soldano &#8211; <em>June, 2017<\/em><\/li>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax-2\/american-voter-attitudes-on-estate-gift-and-generation-skipping-taxes\/\" target=\"_blank\" rel=\"noopener\">American Voter Attitudes On Estate, Gift, And Generation-Skipping Taxes<\/a> <\/strong>&#8211; <em>January 30, 2017<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2016<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/www.wsj.com\/articles\/killing-the-death-tax-would-resurrect-growth-1476312875\" target=\"_blank\" rel=\"noopener\"><strong>Killing the Death Tax Would Resurrect Growth<\/strong><\/a> by Stephen Entin &#8211; <em>October, 2016<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;2024&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;22px||13px|||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;whitepaper&#8221; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>2014 and Earlier<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-17px|auto||auto||&#8221; custom_padding=&#8221;12px||11px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/frank-luntz-presentation-on-women-voters\/\" target=\"_blank\" rel=\"noopener\">Frank Luntz Presentation on Women Voters<\/a><\/strong> &#8211; <em>June 18, 2014<\/em><\/li>\n<li><span style=\"color: #;\"><strong><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/frank-luntz-presentation-on-income-inequality-taxes\/\" target=\"_blank\" rel=\"noopener\">Frank Luntz Presentation on Income Inequality &amp; Taxes<\/a><\/strong> <span style=\"color: #000000;\">&#8211; <em>January 28, 2014<\/em><\/span><\/span><\/li>\n<li><strong><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/growth-consequences-of-estate-tax-reform-impacts-on-family-and-small-businesses\/\" target=\"_blank\" rel=\"noopener\">Impacts on Small Businesses and Families<\/a><\/strong> &#8211; <em>September 2010<\/em><\/li>\n<li><a href=\"https:\/\/www.heritage.org\/taxes\/report\/how-the-death-tax-kills-small-businesses-communities-and-civil-society\" target=\"_blank\" rel=\"noopener\"><strong>How the Death Tax Kills Small Businesses, Communities\u2014and Civil Society<\/strong><\/a> by Patrick Fagan &#8211; <em>June, 2010<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/statement-of-terry-neese-distinguished-fellow-national-center-of-policy-analysis-family-policy-center\/\" target=\"_blank\" rel=\"noopener\"><strong>Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center<\/strong><\/a> &#8211; <em>November 4, 2009<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/let-the-death-tax-rest-in-peace\/\" target=\"_blank\" rel=\"noopener\"><strong>Let The Death Tax Rest In Peace<\/strong><\/a> &#8211; <em>August 5, 2009<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/afro-american-newspapers-families-need-a-permanent-certain-fix-of-estate-tax\/\" target=\"_blank\" rel=\"noopener\"><strong>Afro American Newspapers: Families need a permanent, certain fix of Estate Tax<\/strong><\/a> &#8211; <em>April 26, 2006<\/em><\/li>\n<li><span style=\"color: #;\"><strong><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/death-tax-squeezes-smaller-companies\/\" target=\"_blank\" rel=\"noopener\">Death Tax Squeezes Smaller Companies<\/a><\/strong> <span style=\"color: #000000;\">&#8211; <em>May 17, 2005<\/em><\/span><\/span><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/death-tax-chronicle\/\" target=\"_blank\" rel=\"noopener\"><strong>Death Tax Chronicle<\/strong><\/a> &#8211; <em>2005<\/em><\/li>\n<li><span style=\"color: #;\"><strong><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/patg-100-executive-interviews-of-hispanic-family-owned-businesses\/\" target=\"_blank\" rel=\"noopener\">Hispanic Family-Owned Business Interviews<\/a><\/strong> &#8211; <em>June 1, 2004<\/em><\/span><\/li>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/wp-content\/uploads\/2018\/11\/Family-Businesses-Contribution-to-the-U.S.-Economy_-A-Closer-Loo.pdf\" target=\"_blank\" rel=\"noopener\">Family Businesses Contribution to the U.S. Economy_ A Closer Look<\/a><\/strong> by Joseph H. Astrachan and Melissa Carey Shanker \u2014\u00a0<em>September, 2003<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.25.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/the-effects-on-government-revenues-from-repealing-the-federal-estate-tax-and-limiting-the-step-up-in-basis-for-taxing-capital-gains\/\" target=\"_blank\" rel=\"noopener\">The Effects on Government Revenues from Repealing the Federal Estate Tax and<\/a> <a href=\"#unique-identifier7\">Limiting the Step-Up in Basis for Taxing Capital Gains<\/a><\/strong> &#8211;<em> June 30, 2003<\/em><\/li>\n<li><span style=\"color: #;\"><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/women-the-death-tax\/\" target=\"_blank\" rel=\"noopener\"><strong>Women &amp; The Death Tax<\/strong><\/a> <span style=\"color: #000000;\">&#8211; <em>April 2002<\/em><\/span><\/span><\/li>\n<li><span style=\"color: #;\"><strong><a style=\"color: #;\" href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/the-death-tax-gay-and-lesbian-americans\/\" target=\"_blank\" rel=\"noopener\">The Death Tax &amp; Gay and Lesbian Americans<\/a><\/strong> <span style=\"color: #000000;\">&#8211; <em>April 24, 2002<\/em><\/span><\/span><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/family-businesses\/post-election-survey-results-groundbreaking-data-on-the-efforts-of-the-death-tax\/\" target=\"_blank\" rel=\"noopener\"><strong>Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax<\/strong><\/a> &#8211; <em>November 27, 2000<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/a-declaration-of-independence-from-death-taxation-a-bipartisan-view\/\" target=\"_blank\" rel=\"noopener\"><strong>A Declaration Of Independence From Death Taxation: A Bipartisan View<\/strong> <\/a>&#8211; <em>July 2000<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/survey-of-the-impact-of-the-federal-estate-tax-on-nawbo-member-businesses\/\" target=\"_blank\" rel=\"noopener\"><strong>Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses<\/strong><\/a> &#8211; <em>February 23, 2000<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/policy-analysis-grave-robbers-the-moral-case-against-the-death-tax\/\" target=\"_blank\" rel=\"noopener\"><strong>Policy Analysis: Grave Robbers, The Moral Case Against The Death Tax<\/strong><\/a> &#8211; <em>October 4, 1999<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/family-businesses-in-the-us-economy\/\" target=\"_blank\" rel=\"noopener\"><strong>Family Businesses In The US Economy<\/strong><\/a> &#8211; <em>1998<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/an-analysis-of-the-descent-distance-into-the-defects-of-the-estate-tax-on-entrepreneurship\/\" target=\"_blank\" rel=\"noopener\"><strong>An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship<\/strong><\/a> &#8211; <em>June 1, 1994<\/em><\/li>\n<li><a href=\"https:\/\/policyandtaxationgroup.com\/estate-tax\/federal-transfer-taxation-a-study-in-social-cost\/\" target=\"_blank\" rel=\"noopener\"><strong>Federal Transfer Taxation: A Study In Social Cost<\/strong><\/a> &#8211; <em>1993<\/em><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Blog&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;24px||23px|||&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;5138c454-be54-4233-bd3b-f8e6a8747976&#8243; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;73121f80-a3ef-4484-8763-c3f18e3c56d2&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_heading title=&#8221;Latest Insights on Issues, Taxes, and Policies Effecting Family Business and Nex-Gen&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;c33f07d9-41e0-421a-8799-5799df695cce&#8221; title_level=&#8221;h2&#8243; title_font=&#8221;|Cormorant Garamond_weight|||||||&#8221; title_text_color=&#8221;#0e0c19&#8243; title_font_size=&#8221;50px&#8221; title_line_height=&#8221;1.2em&#8221; custom_margin=&#8221;||10px||false|false&#8221; title_font_size_tablet=&#8221;28px&#8221; title_font_size_phone=&#8221;20px&#8221; title_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_heading][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;5138c454-be54-4233-bd3b-f8e6a8747976&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;73121f80-a3ef-4484-8763-c3f18e3c56d2&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blog posts_number=&#8221;2&#8243; show_more=&#8221;on&#8221; 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Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more.Focus In the US, family firms generate: 54% of GDP ($7.7 trillion) 88 million jobs or, 59% of domestic employment 35% of Fortune 500 companies are family-owned or controlled Family firms have higher employee retention rates than non-family [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"class_list":["post-11199","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/pages\/11199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11199"}],"version-history":[{"count":45,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/pages\/11199\/revisions"}],"predecessor-version":[{"id":16896,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/pages\/11199\/revisions\/16896"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}