FOR FAMILY BUSINESS, GENERATIONALLY OWNED BUSINESS, AND NEX-GEN

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Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more.

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Focus

  • In the US, family firms generate 54% of GDP or $7.7 trillion and 88 million jobs or 59% of domestic employment

  • 78% of new job creation comes from family-owned firms

  • 35% of Fortune 500 companies are family-owned or controlled

  • Family firms have higher employee retention rates than non-family firms

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2025

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2014 and Earlier

Latest Insights on Issues, Taxes, and Policies Effecting Family Business and Nex-Gen

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY) 2025 budget reconciliation bill, as well as a section-by-section...

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