附带权益税收漏洞

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一文读懂“大漂亮”法案对美国各行业意味着什么?
Hua Er Jie Jian Wen· 2025-07-09 08:21
Core Viewpoint - The recently passed "Big Beautiful" bill is significantly transforming the American business landscape, redefining the winners and losers among various industries [1] Private Equity and Fossil Fuels - The private equity industry, valued at $13 trillion, is one of the biggest beneficiaries of the bill, retaining the "carried interest" tax loophole [2][3] - This loophole allows traders to pay performance profit taxes at a lower long-term capital gains tax rate, saving the industry billions annually [3] - The bill also extends fixed debt interest tax deductions and depreciation benefits, lowering tax rates for many private equity-backed companies [4] Retail Industry - The bill reduces federal food assistance, with the Supplemental Nutrition Assistance Program (SNAP) expected to see a $9 billion cut next year, impacting grocery spending [5][6] - Companies like Conagra, Kellogg, and Kraft Heinz may face sales pressure due to their reliance on SNAP user spending [6] - The bill eliminates tariff exemptions for imported goods valued under $800, benefiting brick-and-mortar retailers while pressuring small businesses [6] Healthcare Industry - The healthcare sector avoided severe cuts, with Medicaid funding reductions being less than anticipated [7][8] - For-profit hospital chains like Tenet Healthcare and HCA Healthcare saw stock price increases, although predictions indicate that 11.8 million Americans may lose health insurance by 2034 [8] - Smaller hospitals, heavily reliant on Medicaid, may struggle more than larger institutions [9] Energy Sector - The energy industry is experiencing a split impact, with coal unexpectedly benefiting from tax credits for metallurgical coal production [10] - Zero-carbon energy sources like geothermal and nuclear retain substantial tax credits, while many solar and wind projects will lose investment and production tax credits [10] - The cancellation of electric vehicle tax incentives may lead to contractor bankruptcies, as the total credits for 2023 amount to $8.4 billion [10] Technology Sector - The technology sector, particularly companies like Tesla, faces significant challenges due to the loss of electric vehicle tax incentives and new AI regulations [11] - Private aerospace companies like SpaceX and Blue Origin benefit from provisions allowing municipal bond financing for spaceports [11] Defense Industry - The defense sector is a major winner, with an additional $150 billion in budget increases, pushing total defense spending towards $1 trillion [12][13] - Traditional defense contractors like Lockheed Martin and emerging tech firms like Anduril and Palantir are expected to benefit from increased funding for missile defense and naval capabilities [13] Higher Education - The bill imposes an 8% tax on investment income for wealthy universities, affecting only 16 institutions, with Harvard expected to lose $267 million annually [14] - Cuts to student loans and support may indirectly raise university costs, straining state funding for public universities [14]
据Punchbowl:美国总统特朗普在周三的一次电话中私下敦促众议长约翰逊提高联邦最高税率,并取消附带权益税收漏洞。
news flash· 2025-05-08 17:13
Core Insights - President Trump privately urged House Speaker Johnson to raise the federal top tax rate and eliminate the carried interest tax loophole [1] Group 1 - The call indicates a potential shift in tax policy discussions within the U.S. government [1] - The emphasis on raising the federal top tax rate suggests a focus on increasing government revenue [1] - The proposal to eliminate the carried interest tax loophole highlights ongoing debates about tax fairness and equity [1]