Plain-English breakdowns of the US business-tax changes that actually move money — for advisors, investors, and the businesses they serve.
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Practical, current analysis built for advisors and the businesses they serve.
Short, plain-English breakdowns of the US business-tax changes making news right now.
Longer weekend reads that take one big tax question apart — the arguments, the numbers, the stakes.
Written for advisors, investors, and the businesses they serve — clear enough to actually use, free of jargon.
In-depth, plain-English articles on the topics advisors ask about most.
The Supreme Court struck down the IEEPA tariffs, and $166bn has to go back — to the importers who remitted it, not the buyers who bore it. And the refund is itself taxable.
Read article → Deep DeskCongress spared the battery storage credit the cuts that hit wind and solar — then tied it to shedding Chinese content. For an industry built on Chinese supply, that condition is the whole game.
Read article → Tax WatchFounders and PE investors split shares across family trusts to turn a $15m tax-free windfall into $60m. Treasury says it doesn't like "stacking" — and guidance is reportedly being drafted.
Read article → Deep DeskCongress quadrupled the SALT cap to $40,000 — then left the pass-through workaround standing, so for PE, private credit, and real estate funds the cap barely binds.
Read article → Deep DeskOur first Deep Desk long read — the contested economics of data-centre tax breaks, and who ends up footing the bill for the AI build-out.
Read article → Tax WatchOpportunity Zones are back — and now permanent. States have until late September 2026 to pick the new zones. For real estate funds, it's a big deal.
Read article → Tax WatchApollo, Carlyle and KKR paid founders hundreds of millions via a niche 'tax-receivable agreement.' Now shareholders are suing — and Delaware courts are letting the cases move forward.
Read article → Tax WatchA new Senate bill would tax fund managers' carry as ordinary income — plus self-employment tax. Why it stalls in 2026, and why it still matters.
Read article → Tax WatchThe interest-deduction cap switched back to the friendlier EBITDA measure — a win for debt-heavy businesses — but a 2026 rule closes a loophole.
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