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消息人士:特朗普敦促众议院议长提高最高税率

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2025-05-08 18:20:47

特朗普施压共和党推动税改:拟提高最高税率并堵住富人税收漏洞



据多位知情人士周四透露,美国总统特朗普周三与众议院议长约翰逊进行关键通话,强烈敦促其在即将出台的税改立法中提高最高边际税率,并重点封堵附带权益税收漏洞——这一长期被富豪阶层利用的避税手段。



此次高层对话正值共和党掌控的众议院全力推进总统立法议程的关键时刻。根据内部文件显示,新税改方案拟将特朗普2017年签署的《减税与就业法案》中企业税率21%的优惠政策延长至2030年,同时对个人税率的阶梯式减免政策予以延续。值得注意的是,方案还包含取消小费收入、加班工资及社会保障福利征税等惠民条款。



然而约翰逊及其他共和党高层目前公开反对提高富人税率的提议。财政部长贝森特上周在记者会上明确表态,称特朗普政府"已完全排除对高收入群体加税的可能性"。但党内正面临来自MAGA(让美国再次伟大)支持者的持续压力,要求限制对顶级富豪及跨国企业的税收优惠



众议院筹款委员会主席杰森·史密斯近期接受Fox Business专访时透露,其领导的税制立法机构正在研究具体方案,可能终结包括附带权益在内的多项有利于富裕阶层的税收漏洞。据国会预算办公室分析,仅堵住附带权益漏洞一项,未来十年可增加逾1800亿美元税收收入。



【对投资者的潜在影响】

1. 私募股权及对冲基金:附带权益税收政策调整将直接影响基金经理的carry收益

2. 高净值个人投资组合:最高税率上调可能引发资本利得税筹划需求

3. 企业资本支出:税收优惠延续将维持科技、制造业等领域的投资动能

4. 消费类股票:取消小费征税或提振餐饮、服务业上市公司业绩

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