Tax Day 2026: Key Dates & OBBBA Changes for Private Market Investors
Stay ahead of the 2026 tax season. Explore critical filing deadlines, liquidity shifts, and new OBBBA provisions, including QSBS tiers and EBITDA interest deductions.
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Macroeconomy & Policy
40 posts
Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.
How Geopolitics Is Reshaping Global Markets
As conflicts rise and trade routes come under pressure, geopolitical risk is reshaping global markets through higher defense spending, supply chain shifts, and inflation volatility.
SEC Considers Ending Mandatory Quarterly Earnings Reporting
The SEC is considering making quarterly earnings reporting optional, allowing public companies to report semiannually. The proposal could reshape corporate disclosure rules, transparency standards, and investor information flows in U.S. markets.
The SEC Rewrites the Wells Playbook
SEC updates its Enforcement Manual, doubling Wells notice response time, mandating evidence disclosure, and requiring Director-level oversight.
The One Big Beautiful Bill Act and the Retiree Balance Sheet
The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.
When “Small” No Longer Means Small in Investment Management
The SEC proposes redefining small investment advisers by raising AUM thresholds, modernizing regulatory flexibility analysis, and reshaping compliance expectations for RIAs, investment companies, and independent advisory firms.
The One Big Beautiful Bill Act: Effects on Philanthropy
Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.
2026 Tax Planning: Stability and Key Adjustments for Private Investors
The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.
The Mexican Private Credit Paradox: High Yields in an Underbanked Economy
The private credit sector in Mexico addresses the severe financing gap faced by SMEs, driven by inefficient traditional banking, high interest rates, and increasing opportunities for alternative lenders seeking strong returns.
Government Shutdown Creates New Private Market Dynamics
A federal funding lapse is impacting government operations, economic data releases, and private markets, shifting focus to liquidity solutions and alternative data amidst tight conditions.