BILL ANALYSIS                                                                                                                                                                                                    




            SENATE REVENUE & TAXATION COMMITTEE

            Senator Lois Wolk, Chair

                                                     SB 1316 - Romero

                                                 Amended: June 16, 2010

                                                                       

            Hearing: June 23, 2010     Tax Levy         Fiscal: Yes




            SUMMARY:  Enacts a California New Markets Tax Credit;  
                      Prohibits Out-of-State Properties from Qualifying  
                      Taxpayers for Deferral of Capital Gains Taxes  
                      under IRC 1031.


            I.  New Markets Tax Credit

                 EXISTING FEDERAL LAW provides a new markets tax credit  
            for taxpayer's qualified equity investments in community  
            development entities, the primary mission of which must be  
            serving, or providing investment capital for, low-income  
            communities or low-income persons, as certified by the  
            Secretary of the Treasury.  The federal credit is equal to  
            39% of the qualified equity investment, and is spread over  
            seven years.  

                 EXISTING LAW provides various tax credits designed to  
            provide incentives for taxpayers that incur certain  
            expenses, such as child adoption, or to influence behavior,  
            including business practices and decisions, such as  
            research and development credits and Geographically  
            Targeted Economic Development Area credits.  The  
            Legislature typically enacts such tax incentives to  
            encourage taxpayers to do something but for the tax credit,  
            they would otherwise not do.  

                 EXISTING LAW established the Community Development  
            Financial Institution credit (CDFI).  Taxpayers may claim a  
            credit equal to 20% of qualified investments in the form of  
            deposits, loans, or equity investments of at least $50,000  






            


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            held for at least 60 months in California CDFIs certified  
            by the California Organized Investment Network.  The  
            Franchise Tax Board (FTB) may recapture the credit within  
            the 60 month period if the taxpayer reduces or withdraws  
            the investment.  

                 THIS BILL authorizes the California New Markets Tax  
            Credit Program to provide tax credits against the Personal  
            Income Tax and the Corporation Tax for a taxpayer that  
            holds a qualified equity investment on a credit allowance  
            date of the investment which occurs during the taxable  
            year, administered by the State Treasurer.  The credit  
            shall be allowed for taxable years on or after January 1,  
            2011.  The measure defines an equity investment as stock in  
            a corporation, other than nonqualified preferred stock, or  
            a capital interest in a partnership.  The credit is equal  
            to:

                   5% of the qualified equity investment for the first  
                 three credit allowance dates
                   6% of the qualified equity investment for the  
                 succeeding four credit allowance dates.

                 THIS BILL defines a qualified equity investment as any  
            equity investment in a qualified community development  
            entity (QCDE) where the investment is acquired by the  
            taxpayer at its original issue, directly or through an  
            underwriter, solely in exchange for cash.  The QCDE must  
            invest corporation invests 85% of the aggregate gross  
            assets for qualified low-income community investments, and  
            the corporation designates the investment for purposes of  
            this tax credit.  Qualified low-income community  
            investments mean:

                   Any capital or equity investment in, or loan to, a  
                 qualified low-income community business, a real-estate  
                 project in a low-income community.
                   The purchase from another QCDE of any loan made by  
                 that entity which is a qualified low-income community  
                 investment.

                   Financial counseling and other services to   
                 business and residents of low-income communities.

                   Any equity investment, or loan to, a qualified  






            


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                 community development entity

                 THIS BILL defines a QCDE as a domestic corporation or  
            partnership that has as its primary mission serving, or  
            providing investment capital for, low-income communities  
            and low-income persons, low-income persons are represented  
            on the corporation's governing or advisory board, and the  
            Treasurer certifies the corporation as a QCDE.  A domestic  
            corporation or partnership shall be deemed a QCDE if it is  
            either a specialized small business investment company or a  
            community development financial institution under the  
            Internal Revenue Code.

                 THIS BILL defines a qualified active low-income  
            community business as a corporation, non-profit  
            corporation, partnership, or sole proprietorships that:

                   Derives at least 50% of its total gross income from  
                 the active conduct of a qualified business in a  
                 low-income community.
                   A substantial portion, defined as 40% or more of  
                 the tangible property of the entity, of the use of  
                 tangible personal property of the entity, whether  
                 owned or leased, is within a low-income community.

                   Less than 5 percent of the average if the average,  
                 unadjusted base of entity's property is attributable  
                 to collectibles.

                   Less than 5 percent of the average of the aggregate  
                 unadjusted base of the property of the entity is  
                 attributable to nonqualified financial property.

                THIS BILL defines low-income community as census tracts  
              where:

                   The poverty rate is at least 20%, or
                   The tract is not located within a metropolitan area  
                 and the median family income does not exceed 80% of  
                 the statewide median family income, or.

                   The tract is located within a metropolitan area and  
                 the median family income does not exceed 80% of the  
                 greater of the statewide median family income or the  
                 metropolitan area median income, or.






            


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                   The tract is designed within a high migration rural  
                 county, defined as a tract with net out-migration of  
                 10% of the county population in the last twenty years,  
                 and the median income does not exceed 80% of the  
                 statewide median family income.

                 THIS BILL also allows a community in a location that  
            is not tracted for population census tracts to qualify by  
            using equivalent county divisions instead of tracts.  
            Communities with populations of less than 2,000 within  
            federally-designated empowerment zones also qualify if it  
            is contiguous to a tract that qualifies under the above  
            criteria.

                 THIS BILL provides that the Treasurer shall allocate  
            the credit, with priority to applications that either  
            demonstrates a record of successfully providing capital or  
            technical assistance to disadvantaged individuals and  
            communities.  The measure requires the Treasurer to  
            prescribe regulations, guidelines, or procedures to  
            implement the credit.

                      THIS BILL requires the taxpayer to recapture  
            credits previously utilized to reduce tax if the QCDE  
            redeems the investment, the investment ceases to be used in  
            the required manner, or the entity ceases to be a QCDE.
                 THIS BILL caps the aggregate amount of credit in any  
            calendar year shall be equal to the aggregate revenue  
            increase from limiting like kind exchanges to property  
            inside California (see Part II).  A qualified community  
            development entity is required to sell equity interests  
            eligible for the credit to investors within five years of  
            the date the entity receives allocation from the Treasurer.  
             

                 THIS BILL makes findings stating that the purpose of  
            the program is to promote economic development and hasten  
            California's economic recovery by granting tax credits for  
            investment in California.



            II. Out-Of-State Like Kind Exchanges







            


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                 EXISTING LAW provides that all income, including  
            wages, capital gains, dividends, and interest, is taxed at  
            the same marginal rate according to the taxpayer's taxable  
            income.  A capital gain is realized and taxable at the time  
            of sale of a capital asset; however, federal law (Section  
            1031 of the Internal Revenue Code), to which California  
            conforms, allows taxpayers to defer capital gains taxes  
            when they acquire real or business property of a "like  
            kind" 180 days after selling property properties of a  
            similar nature and character, such as an apartment complex  
            in Tustin for an apartment complex in New York City, or  
            trading in an old taxi cab for a new one, but not financial  
            instruments.  The basis of the property received, usually  
            its cost must be equal to the basis of the property sold,  
            less any cash received by the taxpayer, and further  
            adjusted for any loss or gain on the exchange.  Exchanges  
            among multiple parties qualify for deferral, and must be  
            arranged by third-party intermediaries.  

                 THIS BILL provides that the deferral for capital gains  
            shall not apply to out of state real property that is  
            received in exchange for real property located in  
            California.

                 THIS BILL makes findings regarding the lack of  
            benefits of out-of-state like kind exchanges to the people  
            of the State of California, the legitimate purpose for  
            disallowing like-kind exchanges to instead foster greater  
            economic development within California's borders, that the  
            lion's share of the tax benefit of like kind exchanges  
            exists at the federal level, and that the current economic  
            climate precludes achieving economic development purposes  
            through a non-discriminatory alternative.


            FISCAL EFFECT: 

                 According to FTB, if amended according so amendments  
            suggested in Comment E, SB 1316's revenue increases  
            attributable to limiting like kind exchanges equals revenue  
            losses attributable to the California New Markets Tax  
            Credit for the 2010-11, 2011-12, and 2012-13 fiscal years.









            


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            COMMENTS:

            A.   Purpose of the Bill

                 The author provides the following statement:

                 "California currently offers a range of tax credits  
            that are of no direct benefit to the state.  In a time of  
            economic uncertainty, it is prudent to examine such tax  
            credits and consider a better use of General Fund dollars.   
            One such program is the 1031 exchange program, offering tax  
            credits for real estate investments.  A portion of this  
            program (ten percent) awards tax credits to private  
            investors who purchase out-of-state properties.  This  
            portion of the 1031 exchange program is of no direct  
            benefit to California.

                 With California's economy still faltering, it is more  
            prudent use of General Fund dollars to stimulate direct  
            investment in California, rather than continue to fund tax  
            credits for investments in out-of-state properties -  
            essentially subsidizing private investment activity outside  
            California."


            B.   Do You Kind of Like Like-Kinds?

                 Since 1921, Congress has allowed like kind exchanges  
            to defer capital gains taxes, helping to facilitate  
            transactions for real and business property.  The IRS's  
            Publication 544 is an excellent guide to understanding how  
            these exchanges work.  Basically, if a taxpayer holds  
            non-personal property and sells it, the difference between  
            the sale prices and the basis, which is usually a taxable  
            capital gain, can be deferred if the taxpayer subsequently  
            purchases property of a similar nature and character.  An  
            investor buys an apartment complex for $200,000 (her cost  
            basis). After six years she sells the property for  
            $350,000, typically resulting in a taxable capital gain of  
            $150,000. If the investors invests the proceeds from the  
            $350,000 sale into another apartment complex identified  
            within 180 days, then she could defer any taxes on the gain  
            at that time.  If she subsequently sells the replacement  
            apartment complex without another like-kind exchange, the  






            


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            gain would be taxable.  SB 1316 precludes an investor from  
            deferring the gain if the taxpayer purchases replacement  
            property that is not in California, and does not affect the  
            ability for the taxpayer to defer the gain for federal  
            purposes.

                 Critics of these exchanges state that Congress enacted  
            like-kind exchanges to avoid disputes and litigation  
            between the IRS and taxpayers over valuation issues, which  
            are no longer relevant because of modern technology and the  
            evolution of third-party brokers, which facilitate many  
            exchanges.<1>  Additionally, critics argue that many  
            taxpayers simply defer gains over multiple transactions  
            until they die, resulting in taxpayers never incurring  
            capital gains taxes on a lifetime of buying and selling  
            investment property.  Critics add that the federal  
            government could realize $4 trillion in a decade by  
            repealing this deferral.  Proponents of SB 1316 state that  
            state conformity is undesirable because many taxpayers will  
            make the same transactions without state deferrals because  
            federal tax consequences are much greater than state ones,  
            and add that out-of-state exchanges make even less sense  
            because the taxpayer is rewarded for economic activity  
            taking place in other states.  

                 Opponents of SB 1316 argue that disqualifying  
            exchanges for out-of-state property will be less likely to  
            invest in California if they know that a subsequent  
            transaction may be treated as taxable.  Opponents also  
            assert that the tax benefit leads to additional real estate  
            investment, thereby stimulating the economy.  Opponents add  
            that taking California out of conformity with federal law  
            will create additional administrative burden, 

            

            C.   New Markets and Old Credits

                 California currently offers a tax credit very similar  
            to SB 1316's proposed new markets tax credit, the Community  
            Development Financial Institution (CDFI) credit, which the  
            ------------------------

            <1> Johnson, Calvin.  "Impose Capital Gain on Like-Kind  
            Exchanges."   The Shelf Project, Tax Notes Vol.121, p. 475  
            (2008) 





            


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            taxpayer can only claim for loans of $50,000 or more made  
            to CDFIs.  According to FTB, only $113,000 worth of credit  
            was applied for in 2006.  SB 1316 proposes a much larger  
            program, equal to the annual amount of revenue recovered by  
            prohibiting out-of-state properties from qualifying an  
            investor for a like-kind exchange deferral, around $44  
            million annually.  SB 1316's credit is almost identical to  
            the federal New Markets Tax Credit, enacted in 2000 and  
            intended to draw in additional investment to low-income  
            communities.  Under the federal program, the U.S. Treasury  
            allocates credits to QCDEs, which then award the tax  
            credits to investors in exchange for cash.  The qualified  
            community development entity then directly invests in  
            low-income communities.  According to the CDFI Fund, more  
            than $26 billion in new market tax credits have been  
            allocated since its inception.  SB 1316's credit is not a  
            state credit for the same investments currently applied  
            against federal income taxes; instead, the measure allows a  
            separate credit against California income and corporation  
            taxes for qualified investments made in QCDEs designated by  
            the Treasurer.

            

            D.   The Not So Dormant Dormant Commerce Clause

                 The United States Constitution grants the power to  
            Congress to "regulate Commerce with foreign nations, and  
            among the several states, and with the Indian Tribes;" a  
            provision widely known as the Commerce Clause (Article I,  
            Section 8).  If Congress fails to regulate interstate  
            commerce wholly or in part, the United States Supreme Court  
            has asserted consistently that the Constitution still  
            precludes states from doing so, known as the "dormant" or  
            "negative" Commerce Clause. 

                 Opponents argues that SB 1316's preclusion for  
            taxpayers to defer capital gains in a like kind exchange  
            when acquiring out-of-state property violates the Commerce  
            Clause by inhibiting flows of capital across state lines.   
            Without the same tax treatment, they argue that SB 1316  
            provides an unconstitutional preference for in-state  
            commerce.  Proponents counter that disqualifying  
            out-of-state property from exchanges and enacting a New  
            Markets Credit meets the Constitutional muster because the  






            


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            bill serves a legitimate state purpose by reallocating tax  
            benefits for activity out-of-state for much better uses  
            within the State.  No clear case law on the subject exists.  
             



            E.   Suggested Amendments

                 FTB suggest the following amendments to SB 1316 to  
            make the New Markets Credit a credit based on a one-year  
            investment.

                   Taxpayers may claim the New Markets Tax Credit  
                 beginning in the 2012 tax year, not the 2011 tax year  
                 for one year.  However, the investment must be  
                 maintained for seven years or be subject to recapture.
                   Instead of taxpayers claiming five percent of the  
                 equity investment for the first three credit allowance  
                 dates, and six percent of the equity investment for  
                 the succeeding four credit allowance dates, the credit  
                 shall be equal to 39% of the investment in the first  
                 year.

                   Removes the ability of the Treasurer to reallocate  
                 unused credits after five years.

                   FTB shall estimate, not certify, the revenue effect  
                 to ensure revenue neutrality.

                   Instead of permanently limiting taxpayers from  
                 using out-of-state property as replacement property in  
                 like kind exchanges, the limit applies only for the  
                 2011 taxable year.



            Support and Opposition

                 Support:AFSCME



                 Oppose:  California Association of Realtors, First  
            American Corporation, Federation of Exchange  






            


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            Administrators, California Apartment Association,  
            Investment Property Exchange Services, California Bankers  
            Association, California Chamber of Commerce, California  
            Building Industry Association, California Taxpayers'  
            Association, California Financial Services Association,  
            Building Owners and Managers Association of California,  
            California Business Properties Association, Commercial Real  
            Estate Development Association, International Council of  
            Shopping Centers, and California Land Title Association

            ---------------------------------

            Consultant: Colin Grinnell