BILL ANALYSIS                                                                                                                                                                                                    Ó




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  SB 414                      HEARING:  5/8/13
          AUTHOR:  Knight                       FISCAL:  Yes
          VERSION:  2/20/13                     TAX LEVY:  Yes
          CONSULTANT:  Grinnell                 

                PERSONAL INCOME TAXES AND CREDITS: STEM TEACHERS
                                        

          Enacts tax credits for aerospace employers paying wages and  
          reimbursing tuition.   


                           Background and Existing Law  

          California provides various tax credits designed to provide  
          incentives for tax-payers 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 (GTEDA) credits.  The Legislature  
          typically enacts such tax incentives to encourage taxpayers  
          to do something, but for the tax credit, they would not  
          otherwise do.

          California has two tax credits that reward employers for  
          hiring employees, subject to restrictions.  The GTEDA  
          hiring credits allow employers within enterprise zones and  
          similar economic development areas to claim may claim a tax  
          credit of 50% of the wages paid to a qualified employee in  
          the first year, 40% in the second year, 30% in the third  
          year, 20% in the fourth year, and 10% in the fifth year, up  
          to 150% of the minimum wage.  Additionally, the New Jobs  
          Credit allows a credit of $3,000 for each additional  
          employee hired by a business with less than 30 employees  
          measured on a full-time equivalent basis.

          Federal law allows individuals to claim tax credits of up  
          to $2,500 per year for tuition, fees, and materials in the  
          first four years of postsecondary education, known as the  
          American Opportunity Credit, and the Lifetime Learning  
          Credit of up to $2,000 per year for similar expenses  
          incurred in undergraduate and graduate education regardless  
          of how long the taxpayer has been enrolled.  





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          The aerospace industry in California began with a few  
          aircraft builders around World War I, and then vastly  
          expanded in the mobilization for World War II, ac-cording  
          to the National Aeronautical and Space Administration.   
          After that, the industry grew in the cold war to encompass  
          a wide range of activities, including military and civilian  
          aircraft, reconnaissance and communications satellites,  
          strategic missiles, and space exploration.  By the 1980s  
          about 40% of the American missiles and space business  
          resided in southern California, as did about one-third of  
          the aerospace engineers, and the industry as a whole there  
          employed close to a half-million people

          One of the region's strongest selling points for aerospace  
          was its environment: the clear blue skies and ample open  
          spaces that were ideal for testing new air-craft.  
          California also was home to a variety of other related  
          industries, particularly petroleum, as well as to top-notch  
          research universities and a large labor pool. 

          However, in 1985, defense spending peaked at $557 billion  
          (in constant fiscal 2009 dollars) and then began a downward  
          trend. When the Soviet Union collapsed in December 1991,  
          the Cold War came to an end, accelerating the decline of  
          U.S. defense budgets, and causing significant change in the  
          aerospace industry: in the next decade, more than 50 major  
          defense companies consolidated into only six.  According to  
          the Employment Development Department's Labor Market  
          Information Division, employment in Aerospace Product and  
          Manufacturing declined almost by half from 139,300 in 1993  
          to 70,800 in 2013, although almost all of the decline  
          occurred before 2004.  Additionally, defense spending is  
          expected due to fall due to the implementation of the  
          "sequester." 


                                   Proposed Law  

          Senate Bill 414 adds two credits against the Personal  
          Income Tax and the Corporation Tax for employer payments of  
          wages, and tuition reimbursement for employees working  
          directly in the aerospace industry or for a contractor who  
          does:
                 A credit equal to 50% of the amount of tuition  
               reimbursement the employer provides a full-time  
               employee.  The tuition must be paid by the employee to  





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               the University of California or the California State  
               University, and cannot include the costs of books,  
               fees, or room and board.  The taxpayer may only claim  
               the credit in the first four taxable years in which he  
               or she employs the employee, who must have completed  
               an undergraduate or graduate engineering program in  
               the last year.
                 A credit equal to 10% of the qualified wages an  
               employer pays an employee that received a degree from  
               a public or private college within California, or 5%  
               of wages if the degree was awarded by an out-of-state  
               university to the employee, with a maximum of $12,500.  
                The taxpayer may only claim the credit in the first  
               five taxable years in which he or she employs the  
               employee, who must be employed on a full-time basis.

          Taxpayers may carry over both credits for four years.   
          Franchise Tax Board may make rules, guidelines, or  
          procedures necessary to implement the bill, but the bill  
          provides that the Administrative Procedures Act doesn't  
          apply to any rules FTB issues.  

                               State Revenue Impact
           
          According to the Franchise Tax Board, SB 414 results in  
          revenue losses of $19 million in 2013-14, $26 million in  
          2014-15, and $37 million in 2015-16.



                                     Comments  

          1.   Purpose of the bill  .  According to the author,  
          "Aerospace industry jobs in California reduced by more than  
          6,000 between 2005 and 2010. In contrast, Washington State,  
          home of the second highest number of aerospace and defense  
          jobs behind California, increased by 16,026 jobs. Rather  
          than incentivizing the creation of these high skill and  
          high wage positions, California has, during this same  
          period (2005-2010), increased the collection of state  
          business income and gross receipts taxes by more than $109  
          million.  Many aerospace businesses in California also have  
          footprints in competitor states. With the added financial  
          and regulatory burdens on an industry with astronomical  
          operational costs, businesses are choosing the less  
          expensive option and expanding in Washington, Texas,  





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          Florida, and Arizona. With the unemployment rate in  
          California hovering nearly 2% above the national average,  
          and the expiration of an enterprise zone which formally  
          benefited many aerospace businesses in the Antelope Valley,  
          California must take drastic steps to create incentives for  
          companies to remain and thrive in California.  This bill  
          strikes the perfect balance between two of the greatest  
          challenges facing California today, higher education costs  
          and a struggling economy. Students that might otherwise  
          find the challenges of completing a four year engineering  
          or mathematics degree too overwhelming will now by  
          encouraged to complete their education. These students will  
          be more willing to continue investing in their education if  
          a future employer is incentivized to reimburse a portion of  
          those costs. In addition, these students will have the  
          security of knowing a vast number of jobs in the exciting  
          and innovative field of aerospace will available upon their  
          graduation."

          2.   Sure, but will it work  ?  Tax benefits directed at  
          specific industries do two things:  First, they reward  
          behavior that would have occurred without the subsidy,  
          so-called "deadweight loss."  Some aerospace product  
          manufacturers won't employ more persons, pay higher wages,  
          or reimburse more tuition because of the tax benefit,  
          instead increasing returns to capital in amount equal to  
          the amount of the tax credit.  In these instances, the  
          state receives no marginal benefit, and transfers wealth  
          from purposes it would otherwise spend money on for  
          government purposes to the manufacturer.  Second, the bill  
          may compel additional employment, wage payments, and  
          tuition reimbursement; the incentive will lower production  
          costs at the margin in an amount necessary for producers to  
          choose to make products in California instead of somewhere  
          else.  The Committee may wish to consider how much  
          additional employment SB 412 will spur versus its  
          deadweight loss, assuming that California wants to enter  
          into zero-sum tax competition with other states.

          Second, enacting a new exemption requires cuts in state  
          spending in education, public safety, or other health and  
          human service programs that benefit the public at large,  
          that match the foregone revenue due to SB 412.  The  
          Committee may wish to consider whether the foregone revenue  
          resulting from this manufacturing incentive is worth the  
          tradeoff of cuts in spending or taxes on other activities  





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          that it necessitates.

          3.   Performance measures  .  Most bills granting tax benefits  
          set forth an economic indicator or series of economic  
          indicators that its author expects will improve as a result  
          of a tax credit.  For example, bills heard by the Committee  
          exempting manufacturing equipment from the sales tax have  
          used:
                 Increased employment for manufacturing, research  
               and development, and associated industries,
                 Siting for new and expanded manufacturing and  
               research and development facilities in this state,
                 Capital investment in manufacturing equipment and  
               all other tangible personal property.

          The now-expired Manufacturer's Investment Credit sunset in  
          2003 due to its failure to meet necessary levels of  
          employment in the manufacturing sector the Legislature  
          required be met for the credit to continue.  However, SB  
          414 doesn't set forth the indicators that it expects to  
          change as a result of the credit: aerospace product  
          manufacturing employment, wage levels, amounts of tuition  
          reimbursement, or similar indicators from associated  
          industries.  Additionally, the measure doesn't have a  
          sunset.  The Committee may wish to consider how the state  
          can determine the success or failure of SB 414's credits  
          without compelling any performance standards and a sunset  
          requirement.

          4.   The angel of death  .  In  Cutler v. FTB  .  208 Cal.App.4th  
          1247 (2012), the Second District Court of Appeal ruled that  
          California Qualified Small Business Stock (QSB) deferral  
          and exclusion discriminated against interstate commerce in  
          violation of the dormant commerce clause of the United  
          States Constitution.  The Court ruled that the QSB  
          exclusion unfairly treated interstate commerce by providing  
          a substantial benefit to taxpayers who buy stock in  
          corporations that maintain 80% of its payroll in California  
          during the period of time the taxpayer holds the stock,  
          citing decisions by the United States and California  
          Supreme Courts striking down taxes and tax benefits as  
          discriminatory that legislatures have enacted to help  
          in-state businesses.   Because of Cutler, any tax incentive  
          for companies that incur expenses in California but not in  
          other states, such as SB 414, may violate the Constitution  
          and carry with it the risk that Courts may order refunds  





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          requiring the state to retroactively and prospectively  
          grant the same incentives for investments California  
          taxpayers make in other states.  The Committee may wish to  
          consider deferring action on new tax incentives until  
          Courts or Congress give states further direction regarding  
          what's allowed and what's not with in-state tax incentives,  
          and further determine the state's refund risk.

          5.   Hiring credits  .  Economists generally favor broad based  
          taxes at low rates to spread the costs of providing public  
          services broadly throughout the economy.  A hiring credit  
          is counter to the economic theory and is therefore by its  
          nature inefficient; generally, employers should only employ  
          so many individuals at such a wage that allows them to meet  
          the demand for their product or service at the lowest cost,  
          and hiring credits at their best subsidize overemployment.   
          Economists agree that if the state does have a hiring  
          credit, it makes more sense to focus on harder to hire  
          individuals, such as the long-term unemployed, and applied  
          on a statewide basis to any industry willing to hire an  
          eligible person.  The Committee may wish to consider  
          whether hiring credits are a wise investment, and whether  
          SB 414's focus on aerospace is better suited toward the  
          long-term unemployed.   

          6.  Technicals  .  Franchise Tax Board and committee staff  
          recommend replacing the bill's references to "person and  
          entity" with "taxpayer" and "qualified taxpayer," and  
          change "net tax, as defined in Section 17039" with "tax, as  
          defined in Section 23036."


                        Support and Opposition  (05/02/13)

           Support  :  Antelope Valley College Division of Mathematics,  
          Antelope Valley Hispanic Chamber of Commerce; Antelope  
          Valley Union High School District, Science, and  
          Engineering, City of Lancaster, BOE Member George Runner,  
          Greater Antelope Valley Association of Realtors.

           Opposition  :  None received.