BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2458
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          Date of Hearing:   April 21, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   AB 2458 (Saldana) - As Amended:  April 5, 2010 

          Policy Committee:                              Revenue and  
          Taxation     Vote:                            8-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill extends the due date for the payment of certain  
          penalties imposed on small businesses, which are currently due  
          and payable immediately upon notification by the Franchise Tax  
          Board (FTB). Specifically, the bill:

          1)Allows a small business to pay the 10% penalty for the  
            underpayment of the estimated Limited Liability Company (LLC)  
            fee within 60 days from the date on which the small business  
            is notified of the penalty.  

          2)Allows a small business to pay the penalty assessed for the  
            failure to file the Statement of Information with the  
            Secretary of State (SOS) within 60 days from the date on which  
            the small business is notified of the penalty. 

          3)Defines the phrase "small business" as a business whose total  
            California income for the taxable years is $1 million or less.  
             

          4)Applies to penalties imposed or assessed on or after January  
            1, 2011 and before January 1, 2016.


           FISCAL EFFECT  

          1)According to the FTB, the delay in penalty payments will  
            result in a one-time loss of less than $150,000 in 2010-11 and  
            annual losses of less than $10,000 in 2011-12 and through  
            2015-16.









                                                                  AB 2458
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          2)The FTB also indicates the bill will result in significant  
            one-time costs of several hundreds of thousands of dollars for  
            the reprogramming of its computerized collection and business  
            entity billing systems.

           COMMENTS  

           1)Purpose  .  This bill is intended to provide some relief to  
            small companies that have been adversely affected by the  
            economic downturn and acceleration of fee payment due dates.  
            The author indicates that many small businesses are  
            experiencing financial hardship and, if those companies go out  
            of business, the state would lose revenue from employment and  
            personal income taxes.

           2)Background  . SB 469 (Beverly), Chapter 1100, Statutes of 1994,  
            authorized formation of LLCs in California.  These entities  
            are subject to both a minimum tax and an annual fee (based on  
            total income received by the LLC). Currently, the annual fees  
            range from zero for LLCs with total income California income  
            of less than $250,000, to a maximum of $11,790 for LLCs with  
            total California income of $5 million or more. 

            Through 2008, the LLC fee was due on the filing date for the  
            LLC's final return for the prior taxable year. However, the  
            2009-10 budget included a provision requiring the LLC fee to  
            be estimated and paid by the 15th day of the 6th month of the  
            current taxable year.  If the company fails to pay the full  
            fee, it is subject to a penalty equal to 10% of the  
            underpayment of the estimated fee.

            Current law also requires LLCs and corporations to file a  
            Statement of Information with the Secretary of State within 90  
            days after the filing of its original Articles of Organization  
            or Application for Registration, and biennially thereafter. It  
            also imposes a penalty for failure to file the Statement of  
            Information by the due date.  Upon receiving the name of the  
            corporation from the Secretary of State, the FTB assesses a  
            penalty of either $250, in the case of LLCs and corporations,  
            or $50, in the case of nonprofit public benefit corporations  
            and nonprofit mutual benefit corporations.

            These penalties are due and payable by the companies  
            immediately upon notification by the FTB.









                                                                  AB 2458
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           Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081