BILL ANALYSIS                                                                                                                                                                                                    




            SENATE REVENUE & TAXATION COMMITTEE

            Senator Lois Wolk, Chair

                                                  SB 622 - Lowenthal

                                                  Amended: May 21, 2009

                                                                Urgency

            Hearing: June 10, 2009                          Fiscal: Yes




            SUMMARY: Retroactively Disconnects Federal Partnership  
                      Rules for Low-Income Housing Tax Credits (LIHTCs)  
                      awarded in 2008


                 EXISTING LAW allows state tax credits against the  
            gross premiums tax, personal income tax, and corporation  
            tax for low-income housing constructed in California, known  
            as Low-Income Housing Tax Credit (LIHTCs or "lee-teks").   
            Credits are computed in modified conformity with similar  
            credits authorized by federal law, and allocated to  
            low-income housing developers by the California Tax Credit  
            Allocation Committee (CTCAC) according to specified  
            criteria up to a cap set in statute ($85 million in 2009).   
            CTCAC is comprised of the State Treasurer, the State  
            Controller, and the Director of Finance.  Three non-voting  
            members also sit on CTCAC.

                 EXISTING LAW provides that individual credit amounts  
            are based on when the housing was built, and whether it was  
            federally subsidized or at risk of conversion.  The  
            taxpayer can also receive cash distributions from the  
            project operations.  Projects constructed using these  
            credits are rent-restricted and must be occupied by a  
            certain percentage of low-income occupants

                 EXISTING FEDERAL LAW requires partnership agreements  
            to allocate income, gains, losses, deductions, or credits  
            in accordance with the partner's interest in the  








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            partnership if the agreement does not provide as to the  
            partner's distributive share or the allocation does not  
            have substantial economic effect.  Tax experts generally  
            interpret this provision to mean that a partner may only  
            receive a tax credit based on his or her ability of a  
            partner to depreciate the building.  

                 EXISTING LAW disconnects these federal partnership  
            rules to allow partnership agreements to allocate state  
            LIHTCs to partners regardless of the manner in which the  
            partnership agreement awards federal LIHTCs (SB 585,  
            Lowenthal, 2008).  Effective for credits approved by CTCAC  
            on or after January 1, 2009, SB 585 allowed investors to  
            offset state tax incurred as a result of other economic  
            activity in exchange for the low income housing project  
            capital, thereby increasing the attractiveness of  
            low-income housing project investments to investors with  
            state tax liability but little to no federal liability.   
            This provision allows for partnership allocations of  
            credits normally precluded by federal law, which generally  
            provides that a tax credit in a partnership agreement would  
            be allowed only for the partner who has depreciation rights  
            to the building.  Additionally, an LIHTC investor receives  
            a double benefit when he or she leaves the partnership with  
            negative basis in the investment, providing another offset  
            to other capital gains, although SB 585 required that the  
            capital loss be deferred until the tax year after the  
            federal credit expires when partnership agreement allocate  
            tax credits in violation of federal partnership rules,  
            delaying the double-benefit for ten years.

                 THIS BILL provides that partnership agreements may  
            allocate state LIHTCs to partners regardless of whether the  
            allocation has substantial economic effect for LIHTCs  
            allocated during the 2008 calendar year.  The measure also  
            defers a partner's capital loss until the tax year after  
            the federal credit expires when partnership agreement  
            allocate tax credits in such a manner.  The bill does not  
            allow similar treatment for any project for which final  
            closing has occurred before the bill's effective date  
            (which due to the bill's urgency clause, could be before  
            January 1, 2010).  The measure amends sections of the Gross  








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            Premiums Tax, Personal Income Tax, and Corporation Tax  
            which authorize the LIHTC.  




            FISCAL EFFECT: 

                 According to FTB, SB 622 results in no net revenue  
            effect as revenue losses created by disconnecting federal  
            partnership rules to the 2008 credits from 2011-15 of  
            approximately $250,000 per year are offset by revenue gains  
            associated with fewer residual credits for taxpayers to  
            claim.




            COMMENTS:

            

            A.   Purpose of the Bill

                 According to the Author, "SB 585 (Lowenthal) of 2008  
            allowed for the bifurcations of state and federal  
            low-income housing tax credits awarded from 2009 to 2016,  
            meaning that an affordable housing developer who receives  
            the award may market the state and federal credits to  
            separate investors.  Prior to SB 585, developers had to  
            seek an investor that had both significant state and  
            federal tax liabilities, which limited the pool of  
            potential investors and therefore reduced demand and  
            pricing for the credits.  Bifurcation increases demand for  
            state low-income housing credits, resulting in more money  
            for affordable housing for the same level of state tax  
            credits.  

                 SB 585 was not applied to state low-income housing tax  
            credits awarded in 2008 because it was assumed that these  
            deals would close before the bill took effect on January 1,  
            2009.  As a result of the collapse of financial markets in  








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            October 2008 and the subsequent contraction of the  
            low-income housing tax credit market, however, the  
            developers of these projects are still seeking investors.   
            Given the extreme difficulty in finding investors at this  
            time, bifurcation may allow some 2008 projects to go  
            forward that otherwise would not." 





            B.   A Different Kind of Tax Credit

                 Low-Income housing projects face many barriers in  
            California: high costs of land, labor, and capitol; other  
            investments that provide better returns; NIMBYism (Not In  
            My Back Yard); and state and local laws and policies  
            protecting the environment, to name a few.  To address this  
            problem, lawmakers at the federal and state level crafted  
            the LIHTC, which functions differently from any other tax  
            credit due to the unique nature of the problem: a shortfall  
            of housing for individuals and families of moderate and low  
            incomes.  

                 The LIHTC stands in stark contrast to other tax  
            credits, where a certain class of individuals or businesses  
            may claim a credit based on membership in a certain  
            industry or business location, functioning more like a  
            grant program than a typical tax credit.  Because the  
            credit is capped and allocated, CTCAC awards tax credits to  
            projects on a competitive process based on an evaluation of  
            the most effective use of the tax credits.  Investors  
            design projects in response to CTCAC's specified criteria  
            when seeking a tax credit, then CTCAC decides whether the  
            project proposals meet those standards, and allocates the  
            credit accordingly.  

                 Currently, housing sponsors, often non-profit  
            organizations, form partnership agreements with investors,  
            who provide capital to fund the housing construction in  
            exchange for the allocated tax credits.   First, the  
            developer designs a project based on CTCAC's criteria, then  








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            applies to CTCAC for the credit.  If the application is  
            successful, CTCAC awards the taxpayer a reservation for the  
            credit.  The taxpayer then forms partnership agreements  
            with private investors, who provide project capital so the  
            taxpayer can construct the housing project in exchange for  
            discounted tax credits.

                 SB 585 (Lowenthal, 2008) enhanced the value of state  
            tax credits by allowing investors to enter partnership  
            agreements where they can purchase state tax credits  
            without the corresponding federal credits.  Under SB 585,  
            investors with no federal tax liability, but sufficient  
            state tax liability have an incentive to invest in a  
            low-income housing project, setting up a sanctioned tax  
            shelter that allows taxpayers to offset unrelated state  
            income tax liability with LIHTCs.   For example, a  
            partnership agreement may give tax credits to an investor  
            to provide 99% of the necessary project funding, in  
            exchange for possibly a much smaller ownership share in the  
            project; the value of the tax credits to offset income from  
            another source is sufficient to draw interest from the  
            investor.  With SB 585, the Legislature determined that the  
            benefits of increased project capital exceeded the tax  
            policy concerns of sanctioning a state tax shelter.  SB 622  
            extends this treatment for credits CTCAC allocated last  
            year, but not yet used in a housing project, thereby  
            enhancing the value of the credits to possible future  
            investors.



            C.   Meet Me Half The Way?

                 In February, the Committee approved SB 16 (Lowenthal),  
            which contained provisions identical to SB 622.  That  
            measure also changed LIHTCs from non-refundable to  
            refundable in certain years.  The Senate Appropriations  
            Committee held the measure on its suspense file, and the  
            Author subsequently amended SB 622 to hopefully enact the  
            other half of SB 16.










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            Support and Opposition

                 Support:Housing California

                        The Pacific Companies


                 Oppose:None Received



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            Consultant: Colin Grinnell