BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2026
                                                                  Page  1

          Date of Hearing:   August 8, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                AB 2026 (Fuentes) - As Introduced:  February 23, 2012 

          Policy Committee:                              Revenue and 
          Taxation     Vote:                            8-0
                        Arts                                  8-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

          SUMMARY

           This bill extends the operation of the California Motion Picture 
          Tax Credit for five additional years, from July 1, 2015 until 
          July 1, 2020.  Specifically, this bill:  

          1)Authorizes the California Film Commission (CFC) to allocate 
            annually the motion picture tax credits, under both the 
            Personal Income Tax and the Corporation Tax, to qualified 
            applicants for five additional fiscal years, from July 1, 2015 
            until July 1, 2020. 

          2)Extend the existing $100 million limitation on the aggregate 
            amount of motion picture tax credits that may be allocated by 
            the CFC in any fiscal year, through and including 2019-20, for 
            a total of $500 million. 

          3)Takes effect immediately as a tax levy. 

           FISCAL EFFECT

           FTB staff estimates this bill will result in an annual revenue 
          loss of $5.1 million in fiscal year 2014-15, $22 million in 
          2015-16, with the remaining revenue losses occurring through 
          July 1, 2020. 

           COMMENTS  

           1)Author's Statement  .  The author notes California has suffered 
            significant employment and financial losses as hundreds of 
            productions have left the state to seek incentives offered 








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            elsewhere, in a phenomenon commonly referred to as run-away 
            production.  According to the author, in addition to 
            international competition from Canada, Australia and most 
            European Union, over 40 states offer meaningful financial 
            incentives to lure production and post-production jobs and 
            spending from California.

            To help California compete, in February 2009, the California 
            Film & Television Tax Credit Program was enacted as part of a 
            targeted economic stimulus package to increase production 
            spending, jobs and tax revenues in California.  The author 
            argues the program has been successful in its goal to retain 
            and increase film and television production occurring in 
            California and has introduced AB 2026 to seek a five-year 
            extension to the existing law.
             
           2)Arguments in Support  .  Proponents, including the California 
            Labor Federation and the Chamber of Commerce, state that the 
            film production tax credit has been successful in its effort 
            to retain and increase film and television production in 
            California.  Proponents note the program has generated 41,000 
            new jobs and $2.2 billion in direct spending.  They argue the 
            program helps California stay competitive because, when 
            productions leave the state, only top tier talent is flown to 
            work on location and, as a result, many well-paying production 
            jobs with good benefits are lost and ancillary businesses such 
            as caterers, dry cleaners and restaurants are negatively 
            impacted.  The proponents assert that, given that 40 other 
            states and many foreign countries are promoting aggressive 
            programs to attract motion picture production to their 
            jurisdictions, it is vital for California to retain this 
            important incentive that contributes ingenuity, talent, and 
            creativity to our economy.

            The proponents also emphasize that the film tax credit is one 
            of few tax breaks in California that has the appropriate 
            accountability measures to make sure it is effective.  The 
            program includes a five-year sunset, an annual cap of $100 
            million and is targeted.  The proponents conclude that this 
            bill gives California the needed competitive edge to keep its 
            heritage industry and will continue the successful momentum of 
            the program.

           3)Arguments in Opposition  .   The opponents, including the 
            California School Employees Association, state the 








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            non-partisan Legislative Analyst Office finding this program 
            is ineffective and argue that extending the credit by an 
            additional five years means other vital state programs, such 
            as like education, public safety, or other health and human 
            services would have to be reduced.  Other opponents, including 
            the American Cancer Association and the American Heart 
            Association contend California's film tax should not provide 
            subsidies for movies to only those that do not have 
            tobacco-related imagery.

           4)California Motion Picture Tax Credit Program  .  In February 
            2009, the California Film & Television Tax Credit Program was 
            enacted as a part of an economic stimulus plan to promote 
            production spending, jobs and tax revenues in California.  The 
            existing film tax credit is targeted, capped and allocated.  
            In many respects, it is similar to a grant program. The 
            California Film Commission is required to allocate and certify 
            the credit on the first-come first-serve basis, up to $100 
            million every FY.  It is effective only for five years, from 
            fiscal years 2009-10 to 2014-15, and $500 million is allocated 
            over the life of the program.  
                
            5)Related Legislation  .

             a)   AB 1069 (Fuentes), Chapter 731, Statutes of 2011, 
               extended the film production tax credit program for one 
               year, until July 1, 2015.

             b)   SB 1197 (Calderon,) 2010, deleted the sunset date of the 
               film tax credit program.  SB 1197 was held in Senate 
               Revenue and Taxation Committee.

             c)   SBX8 55 (Calderon), 2010, deleted the sunset date of the 
               film tax credit program.  SBx8 55 was held in Senate Rules 
               Committee.

             d)   ABX3 15 (Krekorian), Chapter 10, Statutes of 2009, 
               established the Film Tax Credit Program.  
                
            Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081