BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2512
                                                                  Page  1

          Date of Hearing:   May 2, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   AB 2512 (Skinner) - As Amended:  April 10, 2012 

          Policy Committee:                              Revenue and 
          Taxation     Vote:                            6-2

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          This bill expands the existing $2,000 penalty on certain foreign 
          and domestic limited liability company LLCs, as specified, for 
          failure to file a tax return.  Specifically, this bill: 

          1)Makes the existing $2,000 penalty imposed for each taxable 
            year for failure to file a tax return applicable to both of 
            the following entities:

             a)   A foreign LLC that fails to qualify to do business in 
               this state, or whose powers, rights, and privileges have 
               been forfeited.

             b)   A domestic LLC that has been suspended. 

          2)Provides the penalty will not be imposed if the failure to 
            file is due to reasonable cause and not willful neglect.

           FISCAL EFFECT  

          This bill will have negligible administrative costs for the 
          Franchise Tax Board (FTB).  The FTB staff estimates this bill 
          will result in the following revenue gains.

           ----------------------------------------------------------------------------------------------------- 
          |Fiscal Year     |2011-12         |2012-13         |2013-14         |2014-15         |2015-16.        |
           ----------------------------------------------------------------------------------------------------- 
           --------------------------------------------------- 
          |Revenues   |$330,00|$400,00|$490,00|$600,00|$700,00|
          |           |0      |0      |0      |0      |0      |
           --------------------------------------------------- 








                                                                  AB 2512
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           COMMENTS  

           1)Purpose.   The author states AB 2512 helps to conform treatment 
            of corporations and LLCs by FTB, while ensuring that 
            businesses in California are in compliance with the law.  
            According to FTB, the sponsor, this bill is intended to 
            provide consistent and equitable treatment for failure to file 
            a return for both LLCs and corporations by subjecting LLCs to 
            the same penalty that currently applies to similarly situated 
            corporations.

           2)Background.   An LLC is a business entity formed by members 
            with an officer designated by state law.  An LLC combines 
            aspects of partnerships and corporations, so an LLC is less 
            formal and more flexible than a typical corporation, yet 
            offers protection as well as certain advantages that are much 
            the same.  For example, its owners have limited liability for 
            the entity's debts and obligations, similar to the status of 
            shareholders in a corporation.  Their personal assets are 
            separate from the assets of the LLC so they cannot be seized.  
            LLCs are specifically included in the definition of "taxpayer" 
            and the FTB was authorized to submit LLCs for suspension to 
            the Secretary of State for non-payment of taxes or for failure 
            to file required tax returns.

           3)Existing penalty  .  FTB is authorized to impose a $2,000 
            penalty on a corporation for failure to file a tax return.  
            This penalty was created to apply only to corporations, 
            including "S" corporations, doing business in the state while 
            suspended or unqualified to do business in California.  
            Specifically, it applies to any foreign corporation that fails 
            to qualify to do business in California or whose powers, 
            rights, and privileges have been forfeited.  It also applies 
            to any domestic corporation that has been suspended.  In both 
            cases, a corporation must be doing business in California.  
            The penalty is imposed if the return is not filed within 60 
            days after the FTB sends the taxpayer a notice and demand to 
            file the required tax return.  

           4)Treatment of other entities.   Under R&TC Section 19135, the 
            FTB is authorized to penalize corporations that are suspended, 
            forfeited, or are unqualified to do business in California.  
            The penalty also applies to "S" corporations, which are 








                                                                  AB 2512
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            pass-through entities.  However, the FTB does not have the 
            same authority to impose a $2,000 penalty on an LLC that is 
            suspended or otherwise not qualified to do business in 
            California, even if the LLC is doing business in the state and 
            failed to file a required tax return.  
                
            The FTB estimates that during the 2010 calendar year, over 
            20,000 LLCs were suspended.  FTB staff estimates that about 
            1,000 of those LLCs would have been subject to the $2,000 
            penalty.  
                 
            5)There is no registered opposition to this bill.
           

           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081