Thursday, October 22, 2015

GOP vs Dem Tax Proposals

What a Republican president could mean for your taxes, By Bill Bischoff, 10/13/15
Even though the next presidential election is still more than a year away, the political season is in full swing. Among the significant distinctions between the candidates are their tax plans. In this column, I’ll cover what the (arguably) top four GOP candidates have said on the subject. Next week, I’ll do the same for the top three Democrats, including the still-undecided Joe Biden.
Donald Trump’s tax plan
For individuals, Trump proposes fewer tax brackets and lower rates: 0%, 10%, 20% and 25% (versus current rates of 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%). The top 25% rate would kick in at income of $300,001 for married joint-filing couples and $150,001 for singles. Married couples earning $50,000 or less and singles earning $25,000 or less would pay no federal income tax.
Trump’s plan would also cut the corporate tax rate from the current 35% to 15%. Good idea! I’ve advocated the same thing. The 15% rate would also apply to business income from sole proprietorships and business income passed through to individuals from S corporations, LLCs, and partnerships. Business tax-deferral schemes would be eliminated. Ditto for business interest deductions.
Trump would abolish the federal estate tax and the dreaded alternative minimum tax (AMT). Some existing individual write-offs would be sacrificed, but deductions for home mortgage interest and charitable donations would be retained.
According to an analysis by the Tax Foundation, a nonprofit, non-partisan tax research group in Washington, D.C., Trump’s plan would reduce federal tax revenues by $11.98 trillion over 10 years. But it would also improve incentives to work and invest, which could increase gross domestic product (GDP) by 11% over the long term. The increased GDP could translate into 6.5% higher wages and 5.3 million new jobs, according to the analysis. After accounting for increased tax revenues generated by higher wages and more jobs, Trump’s plan would reduce tax revenues by $10.14 trillion over 10 years.
Carly Fiorina’s tax plan
Unlike Trump, Carly Fiorina has not yet put forward a detailed tax plan. However, she has issued some important clues. She says the current tax system is in desperate need of reform and simplification. To accommodate a smaller and simpler tax system, Fiorina advocates “zero-based budgeting,” which would mean that all government funding discussions would start from a base budget of zero and build from there (as opposed to the current practice of starting with the previous year’s spending and going up). [Source: PBS News Hour “2016 Candidate Stands” May 4, 2015.]
Fiorina also staked out some tax positions in her 2010 run for a California Senate seat. To paraphrase, she said the federal tax burden is too high and must be lowered to get the economy growing again. That translates into making actual cuts in federal spending. Source: Hogue News 1380 KTKZ coverage of 2010 CA Senate debate, March 7, 2010. Fiorina signed the Americans for Tax Reform Taxpayer Protection Pledge promising that she would not vote for any new or increased taxes. [Source: 2010 Senate campaign website (Dec. 25, 2009).]
Ben Carson’s tax plan
Like Fiorina, Ben Carson has not put forward a detailed tax plan. However, his website says (to paraphrase) the Internal Revenue Code is too long, too complex, too burdensome, and too riddled with tax shelters and loopholes that benefit only a few at the expense of the many. He advocates wholesale tax reform which he says won’t be accomplished by career politicians. Carson says you should be able to complete your tax form in less than 15 minutes, which would eliminate the need for the IRS.
In interviews, Carson has advocated a flat tax which he calls a proportional tax system. “You make $10 billion, you pay a billion. You make $10, you pay $1. And everybody gets treated the same way. And you get rid of the deductions, you get rid of all the loopholes.” [Source: Fox News/Facebook Top Ten First Tier debate transcript, August 6, 2015.]
Marco Rubio’s tax plan
According to his website, Marco Rubio would:
• Consolidate the existing seven individual tax brackets into two brackets: 15% and 35%.
• Eliminate or reform deductions, especially those who disproportionately benefit the privileged few at everyone else’s expense.
• Eliminate the marriage penalty.
• Level the playing field for working parents by augmenting the current child tax credit of $1,000 with an additional $2,500 credit which could be used to offset both the federal income tax and federal payroll taxes.
Stay tuned for the tax plans of the top Democrats
 
 
What a Democratic president could mean for your taxes
By Bill Bischoff Published: Oct 20, 2015 12:36 p.m. ET
The next presidential election is still more than a year off, but the political season is well underway.
Among the significant distinctions between the candidates are their tax plans. In this column, I’ll cover what the top Democratic candidates have said on the subject. As you will see, there are large differences from the tax plans advocated by the top GOP candidates, which I covered last week.
Hillary Clinton’s tax plan
In a recent speech at New York University, Hillary Clinton proposed higher capital gains taxes. The proposal is intended to combat short-term investing, which Clinton argues diverts capital away from more productive alternatives. Clinton’s plan calls for a sliding scale of rates, with shorter-term investments taxed at higher rates than they are now. Under the current rate system, short-term capital gains from assets held for one year or less are taxed at ordinary income rates, which can be as high as 39.6%. High earners will also usually owe the 3.8% Medicare surtax for a combined top tax rate of 43.4% on short-term gains. The current maximum rate on long-term gains from assets held for more than one year is 23.8%.
Under Clinton’s plan, the top rate on short-term gains would remain at 43.4%. For assets held for more than one year, rates would drop on a sliding scale before reaching the current long-term gain rates after a holding period of more than six years. The biggest impact would be on assets held for more than one year but not more than two years. Tax rates on gains from those assets would nearly double.
Economists on the left have long criticized the relatively low tax rates on long-term gains as providing a subsidy to the wealthiest Americans. There is some truth to that. A report by the Congressional Budget Office found that 68% of the tax-saving benefits from lower rates on long-term gains and dividends go to the top 1% of earners.
According to her website, Clinton would also cut taxes for families to increase their take-home pay as they face rising costs for child care, health care, and sending their kids to college. She supports enacting the so-called “Buffett Rule,” which would ensure that millionaires don’t pay lower effective tax rates than their secretaries and close tax loopholes and breaks that benefit the wealthiest taxpayers.
Clinton says she would also provide tax relief for small businesses and would create a new 15% tax credit for companies that share profits with workers on top of wages and pay increases.
In last Wednesday’s debate, Clinton didn’t say much about taxes except that the rich will have to cough up more to pay for lots of government-provided goodies — like “free” college. And I thought Bernie Sanders was supposed to be the Socialist.
Bernie Sanders’ tax plan
Under the current federal income tax regime, the top marginal rate on ordinary income from working is 39.6%, but the top rate on corporate dividends and long-term capital gains is “only” 23.8%. Sanders proposes taxing capital gains and dividends at the same rates as ordinary income from working.
Sanders has not proposed anything specific about changing individual tax rates on ordinary income from working.
Sanders also proposes restarting the 12.4% Social Security tax on wages or self-employment income in excess of $250,000. Under our current system, the Social Security tax cuts out above an inflation-adjusted ceiling ($118,500 for 2015 and 2016). Under Sanders’s “doughnut hole” approach, there would be a Social-Security-tax-free zone between $118,500 and $250,000.
Sanders would lower the threshold for the federal estate tax to $3.5 million (versus the current $5.43 million). He would also increase the estate tax rate to 50% for estates over $10 million, to 55% for estates over $50 million, and to 65% for estates over $1 billion (the current federal estate tax rate is a flat 40%).
As for corporate taxes, Sanders says he would end current rules that allow U.S. corporations to defer paying federal income tax on offshore profits. He would also eliminate tax breaks for oil and gas and coal companies.
Finally, Sanders would impose a new financial transactions levy that would tax stock trades at 0.5%, bond trades at 0.1%, and derivatives trades at 0.005%. For example, a $10,000 stock trade would be hit with a $50 tax.
 
 

No comments: