December 19, 2017
Republican Senate and House negotiators in Washington agreed last week on a $10,000 cap on state and local tax deductions, or SALT. In high-tax states, that’s bad news. Personal taxes are poised to rise for 13 percent of New Yorkers and 11 percent of California and New Jersey residents, according to an analysis by left-leaning […]
December 19, 2017
Your odds of being hit with a bigger bill depend on a number of provisions in the more than 500 pages of new rules. To better show the impact of these factors, analysts at the Institute on Taxation and Economic Policy crunched the numbers and came up with an estimate of how individual households may […]
December 19, 2017
Corker, who is already under federal investigation for alleged insider trading involving a real-estate firm, spent the weekend making a series of less-than-convincing statements justifying his switch. He first told IBT that he hadn’t read the bill. Then he wrote an angry letter to Senate leaders questioning how this provision got into the bill. As […]
December 19, 2017
Experts familiar with the specific workings of how the tax break is formulated said that while there are some general similarities between the House bill and the conference report, Hatch sculpted a brand new provision for the final bill — one that was not in the previous versions of the legislation. “The mechanism that suddenly […]
December 19, 2017
To offset the revenue losses, the US is imposing a one-time tax on profits held abroad, levied at 15.5% for cash and 8% for illiquid assets. Depending on your perspective, the measure either captures tax that firms otherwise would have avoided, or provides companies with a major break on what they would have otherwise owed. […]
December 19, 2017
One of the biggest beneficiaries of the tax overhaul bill progressing through Congress might not seem obvious. But foreign investors stand to come out ahead. Although President Donald Trump seeks to tighten immigration standards and get tough on international trade agreements, the tax bill — which he supports — treats non-American shareholders in US companies […]
December 17, 2017
Depending on your perspective, the measure either captures tax that firms otherwise would have avoided, or provides companies with a major break on what they would have otherwise owed. “Allowing them to pay a low rate is basically a get-out-of-jail halfway free card,” said Matthew Gardner, senior fellow at the Institute on Taxation and Economic […]
December 15, 2017
The left-leaning Institute on Taxation and Economic Policy notes that the lower one-time rate would amount to a corporate tax break worth $454 billion in the Senate bill and $458 billion in the House version. No sector would benefit more than tech companies. Collectively, they held $669 billion outside the U.S. at the end of […]
December 15, 2017
The net tax cuts going to the richest 1 percent increases from about 34 percent in 2019 to 47 percent in 2027 under the House bill, according to the Institute on Taxation and Economic Policy. That’s partly because the tax cuts titled to the wealthiest are permanent. Read more
December 15, 2017
So when the standard deduction gets bigger, as it would under the Republican bill, itemizing will inevitably become more rare. Likely much more rare. Here in Massachusetts, the number of people expected to continue itemizing will drop from roughly 37 percent of filers to more like 13 percent, according to the Institute on Taxation and […]
December 14, 2017
In the compromise most recently reached by House and Senate Republicans, taxpayers would be able to deduct up to $10,000 in state and local taxes, including property taxes. That’s an improvement over some of the original proposals, which would have wiped out the deductions entirely, but not much of one. The share of California taxpayers […]
December 14, 2017
Currently, about 87 percent of the young people in the DACA program are employed, and America’s 1.3 million DACA-eligible youth, including those who haven’t enrolled, contribute an estimated $2 billion in state and local taxes, according to a report by the Institute on Taxation and Economic Policy. One of the express purposes of DACA, beyond […]
December 14, 2017
A key driver of this, according to independent analyzes, would be a proposed doubling of the standard deduction and a curtailment of the deduction for state and local tax payments. In combination, these two changes would mean that about 29 million people would no longer benefit from itemizing. So they would stop writing off their […]
December 8, 2017
Most Massachusetts taxpayers would see their taxes go down in 2019, by an average of over $2,000. But a study by the left-leaning Institute on Taxation and Economic Policy predicts that roughly 200,000 Massachusetts households earning between $83,000 and $333,000 would face higher taxes, with the average increase in 2019 approaching $1,500. Read more
December 8, 2017
To better show the impact of these factors, analysts at the Institute on Taxation and Economic Policy crunched the numbers and came up with an estimate of how individual households may fare under the new rules. These estimates aren’t definitive; the new rules are so complex that two taxpayers in the same neighborhood with the […]
December 8, 2017
So when taxes of “American” corporations are cut, foreign investors get a windfall. The Institute on Taxation and Economic Policy estimates that the Senate majority’s tax bill would give foreign investors a tax cut of $31 billion in 2019. The House bill would give them $50.4 billion. That’s money that foreign investors would otherwise be […]
December 8, 2017
According to analysis from the Institute on Taxation and Economic Policy, New York, New Jersey, Maryland, and California would pay $17 billion more in taxes by 2027, while Texas and Florida, two large states that Trump won, would pay $31 billion less. “You can definitely see the ideological tilt here,” Carl Davis, the institute’s research […]
December 8, 2017
In New Jersey, 41 percent of taxpayers write off state and local taxes, averaging a $17,200 deduction. In Texas, 22 percent deduct an average of $7,600 apiece. Taxes and the cost of living are high enough in some blue states that many middle-class taxpayers would see their taxes go up if SALT is repealed. In New Jersey, […]
December 8, 2017
The $2,081 savings figure is correct, according to experts at four think tanks we contacted: Amir El-Sibaie, an analyst at the Tax Foundation; Chuck Marr, director of federal tax policy at the Center on Budget and Policy Priorities; and Urban-Brookings Tax Policy Center senior fellow Frank Sammartino; and Institute on Taxation and Economic Policy deputy […]
December 8, 2017
Millions of households would no longer benefit from federal tax deductions for charity donations, mortgage interest payments and property tax under Republican tax plans being debated in the U.S. Congress, a think tank said on Thursday. The left-leaning Institute on Taxation and Economic Policy said that up to 29 million U.S. households now writing off […]
December 5, 2017
Why are these corporate tax cuts considered “necessary,” when so many big corporations have been posting record profits and have an effective tax rate of less than 20 percent, or even 10 percent. Some corporations don’t pay any federal taxes at all. Yet an analysis by the Institute on Taxation and Economic Policy earlier this […]
November 30, 2017
Mr. Trump still has not released his tax returns, so it’s impossible to know to what extent he would personally benefit from the legislation. But there’s little doubt that he would. “Lower pass-through rates and the repeal of the alternative minimum tax — those two alone are so hugely beneficial to Trump that I have […]
November 30, 2017
Because he didn’t really elaborate, it’s hard to understand what Cruz was trying to say here. When Democrats say that the lionshare of the tax breaks in the Senate bill are going to the rich, they do not mean all taxpayers. They mean wealthy Americans. According to Sanders, 60% of the tax breaks in the […]
November 30, 2017
As Los Angeles Times Jim Puzzanghera pointed out recently, California is already one of a handful of states that pays more to the federal government than it receives. The Republican plan currently being debated in the Senate is likely to make this imbalance even larger. While most of the country can expect to benefit from […]
November 29, 2017
Matt Gardner, a senior fellow at the Institute on Taxation and Economic Policy, said the decision not to tax waived tuition fees is in line with standard taxation principles. The same logic is at work behind the reason why we don’t tax workers for employer-sponsored health insurance. “When you have income that you can’t really […]
Members of the media rely on ITEP for analysis and insight about how tax policies affect people. If you’re a reporter looking to talk to one of our experts, contact Jon Whiten at [email protected].