For Immediate Release (attachment)
August 27, 2002
Contact: Channell Barbour (502) 564-2611/ Jason Lumia (703) 307-7250
 

Patton discusses downward trend in corporate tax receipts


NEW ORLEANS - During the conclusion of the 68th Southern Governor’s Association annual meeting, Gov. Paul Patton discussed, with governors in attendance today, the continuous downward trend in corporate tax receipts, as well as accountability measures to reduce corporate tax avoidance. 

Governors expressed their concerns with the use of international and domestic tax shelters. In recent years business profits have increased while state corporate income and other business activity tax receipts have continued to decline. The recent rise in business sheltering practices only compounds longstanding problems of ensuring proper accountability of reporting corporate income.  

The Southern Governors are calling upon the National Governors Association to create a task force to address corporate income and other business tax avoidance practices that undermine the equity, integrity, and viability of state business tax systems, and compromise the ability of states to provide vital services to the public. 

“The uncertainty and volatility of corporate income and other business tax receipts in many states endangers the financing of education, transportation, and other essential services in our communities,” Gov. Patton said. 

In a letter to the association, the governors are asking that the task force report their findings within 6 months. 

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August 27, 2002

Dr. Raymond C. Scheppach
Executive Director
National Governors Association
444 North Capitol Street, N.W.
Suite 267
Washington, D.C. 20001
 

Dear Ray: 

During the 68th annual meeting of the Southern Governors’ Association (SGA) concluding today in New Orleans, Louisiana, an important topic of conversation among the governors in attendance has been state fiscal situations.  In particular, the governors have discussed the continuous downward trend in corporate tax receipts and measures to reduce corporate tax avoidance. 

As all governors are fully aware, in recent years business profits have increased while state corporate income and other business activity tax receipts have continued to decline.  In fact, state corporate income tax revenue has decreased from nearly 9 percent of total state tax revenue in the late 1980s to just over 6 percent of total state tax revenue today.  The uncertainty and volatility of corporate income and other business tax receipts in many states endangers the financing of education, transportation, and other essential services in our communities. 

Governors are equally concerned about the use of international and domestic tax shelters. National accounting firms and corporate entities need to be held accountable for any actions that compromise the confidence of consumers and investors, negatively affect U.S. and world financial markets, and subject consumers and investors to severe financial liabilities.  The recent rise in business tax sheltering practices only compounds long-standing problems of ensuring proper accountability of reporting corporate income. 

Corporate tax abuses that have directly and indirectly impacted their state corporate income and other business tax liabilities have been a topic of discussion not only at our meeting in New Orleans, but also at numerous other state tax conferences and meetings.  Discussions among state financial and revenue officials have included items such as royalty payments, allocation and apportionment, transfer pricing, limited liability entities, separate entity filings and dividends received deduction manipulation.  

However, while states have worked to create many national uniform standards over the years, they have not yet formally resolved any issues addressing corporate tax practices and the erosion of state corporate income and other business tax revenue.   

As such, on behalf of our fellow SGA colleagues, we call on the National Governors Association to create a task force to address corporate income and other business tax avoidance practices and help governors fully understand the extent, nature, and ramifications of this problem.  We believe that the task force should be charged with developing a strategy for states to develop model legislation or guidelines, participate in joint audits, allow for the exchange of taxpayer information and provide a method for sharing information regarding developments of inappropriate taxpayer behavior.  We would request that the task force report their findings to the governors within 6 months. 

Corporate tax abuses not only adversely affect the economy, they undermine the equity, integrity and viability of state business tax systems and compromise the ability of states to provide vital services to the public.   It is critical that states enter into a cooperative effort to reduce fiscal exposure to the collective tax base of all 50 states to ensure that we may continue to meet our communities’ growing education, transportation and public safety needs.  We look forward to taking this necessary step. 

Sincerely, 

 

_____________________________                          _______________________________
Don Siegelman, Alabama                                               Mike Huckabee, Arkansas
 

 

_____________________________                          _______________________________
Roy E. Barnes, Georgia                                                 Paul E. Patton, Kentucky                                                                                 

 

_____________________________                          _______________________________
M.J. “Mike” Foster, Jr., Louisiana                                  Ronnie Musgrove, Mississippi
 

 

_____________________________                          _______________________________
Bob Holden, Missouri                                                    Don Sundquist Tennessee
 

 

_____________________________                          _______________________________
Mark Warner, Virginia                                                 Bob Wise, West Virginia                                    

cc:  NGA Executive Committee Members