Correspondence by Staff and Commissioners

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Correspondence

Staff and Commissioners

Correspondence by the Commission are available on this webpage.

October 8, 2009: Commission Presentation to the Assembly Committee on Revenue & Taxation (.pdf, <1 MB)
September 29, 2009: Statement received from George Halvorson, Commissioner, RE: COTCE Report (.pdf, <1 MB)
September 25, 2009: Correspondence from Richard Pomp, Commissioner, to COTCE Commission RE: My Vote - Dissenting Report (.pdf, <1 MB)
September 21, 2009: Correspondence from Fred Keeley, Commissioner, to COTCE Commission RE: Commissioners on Final Report Documents - Recommendations Chapter (.pdf, <1 MB)
September 18, 2009: Correspondence received from Edward De La Rosa, Commissioner, RE: Comments from Commissioner De La Rosa (.pdf, <1 MB)
September 14, 2009: Correspondence from Richard Pomp, Commissioner, to COTCE Commission RE: Why I Think We Are Heading In The Wrong Direction (.pdf, <1 MB)
September 11, 2009: Correspondence from Fred Keeley, Commissioner, to COTCE Commission RE: BNRT-Pollution Tax Problem Solving (.pdf, <1 MB)

Breakdown Chart of Public Transportation Account Since 2007-08 (.pdf, <1 MB)

Watts Chart PowerPoint (.pdf, <1 MB)

September 10, 2009: Two Proposals: Rainy Day Reserve Fund and Revenues from Oil Royalties (.pdf, <1 MB)
September 9, 2009: Communication from Commissioners Cogan and Edley to all commissioners about Tax Packages (.pdf, <1 MB)
September 9, 2009: Description of the Tax Packages (.pdf, <1 MB)
September 9, 2009: Descriptive Information about the Proposed Changes to the Personal Income Tax (.ppt, <1 MB)
September 9, 2009: Updated version of the Business Net Receipts Tax Description (.pdf, <1 MB)
September 9, 2009: Staff memo to COTCE Commissioners RE: Draft Legislative Language(.pdf, <1 MB)

Business Net Receipts Law (.pdf, <1 MB)

Elimination of Corporation Income and Franchise Tax (.pdf, <1 MB)

Transfer of Rules for S Corporations (.pdf, <1 MB)

Conforming Administrative Provisions (.pdf, <1 MB)

Personal Income Tax Law Provisions (.pdf, <1 MB)

Sales and Use Tax Law Provisions (.pdf, <1 MB)

September 4, 2009: Correspondence from Richard Pomp, Commissioner to COTCE Commission RE: Red, White & Blue Plan(.pdf, <1 MB)
September 3, 2009: Correspondence from Fred Keeley, Commissioner to COTCE Commission RE: Pollution Tax Working Group (.pdf, <1 MB)

Legislative Counsel Draft (.pdf, <1 MB)

September 1, 2009: Staff Memo RE: Attached Analysis of the "Deductibility of State Value Added or Consumption Tax", as provided by June Summers Haas at the request of Gerald Parksy, Chairman (.pdf, <1 MB)

Analysis of the "Deductibility of State Value Added or Consumption Tax" (.pdf, <1 MB)

August 21, 2009: Staff Memo RE: Attached Analysis of Tax Nexus Issues Concerning the Commission on the 21^st Century Economy's Business Net Receipts Tax Proposal, provided by Carl Joseph and Jeffrey Margolis, Franchise Tax Board
- Analysis of Tax Nexus Issues Concerning the Commission on the 21st Century Economy's Business Net Receipts Tax Proposal by Franchise Tax Board (.pdf, <1 MB)
August 19, 2009: Correspondence received from Becky Morgan, Commissioner RE: Thoughts from Becky Morgan
August 18, 2009: Correspondence received from Fred Keeley, Commissioner, to COTCE Commission RE: Work Group Meeting Invitation - Pollution Tax Plan
- Work Group - Pollution Tax Plan - Final Draft (.pdf, <1 MB)
- Work Group - Agenda - August 18, 2009 (.pdf, <1 MB)
- Work Group - Purpose (.pdf, <1 MB)
August 6, 2009: Attached report forwarded at the request of Michael Boskin, Commissioner, to COTCE Commissioners
- Mid-year update of the State Business Tax Climate from the Tax Foundation (.pdf, <1 MB)
August 6, 2009: Memo from Jennifer Ito, Commissioner, to COTCE Commissioners RE: Tax Packages (.pdf, <1 MB)
August 5, 2009: Memo from Becky Morgan, Commissioner, to COTCE Commissioners RE: Correspondence received from Steven Levy, Center for Continuing Study of the California Economy (.pdf, <1 MB)
August 4, 2009: Memo from Fred Keeley, Commissioner, to Fred Keeley, Commissioner & COTCE Commissioners RE: Tax Packages (.pdf, <1 MB)
August 4, 2009: Memo from Curt Pringle, Commissioner, to Fred Keeley, Commissioner & COTCE Commissioners RE: Tax Packages (.pdf, <1 MB)
August 4, 2009: Memo from Fred Keeley, Commissioner, to Fred Keeley, Commissioner & COTCE Commissioners RE: Tax Packages (.pdf, <1 MB)
August 4, 2009: Memo from Curt Pringle, Commissioner, to Fred Keeley, Commissioner & COTCE Commissioners RE: Tax Packages (.pdf, <1 MB)
August 3, 2009: Memo from Gerald Parsky, Chair, to COTCE Commissioners RE: Tax Packages (update) (.pdf, <1 MB)
- Tax Packages (updated 8/3/09 (.pdf, <1 MB)
July 31, 2009: Memo from Becky Morgan, Commissioner, to COTCE Commissioners RE: Recommendations (.pdf, <1 MB)
July 30, 2009: Memo from Gerald Parsky, Chair, to COTCE Commissioners RE: Recommendations (.pdf, <1 MB)
- Tax Package 7/30/09 (.pdf, <1 MB)
July 29, 2009: Memo from Gerald Parsky, Chair, to COTCE Commissioners RE: Business Net Receipts Tax Workshops and Commission Meetings (.pdf, <1 MB)
- Copy of the Governor's Press Release and Executive Order S-15-09 extending the Commission (.pdf, <1 MB)
July 28, 2009: Memo from Fred Keeley, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Michael Boskin, Commissioner, to Fred Keeley, Commissioner RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Christopher Edley, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Fred Keeley, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Gerald Parsky, Chair, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Fred Keeley, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Curt Pringle, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Becky Morgan, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 28, 2009: Memo from Fred Keeley, Commissioner, to COTCE Commissioners RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Gerald Parsky, Chair, to Fred Keeley, Commissioner RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Fred Keeley, Commissioner, to Christopher Edley, Commissioner RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Christopher Edley, Commissioner, to COTCE Commissioners & Staff RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Fred Keeley, Commissioner, to Gerald Parsky, Chair RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Gerald Parsky, Chair, to Fred Keeley, Commissioner RE: Tax Package (.pdf, <1 MB)
July 27, 2009: Memo from Fred Keeley, Commissioner, to Gerald Parsky, Chair RE: Tax Package (.pdf, <1 MB)
July 25, 2009: Memo from Michael Boskin, Commissioner, to Gerald Parsky, Chair RE: Tax Package (.pdf, <1 MB)
July 24, 2009: Memo from Gerald Parsky, Chair, to COTCE Commissioners and Staff (.pdf, <1 MB)
- Tax Package (.pdf, <1 MB)
July 14, 2009: Memo from Mark A. Ibele, Ph.D., COTCE Staff Director RE: Reminder of California's Open Meeting Law (Bagley-Keene Act) (.pdf, <1 MB)
July 14, 2009: Staff Memo RE: Tax Packages and Business Net Receipts Tax Information (.pdf, <1 MB)
- California Business Net Receipts Tax (BNRT) (.pdf, <1 MB)
- Tax Packages ( 1 and 2) (.pdf, <1 MB)
July 12, 2009: Correspondence from Christopher Edley, Commissioner, to COTCE Commission RE: Keeley's Blue Proposal Cover Note (.pdf, <1 MB)
- Commissioner Edley's Comments RE: Commissioner Keeley's Blue Proposal (.pdf, <1 MB)
July 12, 2009: Letter from Commissioner Edley (.pdf, <1 MB)
- Response to Keeley's 7.11.09 Version of Blue Proposal (.pdf, <1 MB)
July 11, 2009: Memo from Michael Boskin, Commissioner, to all Commissioners RE: Delivery of Blue Plan (.pdf, <1 MB)
July 11, 2009: Memo from Fred Keeley, Commissioner, to all Commissioners RE: Delivery of Blue Plan (.pdf, <1 MB)
July 11, 2009: Memo from Gerald Parsky, Chair, to all Commissioners RE: Delivery of Blue Plan (.pdf, <1 MB)
July 11, 2009: Letter from Commissioner Fred Keeley (.pdf, <1 MB)
- Blue Proposal (.pdf, <1 MB)
July 10, 2009: Memo from Curt Pringle, Commissioner, to all Commissioners RE: Delivery of Blue Plan (.pdf, <1 MB)
July 2, 2009: Memo from Gerald Parsky, Chair, to all Commissioners — RE: Response to Commissioner Keeley and attached "Blue Proposal" from Commissioner Edley (.pdf, <1 MB)
- "Blue Proposal" from Commissioner Christopher Edley, Jr. (.pdf, <1 MB)
July 1, 2009: Memo from Fred Keeley, Commissioner, RE: Tax Packages (.pdf, <1 MB)
June 30, 2009: Memo from Gerald Parsky, Chair, to all Commissioners RE: Contingent Meeting (.pdf, <1 MB)
June 26, 2009: Memo from Gerald Parsky, Chair, to all Commissioners (.pdf, <1 MB)
- Tax Package 1 (.pdf, <1 MB)
- Tax Package 2 (.pdf, <1 MB)
May 6, 2009: Net Receipts Tax Analysis (.pdf, <1 MB)
May 4, 2009: Memo from Gerald Parsky, Chair, to all Commissioners (.pdf, <1 MB)
May 4, 2009: Memo from Michael Boskin, Commissioner, (.pdf, <1 MB)
April 29, 2009: Memo from Gerald Parsky, Chair, to all Commissioners (.pdf, <1 MB)
April 17, 2009: Memos from Commissioner Fred Keeley
- Open letter to Mr. Lusvardi about Prop. 13 (.pdf, <1 MB)
- Potential Tax Changes letter to Staff (.pdf, <1 MB)
April 9, 2009: Memos from Staff for April 9 meeting
- Split Roll Property Tax Revenue Estimate (.pdf, <1 MB)
- Equipment Exemption Summary (.pdf, <1 MB)
April 8, 2009: Memos from Staff for April 9 meeting
- Reconciliation-Ending the Revenue Rollercoaster (.pdf, <1 MB)
- Change in Ownership Property Tax Revenue Estimate (.pdf, <1 MB)
- Origin and Destination Taxes (.pdf, <1 MB)
April 7, 2009: Memo from Staff in answer to questions raised by Commissioner Morgan
- Memo from Staff Re: Expenditure Reductions for County Office of Education, Effectiveness of R&D Tax Credit, Funding Prop 172, Property Tax, Federal Tax Law Conformity Bills (.pdf, <2 MB)
March 27, 2009: Memorandums and Follow-Up Information requested by Commissioners related to the March 10 meeting
- Commissioners Information Request (.pdf, <2 MB)
- Changes in Income Distribution (.pdf, <1 MB)
- Piggybacking Federal Income Tax (.pdf, <1 MB)
March 25, 2009: Memorandums and Follow-Up Information Related to the initial meeting in San Diego
- Memo from Staff to the Commissioners Re: Income Averaging (.pdf, <1 MB)
March 16, 2009: Memorandums and Follow-Up Information Related to the March 10 Meeting
- Memo from Staff to the Commissioners Re: Tax Bills: Vote Key (.pdf, <1 MB)
  - A Letter to Governor Schwarzenegger from the Legislative Council Bureau Re: Tax Bills: Vote Key (.pdf, <1 MB)
- Memo from Staff to the Commissioners Re: Additional Information on (i) Sales and Use Tax Alternatives and (ii) Tax Burden Distribution (.pdf, <1 MB)
  - Attachment A to C (.pdf, <1 MB)
March 12, 2009: Memorandum on Long-Term Deficit Borrowing to Cover Budget Details (.pdf, <1 MB)
March 12, 2009: Memorandum on Budgetary Reserves (.pdf, <1 MB)
March 10, 2009: Five Tax Proposals from Commissioner Fred Keeley
1. County Fee Cost Recovery (.pdf, <1 MB)
2. Carbon Tax (.pdf, <1 MB)
3. Sales Tax and Services
  - California's Sales Tax: Widening the Base of Services (.pdf, <1 MB)
  - List of Services (.pdf, <1 MB)
  - Services and Taxes by State (.pdf, <1 MB)
4. Tax Expenditures and Transparency in the Governor's Budget (.pdf, <1 MB)
5. Sales Tax Authority for County Unincorporated Areas (.pdf, <1 MB)
March 2, 2009: Memorandum on Sales Tax Expenditures on Utilities (.pdf, <1 MB)
February 5, 2009: Two summaries of history of California revenue sources sent via e-mail to the commission from Michael Boskin, Commissioner (.pdf, <1 MB)
January 29, 2009: A Note Sent from the Staff to Commissioners in Response to Commissioners' Questions (.pdf, <1 MB)
- Attachment 1 (.pdf, <1 MB)
- Attachment 2 (.pdf, <1 MB)
- Attachment 3 (.pdf, <1 MB)
- Attachment 4 (.pdf, <1 MB)
- Attachment 5 (.pdf, <1 MB)
- Attachment 6 (.pdf, <1 MB)
January 29, 2009: Data Sent to the Commission via E-Mail (.pdf, <1 MB)