Legislative Update: Finance Committee’s extenders bill drops 10 provisions 

September 7: For more than 20 years, Congress has periodically passed a growing package of “extenders”—tax provisions that are extended temporarily for a year or two at time. Five dozen of those temporary provisions expired at the end of 2011.

Finance Committee’s legislation

Last month the Senate Finance Committee approved legislation, the Family and Business Tax Cut Certainty Act of 2012, that would retroactively extend certain provisions through 2013, but notably left several of the traditional items out of the package.


See TaxNewsFlash 2012-403 for the Finance Committee’s report and legislative text.


As always, the Finance Committee would extend the most prominent—and generally most expensive—of the expired provisions, among them the research credit, the work opportunity credit, and the subpart F exception for active financing income.


The legislation, expected to be introduced when the Senate reconvenes next week, also includes an inflation adjustment for the individual alternative minimum tax exemption amount, at a cost of $132 billion of the total $205 billion. The legislation includes no revenue offsets.


The Finance Committee’s limited trimming of the extenders occurred as taxwriters, pressured by deficits, have adopted a skeptical eye to provisions that the tax code treats as temporary, even though the congressional practice has been to retain them. (The omitted provisions had a one-year cost of $11 billion, according to a preliminary Joint Committee on Taxation estimate last December.)


Three Finance Republicans—John Kyl (AZ), Tom Coburn (OK) and Richard Burr (NC)—filed dissenting views of the committee’s action.


If this legislation was intended to be a prelude to tax reform, we believe it failed by not culling enough unwarranted provisions. As the legislative process continues, we hope our colleagues . . . will carefully consider the wisdom of continuing market-distorting subsidies through the tax code, particularly at a time of trillion-dollar deficits.

Provisions not included

The legislation does not address the additional first -year “bonus” depreciation deduction for 50% or 100% of the basis of qualified property, scheduled to expire generally for property placed in service after 2012. The provision—enacted in 2002 as a temporary stimulus measure—has not been considered a traditional business extender.


During the markup last month, Finance Committee members indicated that the bonus depreciation rules would be considered separately. (An extension was included in a bill the Senate considered in July, but a filibuster blocked passage.)


The Finance Committee package does include an extension of 15-year depreciation for certain leasehold and other improvements to a building.


Other provisions not extended / included:


  • Adoption credit and adoption assistance programs (most recently expanded in December 2010)
  • Incentives for alcohol fuels
  • The placed-in-service date for facilities eligible to claim the refined coal production credit (other than refined coal facilities that produce steel industry fuel)
  • Grants for specified energy property in lieu of tax credits
  • Enhanced charitable contribution deductions for book inventories and computer equipment
  • Expensing of “brownfields” environmental remediation costs
  • Suspension of 100%-of-net-income limitation on percentage depletion for oil and gas from marginal wells
  • Tax incentives for investment in the District of Columbia, including the first-time homebuyer credit
  • Definition of gross estate for RIC stock owned by a nonresident not a citizen of the United States

Energy and renewable energy production incentives

The legislation would extend and modify 12 energy and renewable energy production incentives, most of which expired last year. The wind energy credit and the cellulosic biofuel producer credit, both of which expire at the end of 2012, would be modified and extended.


Of a separate set of six temporary disaster-relief provisions that expired in 2011, the committee bill would extend only one—tax-exempt bond financing for the New York Liberty Zone. The 2005 Gulf Opportunity Zone and 2008 Midwestern storm provisions would remain lapsed.

Meanwhile…in the House

The House Ways and Means Committee, which has held hearings on the extenders, has neither reported a bill nor indicated when it might act.




©2012 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.


The KPMG logo and name are trademarks of KPMG International.


KPMG International is a Swiss cooperative that serves as a coordinating entity for a network of independent member firms. KPMG International provides no audit or other client services. Such services are provided solely by member firms in their respective geographic areas. KPMG International and its member firms are legally distinct and separate entities. They are not and nothing contained herein shall be construed to place these entities in the relationship of parents, subsidiaries, agents, partners, or joint venturers. No member firm has any authority (actual, apparent, implied or otherwise) to obligate or bind KPMG International or any member firm in any manner whatsoever.


The information contained in herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation.


Direct comments, including requests for subscriptions, to us-kpmgwnt@kpmg.com.
For more information, contact KPMG's Federal Tax Legislative and Regulatory Services Group at:

+ 1 202 533 4366

1801 K Street NW
Washington, DC 20006.

Subscribe

Current and future KPMG clients may subscribe to TaxNewsFlash email alerts.


Email your contact information.

Other TaxNewsFlash publications