Iowa 2023-2024 Regular Session

Iowa House Bill HSB535

Introduced
1/9/24  
Introduced
1/9/24  

Caption

A bill for an act relating to the taxation of captive companies, and including effective date provisions.(See HF 2121, HF 2636.)

Impact

If enacted, HSB535 will lower the taxation levels for captive companies operating in Iowa, which could enhance the state's attractiveness as a domicile for such businesses. This revision in tax policy is designed to encourage the establishment of captive insurance operations, potentially leading to increased economic activities and employment opportunities in the financial services sector. By providing a more competitive tax environment, Iowa may position itself to attract companies looking for favorable conditions for captive insurance arrangements.

Summary

House Study Bill 535 proposes modifications to the taxation of captive companies in Iowa, specifically focusing on the restructuring of tax rates related to assumed reinsurance premiums. The bill aims to reduce the tax burden on companies engaging in captive insurance by adjusting the percentage applied to various tiers of premiums. The tax on the first twenty million dollars of assumed premiums is reduced significantly from two-tenths of one percent to two hundred thousandths. Additionally, changes are made to the rates applicable to subsequent tiers of premiums, which aim to incentivize the growth of captive insurance markets within the state.

Contention

Discussions surrounding this bill have highlighted several points of contention among stakeholders. Supporters argue that the revisions to the taxation framework will enhance Iowa’s competitive edge in the thriving captive insurance market, thereby fostering economic growth. In contrast, opponents may raise concerns regarding the implications of reduced tax revenues for the state and the potential for increased regulatory burdens on the insurance market as a whole. The debate centers on balancing the need to attract business innovation while ensuring adequate tax contributions to the Iowa economy.

Companion Bills

IA SSB3002

Related A bill for an act relating to the taxation of captive companies, and including effective date provisions.(See SF 2397.)

IA HF2121

Replaced by A bill for an act relating to the taxation of captive companies, and including effective date provisions.(Formerly HSB 535; See HF 2636.)

IA SF2397

Replaced by A bill for an act relating to the taxation of captive companies, and including effective date provisions.(Formerly SSB 3002.)

IA HF2636

Replaced by A bill for an act relating to the taxation of captive companies, and including effective date provisions. (Formerly HF 2121, HSB 535.) Effective date: 04/19/2024.

Previously Filed As

IA SSB3002

A bill for an act relating to the taxation of captive companies, and including effective date provisions.(See SF 2397.)

IA HF2121

A bill for an act relating to the taxation of captive companies, and including effective date provisions.(Formerly HSB 535; See HF 2636.)

IA HF2636

A bill for an act relating to the taxation of captive companies, and including effective date provisions. (Formerly HF 2121, HSB 535.) Effective date: 04/19/2024.

IA SF2397

A bill for an act relating to the taxation of captive companies, and including effective date provisions.(Formerly SSB 3002.)

IA SF424

A bill for an act relating to captive insurance companies, and including applicability provisions.(See SF 509, SF 549.)

IA SF509

A bill for an act relating to captive insurance companies, and including applicability provisions.(Formerly SF 424; See SF 549.)

IA SF549

A bill for an act relating to captive insurance companies, and including applicability provisions. (Formerly SF 509, SF 424.) Effective date: 07/01/2023, 01/01/2025. Applicability date: 01/01/2025.

IA HF2629

A bill for an act providing for the direct shipment of alcoholic liquor and including effective date provisions.(Formerly HF 83; See HF 2670.)

IA HF2670

A bill for an act providing for the direct shipment of alcoholic liquor and including effective date provisions.(Formerly HF 2629, HF 83.)

IA HSB96

A bill for an act relating to investments of funds by life insurers, and including applicability provisions.(See HF 271.)

Similar Bills

No similar bills found.