Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB882

Introduced
1/5/24  
Refer
1/5/24  

Caption

Transferring the angel investment tax credit. (FE)

Impact

This bill significantly alters the landscape for angel investors in Wisconsin by making the angel investment tax credit transferable. Prior to this amendment, investors could utilize the tax credits only for their own tax liabilities. By enabling transfers, the bill aims to enhance participation in the early-stage investment market, potentially increasing the volume of investments into start-ups and innovative companies within the state. Such changes could foster entrepreneurship, attracting more investors who may have otherwise hesitated due to the limited usability of these credits.

Summary

Senate Bill 882 proposes an amendment to Wisconsin statutes concerning the angel investment tax credit. This bill allows the credit, which is currently non-transferable, to be sold or transferred to other taxpayers who are subject to Wisconsin income tax. The procedure requires prior notification to the Wisconsin Economic Development Corporation (WEDC) and the Department of Revenue, alongside submission of transfer documentation. The intention behind this change is to enhance liquidity for investors and promote more robust investments in early-stage businesses by allowing the credits to be passed on, potentially encouraging more extensive financial support for qualifying new business ventures.

Contention

Notable points of contention surrounding SB882 may arise regarding its implications for state revenue and the fairness of transferring tax credits. Critics might argue that allowing transfers could complicate tax regulations and oversight, opening doors for potential misuse or abuse. Additionally, there may be concerns about the fee of up to 5 percent of the credit amount that WEDC could charge for processing these transfers, which some may view as a barrier to access for smaller investors. The debate will likely focus on whether the benefits of increased investment outweigh the potential complications this amendment may introduce into the state’s tax code.

Companion Bills

No companion bills found.

Previously Filed As

WI AB933

Transferring the angel investment tax credit. (FE)

WI SB1026

Creating a tax credit for expenses related to film production services and for capital investments made by a film production company, making an appropriation, and granting rule-making authority. (FE)

WI AB1125

Creating a tax credit for expenses related to film production services and for capital investments made by a film production company, making an appropriation, and granting rule-making authority. (FE)

WI SB231

Creating a tax credit for expenses related to film production services and for capital investments made by a film production company, granting rule-making authority, and making an appropriation. (FE)

WI AB231

Creating a tax credit for expenses related to film production services and for capital investments made by a film production company, granting rule-making authority, and making an appropriation. (FE)

WI SB382

Modifications to the historic rehabilitation tax credit. (FE)

WI AB375

Modifications to the historic rehabilitation tax credit. (FE)

WI SB1063

A tax credit for investments in a community development financial institution. (FE)

WI AB1155

A tax credit for investments in a community development financial institution. (FE)

WI SB213

A tax credit for rail infrastructure modernization. (FE)

Similar Bills

CA AB219

Vehicles: notice of transfer: electronic signature.

WI AB933

Transferring the angel investment tax credit. (FE)

CA SB318

Consumer protections: contracts and agreements to finance or secure a bail bond or immigration bond.

CA AB382

County of Orange: joint exercise of powers agreements: toll roads.

CA AB2192

Automated license plate recognition systems: information sharing.

CA AB2625

Subdivision Map Act: exemption: electrical energy storage system.

CA AB1874

Fuel taxes: Off-Highway Vehicle Trust Fund.

CA SB828

Land use: economic development: surplus land.