Friday, June 25, 2021

Here We Go Again: “Tax the Rich”

 

ProPublica, which describes itself as “an independent, nonprofit newsroom that produces investigative journalism with moral force”, recently published findings—gleaned from confidential IRS data it obtained—showing that some billionaires have paid (relatively) little to no income tax in recent years.  The names include Jeff Bezos, the CEO of Amazon; Tesla CEO Elon Musk; Democrat presidential candidate Michael Bloomberg; investor and liberal champion George Soros; and the “Oracle of Omaha”, Warren Buffett.

Naturally, this caused an uproar and the usual call to tax the rich more.  Senator Elizabeth Warren urged Congress to take up her idea of charging billionaires a tax of 2% annually of their net worth.  Indeed, a “millionaires surtax” was proposed in legislation introduced by a couple of other Democrats shortly thereafter.

Let’s be plain though.  None of these men is accused of doing anything illegal.  Yes, their net worth grew by billions of dollars during the years for which ProPublica reviewed their tax data.  But actual income?  That was relatively little; it was mostly appreciation of the value of their stock holdings that accounted for the increase, and that is not immediately taxable.  And by using write-offs, deductions, and other legitimate means, actual income was reduced or offset to the point that taxation was minimal.

Allow me a few thoughts on this….

I was taken aback by the apparent  hypocrisy of some of these uber-rich folks.  Warren Buffett was not the only one of the group to have said previously that the rich should pay more taxes.  We might rightly question their sincerity now.  But ignoring that, should we expect them to NOT take advantage of the tax laws to minimize their payouts to the government?  As the famous jurist Learned Hand wrote in a case back in the 1930’s:

Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.

So if people are offended by the avoidance (not the evasion) of taxes by the wealthy, then change the tax laws.  And that is what some are aiming to do.  But be careful what you ask for.  Some of the tax minimization schemes the rich use are also available to those in the lower income brackets.  “Oh, but we’ll make the changes apply only to those with a net worth over a certain amount.”  Fine, but now you’ve singled out a group of people for worse treatment than others.  That breeds class warfare, and we have too much of that already.

And the taxation on net worth (not income) that Senator Warren proposes for the rich?  Is that even constitutional?  And would you want such a law to apply to you someday?  What if you were taxed on your net worth: your retirement accounts, your house, your vacation property, your business, your car, your furniture?  Would you have to liquidate some of your retirement savings or sell property in order to pay the taxes on it? 

I don’t think it’s fair to (and I know this is a strong word) persecute the rich by making laws specifically to get more money from them.  One journalist, expressing his outrage over the ProPublica findings, said “there are not billions of billionaires.  Let’s come up with something for this small group.”  As if the small size of the group (a minority) justifies different treatment.  What about the charitable giving by this “small group”?  It’s in the billions of dollars.  Warren Buffett has given away more than half his wealth.  Have you done as much, Elizabeth Warren?  And you, indignant journalist…have you created as many jobs for Americans as Jeff Bezos?  While businesses were closing down and people losing their jobs during the pandemic, Amazon was hiring tens of thousands of people.

No, I’m not a fan of our national taxation system.  It’s too complex and probably unfair in some respects.   But will you pick on one group because you don’t like them, think they need to “give more”, or pay their fair share?  And I haven’t even addressed the fact that ProPublica came by the information illegally.  If the tax returns of someone who is not part of the wealthy class were scrutinized in the press, the cries about invasion of privacy would be deafening.  But it’s okay to do it to the rich?  Who’s the next group to fall out of favor and lose their rights?  Pray it’s not you.

Until next time,

Roger

 

“Do not pervert justice; do not show partiality to the poor or favoritism to the great, but judge your neighbor fairly.”  Leviticus 19:15 NIV*

“And don’t favor the poor, simply because they are poor.” Exodus 23:3 CEV

 

*Scripture quotations taken from the Holy Bible, New International Version® NIV®

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Used by permission.  All rights reserved worldwide.

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