Recommendations of the Tax Equity Working Group

Presented to:

Florida Taxation and Budget Reform Commission

Meeting in Fort Lauderdale, Florida, October 11, 2007

by

William H. Levison

browact@comcast.net

 

Mr. Chairman and distinguished members of the Florida Taxation and Budget Reform Commission.  I am Bill Levison, a Florida property taxpayer who owns a condo unit in Hallandale Beach.  I am speaking on behalf of the citizens listed at the end of this document, and on behalf of the groups we represent, to offer solutions to the current property tax crisis.  This presentation is a summary of a more comprehensive document that we expect to submit to you in the coming weeks.

 

Commissioner Wilkinson was quoted recently in the press as saying that Save our Homes has encouraged runaway spending.  I also note that the number one principle guiding the Finance and Tax Committee reads, in part: "Equity and Fairness – The Florida tax system should treat individuals equitably.  It should impose similar tax burdens on people in similar circumstances."

 

In response to these observations, we suggest the following policies for curbing runaway spending and for providing the desired equity and fairness.  Much of what we propose builds on the tax reduction and limitation reforms passed by the Legislature in June, but with enhancements to prevent the taxing authorities from thwarting the spirit of those reforms.

1.     Roll back revenues in each county to 2001, allowing for inflation plus growth.

2.     For subsequent years, limit both spending and property tax revenues for each taxing authority to the level of the previous year plus percentage increments of inflation and growth.  Limits on spending are needed so that the proposed revenue limits cannot be circumvented by simply increasing fees.  Limits on property tax revenues should be decreased by the cost of services, if any, that have been transferred to other revenue sources.

3.     If new taxing authorities are created within a county, readjust the taxes levied by the previously existing authorities so that the total revenues raised by all taxing authorities conform to the limits specified above.


4.     Taxes levied by a taxing authority may be increased beyond the limits specified above only by a majority of the public voting in a special election.  This provision helps enforce the limits on yearly increments to inflation plus growth, which can currently be overridden by up to 10 percent by the taxing authority alone.

5.     Phase out the current caps on yearly increases in taxable property assessments in a manner mindful of current beneficiaries.  Once the limits on taxing and spending described above are in place, these caps will not be needed, because property taxes will be largely immune to overall increases in property values. Furthermore, such a policy is consistent with the Commission's call for tax equity and fairness.

6.     Retain exemptions for Florida's low-income senior residents so that those who truly need protection are protected.

7.     Tax commercial properties according to current use.

 

In addition, we urge the Commission to consider mechanisms for reducing the burden borne by the property tax, such as:

a.  Transferring to the state the administration of justice currently borne by the counties.

b.  Increasing the sales tax rate.

c.  Eliminating all sales tax exemptions that do not serve a valid public purpose.

 

We intend to elaborate on these and additional concepts in a forthcoming document.

 

Thank you for your kind attention.

 

Respectfully submitted,

 

William H. Levison

 

 

Members of the Tax Equity Working Group:

 

Carlos Iniguez, member, Broward Activists for Tax Equity

Dory Kilburn, Taxation Relief Committee member, Boynton Intracoastal Group

William H. Levison, founder, Broward Activists for Tax Equity

Frank MacNeil, member, co-founder, Committee for Fair Florida Real Estate Taxes

Sidney Margles, board member, Broward Activists for Tax Equity

Edwina Nelon, board member, Coalition Against Runaway Taxes