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Archive for the ‘Board of Equalization’ Category

State, County, Schools: Who’s on the Ballot

Posted by Chris Nguyen on March 8, 2014

Here’s the comprehensive run-down on all non-federal and non-judicial races on Orange County’s ballots for the 2014 primary election.  With regard to State races, I’m only posting Board of Equalization and legislative because statewide races require that I check 58 Registrars, which is a task too onerous for this blogger; going through five Registrars for BOE was annoying enough.

Extensions

Three races have had their filing deadline extended to Wednesday, as an eligible incumbent did not run for re-election:

  • 45th Congressional District (Incumbent John Campbell decided not to run for re-election)
  • 74th Assembly District (Incumbent Allan Mansoor filed for Supervisor)
  • Auditor-Controller (Appointed Incumbent Jan Grimes decided not to run for an elected term)

Unopposed

36th Senate District: Supervisor Pat Bates (R) is unopposed.  Ken Lopez Maddox (R) pulled signatures-in-lieu but did not file those papers nor pull any others.  No one pulled papers, let alone filed papers, in San Diego County.

Sheriff-Coroner: Sandra Hutchens (R) is unopposed for re-election.

Superintendent of Schools: Appointed Incumbent Al Mijares (R) is unopposed in his bid for his first elected term.

Treasurer-Tax Collector: Shari Friedenrich (R) is unopposed for re-election.

Complicated

Board of Equalization: Assemblywoman Diane Harkey (R), former Assemblyman Van Tran (R), Accountant/Realtor Lewis Da Silva (R), Store Owner/Businessman John F. Kelley (R), and Government Auditor Nader Shahatitt (D) are all running.

Assessor: Incumbent Webster Guillory (NPP) pulled papers and filed them on the last day.  His opponents are Consultant/Appraiser/Businessman Jorge O. Lopez (D) and former Board of Equalization Member Claude Parrish (R).

Clerk-Recorder: Incumbent Hugh Nguyen (R) faces a trio of opponents: former Orange Unified School District Trustee Steve Rocco (NPP), Capistrano Unified School District Trustee Gary Pritchard (D), and Businesswoman Monica Maddox (R), who is married to former Assemblyman/former Capistrano Unified School District Trustee/former Garden Grove Councilman Ken Maddox (R).  See this post from OC Political on the bizarre story of Los Alamitos Councilman Troy Edgar’s (R) failure to qualify that required the Registrar of Voters to examine surveillance camera footage.

Minor developments

69th Assembly District: As expected, Assemblyman Tom Daly (D) is being challenged by Santa Ana Unified School District Trustee Cecilia “Ceci” Iglesias (R).  Inexplicably, Sherry Walker (R) who only registered to vote in AD-69 recently, filed to run.

5th Supervisorial District: As expected, Orange County Businessman/Councilmember Robert Ming (R), Councilmember/Businessman/Engineer Frank Ury (R), and Mayor/Businesswoman Lisa Bartlett all filed.  Unexpectedly, Deputy District Attorney Joe Williams (R) filed.

As expected

34th Senate District: Supervisor Janet Nguyen (R), RSCCD Trustee Jose Solorio (D), and former OCBE Trustee Long Pham (R) are running.

55th Assembly District: Councilwoman/Educator/Executive Ling-Ling Chang (R), Small Business Onwer Phillip Chen (R), Councilmember Steve Tye (R), and Social Worker Gregg D. Fritchle (D) filed.

65th Assembly District: Assemblywoman Sharon Quirk-Silva (D) and Small Businesswoman Young Kim (R) are the sole candidates.

68th Assembly District: Assemblyman Don Wagner (R)is being challenged by Psycotherapist Anne Cameron (D).

72nd Assembly District: Assemblyman Travis Allen (R) is being challenged by Retired Police Commander Albert Ayala (D) and Joel Block (D).

73rd Assembly District: The five expected candidates all qualified.  Here’s a list of them with their party affiliation and ballot designation:

  • Bill Brough (R), Businessman/Dana Point Councilman
  • Anna Bryson (R), Capistrano Unified School District Trustee
  • Jesse Petrilla (R), Councilman/Military Officer
  • Paul Glaab (R), Small Business Owner
  • Wendy Gabriella (D), Teacher/Constitutional Attorney

2nd Supervisorial District: The four expected candidates filed.  Here’s a list of them with their party affiliation and ballot designation:

  • Michelle Steel (R), Taxpayer Advocate/Businesswoman
  • Allan Mansoor (R), California Assemblyman
  • Joe Carchio (R), Councilman/Retired Businessowner (this ballot designation won’t last long, as you cannot legally have both a retired occupation and a current occupation in a race)
  • Jim Moreno (D), Governing Board Member, Coast Community College District

4th Supervisorial District: Supervisor Shawn Nelson (R) is being challenged by Small Business Owner Rudy Gaona (D).  Gaona has made two unsuccessful bids for Anaheim City Council, and in both instances came in close to finishing last.

District Attorney-Public Administrator: DA Tony Rackauckas (R) is being challenged by Attorney Greg Diamond (D).

County Board of Education, Trustee Area 2: Incumbent David Boyd (NPP) is being challenged by Orange County Small Businessman Tom Pollitt (R).

County Board of Education, Trustee Area 5: Incumbent Elizabeth Parker (R) is being challenged by Orange County Businesswoman/Mayor Linda Lindholm (R).

Irvine Unified School District Special Election: Ira Glasky (R) seeks a return to his former seat on the Irvine School Board.  He is being challenged by Bob Vu (R) and Carolyn Inmon (D).

Congress

I will be back to update the Congressional races.  There’s something screwy in the log from one of the other counties on one of the multi-county Congressional races that include parts of Orange County; I’d like to confirm if it’s a clerical error, I’m misreading something, or it’s something more serious.  I will post later on the Congressional races.

Posted in 2nd Supervisorial District, 34th Senate District, 36th Senate District, 4th Supervisorial District, 55th Assembly District, 5th Supervisorial District, 65th Assembly District, 68th Assembly District, 69th Assembly District, 72nd Assembly District, 73rd Assembly District, 74th Assembly District, Board of Equalization, Irvine Unified School District, Orange County, Orange County Auditor-Controller, Orange County Board of Education, Orange County Clerk-Recorder, Orange County District Attorney's Office, Orange County Public Administrator, Orange County Treasurer-Tax Collector | 1 Comment »

Live from OCGOP Central Committee: Early Endorsements

Posted by Chris Nguyen on February 17, 2014

We’re here live at OCGOP Central Committee for Early Endorsements for the Primary Election.

(7:13 PM): A slew of Youth Associates have been sworn in.

(7:18 PM): Sergio Picchio, former Field Representative to Assemblyman Don Wagner, is receiving the Donald Award for Legislative Staffer of the Year on the occasion of his retirement.

(7:26 PM): Minutes are approved.

(7:27 PM): Announcement of the passing of Jack Christiana.

(7:29 PM): The candidates and elected officials present are introducing themselves: Lucille Kring, Ceci Iglesias, Michelle Steel, Diane Harkey, Baron Night, David Shawver, Robert Hammond, Scott Voigts, Tony Beall, Mike Munzing, Robert Ming, Jim Righeimer, Steven Choi, Phillip Chen, Helen Hayden, Paul Glaab, Tom Tait, Julia Ross, Michael Glen, Tim Shaw, Brett Barbre, Travis Allen, Deborah Pauly, Mark Wyland, Jeff Lalloway, Fred Whitaker, Michael Gates, Steve Nagel, Mark McCurdy, Janet Nguyen, Matt Harper, Lee Ramos, Hugh Nguyen, Dean Grose, Lynn Schott, Jeff Ferguson, Allan Mansoor, Kevin Haskin, Shari Freidenrich, Keith Curry, Ray Grangoff, Eric Woolery, Carlos Vazquez, Claude Parrish, Anna Bryson, Tony Rackauckas, Long Pham, Emanuel Patrascu, Don Wagner, and Young Kim.

(7:36 PM): OCGOP Chairman Scott Baugh speaks about the successful Republican effort in the San Diego Mayor’s race.

He also speaks about Republican efforts to replace Irvine Councilman Larry Agran with Lynn Schott.

(7:39 PM): Irvine Mayor Pro Tem Jeff Lalloway announces that Anaheim Mayor Tom Tait has been named one of the two 2013 OCGOP Local Elected Official of the Year (alongside Supervisor Janet Nguyen who was also announced as the other winner of the award previously).

Baugh gives speaks about Tait’s mayoralty.

Tait thanks the Central Committee for the award.

(7:41 PM): Chairman Scott Baugh brings up early endorsement consideration for District Attorney Tony Rackauckas.

Alexandria Coronado asks a procedural question, to which Baugh responds.

(7:42 PM): TJ Fuentes moves and Mark Bucher seconds the Rackauckas endorsement. He is endorsed unanimously.

RACKAUCKAS ENDORSED

(7:43 PM): Robert Hammond moves and Charlotte Christiana seconds the endorsement of Treasurer-Tax Collector Shari Freidenrich. She is endorsed unanimously.

FREIDENRICH ENDORSED

(7:45 PM): Michelle Steel moves and Tim Whitacre seconds the endorsement of Diane Harkey for Board of Equalization.

Deborah Pauly offers a substitute motion, and Allan Mansoor seconds, to table until the close of filing since there is no incumbent, and more Republicans might jump in.

(7:47 PM): Baugh rules both motions out of order after determining that candidates need to speak before either motion can be made.

(7:49 PM): Baugh says three BOE candidates were notified: Assemblywoman Diane Harkey, Senator Mark Wyland, and former Assemblyman Van Tran. Harkey and Wyland are here, but Tran is not.

(7:50 PM): Harkey opens by describing the BOE’s function. She speaks about her private sector career dealing with corporations and taxation. She speaks about the importance of limiting the field, so that campaign funds can be focused instead of divided. Harkey says it’s critical to get the third vote on actions on the BOE. She speaks about her successful efforts to gain Democrats’ votes to kill legislation. She speaks about how the Legislative Analyst’s Office credited Harkey with getting more oversight against cap and trade. Harkey says she could have walked into Supervisor or Senate, but BOE is the job she wants. She says both she and Wyland are also asking for San Diego GOP Central Committee’s endorsement.

(7:53 PM): Wyland thanks the Central Committee for its work. He talks about how he owned his own 100-200 employee business and how he had to deal with the BOE dozens of times as a business owner. He says he knows how to reform the BOE. He says there were three efforts to unionize his employees, but he defeated those three efforts, so he knows how to fight unions. He notes his electoral background and how he’s given over $1,000,000 to help conservative campaigns. He speaks about how he gave $100,000 to Tony Strickland’s 2008 Senate race when Strickland defeated Democrat Hannah-Beth Jackson by less than one vote per precinct. Wyland urges the Central Committee to delay an endorsement vote until after filing closes.

(7:56 PM): Pat Shuff asks the two candidates what was their CRA score. Harkey says 100%. Wyland is unsure what his CRA score was, but got 100% from both Howard Jarvis Taxpayers Association and California Taxpayers Association.

(7:59 PM): Mr. White asks why Wyland doesn’t want an endorsement made tonight.

Baugh notes dual endorsing is unprecedented but possible.

Wyland says he’s fine with a dual endorsement. He says he’s only requesting the San Diego GOP Central Committee endorsement purely as a defensive major since Harkey’s asked for the Central Committee endorsement. He says he wishes Central Committees would avoid pre-primary endorsements when there’s multiple Republicans.

Harkey says Central Committees should endorse and frequently do. She says Prop 14 has made this more important. She says AD-65 and SD-34 need money, so endorsements can help stop the spillage of money in intraparty primary matters.

(8:03 PM): Desare’ Ferraro asks if a Democrat has filed for BOE and if the seat is in danger.

Harkey says one Democrat has filed, but it’s a Republican seat, though she notes Democrats are gaining.

(8:04 PM): Jeff Matthews asks the two candidates if they’re Republicans in good standing.

Harkey says she’s highly rated by a slew of conservative organizations and the importance of helping candidates both with manpower and money.

Wyland says their vote records are probably quite similar. He again urges Central Committee neutrality and letting the electorate decide. He again notes he’s given financial support to candidates. He speaks of party unity.

(8:06 PM): Steve Nagel asks if either has taken union money.

Both admit taking union money for their legislative races.

(8:07 PM): Kermit Marsh asks what other counties the two have requested.

Harkey says she has requested them in every county in the BOE 4th District.

Wyland says he has not done so.

(8:08 PM): Robert Hammond asks how each voted on an Assembly bill funding Common Core.

Harkey says she didn’t vote for it.

Wyland notes he served on his school board and is proposing legislation to restrict state funding of Common Core. He says he didn’t vote for the bill that Hammond is asking about.

(8:10 PM): Mike Munzing talks about his own efforts to fight AB 32 and SB 375 at SCAG and on the City Council. He asks Wyland about his $1500 contribution to Al Gore in the 1980s.

Wyland admits he once was a Democrat but became a Republican long ago. He again notes his $1,000,000 for Republicans. He speaks about his votes against AB 32 and “all” other regulatory bills. Wyland notes Gore was more conservative in 1988 and bragging about being a tobacco farmer.

(8:13 PM): Mark Bucher asks if Diane Harkey’s exception for public safety unions on her no-union pledge (required on the Central Committee endorsement form) applies to the past or prospectively.

Harkey says she’s still taking public safety union money. She says public safety is 80% Republican. She says Republicans need to reach out to them. She says public safety is important to Republicans. She says she agrees with the no-union pledge for local office but opposes it for state office.

(8:17 PM): Tim Whitacre asks if Wyland voted to increase property taxes in 2012 and if he walked out on certain bills, like naming a ship after Harvey Milk and illegal immigration restrictions, to avoid voting for them.

Wyland notes they vote on 2,000-3,000 bills. He doesn’t remember them all, but doubts he voted for that one in 2012. Wyland says he abhors naming a ship after Harvey Milk but it’s possible he may have missed the vote. Wyland says the Assembly allows its members to add their votes after missing them, but the Senate does not allow such a thing. Wyland says he has introduced more legislation on illegal immigration than any other legislator, including requiring proof of citizenship to register to vote and redirecting DREAM Act funding to veterans.

(8:21 PM): Baugh states that no further questions can be asked directly of the candidates due to the Central Committee’s time limit rules.

(8:22 PM): Tim Whitacre moves and Mary Young seconds the endorsement of Diane Harkey.

(8:23 PM): David Shawver says candidates should have formed committees months ago.

(8:24 PM): Assemblyman Allan Mansoor urges no early endorsement because a lot of questions still need to be responded to. He notes he’s worked with both Harkey and Wyland in the Legislature. He says he’s endorsed Harkey. Mansoor says there are multiple Republicans in good standing running for a Republican seat. He says endorsements should only be made if a RINO is running or if there’s risk of a Democrat winning.

(8:25 PM): Tim Whitacre says the Central Committee usually endorses when he wants neutrality. He says he is not being paid by anyone for BOE. He says Harkey is more conservative than Wyland. Whitacre says Harkey’s an OC resident, unlike Wyland. Whitacre notes Harkey is a lifelong Republican. Whitacre believes San Diego GOP Central Committee will probably endorse Wyland. Whitacre says Harkey’s the best qualified.

(8:28 PM): Mark Bucher says neither should be endorsed. He is very concerned that both have taken union money. Bucher says money is taken from members coercively and spent against their beliefs. Bucher says union money is corrupting. Bucher points to what public safety unions have tried to do to Jim Righeimer in Costa Mesa. Bucher says the OCGOP should not abandon the no-union pledge by endorsing one of them.

(8:30 PM): Tony Beall urges the Central Committee to take a leadership role to influence the electorate. Beall says he’s been Mayor of Rancho Santa Margarita, which is represented by both Harkey and Wyland. He says Harkey is regularly in his city, and he’s never met Wyland. Beall acknowledges that Wyland has assisted California campaigns but not OC campaigns. He says Harkey has helped OC campaigns.

(8:33 PM): Deborah Pauly says this is not about Harkey or Wyland: it’s about process. (She does note Wyland has spent 20 years dealing with the BOE as a businessman.) Pauly says the grassroots is sick of the party jamming decisions down the voters’ throats. Pauly points out that this is a five-county race; if different counties endorse differently, it could be used by the Democrats against whichever Republican advances to November. She says she originally supported waiting until after filing closes, but after listening to the debate, she thinks the Central Committee should wait until the voters have decided in the Primary Election.

(8:37 PM): Robert Hammond asks if the Central Committee is allowed to endorse candidates who violated the no-union pledge.

Baugh says it would violate a 2010 resolution but not the bylaws.

(8:39 PM): The voice vote is unclear. Baugh calls for a standing vote. It requires 2/3 of those present and voting to endorse (i.e. abstentions simply lower the vote threshold required to endorse).

(8:41 PM): The vote count is underway.

(8:42 PM): The vote is 35 for Harkey (32 were need to endorse).

HARKEY ENDORSED

Posted in Anaheim, Board of Equalization, Orange County District Attorney's Office, Orange County Treasurer-Tax Collector, Republican Central Committee | Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments »

Steel Endorses Harkey as BOE Successor

Posted by Newsletter Reprint on September 6, 2013

This came over the wire yesterday from the Diane Harkey for Board of Equalization campaign…

For Immediate Release

Thursday, September 5, 2013

In Case You Missed It:

Harkey Gains Major Endorsement with Support of BOE Incumbent Michelle Steel

(Sacramento, CA) – Board of Equalization Member Michelle Steel announced Monday her support for Diane Harkey to replace her on the Board.  Steel is retiring due to term limits and is running for Orange County Supervisor.  Michelle Steel joins a long list of Harkey supporters, including:

  • Congressman John Campbell
  • State Senator Mimi Walters
  • Former Senator Marian Bergeson
  • Assembly Member Curt Hagman
  • Assembly Member Alan Mansoor
  • Assembly Member Don Wagner
  • Orange Co. District Attorney Tony Rackaukus
  • Orange County Sheriff Sandra Hutchens
  • Orange County Clerk-Recorder Hugh Nguyen
  • Orange County Supervisor Janet Nguyen
  • Orange County Supervisor Todd Spitzer
  • Orange County Supervisor Pat Bates
  • Orange County Supervisor Shawn Nelson
  • Orange County Supervisor Bill Campbell (ret)
  • Anaheim Mayor Tom Tait
  • Anaheim City Councilwoman Lucille Kring
  • Anaheim City Councilwoman Kris Murray
  • Irvine Mayor Steven Choi
  • Irvine Mayor Pro Tem Jeff Lalloway
  • Irvine City Councilwoman Christina Shea
  • Huntington Beach Mayor Pro Tem Matt Harper
  • Huntington Beach City Councilman Joe Carchio
  • Mission Viejo Mayor Rhonda Reardon
  • Mission Viejo Mayor Pro Tem Patricia Kelley
  • Mission Viejo City Councilman Dave Leckness
  • Mission Viejo City Councilman Frank Ury
  • Laguna Niguel Mayor Robert Ming
  • Laguna Niguel Mayor Pro Tem Linda Lindholm
  • Laguna Niguel City Councilwoman Laurie Davies
  • Former Laguna Niguel Mayor Gary Capata
  • Aliso Viejo Mayor Carmen Cave
  • Aliso Viejo Mayor Pro Tem Phil Tsunoda
  • Aliso Viejo City Council Mike Munzing
  • San Juan Capistrano Mayor John Taylor
  • San Juan Cap. Mayor Pro Tem Sam Allevato
  • San Juan Capistrano Councilman Larry Kramer
  • Dana Point City Councilman Bill Brough
  • Dana Point City Councilman Carlos Olvera
  • Stanton Mayor David Shawver
  • Tustin Mayor Al Murray
  • Tustin City Councilman John Nielsen
  • Tustin City Councilman Allan Bernstein
  • Rancho Santa Margarita Mayor Anthony Beall
  • Rancho Santa Margarita Councilman Steve Baric
  • Fountain Valley Mayor Mark McCurdy
  • Laguna Hills Mayor Pro Tem Andrew Blount
  • Laguna Hills City Councilman Randall Bressette
  • Laguna Hills City Councilwoman Melody Carruth
  • Laguna Hills City Councilman Dore Gilbert
  • San Clemente Mayor Pro Tem Tim Brown
  • San Clemente City Councilwoman Lori Donchak
  • San Clemente City Councilman Jim Evert
  • Orange City Councilman Fred Whitaker

(Partial List)

Posted in Board of Equalization | Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment »

Mansoor: Newly Married & Not Afraid of Steel Warchest

Posted by Newsletter Reprint on August 9, 2013

This came over the wire from Assemblyman Allan Mansoor‘s campaign yesterday, in which Mansoor introduces his new wife and states he is confident he can overcome Michelle Steel’s massive warchest:

Friends:

On Monday, the Assembly returned from a month-long summer recess. It’s back to work in Sacramento, where we will spend the next six weeks wrapping up the year before we adjourn for the year on September 13.

I spent the recess trying to balance my time between meeting with constituents and preparing for my wedding. I hope no one missed the news, but I got engaged to Janniffer Grubisich last November, and on August 3, we both said “I do”. Janniffer was with me in Sacramento Monday, when we returned to session, and I was able to introduce her on the floor to my colleagues as my wife.

As many of you know, I’ve been contemplating a 2014 run for Orange County Supervisor. The current Second District Supervisor, John Moorlach, is leaving office due to term limits, and this is an “open seat.” There are several other candidates running (or thinking about running). Those following the race might recognize the name of Michelle Steel, a State Board of Equalization Member from LA County. She moved to Orange County to run for this seat and has lots of money. Her money makes her a formidable opponent, and I’m sure she will out-spend me. But I’ve been out-spent everytime I’ve been on the ballot, and have complete confidence that if I run, I will be able to raise enough money to wage a competitive and successful campaign.

For now however, I’m focused on doing my job representing the 74th Assembly District in Sacramento.

What’s to come in the next six weeks? I wish I had good news. But as you know, Sacramento Democrats have a 2/3 majority in both houses of the Legislature, and typically, during the last weeks of the year, we see a flurry of bad bills coming at us. I will keep you up-to-date on some of the bills that we will be seeing as our legislative year comes to a close.

But it’s not all doom and gloom. Even though Democrats hold a 2/3 majority, we’ve managed (so far) to stop most of the significant attempts to alter Prop 13 and prevented significant attempts to raise taxes and we passed some significant reforms to limit Prop 65 shakedown lawsuits. As the session winds to a close, I’m looking forward to spending more time in the district and hope that anyone who hasn’t been able to meet Janniffer yet will be able to do so.

Allan

Posted in 2nd Supervisorial District, 74th Assembly District, Board of Equalization | Tagged: , , , | Leave a Comment »

BOE-4: Harkey’s Campaign Income Higher Than Wyland’s in 2013; Wyland Ahead of Harkey in Cash-on-Hand

Posted by Chris Nguyen on August 7, 2013

Senator Mark Wyland & Assemblywoman Diane Harkey

BOE-4 Candidates:
Senator Mark Wyland (R-Escondido) &
Assemblywoman Diane Harkey (R-Dana Point)

With Michelle Steel termed out from her State Board of Equalization seat and running for Orange County Board of Supervisors, there are two major contenders running for Steel’s BOE seat: State Senator Mark Wyland (R-Escondido) and State Assemblywoman Diane Harkey (R-Dana Point).  Wyland and Harkey represent overlapping districts, with Harkey representing South Orange County in the Assembly and Wyland representing both South Orange County and North San Diego County in the Senate.

The massive BOE-4 seat comprises 25% of the state’s population, consisting of all of Orange County, San Diego County, Riverside County, Imperial County, and portions of San Bernardino County.  (In redistricting, the seat was renumbered, as it was previously BOE-3, and consisted of all the territory described above plus more portions of San Bernardino County and small slivers of Los Angeles County.)

Both Wyland and Harkey have loaned their own campaigns $100,000.  Harkey made a single $100,000 loan in 2011 while Wyland loaned his campaign $35,000 in 2011 and then added a $65,000 loan on June 29 this year, just one day before the close of the reporting period.  I’ve written previously about the campaign warchest fiction of $100,000 loans in my post on AD-73 last week (and requoted in my post on AD-55 two days ago):

Generally, $100,000 loans are paper tigers.  They are used to inflate campaign finance figures to impress donors and scare opponents.  However, when the rubber meets the road, 99% of the time, the candidates do not spend their loan money and repay the loans in their entirety after the election.  (The magic of the $100,000 figure for loans is that it is the most state legislative candidates can lend themselves and still get repaid under state law.  If you’re running for the Legislature, and loan yourself $101,000, that extra $1,000 can never be repaid, per the Government Code.)

I also wrote more extensively about $100,000 loans two weeks ago in a post that included information about loans from two AD-73 candidates and one AD-55 candidate.

At the end of 2012, Wyland had $132,049 cash on hand (excluding loans) while Harkey had $10,090.  During the first half of 2013, Wyland raised $88,584 while Harkey raised $81,536 and transferred in $29,650 from her other campaign accounts, giving her a gross increase of $111,186 in non-loan money.

During the January 1-June 30 reporting period, Wyland spent $122,142, with $89,010 (72.9%) going to consultants, professional services, and web costs.  During that same time, Harkey spent $49,419, spending just over half her money ($25,000) on Landslide Communications slate mailers.  Harkey had made previous deposits to Landslide and Continuing the Republican Revolution in 2012.  Neither campaign reported expenditures for any other slate mailers in 2012 or 2013.  Wyland had $2,241 in unpaid bills while Harkey had $1,330.

While Harkey had more campaign income than Wyland and Wyland outspent Harkey in 2013, Wyland’s $121,959 cash advantage from 2012 leaves him with more cash on hand.

Although I have been critical of candidates who loan their campaigns $100,000 because they do not spend it, BOE 4 may be one of the rare exceptions.  When you subtract the $100,000 loans, Wyland still has $96,250, but Harkey has actually spent $29,472 of the loan; I’m sure she hopes to raise it back, but at this point she’s already spent a chunk of the loan.

In a demonstration of just how difficult it is to raise money for BOE and how expensive everything is for the massive district that covers 25% of the state’s population, I’ll note the BOE accounts of Tom Harman and Lou Correa.  While neither Harman nor Correa is running for BOE, they each opened BOE accounts as a place to park their campaign funds for 2014.  Harman had $76,767 at the end of 2012, raised literally nothing in 2013, spent $8,979, and has $67,788 cash on hand – or 70% of Wyland’s current cash-on-hand minus unpaid bills and loans.  Correa had $85,400 at the end of 2012, raised $55,500 in 2013, spent $11,930 ($6,924 in expenditures and $5,006 in unpaid bills), and has $128,970 cash-on-hand minus unpaid bills – or 134% of Wyland’s cash-on-hand minus unpaid bills and loans (Correa has no loans).

For visual learners:

Candidate 12/31/12
Cash Balance
Minus Loans
Contributions Transfers Non-
Candidate
Loans
Candidate
Loans
Unpaid
Bills
Expenditures Cash on Hand
(COH)
COH Minus
Unpaid Bills
COH Minus
Unpaid Bills
& Loans
Wyland $132,049 $88,584 $0 $4,100 $100,000 $2,241 $122,142 $202,591 $200,350 $96,250
Harkey $10,090 $81,536 $29,650 $0 $100,000 $1,330 $49,419 $71,858 $70,528 -$29,472
People Not Actually Running for BOE
Harman $76,767 $0 $0 $0 $0 $0 $8,979 $67,788 $67,788 $67,788
Correa $85,400 $55,500 $0 $0 $0 $5,006 $6,924 $133,976 $128,970 $128,970
Notes: Figures may be off by one dollar due to rounding.

Campaign finance reports for January 1-June 30, 2013 were due last week.

It’s early yet, but Wyland’s definitely ahead of Harkey in the money game, though Harkey’s definitely spent more efficiently than Wyland, by locking up two major slate vendors in this race, which may well be won solely on slates.

(UPDATE – August 18, 7:25 AM): An OC Political reader asked how much was available for Harkey and Wyland to transfer from other committees since both are sitting state legislators.  Once unpaid bills are accounted for, Wyland still has $2,083 in his Senate officeholder account ($7,659 if you ignore his unpaid bills) while Harkey has $71,782 in her Senate account ($75,674 if you ignore her unpaid bills) and $53,231 in her Assembly account (that account has no unpaid bills).

For visual learners:

Candidate Committee Unpaid
Bills
Cash on Hand
(COH)
COH Minus
Unpaid Bills
Wyland 2010 Officeholder $5,576 $7,659 $2,083
Harkey for Senate 2014 $3,892 $75,674 $71,782
Harkey for Assembly 2012 $0 $53,231 $53,231

I haven’t gone line-by-line to determine how much is transferable, but assuming for the sake of argument that the entire amount is transferable, Harkey has $125,013 available while Wyland has $2,083.

If both candidates clean out their legislative accounts in favor of their BOE accounts, Wyland has $98,333 cash on hand (once unpaid bills and loans are accounted for), and Harkey has $95,541.  This leaves Wyland with a $2,792 cash-on-hand advantage – in a district that is 1/4 of the State of California, an utterly meaningless cash advantage in virtually any race let alone one covering such a huge swath of the state (for comparison, imagine a statewide race where once candidate had an $11,168 cash-on-hand advantage).

What I concluded in the original post still rings true, though with one word changed: “It’s early yet, but Wyland’s definitely slightly ahead of Harkey in the money game, though Harkey’s definitely spent more efficiently than Wyland, by locking up two major slate vendors in this race, which may well be won solely on slates.”

Posted in Board of Equalization | Tagged: , , , , | 1 Comment »

Senate Republicans Are Key to Stopping Retroactive Tax on California Entrepreneurs

Posted by Cicero on May 30, 2013

Last month OC Political brought you the emerging story of retroactive taxes on entrepreneurs in California. State Senator Ted Lieu (D-Torrance) and Assemblyman Jeff Gorell (R-Camarillo) together authored SB 209, which was supposed to eliminate the Franchise Tax Board’s retroactive tax on individuals who took the California qualified small business stock exemption between 2008 and 2012.

Between 1993 and 2012, the qualified small business stock exemption incentivized investments in California businesses. The exemption allowed individuals who sold their stock in certain California businesses to exclude 50 percent of the stock sale price from their gross income. The qualified small business had to have under $50 million in assets and a substantial amount of assets and payroll in California. When this policy was found to violate the U.S. Constitution’s commerce clause by discriminating against out-of-state businesses, the Franchise Tax Board sent tax assessments WITH penalties and interest to all individuals who took the exemption between 2008 and 2012. SB 209 was supposed to eliminate that retroactive tax, but hit an enormous obstacle last week in the Senate Appropriations Committee.

Instead of enacting the qualified small business stock exemption as it existed for 20 years and allowing individuals to exclude 50 percent of the stock price from their gross income, the Senate amended the bill to only allow the exclusion of 38 percent of the stock price.

This creates a precarious political situation for this important bill. Because the policy was unconstitutional, the status quo requires individuals to pay the tax on the full 50 percent – thus the need for SB 209 to maintain the exemption for taxpayers between 2008 and 2012 and prevent the retroactive tax. On the one hand, there are liberal democrats who see the qualified small business stock exemption as a tax break and would rather maximize revenue to the general fund.

On the other hand are the most conservative Republicans who steadfastly oppose all taxes in all circumstances. Instead of considering the big picture and the relief SB 209 will provide for individual taxpayers, Republican Senators are concerned about the mere appearance of voting for a tax by supporting the amended SB 209. Although it would be preferable to have the original bill that eliminated the tax altogether, the reality is Senate President Pro Tem Darrel Steinberg runs the Senate and amended the bill as he desired.

So liberal democrats may not support SB 209 because they do not want any exclusion at all and conservative Republicans may not support it because they do not want to support any retroactive tax. Meanwhile innocent taxpayers who made conscious business decisions in order to qualify for the exemption are left on the hook to the tune of over $120 million.

This is not a compromise because no one should ever have retroactive taxes imposed on them like this, but the choice is not between whether to impose retroactive taxes or not. That ship sailed for now with the Appropriations Committee’s amendments. The choice is between reducing the burden on small business owners or not. That should be an easy choice to make, but unfortunately many politicians continue to put politics over substance and we all suffer the consequences.

Find out more about SB 209 and the coalition of entrepreneurs leading the fight against retroactive taxes here: www.cabusinessdefense.org.

Posted in Board of Equalization, California | Tagged: , , | Leave a Comment »

New California Tax Policy – Retroactive Tax for Five Years WITH Interest

Posted by Cicero on March 26, 2013

Despite unanimous opposition from newspapers up and down the state, the Franchise Tax Board continues to stick by its decision to retroactively tax small businesses owners back five years for investing in California businesses. These are the people who are creating jobs and California is literally chasing them away.

One group of individuals is taking stand against the policy though – California Business Defense. The group will meet in San Diego next week and is specifically looking for more individuals who will be directly impacted by the policy. More information on the group and the status briefing in San Diego is available on the group’s website at www.cabusinessdefense.org.

Since 1993, small business owners and investors have been able to take advantage of a tax incentive that California actively promoted. The policy allowed stockholders who sold their share in a California business to reduce their tax liability by up to 50 percent or even 100 percent if the money from the sale was reinvested in a California business. The policy basically made it attractive for entrepreneurs to invest in small businesses and create jobs because it significantly reduced the tax liability for doing so.

Now though a court decided that this policy violated the commerce clause in the Constitution because it discriminates against out of state businesses. The FTB decided to embrace the court’s decision by retroactively taxing all the small business owners and investors who took advantage of the policy for the last five years. And not only that, but charge the tax WITH interest! The horrendous policy is expected to earn the state an easy $120 million.

But stop to think about what California is doing and the significance of what it means it could do in the future. These investors did exactly what they were asked to do by risking their own capital and investing in businesses in California. California promoted the tax break because it meant people were creating jobs and more people working. After receiving that benefit for two decades, California now wants to retroactively tax the very people that made the job growth possible. Some of those investments worked out and some of them did not but the FTB does not care and the tax will apply to all individuals even if they lost everything taking a risk to create jobs for California.

This policy has is so shocking that it has made national headlines on Fox News and Fortune, but the FTB stands by the decision. It has been likened to California changing the speed limit back down to 55 mph on highways, and then sending speeding tickets to everyone who drove over 55 for the last five years. That is exactly what is happening, and this decision by the FTB is the tipping point for many individuals, who can no longer justify the expense and risk of doing business in California. What message does it send to people considering starting a business if California can decide years down the road to penalize them for doing so?

Fortunately, Assemblyman Jeff Gorell, R-Camarillo and Sen. Ted Lieu, D-Torrance have stepped up in a bi-partisan effort to right the wrongs of the FTB. SB 209 would prohibit the state from charging interest and penalties in similar situations in the future.

At least one member of the FTB recognizes that this is a bad policy. In a letter to State Controller John Chiang, Board of Equalization Chairman Jerome E. Horton, and Director of Finance Ana J. Matosantos, Board Member George Runner urged them to reverse their decision to implement the policy. Despite the missive, no response has been seen from any of them.

California doesn’t need more laws to correct this policy. It needs needs policy makers with common sense. And this is another unfortunate example of exactly what is wrong with this great state.

 

 

Posted in Board of Equalization | Tagged: , , , , , , , | 3 Comments »

Moreno Running for Supervisor?

Posted by Chris Nguyen on January 30, 2013

Jim Moreno

Jim Moreno

Michelle Steel

Michelle Steel

Well, it’s that time again.  Campaign finance reports are due tomorrow.  Those finance reports will allow us to reflect back on 2012 and get a glimpse into 2014.

Most candidates will wait until tomorrow to file their reports, but some have already filed.

The campaign finance reports show minor movement in the 2014 race to succeed termed-out Orange County Supervisor John Moorlach (R-Costa Mesa) in the Second District.

Back on September 7, while everyone else was distracted by the 2012 elections, Coast Community College District Trustee Jim Moreno (D-Huntington Beach) filed paperwork to form his committee: Jim Moreno for Orange County Supervisor 2nd District – 2014.  The domain name for his campaign web site (still under construction), Jim4Supervisor.com, was registered on September 19.

Conveniently for blog readers, Moreno filed his campaign finance report yesterday for the period ending December 31, and it shows the only contributions his supervisorial campaign has ever received are three loans from himself and his wife totaling $2,100.  He’s spent $972 on “business cards, stationary, and envelopes” according to the report.

It’s unclear what the rationale is on the timing of opening his committee.  If he is running for Supervisor, it would have made more sense to wait until January 1 to open the committee, so he’d have the first six months of 2013 to raise money before the next report is due.  If he isn’t running for Supervisor, he doesn’t need a place to temporarily hold money, as the Coast Community College District has neither contribution limits nor term limits, so Moreno could raise unlimited sums into his community college board account for any year and then slide the money into any other campaign he wants.  I’m not certain why he opened a committee that only possesses $2,100 of his and his wife’s money.

Jose Solorio

Jose Solorio

Moreno’s college board account has $1,415 cash on hand.  On December 30, he did receive a $250 contribution from Rancho Santiago Community College District Trustee Jose Solorio (D-Santa Ana), a former Assemblyman and likely 2014 Senate candidate for SD-34.

State Board of Equalization Vice Chair Michelle Steel (R-Surfside) has already announced her bid for the Second District seat on the Orange County Board of Supervisors.

Steel has a clear advantage over Moreno due to a number of factors:

  • Money: As of June 30, Steel had more than $222,000 cash on hand in her BOE account, much of which she could use in a supervisorial campaign.  (She has not yet filed her campaign finance reports covering the July 1-December 31 period, which are not due until tomorrow.)  Moreno has $3,515 cash on hand even combining his supervisorial and college board accounts.
  • Name ID: Voters across the entire Second Supervisorial District have voted for Steel as that entire district is inside her Board of Equalization district.  Voters in four of the ten cities in the Second Supervisorial District are not part of the Coast Community College District and have never seen Moreno on the ballot.
  • Party Affiliation: Although it is a nonpartisan seat, Republicans hold a 14% registration advantage over the Democrats in the Second Supervisorial District.  Republicans have had uninterrupted control of the seat for at least half a century.

Conventional wisdom holds that Steel’s toughest opponent will be another Republican, not a Democrat.  Even among Democrats, Moreno’s not their strongest candidate.

Posted in 2nd Supervisorial District, Board of Equalization, Coast Community College District | Tagged: , , , | 3 Comments »

New Legislation Will Increase Guidance at BOE: Steel Newsletter for August, 2012

Posted by Chris Nguyen on September 3, 2012

This came over the wire from Board of Equalization Member Michelle Steel’s office on Friday…

The Michelle Steel Newsletter Read the rest of this entry »

Posted in Board of Equalization | Tagged: | Leave a Comment »

Say No to Taxes, Yes to Regulatory Reform: Steel Newsletter for June, 2012

Posted by Newsletter Reprint on July 1, 2012

This came over the wire from Board of Equalization Member Michelle Steel’s office on Thursday…

Posted in Board of Equalization | Tagged: | Leave a Comment »

 
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