[HN Gopher] We are publishing the tax secrets of the .001%
       ___________________________________________________________________
        
       We are publishing the tax secrets of the .001%
        
       Author : jbegley
       Score  : 537 points
       Date   : 2021-06-08 12:36 UTC (10 hours ago)
        
 (HTM) web link (www.propublica.org)
 (TXT) w3m dump (www.propublica.org)
        
       | bjornsing wrote:
       | Interesting, but Pro Publica's calculation of effective tax rate
       | as taxes payed divided by wealth increase is weird. I don't think
       | there's a jurisdiction in the world that calculates tax that way,
       | and there are good reasons for that.
        
         | speapr wrote:
         | The exact point is that because taxation does not consider this
         | income, the vast majority of the money made by very rich people
         | takes this form. Pro Publica's point is not that these people
         | are breaking the law, but that the tax system should be
         | different.
        
         | WalterBright wrote:
         | ProPublica confuses wealth with income.
         | 
         | If you have $2b in wealth, and lost $1b in bad investments one
         | year, you're still a billionaire, and your tax rate is 0%.
        
           | jl2718 wrote:
           | Nope. $3000 yearly passive loss exemption.
           | 
           | Let's say you operate a business netting you $1B and then buy
           | a $1B pokemon card, which you sell for $0. You owe tax on $1B
           | - $3000.
        
             | WalterBright wrote:
             | If you have $2b in wealth, and lose $1b of it, you do not
             | owe taxes on $1b.
        
         | EricRiese wrote:
         | That's not how you would want to implement the tax law, but it
         | reflects the moral intuition.
        
       | fairity wrote:
       | One of the primary mechanisms for tax avoidance is taking out
       | loans against appreciated capital assets to avoid realizing
       | capital gains.
       | 
       | What's stopping the average citizen from exploiting this tax
       | avoidance strategy?
       | 
       | For example, every time I try to submit an order to sell stock
       | that results in short-term capital gains, my broker should be
       | asking me whether I want to take out a collateralized loan
       | instead.
       | 
       | If there are loopholes in the tax system, they should be made
       | readily accessible to all.
        
         | MR4D wrote:
         | Your example of loans is tax _deferral_ , not avoidance. As for
         | your examples in general, those are really good.
         | 
         | Collateralized loans on stock we usually call "margin loans"
         | and are easy to get.
         | 
         | Also, anyone in real estate will recognize the term "HELOC",
         | where you can get a loan against the value of your home,
         | presumably after its value has appreciated.
         | 
         | I think both of those are fairly accessible, at least in the
         | US.
        
           | AdamN wrote:
           | For the mega-rich it's tax avoidance. That money gets rolled
           | into the estate or trust with the cost-basis resetting on
           | death.
        
         | lumost wrote:
         | The average citizen can't borrow to pay off debts indefinitely.
         | 
         | At ~2% interest the billionaire can borrow against their assets
         | and _keep_ borrowing to pay off interest. The assets gain in
         | value at 4-6% per year so they are actually coming out ahead
         | and paying 0% tax.
         | 
         | Even a middle class retiree typically needs to draw down their
         | savings to pay expenses. Giving up 2% to avoid taxes wouldn't
         | be viable. The bank would also observe that there is a higher
         | risk that the retiree goes bust than a billionaire and not lend
         | enough money for the scheme to be worthwhile.
        
           | dillondoyle wrote:
           | or even at all! large amount of Americans don't even have
           | access to banking.
           | 
           | The loans they can get are insanely (i think disgustingly)
           | predatory.
           | 
           | payday loans with fees can ed up being like 664% APR!!!!!
           | Your 500 loan becomes 2000 you have to pay back in a couple
           | months, which you obviously can't..
           | 
           | https://www.cnbc.com/2021/02/16/map-shows-typical-payday-
           | loa...
        
             | Ericson2314 wrote:
             | Right it's crucially important we leapfrog all this crypto
             | and fintech nonsense by just doing "fed accounts for all"
             | administered electronically and at the post office.
             | 
             | Boring commercial banking should be utility, and any
             | private sector offering will have to compete with a new
             | non-grifter baseline.
        
         | ajaimk wrote:
         | You can:
         | 
         | https://www.schwab.com/pledged-asset-line
         | https://www.wealthfront.com/portfolio-line-of-credit
         | 
         | And HELOCs are essentially the same for people who own a house
         | but not stocks.
        
           | fairity wrote:
           | Got it, but why don't brokers more aggressively push this
           | program onto clients? It seems like a win-win.
           | 
           | The debtor avoids the elevated short-term capital gains tax.
           | 
           | The bank gets interest payments on a loan that has an almost
           | 0 default rate due to the loan being fully collateralized.
        
             | cj wrote:
             | > why don't brokers more aggressively push this program
             | onto clients
             | 
             | They do.
             | 
             | Wealthfront (as just one example) features and advertises
             | this prominently in their app.
             | 
             | It's also very easy to do with Robinhood, simply withdraw
             | cash using your margin. Interest rates are quite low. 2.5%
             | with Robinhood, 3.65% with Wealthfront.
             | 
             | There's a big "Borrow cash" button right when you open the
             | Wealthfront app.
        
             | relix wrote:
             | You're basically describing a margin account. If you have a
             | portfolio on a margin account at the broker, you can just
             | withdraw money from it up to the amount that your margin
             | allows. That automatically starts a loan for that amount,
             | collateralised by your portfolio.
             | 
             | The problem is that this is not nearly the same as selling
             | stock and withdrawing the sales money, because you keep the
             | risk that the stock will go down thus force liquidating
             | your portfolio. You're conflating selling and borrowing,
             | they're not identical except in these very vague tales
             | about the ultra-rich.
        
             | [deleted]
        
             | iooi wrote:
             | > It seems like a win-win.
             | 
             | It's not a win-win, there's significant risk.
             | 
             | > fully collateralized
             | 
             | This is not true! The underlying asset fluctuates in value
             | and is open to lowering significantly in value, leaving the
             | bank holding the bag.
        
               | AdamN wrote:
               | Depends on what you spend the money on. If you take the
               | margin and spend it on an asset, then you have the
               | underlying stock as well as the asset to cover calls.
               | Still requires correct thinking but the risk is mostly
               | based on what you do with the loan.
        
               | ac29 wrote:
               | > leaving the bank holding the bag
               | 
               | You probably underestimate the ability of banks to
               | evaluate risk. Yes, they absolutely could end up
               | underwater on an asset backed loan, but you also
               | shouldn't assume that you can take out $1 in loans on
               | every $1 of stock.
               | 
               | On Schwab's page, they say: "Schwab Bank, in its sole
               | discretion, will determine what collateral is eligible
               | collateral and the loan value of collateral". So, if you
               | have some recently highly-appreciated shares of AMC for
               | example, they might decide they are not eligible
               | collateral, or only offer to lend you $1 for every $5 of
               | stock.
        
               | influx wrote:
               | LOL, yeah the banks have been so great at leverage in the
               | past couple of decades in the USA that they have to get
               | bailed out repeatedly.
        
         | ajb wrote:
         | "What's stopping the average citizen from exploiting this tax
         | avoidance strategy?"
         | 
         | Probably that the average citizen doesn't have capital gains.
        
           | twinge wrote:
           | Only 55% of Americans own stock:
           | https://news.gallup.com/poll/266807/percentage-americans-
           | own...
        
             | iso1631 wrote:
             | most of those will be in retirement plans which I assume
             | aren't taxed?
        
               | MR4D wrote:
               | > which I assume aren't taxed?
               | 
               | It depends on which kind of retirement account. Might be
               | in Roths and Roths-401Ks which are taxed when the money
               | goes in (treated as regular income), or IRAs and regular
               | 401Ks which are taxed as regular income when the money
               | comes out.
        
               | repiret wrote:
               | But neither Roth nor Traditional 401k/403b/457/IRA are
               | subject to capital gains tax.
        
               | Nbox9 wrote:
               | If you are in the US you should brush up on your personal
               | finances.
        
           | notahacker wrote:
           | Certainly not capital gains of the order of "all the spending
           | money I need, without any worry about repaying it on time
           | even if the asset goes back down in price."
        
         | onlyrealcuzzo wrote:
         | I've been saying this for years. Low interest rates are like a
         | triple handout to the extremely wealthy.
         | 
         | 1) pump up asset prices.
         | 
         | 2) lower the rate at which you can borrow against unrealized
         | gains to make avoiding taxes more attractive.
         | 
         | 3) people use this savings to buy more assets. Repeat step 1.
         | Virtuous cycle.
         | 
         | I can't go to a bank and get a loan against $1M in my 401k at
         | 2% interest. But I know people with $50M+ that are doing this.
         | It's absurd.
        
         | tomp wrote:
         | Can you explain how this works, how it avoids tax? Taking a
         | $100 loan still means you'll need an income of $100 (plus
         | interest) future income and tax paid on this income...
         | 
         | If you're gonna say "they benefit in the extra capital gains
         | between now and when the loan is repaid" - no, that can't be
         | it, that's exactly equivalent to taking a $100 loan and
         | investing in stocks instead (i.e. leverage).
        
           | jedberg wrote:
           | The assumption is that you are using the money for an income
           | generating activity like buying a rental property.
        
             | tomp wrote:
             | The correct expression to use to refer to such money is
             | "loan", not "tax evasion".
        
             | mciancia wrote:
             | Hm, but income from rental is also taxed, isn't it? If so,
             | how does it help?
        
               | jedberg wrote:
               | The income from the rental is taxed, but slowly over
               | decades. You don't have to take that entire tax hit in
               | one year.
        
               | notahacker wrote:
               | Also, people buying rental property from cash they earned
               | from wages or selling their business pay tax on the
               | wages/gains _and_ the rental income, not just the
               | latter...
        
               | alex_young wrote:
               | You can also sell it and take the gains tax free in many
               | cases.
        
               | MR4D wrote:
               | Short of a 1031 exchange, I'm not sure how you would do
               | that.
        
               | alex_young wrote:
               | You can sell a house every 2 years and write off up to
               | $500k in capital gains as long as it's been your primary
               | residence for 2 of the last 5 years. Doesn't need to be
               | consecutive.
        
           | cj wrote:
           | 1) You purchased $100 of SPY on June 15th, 2020
           | 
           | 2) You're buying a house, and you need $100 today.
           | 
           | 3) You sell $100 of SPY, and pay short-term capital gains (up
           | to 37%)
           | 
           | OR...
           | 
           | 1) You purchased $100 of SPY on June 15th, 2020
           | 
           | 2) You're buying a house, and you need $100 today.
           | 
           | 3) You take a loan for $100
           | 
           | 4) You wait until June 15th, 2021 and then sell $100 of your
           | SPY holdings, paying long-term capital gains (15-20%)
           | 
           | 5) You repay the $100 loan
           | 
           | ...it doesn't really avoid tax. It's just an alternative way
           | of accessing capital by taking out a loan instead of
           | liquidating assets.
        
             | dakial1 wrote:
             | But if the asset sale + the debt leaves you at a loss
             | wouldn't you be able to avoid paying the capital gaibs over
             | the asset sale?
        
               | cj wrote:
               | The theoretical assumes SPY increased over the time
               | period. If it decreased, you could of course sell it and
               | pay 0% since your investment lost money, short/long-term
               | gains wouldn't matter because there wouldn't be any
               | gains.
               | 
               | I might be misunderstanding your question though.
        
               | MR4D wrote:
               | Debt is not a loss unless you default on it.
        
             | derivagral wrote:
             | The above basically arbitrages long-term vs short-term
             | capgains for the price of 1 APY cycle, right? That's ~23%
             | for short in the USA, and up to income-level (37%?) for
             | short-term. Quite a big difference for a 2-5% APY loan that
             | you close after 1 year, and the numbers would seem to scale
             | better the higher you go.
        
             | [deleted]
        
           | dakial1 wrote:
           | https://youtu.be/8pBPZMUcsh0 They never sell, they borrow
           | over that invested money and pay 3% (interest) instead of 37%
           | (income tax)
        
         | fryry wrote:
         | Also available in the UK, Interactive Brokers margin loan. The
         | interest rate is 1-2% p.a.
        
         | jedberg wrote:
         | My Etrade account has that option. But I don't use it because
         | it's risky. If you take out a loan collateralized by a stock,
         | the stock could drop and you'd owe a lot of money.
         | 
         | Selling the stock locks in the gain. Now, if you only need say
         | 1/2 the value as cash and can absorb the risk of the stock
         | going down, then it makes sense. Or if you want to "buy
         | insurance" by taking out an opposite short position, that would
         | also make sense. But that short position will cost you money
         | too.
         | 
         | So it's not as straightforward as "just take out a loan". You
         | need a very good (and expensive) tax accountant to run the
         | numbers and figure out the best strategy for your situation.
         | Most people can't afford that.
        
           | fairity wrote:
           | Why isn't there an option to take out a loan where a
           | repayment option is to transfer the capital asset (at
           | whatever the value happens to be at the time of repayment)?
           | 
           | I.e. I don't get why the risky part of this loan can't be
           | mitigated by the bank taking on the risk and managing it
           | separately. Surely, there would be investors willing to back
           | these types of collateralized loans?
        
             | MR4D wrote:
             | > ... bank taking on the risk...
             | 
             | Banks don't take on risk. Seriously.
             | 
             | That's another conversation to have, but the simple answer
             | is do you want the value of _your_ checking account
             | impacted by someone else 's purchase of Gamestop, or Enron?
             | 
             | And that's why banks don't take risk.
        
               | Nbox9 wrote:
               | Banks loan money, and every loan includes some risk. If
               | banks didn't take on risk than the 2007/2008 bailouts
               | wouldn't have happened.
        
               | MR4D wrote:
               | I should have clarified - banks don't take on _market_
               | risk.
        
             | kccqzy wrote:
             | You can simulate what you want by simultaneously buying an
             | at-the-money protective put and selling an at-the-money
             | covered call. Then regardless of future stock price
             | movement, at expiration (i.e. when the "loan" needs to be
             | repaid) you always transfer the stock away.
             | 
             | Now why don't you plug in this scenario into any Black-
             | Scholes calculator and see how much of a net credit at
             | entry you get (if you even have one). That would be the
             | maximum loan amount you'd be able to get under this scheme.
             | If you could get one at all, the loan amount is tiny
             | compared to the value of the asset.
        
             | jedberg wrote:
             | You'd need a crazy high interest rate to account for market
             | volatility. If the bank could make accurate predictions as
             | to the future value of the stock, they would just invest in
             | the stocks.
             | 
             | Loans against other assets are much less risky, because
             | they are backed by actual things. If the bank screws up in
             | predicting the future value of a house, they can still own
             | the actual house and land if you default. With stocks it
             | would be far more risky because stocks are far more
             | volatile than houses.
        
               | fairity wrote:
               | Hm, is it possible to define a range for "crazy high
               | interest"? As the debtor, I'd be willing to pay up to the
               | difference in long-term and short-term capital gains
               | (~15%). I guess where I'm going with this is: I don't
               | understand why the average person ever pays short-term
               | capital gains tax.
        
               | sokoloff wrote:
               | I pay STCG on option contracts written and on
               | (profitable) short sales (where the holding period is
               | defined to be short-term).
               | 
               | Other positions have a defined thesis and, if that thesis
               | gets invalidated, I close out the position sometimes at a
               | gain. I do try to make most of my gains be LTCG, but
               | trying too hard to optimize capital gains rates can lead
               | to poorer investment decision-making/asset allocation.
        
               | jedberg wrote:
               | > I don't understand why the average person ever pays
               | short-term capital gains tax.
               | 
               | Because the risk of holding the stock is more than the
               | difference in short vs long term capital gains.
               | 
               | If the stock is worth $1000 in gains, I know I can sell
               | it and lock in the gains today and pay my normal income
               | rate. If I have to hold it for another 6 months, there is
               | a huge risk that it drops more than the 5-10% difference
               | in the tax rate for the average person.
        
           | therealcamino wrote:
           | Taking the short position on a stock you own is called
           | selling short against the box. I don't know much about it,
           | just had heard of it, but it sounds like it's been regulated
           | in the US (to reduce its use for tax avoidance) since 1997.
           | 
           | https://www.investopedia.com/terms/s/sellagainstthebox.asp
        
         | adolph wrote:
         | If one's broker had collateralized loans in their menu of
         | options, what volume of gains are needed to overcome the
         | initial setup costs of the loan?
        
         | WalterBright wrote:
         | > What's stopping the average citizen from exploiting this tax
         | avoidance strategy?
         | 
         | If your stocks go down, you still owe the full amount of the
         | loan. If your stocks go to zero, you _still_ owe the _full_
         | amount of the loan.
        
         | tootie wrote:
         | That's not a tax loophole though. You still have to pay back
         | the loan with interest. And it has to be paid with cash from
         | somewhere. People like Bezos do this primarily to retain their
         | equity because it's worth more than money to them. It's their
         | ownership stake. For others, they are just betting the assets
         | will appreciate more than the cost of the interest. It's income
         | optimization not tax avoidance.
         | 
         | You can do the same thing with a HELOC. Otherwise you'd have to
         | sell your house and pay cap gains then spend the net profit. I
         | don't think a HELOC is tax dodge.
        
         | AnimalMuppet wrote:
         | Um, at various times I have had a home equity loan...
        
       | jvanderbot wrote:
       | What I don't understand is: If I (a wage slave) find a football
       | sized diamond in my back yard, I'm suddenly very "wealthy".
       | Should I be forced to pay taxes on that find because my wealth
       | has increased?
       | 
       | What if I want to keep that diamond but cannot afford to because
       | of the taxes?
       | 
       | Isn't that how business owners gain wealth: By the valuation
       | defined by others to the thing they "found". Should we force
       | Bezos et al to sell some of their stock in their companies to pay
       | tax? Surely a $100m+ tax burden would do that?
        
         | 34679 wrote:
         | Should you be able to take out a million dollar loan against
         | the diamond, use the loan to buy stocks, and claim a loss on
         | the year? Then the stocks increase in value, you're able to
         | take out a new loan against them, and use that to pay off the
         | diamond loan. Now you have a diamond, stocks, and no taxable
         | income. Of course, you rinse and repeat.
         | 
         | Maybe we need to re-examine the definition of "realized gains".
        
         | dataangel wrote:
         | You don't pay capital gains taxes until you sell the stock. The
         | IRS only taxes you when you cash out. Presumably the articles
         | will show the wealthy "cashing out" via loopholes that evade
         | the tax.
        
           | mrkurt wrote:
           | The trick is to cash out by dying. You can do this by living
           | off loans against your unrealized capital gains. These then
           | get paid off at your death, and there are all kinds of
           | "simple" ways to keep estate untaxed.
        
             | rbtprograms wrote:
             | I have a friend who is a member of the ultra rich, and this
             | is exactly how his family uses their portfolio. They
             | currently can borrow with .03% interest through their
             | brokerage.
        
         | mrkurt wrote:
         | You do own taxes if you find a diamond. You don't owe taxes if
         | you buy a rock for $10 and it increases in value to $50m.
         | 
         | If you want to keep something you find and can't afford to
         | because of taxes, you either get a loan or have to sell it.
        
         | LargeWu wrote:
         | When you own stocks, you don't pay taxes every time the value
         | of your portfolio changes. You only pay capital gains when you
         | sell those stocks.
         | 
         | Your example isn't really that much different. You would only
         | really need to pay taxes on that diamond when you sell it, in
         | which case you would just use the proceeds of the sale to cover
         | that.
        
           | jvanderbot wrote:
           | Right. But the article (and I think the general consensus
           | around the movement) states that the net worth (wealth) is a
           | missed tax opportunity, regardless of whether it is
           | liquidated. Is that correct?
        
         | mjmahone17 wrote:
         | > What if I want to keep that diamond but cannot afford to
         | because of the taxes?
         | 
         | Then you have to sell it. This is no different from game show
         | awards, where the "car" you ein is taxed at the car's value, so
         | unless you have enough savings, you have to sell the car to pay
         | the taxes.
         | 
         | I don't really see any problem with this though? Absolutely we
         | should force Bezos to sell some of his stock to pay taxes:
         | employees already have to do this when they're given stock
         | grants, why should it be any different for owners?
        
           | jvanderbot wrote:
           | But why should someone be forced to sell parts of their
           | business (stock) because that business has increased in
           | value?
           | 
           | Or is that not the claim being made here? Isn't that the vast
           | majority of the richests' wealth?
        
           | mciancia wrote:
           | I mean, it's possible he paid tax on stock he got when he
           | started Amazon. It just wasn't that much back then.
           | 
           | Also, forcing people to selling stock seems like something
           | that can be abused - imagine stock spike like we had with GME
           | this year, during change of address year followed by
           | significant drop. You would probably have to pay more tax
           | than stock is actually valued at.
        
         | scott_w wrote:
         | This is a strawman argument.
         | 
         | Bezos did not stumble across Amazon while digging weeds in his
         | back garden. He built a successful business through a mixture
         | of hard work, risk, his contacts, laws and infrastructure that
         | we collectively paid for.
         | 
         | It's not downplaying his efforts to point out that he now
         | contributes proportionally less to the country than he benefits
         | from. This isn't an accident, either. Bezos pays smart and
         | connected people to push for lower taxes and then avoid as many
         | of those as possible.
        
           | jvanderbot wrote:
           | No, it was a question, not an argument. Let me restate it:
           | Buying a stock (or bitcoin) uses gobs of the same regulated,
           | government-funded infrastructure. If that stock/coin becomes
           | immensely valuable, that (the fact that I now have a high net
           | worth) makes me "wealthy".
           | 
           | What I'm asking is: Please clarify whether the intent is to
           | tax people based on their net worth (wealth), not their
           | income.
           | 
           | The articles are not clear. They state that capital gains are
           | lower than income taxes, but they are not 1%. Yet they state
           | that Bezos paid less than 1% effective tax rate _on his
           | wealth increases_. Implying that it 's obvious we should have
           | taxed _that_. It 's not obvious. Presumably, and I'm asking
           | for clarification here, he would _eventually_ be taxed on
           | that wealth when he liquidates it.
           | 
           | If so, forcing someone to liquidate by placing a high tax
           | burden on them is unprecedented for stock holdings and other
           | forms of wealth, but not unprecedented for, say, land
           | valuations.
        
             | scott_w wrote:
             | Look at the countless issues raised by people being unable
             | to exercise stock options for tax reasons. It's clear that
             | taxing stock is NOT unprecedented.
             | 
             | We've seen repeatedly over the past 50 years that Bezos
             | will NOT be taxed of that wealth under the current system.
             | 
             | There's nothing sacred about different types of wealth. The
             | question is whether society can benefit more from taxing
             | and redistributing that wealth, or whether Bezos can by
             | hoarding it.
             | 
             | I don't just mean the raw tax receipts either. Tax policy
             | influences behaviour, too. This has ups and downs but
             | arguing about finding diamonds in the dirt isn't a remotely
             | similar analogue to the discussion at hand.
        
               | jvanderbot wrote:
               | > Look at the countless issues raised by people being
               | unable to exercise stock options for tax reasons. It's
               | clear that taxing stock is NOT unprecedented.
               | 
               | It is unprecedented to tax someone on the value of their
               | unsold stock. That's what a wealth tax would be: We force
               | someone to pay taxes on something (their holdings / net
               | worth) simply because it is valuable, but not necessarily
               | because it was liquidated into cash (sold). (like we do
               | with land, but not stocks).
               | 
               | > There's nothing sacred about different types of wealth.
               | The question is whether society can benefit more from
               | taxing and redistributing that wealth, or whether Bezos
               | can by hoarding it.
               | 
               | I think the answer to my question is: Yes, taxing wealth
               | is one way of extracting more public funds from those who
               | are the most wealthy, and many such ways should be
               | considered.
               | 
               | I don't advocate for/against this, I just want to
               | understand and find appropriate analogies.
               | 
               | Propublica seems to have taken advocacy a priori, when
               | comparing wealth to income, and that was confusing to me
               | because it is actually a drastic change without precedent
               | that I'm aware of (except perhaps land ownership).
        
               | LargeWu wrote:
               | When Jeff Bezos buys a yacht, he doesn't buy it with
               | Amazon stock. He cashes out that stock and then buys the
               | yacht.
               | 
               | I think a fair approach would be to use their total net
               | worth as the threshhold for which wealth taxes apply, but
               | taxes are only paid when that stock is turned into actual
               | money, or equivalent. If you're not cashing out your
               | company holdings, if your wealth is only "on paper", then
               | you owe nothing. But if you try to start cashing that
               | out, then you owe the wealth tax, and you don't get any
               | proceeds until you pay off that tax first. Note that this
               | would be on top of capital gains taxes.
        
               | jvanderbot wrote:
               | But the article lays out wealth as a baseline, stating
               | that taxes paid are a small percentage of the wealth
               | increases. Wealth is _mostly unliquidated_ because it is
               | stock.
               | 
               | If I'm understanding the argument correctly, the
               | proposition is that we should ( morally, not legally )
               | have levied additional taxes on these folks because their
               | net worth has gone up as calculated by the value of
               | things they own, like stock. I find that surprising and
               | somewhat unintuitive. Thanks for clarifying.
        
               | LargeWu wrote:
               | I think you're correct in how you're characterizing the
               | general consensus around wealth tax - that people should
               | be taxed based on all accumulated wealth, including
               | unrealized gains. I don't know how practical that is. I
               | think an approach that frames it as 100% capital gains
               | and/or marginal income tax rate on equivalent to the
               | first 2-3% of your total gross wealth is more workable.
        
               | morelisp wrote:
               | > It is unprecedented to tax someone on the value of
               | their unsold stock.
               | 
               | You mean unprecedented in the US, right? European
               | countries have been trying various wealth taxes on and
               | off for some time now, some of which count global assets
               | including stocks.
        
               | dkokelley wrote:
               | Exercising stock options is a unique case. If I as an
               | employer give you $10m worth of stock (through grants or
               | options), you have something akin to an "income" of $10m
               | on the receipt of that stock. (For the record I disagree
               | with taxing stock grants/options until they're realized
               | and the proceeds can be used to pay the accompanying tax
               | burden.)
               | 
               | If I give you $1 worth of stock and it appreciates to
               | $10m, you have capital gains that will be taxed when you
               | realize those gains.
        
       | WalterBright wrote:
       | The top 1% contribute 38.5% of Federal income tax revenue.
        
         | ausbah wrote:
         | the top 1% own 31% of all the net wealth in the US, which isn't
         | the same as income - but gives a good idea of how
         | disproportionate their share is
         | 
         | 38.5% seems too low
         | 
         | https://www.federalreserve.gov/releases/z1/dataviz/dfa/distr...
        
           | WalterBright wrote:
           | People creating wealth are not taking it from others. Wealth
           | is not zero sum.
        
         | akie wrote:
         | Two questions:
         | 
         | 1. How much of the wealth (and/or income) do they have?
         | 
         | 2. If they paid their taxes like the rest of the population,
         | what would this number be?
        
           | koheripbal wrote:
           | 1. We don't know. Wealth is not taxable. Income is taxed.
           | 
           | 2. They already pay according to the same rules as everyone
           | else.
        
         | LatteLazy wrote:
         | No, the top 1% of earners contribute that. Wealthy people don't
         | have earned income. If you go to work, even as a ceo, even in
         | the top 1% of earners, you're not wealthy.
        
       | cm2187 wrote:
       | Would be curious to see twitter blocking this story on the basis
       | that this is the distribution of stolen data as they did last
       | year...
        
         | jtdev wrote:
         | Twitter only does that when it facilitates manipulation of
         | important elections. They've moved on to protecting Fauci,
         | Harris, Biden from the harsh reality of their own incompetence
         | and rapidly vanishing facade of legitimacy.
        
           | [deleted]
        
       | arbitrage wrote:
       | oh gosh, something is definitely going to happen, this time, i'm
       | sure!
        
       | williamtwild wrote:
       | If they distill this information down to things that any person
       | can use then it will be useful.
        
       | WalterBright wrote:
       | Let's say you borrow and invest $1 million into a business
       | startup, like buying farmland. The land goes up in value 10%. Now
       | you owe $40,000 in taxes. But you only made a $50,000 profit
       | farming it.
       | 
       | How are you going to pay taxes on that "gain"? You already
       | borrowed money to pay for the farmland, you can't borrow any
       | more.
       | 
       | The only way is by selling off parts of the farm, which may not
       | be feasible.
       | 
       | In other words, many enterprises will never start because it is
       | an impossible business model.
       | 
       | You'll just wind up crushing existing businesses and make
       | starting new ones infeasible.
        
         | EricRiese wrote:
         | That logic doesn't really apply when you scale up to the ultra-
         | billionaires. Shares of stock are plenty liquid.
        
           | WalterBright wrote:
           | The rest of it still applies. It makes the numbers not work
           | for starting a business. Besides, selling off pieces of it
           | means making less and less money off of it. You wind up
           | working for the people you sold it to in order to pay the
           | taxes.
           | 
           | You might as well kiss entrepreneurship goodbye with wealth
           | taxes.
        
           | jl2718 wrote:
           | Unless the float is much smaller than the cap.
        
       | jtdev wrote:
       | Our political leaders and absolutely terrible media are the
       | villains here... not the rich people protecting their wealth.
        
       | Kharvok wrote:
       | The article seems to be toggling the conflation of income vs net
       | worth.
        
       | alfiedotwtf wrote:
       | Side-note: although not part of the 0.001%, it's mind blowing
       | that it's June 2021, and we still haven't seen Trump's promised
       | tax return.
        
         | geoduck14 wrote:
         | Did Trump make that promise? Are you REALLY surprised he didn't
         | fill that promise?
        
           | standardUser wrote:
           | Yes he did make that promise and no, of course no one should
           | be surprised Trump lied directly and repeatedly to voters.
        
       | digglet90 wrote:
       | Imo, Wyoming or Sweden not something in between. Most economies
       | do something in between and outrageously favour maintenance of
       | large stores of ultimately unworkable existing wealth.
        
       | asteriskseven wrote:
       | Misleading title.
       | 
       | The title of the article is "Why We Are Publishing the Tax
       | Secrets of the .001%"
        
       | kristjansson wrote:
       | The conflation of change in mark-to-market net worth with income
       | has got a whole lot to do with the constant breathless reporting
       | of "Bezos/Gates/Buffet/... made/lost x BILLION dollars today"
       | every time the market moves by more than a point.
       | 
       | Sure, I get they want to beat the drum on wealth inequality, and
       | perhaps that's a drum worth beating. But its a disingenuous
       | disservice to pretend that these people are sitting on a massive
       | pile of 'hoarded' liquid cash that could be redistributed in a
       | meaningful without incurring massive losses. Might as well
       | pretend that we could seize and sell all of the latest $100bn
       | shitcoin and get $100bn USD to distribute.
        
         | HWR_14 wrote:
         | I never followed this chain of logic. The whole point behind
         | the stock market is to treat any commonly traded stock as a
         | liquid asset. Why do you think that this fails with respect to
         | Bezos and Gates?
        
           | chrismcb wrote:
           | By definition a stock is not a liquid asset. It needs to be
           | sold first. In order to be sold, you need a buyer. You don't
           | always have a buyer.
        
             | jonny_eh wrote:
             | And yet I had to pay tax for exercising stock options from
             | a startup I left, stocks I was never allowed to sell since
             | the company was private.
        
             | HWR_14 wrote:
             | The stock market converts stock into a (more) liquid asset.
             | The value of GOOG may vary day to day, but no one thinks
             | that it's difficult to turn shares into cash.
        
             | throw0101a wrote:
             | > By definition a stock is not a liquid asset.
             | 
             | "By definition"? Which definition are you using?
             | 
             | Liquidity exists on a spectrum and is not binary:
             | 
             | > _In business, economics or investment, market liquidity
             | is a market 's feature whereby an individual or firm can
             | quickly purchase or sell an asset without causing a drastic
             | change in the asset's price. Liquidity involves the trade-
             | off between the price at which an asset can be sold, and
             | how quickly it can be sold. In a liquid market, the trade-
             | off is mild: one can sell quickly without having to accept
             | a significantly lower price. In a relatively illiquid
             | market, an asset must be discounted in order to sell
             | quickly.[1][2]_
             | 
             | * https://en.wikipedia.org/wiki/Market_liquidity
        
           | jdsully wrote:
           | Bill Gates started selling off his microsoft stake in the
           | late 90s. It took him more than two decades to get from 49%
           | ownership down to the 1.9% he has today. It's hard for figure
           | heads to divest without crashing the stock because it carries
           | substantial signal risk.
           | 
           | The stock market is only liquid at smaller scales, bigger
           | transactions will have dramatic effects on the price.
        
             | HWR_14 wrote:
             | You're assuming Gates was trying to divest from MSFT.
             | There's no evidence he was in a hurry.
             | 
             | You are right that insiders selling can be a signal. That's
             | why we have laws that govern their actions. But that's
             | because it is assumed Gates knows more than the average
             | MSFT investor.
             | 
             | Yes, if Bezos woke up tomorrow and wanted to crash AMZN by
             | selling his shares, he could. But he routinely liquidates
             | over a billion dollars worth a quarter.
        
               | jdsully wrote:
               | No assumptions are needed. He created a public divestment
               | plan and sold 20 million shares per quarter since. While
               | it's normal for insiders to declare trades well in
               | advance doing so decades prior is a bit notable. He was
               | pretty upfront about wanting to diversify after Ballmer
               | took over.
        
           | taeric wrote:
           | I think the market is more to treat the stake in a company as
           | a liquid asset. Such that you can transfer stake to someone
           | else for an agreed value.
           | 
           | But, it is not the value that is liquid, necessarily. It is
           | just the stake. In theory, there is intrinsic value to this.
           | In practice? Much more complicated.
        
         | throwaway2048 wrote:
         | one way to put it, if amazon stock lost 98% of its value, Bezos
         | would still have over 1 billion dollars worth of it.
         | 
         | The day to day fluctuations may be relatively meaningless, but
         | the amount of wealth controlled via it is very real.
        
         | ksec wrote:
         | Yes. Most people dont think about it that way. I am wondering
         | if there are any simple free bitcoin / cryptocurrency making
         | services? Get people to apply one crypto of their own, make 1
         | billion coins. I buy one for one coin for $1. Now that person
         | is instantly a _billionaire_.
        
         | asdff wrote:
         | If they didn't want to incur loss Bezos could just gift me his
         | shares in Amazon
        
         | Ericson2314 wrote:
         | Yes, it's a bummer common discourse does this. While making the
         | billionaires wealth seem more liquid would seem to overstate
         | their power, I think the real issue is quite opposite.
         | 
         | The popular understanding of capitalism is accurate prices and
         | liquid goods, and only a few things (as contested in culture
         | wars) are genuine separate axis. The reality is the real power
         | of the billionaires isn't in their "net worth" (however good
         | the accounting is), but in their power over the institutions
         | they control. Look at the size of the flow in and out of those
         | institutions, their capacity for investment. Realize also that
         | even as we collectively have the wealth for much simultaneous
         | investment, earlier investment has a profound and non-erotic
         | effect on future history (e.g. car vs public transit, Unix
         | being entrenched for 50+ years, etc.) This is the real travesty
         | of billionaire power, not the ability of Bezos to buy big
         | yachts or whatever.
        
         | fvv wrote:
         | Lol if i have a paint which value fluctuate every year i should
         | pay taxes or receive credits according to this article.. same
         | for car , house.. incredibly ingenuous article ... Why stop
         | here.. My qi could have a potential value if i do a test and
         | get a high score i should pay taxes ? Stocks or growing company
         | shares should not pay taxes until you sold them because you
         | didn't benefit from those until you sell them, if you decide to
         | give your shares to your employees when you die.. and you die
         | poor because your annual income was low and you never sold more
         | shares than you needed why you should pay billion in taxes if
         | the company is worth billions (or was worth billions at certain
         | point in time ) ? This kind of tax system proposed may cause
         | company fail because shares owners may be forced to sell shares
         | to pay taxes on shares just because those.. shares exists ..
         | absurd.. when the company pay taxes and you pay taxes on what
         | you take and also pay vat and other taxes on what you spend ?
         | Very ingenuous article imo taxes should not be avoided and
         | should be equal, but should be on money you receive it spend
         | not on some assets that grown in value ( btw note that indeed
         | something like houses and cars often have some kind of taxes
         | already recalculated on current value ) but this is a different
         | type of tax based on usage and owning something that require
         | maintenance (ie: city, roads,...) But why limit at public
         | companies if i have a company which is losing money and have
         | 10k shares and i sell one share to you at 1k because you
         | believe in it , this same year i should pay money on 10mil$
         | because iphotetical value of the company based on recent sale
         | was 10mil ? And my net worth is now 10mil?
        
           | fvv wrote:
           | I will go further..let me be hypothetical.. in a closed and
           | transparent system imho even income should not be taxed..
           | only spending.. if i earn 10bil and spend 0 why should I pay
           | ? If i donate those 10b to my children and he spend 0 and
           | grow it to 100b or leave it in bank.. all spending 0 .. what
           | is the difference of taxation here ? We both died homeless
           | and hungry... We are doing the equivalent of buyback\ reverse
           | printing on dollars...decreasing liquidity ....Until i spend
           | what is the problem ?.. btw this is not a closed and
           | transparent system so taxing liquid assets is ok.. it's when
           | I spend that I'm going to use or abuse the system or the
           | ecosystem depending on what I'm buying . So let me pay 9000%
           | taxes on a dodo steak and 1% on tofu burger this way with
           | ethic taxing policies i would be also incentivated to spend
           | better and improve the world ..
        
       | whiddershins wrote:
       | Every time someone tries to make a tax targeting the ultra rich,
       | it ends up hurting the moderately wealthy instead.
       | 
       | Every. Single. Time.
       | 
       | The worse tax situation is always the person who makes 500k in a
       | good year, or sells a house they held for 25 years which went up
       | a bunch in value.
       | 
       | I suspect this is a significant factor in social mobility. Our
       | tax system is punitive to people who try to leave the working
       | class.
        
         | dangus wrote:
         | You're not actually talking about the "moderately wealthy."
         | Just because billionaires are insanely wealthy doesn't change
         | the fact that a household making $500,000 is _still incredibly
         | wealthy._
         | 
         | There's already an exemption for capital gains tax on the sale
         | of primary homes. $500,000 for married couples, and you can
         | remove the cost basis and cost of improvements from the
         | equation.
         | 
         | In other words, almost nobody is taxed on the sale of their
         | primary home.
         | 
         | A household that makes $500k on a good year is actually in the
         | 1% statistically. They have left the working class long ago.
         | They could work for about 7-10 years in their career and retire
         | with an above-median salary (withdrawing following the 4% rule)
         | in perpetuity. That is by definition not the working class:
         | that family barely has to work in order to secure a lifetime of
         | comfortable living if they don't inflate their lifestyle.
         | 
         | In my view, your comment acts as an implication of support for
         | regressive tax policy that hurts the _actual_ working class.
         | No, moderately wealthy people _do not need help_. No, we are
         | not temporarily embarrassed millionaires held back from
         | generational wealthy only by government tax policy - that's a
         | farce sold to us by the very billionaires that want to avoid
         | being taxed. They want us to think that taxes hurt us more than
         | they hurt them, which is mathematically not true.
         | 
         | They want us to think that "if only our taxes were cut, we
         | could go back to affording a middle class lifestyle." It's not
         | true.
        
           | dhd415 wrote:
           | >>A household that makes $500k on a good year is actually in
           | the 1% statistically. They have left the working class long
           | ago. They could work for about 7-10 years in their career and
           | retire with an above-median salary (withdrawing following the
           | 4% rule) in perpetuity. That is by definition not the working
           | class: that family barely has to work in order to secure a
           | lifetime of comfortable living.<<
           | 
           | The "in a good year" qualifier in both your comment and the
           | parent comment means that your conclusion that this person
           | has left the "working class" is untrue. It's not uncommon to
           | get a windfall (stock option vesting cliff, inheritance,
           | capital gains, etc.) that boosts income in a single year to
           | many multiples of one's typical income. Such an occurrence
           | does not boost the recipient out of the working class.
           | Managed carefully, it can change their life (buy a house,
           | turbo-charge retirement savings, etc.) but no one's buying a
           | private island with a single year of $500k income.
        
             | heavyset_go wrote:
             | > _It 's not uncommon to get a windfall (stock option
             | vesting cliff, inheritance, capital gains, etc.) that
             | boosts income in a single year to many multiples of one's
             | typical income_
             | 
             | Estate taxes don't kick in for estates worth less than
             | $11.58 million and most states make immediate family exempt
             | from all inheritance taxes.
        
             | dangus wrote:
             | Of course it does. The working class doesn't get stock
             | options, vesting cliffs, inheritance, or capital gains!
             | 
             | Or much of a savings account or 401k, for that matter.
             | 
             | The _option_ to stop working for more than a few weeks or
             | months takes you squarely out of the working class.
             | 
             | Basically, what I'm trying to say is that the parent
             | comment to ours is attempting to advocate for taxing just
             | the billionaires and not to tax the moderately wealthy so
             | much. I think that's a flawed argument, because the
             | moderately wealthy don't need help, and are perhaps even
             | more wealthy than they realize.
        
               | WalterBright wrote:
               | > The working class doesn't get stock options, vesting
               | cliffs, inheritance, or capital gains!
               | 
               | robinhood.com would beg to differ. Anyone can invest in
               | the stock market and get capital gains.
        
               | HWR_14 wrote:
               | Not at the 500k level most of them aren't getting capital
               | gains. Or is this "anyone can be a multimillionaire -
               | just play the lottery and get lucky" level of technically
               | true?
        
               | WalterBright wrote:
               | They're getting capital gains any time they sell a stock
               | for more than they paid.
               | 
               | There's no magic threshhold of $500k.
        
               | HWR_14 wrote:
               | >There's no magic threshhold of $500k.
               | 
               | In the US in 2021 (aka, right now) the magic threshold
               | for capital gains is $445,850-$501,600 depending on
               | filing status. So you're technically correct that $500k
               | isn't a magic threshold, but it's certainly in the middle
               | of it.
               | 
               | But more importantly, you're going down a technical
               | rabbithole. The point of this comment chain is "what
               | happens to people experiencing a one-time windfall
               | capital gains of $500,000". The response was "what about
               | RH investors". My point was they weren't making 500k, so
               | it was irrelevant that they made income taxed as a
               | capital gain. And I stand by that.
        
               | chrisseaton wrote:
               | Plenty of normal working class people get options if they
               | work at a tech company.
        
               | frockington1 wrote:
               | When I worked at Home depot as a lot boy I got stock
               | options
        
             | camgunz wrote:
             | I think you're extending "working class" to mean "people
             | who live on wages instead of capital". But most people make
             | an additional distinction inside wage earners between
             | workers and professionals, i.e. mechanics, factory workers,
             | nurses, assistants vs. doctors, lawyers, software
             | engineers, managers, etc.
             | 
             | It's helpful in this little side discussion because
             | policies that might affect people with (as GP says) any
             | ability to make six figures in a year are pretty different
             | than those that affect people without. The "works for a
             | living" distinction isn't super relevant.
        
               | nemothekid wrote:
               | > _I think you 're extending "working class" to mean
               | "people who live on wages instead of capital". But most
               | people make an additional distinction inside wage earners
               | between workers and professionals, i.e. mechanics,
               | factory workers, nurses, assistants vs. doctors, lawyers,
               | software engineers, managers, etc._
               | 
               | This is a meaningless distinction because there was a
               | time where mechanics and factory workers also made 6
               | figure salaries. The divide should always be between
               | someone who makes most of their money from labor rather
               | than capital. Actors and basketball players are not
               | people that I think should necessarily be more impacted
               | by a wealth tax.
        
               | bittercynic wrote:
               | I don't want to diminish the importance of the
               | distinction between income coming from wages vs capital,
               | but I think there is also an important divide between
               | people who are able to get ahead/accumulate wealth, and
               | those who have to work as hard as they can just to scrape
               | by.
        
         | microdrum wrote:
         | I agree.
         | 
         | As someone from a poor family, never received inheritance of
         | any kind, and now (40 years old) makes +/- $1M per year, I
         | climbed through every 'tax bracket'. The income tax system is
         | absolutely designed to make it very hard to move through
         | working class into middle class, and then from middle class to
         | upper middle class.
         | 
         | Once you have escape velocity, you've got room to move with
         | debt facilities and other options. Everyone wants to give you
         | free, high quality banking services. It gets easier. But moving
         | from, say $70K to $500K is very very hard specifically because
         | of taxes.
         | 
         | For a very long time, the cumulative sum of taxes I'd paid were
         | more than the money I actually had in my account, to invest and
         | pay for things.
         | 
         | Ted Cruz was right, taxes should fit on a postcard for
         | everyone.
         | 
         | And no, unrealized investments shouldn't be taxed and no one
         | except do-nothing journalists are surprised to learn that they
         | aren't - this ProPublica article is really the definition of
         | fake news.
         | 
         | Actually let me just say what it is: propaganda leaked in order
         | to build support for the president's tax increases, which are a
         | very bad idea.
        
           | cycomanic wrote:
           | That you consider yourself upper middle class with an income
           | of 1M a year already says a lot about how skewed your view is
           | (not surprising there was some article on HN recently about
           | research showing that the rich and the poor consider
           | themselves middle class both). Sure you are not a billionaire
           | but you are not middle class anymore, you earn 30 times the
           | median income in the US. Now comparing yourself with the
           | superrich might make you think you're not that rich, but you
           | are.
        
             | rllearneratwork wrote:
             | have you heard about different cost of living in different
             | places? What if the person plans to fund himself/herself in
             | the retirement and pay for kids college rather than
             | expecting all that "for free" from the government?
        
               | ryandrake wrote:
               | There is no metro region on Earth where $1M/year can be
               | considered middle class.
        
               | askafriend wrote:
               | I'd say in SF, you need 500k to be reasonably
               | middle/upper-middle class if you have kids (let's say 2).
        
           | omgwtfbbq wrote:
           | Eat the rich bitch.
        
         | mrtnmcc wrote:
         | Wait, I thought the first 250-500K home sale profit was not
         | capital gain taxed in the US?
         | 
         | https://www.investopedia.com/ask/answers/06/capitalgainhomes...
        
         | cletus wrote:
         | > The worse tax situation is always the person who makes 500k
         | in a good year
         | 
         | What's the problem here? Income tax rates are moderately
         | progressive. They'll pay a higher marginal tax rate and a
         | moderately higher total tax rate in this year. That seems fine
         | to me.
         | 
         | > or sells a house they held for 25 years which went up a bunch
         | in value
         | 
         | This is what I have a problem with. This house has already had
         | plenty of favourable tax treatment, which could include:
         | 
         | - Tax-deductible mortgage interest
         | 
         | - Gains on that property deferred for up to 25 years. To give
         | you a comparison, zero coupon bonds don't get this favourable
         | tax treatment;
         | 
         | - Possibly capped or even frozen property tax increases;
         | 
         | - Long-term capital gains are generally significantly lower
         | than income taxes
         | 
         | Just how much tax subsidies does real estate need?
         | 
         | > I suspect this is a significant factor in social mobility.
         | 
         | Let me give you an example where this is definitely true. In
         | Australia, pretty much every state charges stamp duty on the
         | sale when you purchase property. It's typically in the 2-5%
         | range. There are various exemptions and allowances for first
         | home owners and the like (this varies from state to state).
         | 
         | This was all meant to go away 25 years ago when the Federal
         | government replaced a bunch of taxes with a consumption tax (ie
         | the GST) but it didn't happen, largely because the states were
         | addicted to the income, which became hugely significant as
         | property prices skyrocketed in the early 2000s.
         | 
         | The median price of a house in Sydney is now over A$1m. How do
         | we expect anyone to have any kind of mobility when simply
         | moving may result in a $50-100k+ tax?
         | 
         | Now the US has some of this. For example, to buy my one bedroom
         | apartment in NYC I had to pay a "mansion tax" (that's literally
         | what it's called) but at least it was only 1%.
         | 
         | My point is it could be much, much worse.
        
           | xienze wrote:
           | > Gains on that property deferred for up to 25 years.
           | 
           | Well yeah, before that point it hasn't been sold, so paying
           | taxes on unrealized gains on what the house "should" be worth
           | is bullshit.
        
             | cletus wrote:
             | I agree, but my point is that this is a favourable tax
             | treatment (which it is) because it doesn't have to be that
             | way.
        
               | xienze wrote:
               | How is not charging someone tax on unrealized gains some
               | special, favorable agreement? It's common sense for
               | physical assets.
        
           | swiley wrote:
           | Something people forget is the high amount of churn among
           | millionaires in the US. It's the billionaires you're trying
           | to go after, 500k should be ignored.
        
             | varelse wrote:
             | $500K? Hell, ignore net worths below $50M and pile drive
             | into everything above that. But you will then find out just
             | how many sub millionaires erroneously believe they are
             | temporarily embarrassed billionaires who will fight any
             | attempt to raise taxes on our domestic overlords just in
             | case. Which is the way they want it...
        
               | willseth wrote:
               | > sub millionaires erroneously believe they are
               | temporarily embarrassed billionaires
               | 
               | This is fucking spot on.
        
           | nostrademons wrote:
           | The issue, if I'm understanding the OP right, is that income
           | taxes are moderately progressive _until you get to the levels
           | where people make their living off wealth, not income_.
           | Someone earning a wage is going to pay a monotonically
           | increasing percentage of their income as they move up the
           | scale. That 's fine. Someone who owns a holding company that
           | itself owns 80% interests in a variety of LLCs that reinvest
           | their profits to increase their paper valuation, and then
           | takes out loans against the value of their holdings to pay
           | for living expenses - could quite easily end up paying _zero_
           | tax. Warren Buffett once posted that he pays half the tax
           | rate that his secretary does (17% vs. 34% [1]), and Buffett
           | doesn 't even partake of some of the tax avoidance strategies
           | (like taking out loans against his holdings instead of
           | selling them outright) that many other wealthy do.
           | 
           | [1] https://www.forbes.com/sites/paulroderickgregory/2012/01/
           | 25/...)
        
             | whakim wrote:
             | This is correct. Piketty's research has shown that as one
             | moves to progressively higher echelons of the wealth
             | distribution (top 5%, top 0.1%, top 0.01%), a higher and
             | higher proportion of capital is accumulated through returns
             | on capital rather than income. That being said, we
             | shouldn't discount that while taxes on income are more
             | progressive than taxes on wealth, they're still
             | significantly less progressive than those of most other
             | Western countries (and we have significantly higher levels
             | of income inequality compared to those countries.)
        
             | cletus wrote:
             | Here's another way to put it.
             | 
             | Up to a certain level you are taxed on what you EARN.
             | Income tax is relatively progressive.
             | 
             | Beyond a certain point you cease to be taxed on what you
             | earn. Instead you are taxed on what you SPEND. By this I
             | mean, you have unrealized or non-repatriated money and you
             | only realize those gains and pay taxes on what you need to
             | cover your expenditure.
             | 
             | So if you gain $100m in a year but only spend $10m then
             | you're only taxed on $10m and the other $90m probably grows
             | tax free until you really need it. This might mean then
             | that you're effectively paying a 4% total tax rate (40% of
             | 10% of your income).
             | 
             | But it gets worse. Because of zero interest rates, there's
             | no point in paying tax on that 10% either. Instead you
             | borrow $10m at 1.5% interest secured by your unrealized
             | gains. If your unrealized gains grow at more than your
             | interest rate you're coming out ahead. The worst case is
             | you're deferring your taxes for years. The best case is
             | you're effectively deferring them forever, or at least
             | until interest rates increase to the point where realizing
             | the gains is cheaper than borrowing.
        
         | varelse wrote:
         | Nothing like a barrier to entry to the top 1% to keep out the
         | rabble! But yes, you've discovered the crab pot cheat code that
         | will continue to keep things exactly where they've been and
         | they will remain. Go ahead and propose a 1% tax on wealth
         | beyond $50M. Even make sales to pay that tax 100% tax-
         | deductible. It won't happen. Or how about a 50% inheritance tax
         | on wealth beyond $100M? You're not getting that either when
         | there's a sweet middle to upper middle class pile of Quatloos
         | to mine and they don't have enough money to hire the right
         | people to make that problem go away _.
         | 
         | _ But I'm starting to think they need their own PAC and they
         | could afford that.
        
         | option wrote:
         | that's the point - ultra rich main concern is not a number in
         | the bank, but that they remain "on top", so of course they
         | lobby for more taxes which would make it harder for others to
         | approach them in the amount of wealth
        
         | onlyrealcuzzo wrote:
         | A house someone held for 25 years, fundamentally, doesn't seem
         | any different than stocks someone held for 25 years. I'm not
         | sure why we're obsessed with the idea that non-homeowners
         | should subsidize homeowner's housing.
         | 
         | If we really claim to live in a progressive society, shouldn't
         | renters be getting the subsidy? I mean, sure, a small
         | percentage of the population does have public housing. But that
         | hardly compares to the amount of people saving $10k per year on
         | taxes with the mortgage interest deduction on ~$1M homes in
         | HCOL areas, and then another 15-20% on $250k ($37.5k-$50k) when
         | they sell it.
         | 
         | This is more than the average household makes per year after
         | taxes...
         | 
         | The long-term average for appreciation on housing is 2.75%. In
         | the last 20 years, it's been well above that. But even still,
         | the average home-owner with a $1M house is saving $20k+ in
         | taxes per year.
         | 
         | I mean - I get it. The average person buying a million dollar
         | home these days probably has a marginal tax rate of >40%, and
         | houses are wicked expensive. It's nice to save some taxes. But
         | is this really the group that should be getting the savings?
         | And isn't it possible all this is just manipulating the housing
         | market further?
         | 
         | I'm not sure about everyone else, but I'd rather my home be a
         | place where I live than a meme-stock I speculate on.
        
           | willseth wrote:
           | Housing benefits need adjustment so a larger share goes
           | toward people who need it more, but overall home ownership
           | encourages people to raise families and build communities,
           | which acts as a compounding benefit to society. i.e.
           | subsidizing renters will have a positive short term benefit,
           | but long term it benefits landlords.
        
         | pydry wrote:
         | One of the lobby tactics the ultra rich use is to try and push
         | a tax hike/new tax to hit as many people as possible to stall
         | its implementation.
         | 
         | Then they also go on an all out propaganda offensive to act
         | like it'll hit even more than that.
        
         | Spooky23 wrote:
         | My giving a shit about household capital gains went away when a
         | partisan congress decided to buy redneck votes with punitive
         | SALT rollback.
        
           | fennecfoxen wrote:
           | SALT deductions are a massive tax break for the wealthy. Your
           | own partisanship that would see them restored is just as
           | powerful, and the tax policy you advocate here is more
           | regressive.
        
             | triceratops wrote:
             | > SALT deductions are a massive tax break for the wealthy.
             | 
             | How?
             | 
             | The point of being able to deduct state and local taxes
             | from federal ones is to devolve power to as local a level
             | of government as possible. You've already paid the local
             | authorities some taxes, so now you owe the federal
             | government less.
             | 
             | SALT limits do the opposite of that.
        
               | fennecfoxen wrote:
               | SALT is a tax break for the rich because state and local
               | taxes are progressive, the rich pay more per dollar
               | earned, and the rich are much less likely to be taking
               | the standard deduction.
               | 
               | And when a state like New York or California decides to
               | raises income taxes, it should not be understood that
               | they are strengthening their participation in any power
               | devolution scheme. It could work that way, but it
               | doesn't. The Feds do not generally delegate their
               | services like that.
        
               | triceratops wrote:
               | > the rich are much less likely to be taking the standard
               | deduction.
               | 
               | Not sure what that has to do with SALT deductions. My
               | understanding is they were on top of the standard
               | deduction, not as an additional line on itemized
               | deductions.
        
               | Spooky23 wrote:
               | When I bought my home in 2008, I made $80k, and mortgage
               | + taxes allowed me to itemize my charitable and some work
               | expenses. It was not a ton of money, but helped with the
               | community work that I do.
               | 
               | I wasn't exactly living in the gutter, but would say I
               | was "rich".
        
           | fallingknife wrote:
           | Why should 2 people with the same income, who get the same
           | services for the federal government pay different federal tax
           | rates? That's what SALT does, and it should have been
           | eliminated entirely.
        
             | vkou wrote:
             | 2 people with the same income get different benefits, if
             | one lives in a red state, and the other in a blue state.
             | The red state is a net recipient of federal funding, the
             | blue state is a net provider. Most red state economies
             | would implode without this fire-hose of free money. Texas
             | or Florida might be okay, the rest, not so much.
             | 
             | The same thing plays out on the state level. Eastern
             | Washington loves to complain about taxes, and I would love
             | nothing more than to let it have its wish... As long as
             | Western Washington can stop subsidizing it.
        
             | Spooky23 wrote:
             | I live in New York, which has a net outflow of Federal
             | revenues that makes life in many states possible. Most of
             | the states impacted have outflows like that.
             | 
             | So frankly, I think it's fair for some Midwest farmer with
             | land left barely fertile due to mono cropping to pay the
             | full shot of capital gains on his farm, after all, the farm
             | would be worthless without federal price supports,
             | irrigation, levee systems, and direct payments for the
             | corn. Likewise, the Floridian using the homestead laws to
             | launder money in property should be paying the full shot on
             | the Miami condo.
             | 
             | When demographics starts shifting the congress in a few
             | years, I'm sure similar scorched earth policy will happen,
             | which sucks, becuase it will utterly destroy whatever rural
             | economy exists in these states.
        
         | fennecfoxen wrote:
         | > Every time someone tries to make a tax targeting the ultra
         | rich, it ends up hurting the moderately wealthy instead.
         | 
         | Governments around the tax the middle class, because that's
         | where the money is. Our current spending campaign _will_ result
         | in substantial tax increases for the middle class; the only
         | real questions are when, and how much (less if it 's sooner,
         | more if it's later).
        
           | karmajunkie wrote:
           | > because that's where the money is.
           | 
           | Except that its not. Did you actually read the article?
        
         | heavyset_go wrote:
         | > _Every time someone tries to make a tax targeting the ultra
         | rich, it ends up hurting the moderately wealthy instead.Every.
         | Single. Time._
         | 
         | Get back to me when there is a good faith effort to raise the
         | capital gains tax and/or institute a wealth tax instead of
         | pretending that that "ultra rich" people derive their wealth
         | from employment income.
        
         | jl2718 wrote:
         | And it will never change!
         | 
         | Taking things requires force. Force only works against the
         | powerless. That's tautological.
         | 
         | And also tautologically, if you're benefitting from the use of
         | force, it's because you are powerful, and you are exploiting
         | the powerless. I don't care how poor or oppressed you think you
         | are.
        
         | bidirectional wrote:
         | How does this effect social mobility? I agree the tax system is
         | unfair towards those in the 1% but not 0.001%, but I don't see
         | how it is so punitive that those earning 500k or owning
         | appreciating assets are taxed back down to a lower social
         | class. And no one reaches those upper echelons by saving their
         | 500k/year or holding their house for a really long time.
        
           | lacksconfidence wrote:
           | The general idea is average people don't make 500k/yr. What
           | they might do though is have a one time event that earns them
           | 500k in a single year, like selling a small business or a
           | house. In that one year where they finally did well the tax
           | system comes in and hits them even harder with laws intended
           | for someone who makes 500k every year.
        
             | paganel wrote:
             | Working-class people don't own small businesses worth
             | hundreds of thousands of dollars, if you're in that
             | position you're already middle-class.
        
           | [deleted]
        
         | ineptech wrote:
         | I don't think you're describing an obstacle to change, you're
         | describing the mechanism of change avoidance. Compare: "Gosh,
         | every time we try to tax the wolves, it ends up hurting the
         | sheep as well. Why can't our 100% wolf, 0% sheep Congress get
         | this right? I guess it's just a hard problem!"
         | 
         | The solution is not to give up, the solution is to _actually_
         | tax the rich more. Also, your examples are awful: paying taxes
         | on the sale of your house is extremely rare, and the reason
         | your hypothetical person who makes $500k in a good year pays
         | such a high tax burden is because we tax income more heavily
         | than capital gains, i.e. the exact opposite of a  "tax
         | targeting the ultra rich".
        
           | stmfreak wrote:
           | No. The solution is for government to spend LESS. There is no
           | amount of tax that can out earn Congress' appetite for pork,
           | kickbacks, and voter bribery through wealth transfer.
           | 
           | The only reason we are told to see the illiquid wealth of
           | billionaires as a problem is the lie that Congress can spend
           | that money better.
           | 
           | They cannot.
        
           | TimPC wrote:
           | The problem isn't that it hurts the sheep as well, it's that
           | it hurts the sheep almost entirely. Raising capital gains
           | would be a decent idea that forces the rich to pay more.
           | Basically zero support for it. Closing loopholes helps too,
           | not what we're seeing in tax policy discussions which focus
           | on rates instead.
           | 
           | Raising the top rate on income when most of the ultra-rich's
           | money comes from investment isn't making sense. There is also
           | little interest in creating ultra-high tax brackets. I agree
           | in principle with someone earning $5 million/year paying a
           | higher percentage than someone earning $1 million/year. Many
           | countries the top rate starts at $120,000ish in local
           | currency.
           | 
           | Taxes on the sale of a primary home is not as rare as you
           | think. It may be a twice in a lifetime event for many people
           | but if it costs you a fortune each time people are
           | discouraged from buying starter homes and then upgrading as
           | their family grows. Make this too expensive and people even
           | choose to have fewer children rather than get a bigger house.
           | People may also choose to avoid the real estate market early
           | to wait for a realistic home and risk getting priced out
           | entirely. Admittedly, capital gains taxes are less punitive
           | than land transfer taxes in this regard but it's still a
           | factor. A capped to $500K of capital gains on a primary
           | residence of tax avoidance is useful for middle and upper
           | middle class Americans. It's not a measure designed
           | predominantly for the rich unless your definition of rich is
           | so broad that it includes any property owner. We've seen what
           | happens when you create markets where people can't move and
           | it looks a lot like San Francisco. That's not something I'd
           | want policies to try and replicate.
        
             | weaksauce wrote:
             | I think the only thing that would solve almost all the
             | issues is taxing the movement of money in all forms at a
             | small rate. there have been some thoughts on it by people
             | smarter than I but the gist is you tax money every time it
             | moves at a tiny percentage rate. the rate is so small that
             | for the commoners are not affected much but the people that
             | trade money or move money off shore or buy up large
             | commodities would be the ones that pay the most. I'm sure
             | there are some downsides to it but there are many upsides
             | too.
        
               | teachingassist wrote:
               | I would say in general that you want to motivate money to
               | move as much as possible - and the problem with excessive
               | wealth is that the money is not moving.
               | 
               | In an ideal world, I would tax money only when it is
               | static.
        
             | cpwright wrote:
             | The problem with selling your home isn't the income tax on
             | the gains. That would be new money you have. The problem is
             | that the closing costs are very high and that you have to
             | pay yearly property taxes on it whether or not you are
             | selling it.
             | 
             | In NYS, you would lose 2% for selling a home in transfer
             | tax (of the value not the gain); and then if you are
             | financing another home 1.25% of the mortgage value. So
             | right there you've lit 3% of the two transactions on fire.
             | That doesn't even count the non-government fees like
             | commissions, attorneys (for you and the bank), title
             | insurance, etc. that eat quickly eat up many thousands of
             | dollars.
        
               | TimPC wrote:
               | Income tax on the gains tends to be bigger than these if
               | you hold on to a property a while in a hot market. 20% of
               | 400,000 is much bigger than 2% of 1,000,000 if you buy at
               | 600,000 and sell at a million for example.
        
             | ineptech wrote:
             | > Raising capital gains would be a decent idea that forces
             | the rich to pay more. Basically zero support for it.
             | 
             | Zero support among whom, the wolves or the sheep? Taxing
             | the rich more is generally popular[0] and this would
             | accomplish that; it would seem like that's support.
             | 
             | > Taxes on the sale of a primary home is not as rare as you
             | think.
             | 
             | I would need to see a source on this; I can't imagine a
             | scenario in which any middle-class person pays any tax on
             | their home at all, unless they live in an extreme-outlier
             | of a neighborhood or find gold in their backyard.
             | 
             | 0: https://money.com/wealth-tax-rich-tax-
             | rates-2020-presidentia... for example
        
               | zepto wrote:
               | > Taxing the rich more is generally popular[0] and this
               | would accomplish that; it would seem like that's support.
               | 
               | This is a circular argument. Taxing the rich is popular,
               | but the argument is that it would hurt everyone else.
               | Hurting everyone else is not popular.
        
               | rascul wrote:
               | > I would need to see a source on this; I can't imagine a
               | scenario in which any middle-class person pays any tax on
               | their home at all, unless they live in an extreme-outlier
               | of a neighborhood or find gold in their backyard.
               | 
               | Could you elaborate on why they wouldn't pay tax on their
               | home?
        
               | ineptech wrote:
               | Because there's a tax shelter for that case - see
               | https://en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997
        
               | rascul wrote:
               | Are you referring to this?
               | 
               | > The act permanently exempted from taxation the capital
               | gains on the sale of a personal residence of up to
               | $500,000 for married couples filing jointly and $250,000
               | for singles. This exemption applies to residences the
               | taxpayer(s) lived in for at least two years over the last
               | five. Taxpayers can only claim the exemption once every
               | two years.
               | 
               | As I interpret the text, the middle-class homeowner will
               | have to live in a home for two out of five years before
               | they can claim an exemption. This matches the experience
               | of my father, who sold his home after about four years
               | and had to pay federal tax on the profit.
               | 
               | Is there something I'm missing or interpreting
               | incorrectly?
        
             | skybrian wrote:
             | Arguably capital gains should be paid earlier so it's a
             | sunk cost. Being able to put it off is market-distorting.
             | It's hard to come up with a fair way to do it though.
             | 
             | Maybe a requirement to save money in advance based on
             | market price, like payroll deductions? Then once you
             | actually sell, you might even get a bit of a refund,
             | encouraging turnover. But that would affect people with
             | cash-flow problems the most.
             | 
             | And the biggest problem is that many people don't _want_ to
             | sell and will resent any attempt to encourage it. Because
             | encouraging turnover is equivalent to penalizing people who
             | stay.
             | 
             | There is no "natural" way to do this, anything can be
             | considered a market distortion depending on your point of
             | view.
             | 
             | For large residential buildings in California, I've heard
             | that apartment owners will essentially swap buildings for
             | some kind of tax advantage. (I forgot what it was, though.)
        
               | TimPC wrote:
               | I think being able to put off capital gains on assets
               | like homes and start-up stock is necessary for the tax
               | system to not do awful things like force people to sell a
               | home because it becomes too valuable or bankrupt someone
               | who has stock options in a company that reaches a high
               | valuation but has untraceable stock.
        
               | skybrian wrote:
               | We consider these awful because of tradition.
               | 
               | The land tax advocates would say that people who own
               | valuable real estate _should_ sell, they are hoarding
               | valuable property.
               | 
               | My scheme (which I'm not too serious about) would not
               | force bankruptcy in the stock options scenario because
               | you could give up some stock options to get your money
               | back. Or possibly get a very low interest loan since it
               | would be fully collateralized by the forced savings.
        
               | yourapostasy wrote:
               | _> For large residential buildings in California, I've
               | heard that apartment owners will essentially swap
               | buildings for some kind of tax advantage._
               | 
               | You might be thinking of the federal-level 1031 exchange
               | [1]. California's particularly distortive Prop. 13-based
               | market has led to a separate Prop. 60 tax base exchange
               | mechanism that might also fit what you saw [2].
               | 
               | [1] https://www.investopedia.com/financial-
               | edge/0110/10-things-t...
               | 
               | [2] https://www.bosinvest.com/blog/tax-planning/dreaming-
               | of-down...
        
             | teachingassist wrote:
             | > Basically zero support for it.
             | 
             | Wealth taxes are _extremely_ well-supported, despite the
             | media as an industry [and politicians] being owned by
             | people strongly motivated to campaign against it all costs,
             | e.g.:
             | 
             | https://www.reuters.com/article/us-usa-election-
             | inequality-p...
        
               | paul_f wrote:
               | The "idea" of wealth tax is liked, the reality is that is
               | has never been implemented successfully. Everywhere it
               | has been tried, it has been rolled back.
        
               | ping_pong wrote:
               | Wealth taxes don't work. It was tried in Europe in many
               | countries and they ended up rolling them back.
        
               | whakim wrote:
               | It's true that a number of European countries that
               | previously had wealth taxes no longer do. However,
               | European countries only collect taxes on residents. If
               | you wanted to avoid wealth taxes you could simply move to
               | another country (and the bar to doing so is very low in
               | the EU...), whereas the IRS collects taxes on US citizens
               | regardless of where they live. So the situations are not
               | totally analogous and it's not clear that a wealth tax in
               | the United States would also fail.
        
               | teachingassist wrote:
               | First, this is not true. I live in a country in Europe
               | and I paid a wealth tax today, in fact.
               | 
               | Second, please re-read my comment above as to why you
               | might have understood that.
        
               | ping_pong wrote:
               | Nothing you said contradicts what I said.
        
               | bernawil wrote:
               | That's interesting, can you expand?
        
               | Super_Jambo wrote:
               | America which claims global tax jurisdiction may have
               | slightly different results.
        
               | neolog wrote:
               | https://en.wikipedia.org/wiki/Wealth_tax#Past_repeals
               | 
               | There are two studies cited. One on the repeals is by
               | "Institut de l'Entreprise" which seems to be a wealthy
               | people's think tank [1] and the other is about why the
               | wealth tax wasn't introduced in the UK [2]. I'm not
               | convinced by the evidence here.
               | 
               | [1]
               | https://fr.wikipedia.org/wiki/Institut_de_l%27Entreprise
               | 
               | [2] http://eprints.lse.ac.uk/42582/1/Why_was_a_wealth_tax
               | _for_th...
        
               | snovv_crash wrote:
               | And yet that haven for the rich, Switzerland, has a
               | wealth tax. Explain please?
        
           | ojbyrne wrote:
           | If a person makes $500k in a good year, they will get hit
           | with higher taxes, but they're probably going to invest a lot
           | in order to hedge against not so good years. Taxing their
           | capital gains is a double whammy.
        
             | willseth wrote:
             | If the tax is on the gains it's still a single whammy.
        
             | Alupis wrote:
             | Just imagine Income Tax + Sales Tax... get taxed on what
             | you earn, then taxed again when you go to spend it!
             | 
             | This is a clever way to reduce purchasing power without
             | making it seem as bad, ie. nobody really considers the tax
             | on a new car purchase until they're signing the final
             | paperwork... or even on a new T-Shirt. Depending where yo
             | live, this sales tax is non-trivial too, sometimes up to
             | 10%+.
        
               | lotsofpulp wrote:
               | Sales tax is the most visible tax. Maybe the richest of
               | rich people do not consider it, but I have a hard time
               | believing "nobody" considers it.
        
               | Alupis wrote:
               | Do you add up in your head how much that fast food meal
               | will actually cost before you order it? How about when
               | you try on new shoes? Probably not...
        
               | lotsofpulp wrote:
               | Yes, it is trivial to add 10% (or 30% for waited
               | restaurants) to a number. Even if people did not for
               | small purchases, with so many people living paycheck to
               | paycheck, surely they notice an extra $50 to $150 for a
               | TV or $3,000 for a car.
               | 
               | One of Amazon and other online only retailers' biggest
               | advantages until 2018 was that it did not have to charge
               | sales tax to people in states without a physical Amazon
               | presence. That meant you saved 7% or more buying from
               | Amazon instead of locally. Basically everyone I know used
               | to buy online to skirt sales tax.
               | 
               | https://en.wikipedia.org/wiki/South_Dakota_v._Wayfair,_In
               | c.
               | 
               | It was a very big deal and politicians had been
               | complaining about waning sales tax revenues.
        
         | Wowfunhappy wrote:
         | > Every time someone tries to make a tax targeting the ultra
         | rich, it ends up hurting the moderately wealthy instead. Every.
         | Single. Time.
         | 
         | Could you please share some of the situations you're thinking
         | about here? I'm not familiar.
        
           | Mc_Big_G wrote:
           | GFY
        
             | u801e wrote:
             | > Your dollars saved are worth much less than they were a
             | few years ago and now your taxes are high
             | 
             | Which makes me wonder why the general consensus about
             | deflation is that it's not a good thing.
        
               | [deleted]
        
             | dang wrote:
             | Please don't delete-edit your posts like that. It's not
             | fair to the users who replied.
             | 
             | And needless to say, attacking other users like that will
             | get your account banned here. We've had to warn you
             | multiple times in the past about breaking the HN
             | guidelines. I don't want to ban you, so if you'd please
             | review https://news.ycombinator.com/newsguidelines.html and
             | fix this, we'd be grateful.
        
             | iso1631 wrote:
             | > Most of your gains are going to go to taxes, so you wait
             | to sell or only sell a little
             | 
             | So basically you're hoping for someone to get elected who
             | will give you a ton of money (via a tax cut for the
             | wealthy)
        
               | dang wrote:
               | " _Please respond to the strongest plausible
               | interpretation of what someone says, not a weaker one
               | that 's easier to criticize. Assume good faith._"
               | 
               | " _Have curious conversation; don 't cross-examine._"
               | 
               | https://news.ycombinator.com/newsguidelines.html
        
           | realce wrote:
           | If you have just enough assets to be "rich" but don't have
           | enough to purchase tax assistance, you've become unprotected
           | prey. Everyone that can afford this tax assistance has a
           | lower cost of business than you, everyone poorer has a lower
           | tax burden.
        
             | ta1234567890 wrote:
             | Very interesting concept. This happens with lawsuits. If
             | you have enough money/assets to be an attractive target for
             | a lawsuit, but you don't have enough to pay to defend the
             | lawsuit, you are also "unprotected prey".
             | 
             | An example: in SF/LA (California), a decent civil litigator
             | will cost about $400+/hr. And a lawsuit will run for 1-3
             | years. When you add all the legal costs up, it turns out
             | that just to defend yourself, you'll need to spend about
             | $100-$200k. So, unless you have quite a bit of money,
             | you'll have to either default or settle in maybe not very
             | favorable terms. Either way, you might end up bankrupt, in
             | debt for a long time, or just with no savings at all.
        
             | Wowfunhappy wrote:
             | I'd love to see some data on how big a deal this really is,
             | because I would normally assume that by the time you've
             | reached the levels of wealth we're talking about, "tax
             | assistance" is a trivial expense.
        
               | kbelder wrote:
               | I think at this level, tax protection isn't 'hiring a
               | decent accountant' or 'donate $10,000 to charity', but
               | instead is 'moving your base of operations off-shore' and
               | things like that. Things you can do with a ten-million
               | dollar income, but not a half-million.
        
               | ta1234567890 wrote:
               | Yes. And the reason for that is the cost of lawyers to
               | setup and run the structure. Lawyers could actually
               | charge less and open access to more people, but then it
               | wouldn't be as exclusive.
        
         | munificent wrote:
         | Every single time someone tries to make a tax targeting the
         | ultra rich, someone writes a comment just like this. Every.
         | Single. Time.
         | 
         | As far as I can tell, this comment is semantically identical
         | to:
         | 
         | "Every time someone tries a new cancer therapy, it ends up not
         | helping the worst cancers."
         | 
         | "The sting operation was a failure because it only caught low-
         | and mid-level criminals."
         | 
         | "We shouldn't use automated tests because some bugs cannot be
         | caught by it."
         | 
         | "Look, this bully is ten times stronger than my kid. He's gonna
         | beat him up whether my kid wants him too or not. We should just
         | accept that the kid is gonna get pummelled."
         | 
         | There are at least four flaws I can see:
         | 
         | 1. The obvious "perfect is the enemy of the good" argument.
         | Unless you have an alternative proposed tax that is flawless,
         | then the comment does not get closer to a world where people
         | pay a share of taxes commensurate with their point on the
         | wealth continuum.
         | 
         | 2. By framing it as "hurting" the moderately wealthy, it
         | applies a narrative that taxes exist to punish, that the
         | extremely wealthy deserve that morally, and that the moderately
         | wealthy do not. Every piece of that narrative is wrong. Taxes
         | exist to fund services, not enforce moral orders. It's not like
         | we have a higher tax rate for convicted criminals. The
         | moderately wealthy also have a capacity to afford taxes higher
         | taxes without lowering their quality of life, so a tax law that
         | hits them too has not "failed". Even if taxes _were_
         | punishment, this comment presents no actual evidence that the
         | moderately wealthy are morally purer than the ultra-wealthy.
         | 
         | 3. Some fraction of today's moderately wealthy are tomorrow's
         | obscenely wealthy, so applying some tax pressure on them today
         | is a step towards preventing them from escaping that tax burden
         | tomorrow.
         | 
         | 4. Equating people who make 500k in a year with "the working
         | class" is... I don't even know what to say about it.
         | 
         | 5. Forcing the ultra-rich to do extra work to dodge this new
         | law is a net good. Defeatism, which seems to be the counter-
         | proposal here, makes it _even easier_ for them to retain and
         | acquire wealth. We should keep passing laws. Every time they
         | find a loophole, close it. Vote out politicians that get
         | bought. Make them keep jumping. Wear the fuckers out because
         | eventually some will lose _if you keep trying_. If you let them
         | win... well you let them win.
        
           | silexia wrote:
           | Very good point! I thought the same thing about the original
           | comment, but you actually analyze the entire thing improved
           | why it is incorrect. Thank you!
        
           | paul_f wrote:
           | Maybe you should focus on how you would avail the failures of
           | past attempts:
           | 
           | https://www.npr.org/sections/money/2019/02/26/698057356/if-a.
           | ..
           | 
           | >In 1990, twelve countries in Europe had a wealth tax. Today,
           | there are only three
           | 
           | >France's wealth tax contributed to the exodus of an
           | estimated 42,000 millionaires between 2000 and 2012, among
           | other problems. Only last year, French president Emmanuel
           | Macron killed it.
        
         | ipython wrote:
         | I agree with your general point, but your specific example of
         | selling highly appreciated real estate is a poor one, since you
         | incur no tax when selling your primary residence (up to
         | something like $500k gain - over your cost basis which includes
         | any capital improvement you made to the property) as long as
         | you lived there for two of the last five years.
         | 
         | It's a huge tax advantage for homeowners. One could argue that
         | it is in itself unfair as it advantages people who already have
         | large assets over those who do not.
        
           | jtdev wrote:
           | It also encourages liquidity in the residential real estate
           | market... which seems to be a net good thing.
        
           | HPsquared wrote:
           | When a person moves house, the proceeds from the sale of the
           | old house are used to buy the new house. If someone has lived
           | in an area for a long time, wants to move across the street
           | to an otherwise identical house with the same value, why
           | should they be taxed for that move but not for simply living
           | in the first house?
        
             | edmundsauto wrote:
             | This is exactly what happens. If you buy house #2 within 90
             | days, you can do a 1031 (I think?) property exchange. Then
             | you don't pay taxes on the first sale.
        
               | ejstronge wrote:
               | This is generally only true for investors, not for people
               | who buy real estate for the sole purpose of obtaining
               | lodging
        
               | w4 wrote:
               | 1031 exchanges are not available to homeowners, they are
               | exclusively available for investment properties.
               | Homeowners receive a $250k/$500k tax shelter as discussed
               | above.
        
               | TheOtherHobbes wrote:
               | And this is why property prices are insane.
               | 
               | Investments of all kind receive generous tax breaks even
               | when they're simple rent seeking.
               | 
               | So you get the triple whammy of unaffordable prices with
               | unaffordable rents with downward pressure on wages -
               | because the rent-seeking behaviour of share holders is
               | privileged over the value of the work that underpins it.
               | 
               | It's not just a recipe for economic disaster for most of
               | the population, it's also a recipe for political
               | instability. In a democracy everyone should feel like the
               | system is working in their interests.
               | 
               | When essentials become unaffordable and pricing becomes
               | punitive and extortionate, people get angry and start to
               | act in insane ways.
        
               | sp_nster wrote:
               | The $250/$500k is a one-time benefit and you will
               | absolutely take advantage of it when you sell your home.
               | 
               | The idea of taxing this "profit" for the home owner would
               | be insane. The investment and re-investment in real-
               | estate drives a big majority of the economy.
               | 
               | I'm for modifying 1031 for investors who rent their
               | properties. \
        
               | thrwn_frthr_awy wrote:
               | For a 1031 exchange you can only exchange an investment
               | property for another investment property. You cannot use
               | it for your primary residence. You have 45 days after
               | close of escrow on your sale to identify up to three
               | properties to purchase. You then have 180 days from close
               | of first property to close one of the three listed.
        
               | flabbergasted wrote:
               | This tax deferment only applies to investment property.
               | As I understand it, if you're living there, then 1031 is
               | not an option for you.
        
           | nostrademons wrote:
           | > (up to something like $500k gain - over your cost basis
           | which includes any capital improvement you made to the
           | property)
           | 
           | In a lot of markets this absolutely hits the "moderately
           | wealthy trying to leave the working class". Bay Area houses
           | that went for $1.2M in 2009 now go for about $3M, for a gain
           | of $1.8M. That's well over the $500K exclusion, even
           | including capital improvements.
           | 
           | Few folks will shed a tear for people who own a $3M house
           | simply by virtue of living in a hot area, but that's exactly
           | who the OP is talking about.
        
             | omgwtfbbq wrote:
             | >Few folks will shed a tear for people who own a $3M house
             | simply by virtue of living in a hot area, but that's
             | exactly who the OP is talking about.
             | 
             | You lose a lot of money to taxes when you win the lottery,
             | should we modify the tax code for those people too?
        
             | ineptech wrote:
             | "Well, this tax might still hit someone at the upper-upper-
             | end of the middle class if they live in the fastest-
             | appreciating real estate market in history" seems
             | equivalent to admitting that it does not hit the middle
             | class generally.
        
             | whakim wrote:
             | In the US, simply owning a house that's worth $3M (and
             | literally zero other assets of any kind) puts you in the
             | top 1.5% of the wealth distribution, per the WID. So I'm
             | not sure how you could classify this scenario as
             | "moderately wealthy trying to leave the working class."
             | More like "extremely wealthy people trying to become even
             | more wealthy."
        
             | motohagiography wrote:
             | The people who live in hot real estate areas for years
             | _made_ them the hot real estate areas. Real estate
             | appreciation isn 't free money. It's people who risked
             | moving into an area and brought their culture with them.
             | This is what creates the value.
             | 
             | Just because middle class people benefit from the subsidy
             | of low interest rates that create asset bubbles does not
             | mean that the people who raised families in a neighbourhood
             | or a city are somehow undeserving of the rewards on their
             | equity.
             | 
             | The idea that money not taken in taxes is an "expenditure,"
             | or an advantage, and this idea of accounting for the
             | hypothetical opportunity cost of not taking some peoples
             | money as a tax privilege is bizzare.
        
               | RC_ITR wrote:
               | >brought their culture with them.
               | 
               | Yikes. Do you really think places like SOMA, SLU, DTLA,
               | etc. got better because rich people brought their
               | 'culture' there? I'd recommend you visit said places and
               | see for yourself, most of the 'culture' is in adjacent
               | (usually historically minority) neighborhoods.
        
               | vineyardmike wrote:
               | > in adjacent (usually historically minority)
               | neighborhoods.
               | 
               | These are the people that brought their culture. Their
               | housing is probably also well appreciated.
        
               | RC_ITR wrote:
               | It's amazing how often people on HN think that working
               | class minorities have equal access to owning their own
               | homes, despite huge evidence to the contrary.
               | 
               | https://usafacts.org/articles/homeownership-rates-by-
               | race/
        
               | frockington1 wrote:
               | In those places there is a huge value difference between
               | the adjacent neighborhoods and the rich neighborhoods.
               | This is primarily due to a culture of stability and
               | safety
        
               | RC_ITR wrote:
               | What are you trying to say? That DTLA is safer/cheaper
               | than Little Tokyo (you're wrong)? That SOMA is safer than
               | the Mission(you're wrong)? That SLU is safer than Capitol
               | Hill(you're wrong)?
        
               | motohagiography wrote:
               | Specifically, I said that rich(er) people go to those
               | places because the people who were there before them made
               | those places appealing. Poor(er) people who made due and
               | built a community with businesses and neighboors that
               | attracted others. As for why people who say 'yikes' seem
               | to scare so easily, the concern is noted and ignored.
        
         | tomerico wrote:
         | Another point is that $500k is not in the 1% everywhere. In the
         | Bay Area, it wouldn't even put you at the top 5%.
         | 
         | https://www.nytimes.com/interactive/2019/08/01/upshot/are-yo...
        
           | Wowfunhappy wrote:
           | But the Bay Area's high prices are driven by scarcity +
           | demand, not intrinsic cost. So if everyone had a higher tax
           | burden, I'd expect costs to come down.
        
             | bananabreakfast wrote:
             | That's absurd. If everyone had a higher tax burden social
             | mobility would be completely destroyed.
             | 
             | Californians will never vote away prop 13 so property taxes
             | will never go up, even in this imaginary increased tax
             | burden scenario. With incomes taxed higher, prices would
             | not come down at all.
             | 
             | No one would want to sell their houses, as they could never
             | afford a new one after taxes. Prices would continue to be
             | propped up by real estate investment wealth that is largely
             | unaffected by this increased tax burden. No one could
             | afford to buy a first home as their income is taxed to a
             | degree that saving up for a 20% down payment would require
             | being in the 1% of CA income or saving up frugally for >10
             | years.
        
               | metalforever wrote:
               | I bought in SF recently with a 5% down payment without
               | waiving most of the contingencies.
        
             | MR4D wrote:
             | Unless a huge earthquake hits it, the Bay area will always
             | be worth more than central Kansas.
             | 
             | At a minimum, there is one simple reason for this - the
             | amount of infrastructure investment over the years (power,
             | sewer, roads, etc), of which there is basically none in
             | central Kansas, but loads of in the bay area.
        
               | dantheman wrote:
               | It has nothing do with physical infrastructure and
               | everything to do with social infrastructure - the people
               | and organizations that are located there.
               | 
               | And the weather.
        
               | MR4D wrote:
               | The value of the land at Burning Man is much lower than
               | the Bay Area, even though it has many of the same people.
               | 
               | I think the infrastructure is pretty important.
               | Disregarding it entirely seems a bit much. Even a bad
               | neighborhood in Philly has more value per square foot
               | than farmland in Kansas.
        
               | akiselev wrote:
               | _> The value of the land at Burning Man is much lower
               | than the Bay Area, even though it has many of the same
               | people._
               | 
               | You're proving GP's point. People from the Bay Area go to
               | a desolate desert in the dead of summer _because of_ the
               | social aspects of Burning Man - the land is worthless
               | because its a desert, owned by the Federal government,
               | and they only stay a week out of the year. They bring the
               | infrastructure with them, from stadium audio equipment to
               | porta-poties to wireless equipment.
        
               | hellbannedguy wrote:
               | Plus beaches, mountains, culture. (I do like Kansas
               | people better than my neighbors though?)
        
               | tomcam wrote:
               | Or Kansans, as we call them in the business
        
             | panarky wrote:
             | What is the "intrinsic cost" of 1200 square meters of the
             | Earth's surface?
        
         | [deleted]
        
         | hellbannedguy wrote:
         | You are right, but if they crafted the right bill, I think we
         | could tax the ultra rich, without affecting the asset rich
         | widow, or the moderately wealthy.
         | 
         | Give everyone one big tax day on a house. The family that
         | bought a ranch style house years ago is allowed 1 huge tax
         | holiday. That married $500k deduction is a joke, and needs to
         | be increased.
         | 
         | So, the widow living in the ranch style house should be exempt
         | from taxes, say up to 3M, if she decides to move. With that
         | money, she could move anywhere, and not worry about property
         | taxes too? I know you guys don't like prop 13. (Only about 4-5
         | counties in CA that will accept a recriprovial property tax
         | transfer. Keep that in mind if older, and looking to move.)
         | 
         | Let's face it, most Americans will only see one big pay day
         | over an asset, and it's usually the family home.
         | 
         | My point is only allow the tax holiday 1 time, and it would be
         | for individuals whom make less than $500k/yr. Don't allow the
         | tax dodge to go on forever, and abused by every ultra rich guy
         | forever.
         | 
         | Let Elisabeth Warren right the bill, and I would bet the lucky
         | middle class 1 home asset person would not be affected by a
         | wealth tax? Warren is wealthy. She is not ultrarich. She knows
         | the difference.
        
         | lumost wrote:
         | That's the ultimate appeal of a wealth tax. Taxing a hundred
         | millionaire, or billionaire, or even a 10 billionaire a
         | progressive 4% annual tax won't affect someone making good
         | money off of income in nearly every scenario.
        
           | silexia wrote:
           | I agree! All taxes should be wealth taxes. Or to be more
           | clear - the only tax we have should be one wealth tax that is
           | a single percentage and affects everyone at all levels
           | equally. Maybe 3% per year or something.
        
       | mlac wrote:
       | I would really just like a flat tax. No loopholes or deductions.
       | Very simple. It should not take a masters degree to understand
       | the tax code.
       | 
       | I recognize this is one of the main ways Policy is implemented
       | (incentives can drive certain behavior), but we've got hundreds
       | of years of complexity going on and I wouldn't mind simplifying
       | this.
       | 
       | I don't know where to start though.
        
         | alok-g wrote:
         | I would like to have discussions even for "constant" tax.
         | 
         | Wrote more in the comments below:
         | 
         | https://news.ycombinator.com/item?id=27434369
         | 
         | https://news.ycombinator.com/item?id=27434819
        
         | LatteLazy wrote:
         | A flat tax removes the simliest fairest part of the tax code
         | and leaves all the bullshit and loopholes behind. Don't make
         | the mistake of thinking you're (and my) experience of the tax
         | code is anything like the actual code. We only see 0.001%. It's
         | easy to consider only the things we see after all.
        
         | an_opabinia wrote:
         | Economically, you sort of live in a flat tax. (https://www.nyti
         | mes.com/interactive/2019/10/06/opinion/incom...)
         | 
         | I know that's not what you mean. But if you simply filed a
         | 1040EZ, then paid a 20% penalty when the IRS sends you a letter
         | saying pay the rest of what you owe, expect to pay... 28
         | percentage points effective instead of 26.
         | 
         | This is to say that tax complexity is a red herring. You can
         | already live in an almost zero-complexity tax obligation
         | personally, as a wage earner, above and beyond what is
         | officially prescribed. It's not really what it's about. It's
         | probably not about saving money either.
        
           | hellisothers wrote:
           | Looks like the 1040-EZ is no longer used, could you elaborate
           | on this "hack" you're suggesting is a flat tax solution?
        
         | Ericson2314 wrote:
         | That misses the point. The problem isn't income. The problem is
         | there is no "simple" way to assess wealth.
         | 
         | Actually, simplest thing to do mathematically is to skip the
         | dollar-denominated accounting entirely, and just pay the
         | government in kind i.e. asset forfeiture / putting the means of
         | production in partial state control.
         | 
         | e.g. the gov owns stock in a company based on the distribution
         | of private ownership (is it equal like ESOP or unequal like
         | Facebook and Google?), and without regard to the market price
         | of the stock.
         | 
         | I challenge the mathematically literate in America to really
         | think through this.
        
         | user3939382 wrote:
         | Unfortunately Intuit (Turbotax) and the CPA trade groups lobby
         | against any tax simplification whenever it comes up. Regulatory
         | capture of our political process has corrupted it at every
         | turn.
        
         | dvh wrote:
         | How about removing income tax (hard to measure, easy to avoid
         | by rich) and increasing vat by the same amount. Vat could be
         | even added to stocks (buying $5000 of Tesla stocks? Pay 20%
         | vat. This could probably end all short term speculations as
         | well). Definitely to yacht and houses, vacations, butlers and
         | gardeners, gold doorknobs, Ferraris, swimming pools, 200" LCDs,
         | hotel stays, massages, anything that is consumption really)
        
           | breakfastduck wrote:
           | Because this would absolutely shaft everyone other than the
           | well off?
           | 
           | Because there would be no way at all of scaling the tax based
           | on income / wealth? So someone earning almost nothing with no
           | wealth would be expected to pay the same tax as a
           | billionaire?
        
             | BarkMore wrote:
             | See the Fair Tax proposal for one way to address this
             | problem. https://en.wikipedia.org/wiki/FairTax
        
               | ianbicking wrote:
               | A large UBI would address this OK, but FairTax seems to
               | really work to keep the tax as regressive as possible
               | without being quite so bad as a flat VAT. A "welfare
               | payment" for "low-income earners" means you have to be in
               | the system ("earner"), that income still has to be
               | calculated, and that the payment is stigmatized
               | ("welfare") instead of presented as an entitlement.
               | 
               | This also seems bad: "The proposed Fair Tax Act would
               | apply a tax, once, at the point of purchase on all new
               | goods and services for personal consumption" - "personal
               | consumption" is arbitrary. A VAT tax applied everywhere
               | for all goods would be fair and harder to avoid. Though
               | even that seems like it would encourage financialization
               | to hide material production.
        
               | Ericson2314 wrote:
               | Yes thanks. That thing sounds like a Trojan horse; VAT
               | and UBI is much better.
        
         | madaxe_again wrote:
         | I don't know that flat tax is necessary - progressive taxation
         | is a sane policy, as the marginal utility of money goes down
         | the more of it you have, and therefore a larger tax burden is
         | more easily borne - however addressing the gap between how
         | asset and employment income are taxed is critical to combatting
         | gross wealth asymmetry.
         | 
         | I write this as a member of the asset-owning class. I wasn't
         | always - I worked in the U.K., with my income automatically
         | taxed via PAYE (Pay As You Earn), and paid between 20 and 45%
         | effective tax rates on my earnings.
         | 
         | Now, my income is rentals and investments, and my effective tax
         | rate is nearer 5%, on a much larger income than I ever had from
         | employment. I've not done anything special or weird, I've just
         | paid capital gains and written down the allowable expenses. It
         | would not be hard to pay no tax, just by restructuring my
         | finances a little, but it doesn't sit well with me as it is.
         | 
         | Honestly, it's nonsensical. At the very least asset income
         | should be taxed at the same rates as labour income - but it
         | should probably be taxed at a higher rate, as penalising
         | productive labour and rewarding rent-seeking is ultimately
         | contrary to the interests of everyone.
        
           | short_sells_poo wrote:
           | One could always tax land ownership. It cannot be hidden or
           | escaped from. It's also the ultimate scarce resource and yet
           | there are landlords who do nothing just draw rent from those
           | who actually utilize the land.
           | 
           | An addendum re the UK: it's funny how the UK tax scheme is so
           | punitive on the middle class. Earn 100k pounds gross and take
           | home 50k. But the moment you become an asset owner, you can
           | basically optimize all of it away. The two income brackets
           | "supported" by the UK tax regime are the poorest and the
           | richest.
        
         | lucideer wrote:
         | > _I don't know where to start though._
         | 
         | I would start with "cui bono" and look into learning about the
         | various institutions in place who's main purpose is to maintain
         | the complexity, that would stand to make significant losses (or
         | disappear) if it were simplified.
         | 
         | (just in case this sounds like pessimism or apathy, I don't
         | necessarily think it is. But if one genuinely wants change, one
         | does need to be aware of where hurdles lie)
        
         | ianbicking wrote:
         | A flat tax simplifies one little bit of math, and doesn't
         | really address loopholes and deductions. If you have an income
         | tax you have to calculate "income". If I have a little store
         | and buy gum for $1.00 and sell it for $1.10, it will not work
         | well if that's counted as $1.10 of income. That $1.00 is a
         | deduction. We can't eliminate them. It's a "loophole" when we
         | think the deduction is not in the spirit of calculating income,
         | but that's not an objective criteria.
         | 
         | A flat tax removes the benefit of shifting income to different
         | entities to pursue lower marginal taxes, but I don't think
         | that's the kind of abuse we're looking at here, nor is that
         | abuse particularly scalable.
        
         | naasking wrote:
         | Flat tax is too regressive. What seems justified is a basic
         | S-curve indexed by income, and where the left hand side dips
         | below zero so those below a certain line effectively get a
         | negative income tax to maintain a certain standard of living.
        
           | dataviz1000 wrote:
           | Agreed. Flat tax and sales tax are both regressive and both
           | hurt the population the economy needs most to spend on
           | consumption to be viable with circulation.
        
           | mantas wrote:
           | Flat tax + minimum non-taxable incomes is where it's at. Just
           | set high enough threshold.
        
           | alok-g wrote:
           | Care to explain why? :-)
        
           | pmoriarty wrote:
           | Many of the ultra-wealthy have little or no income.
           | 
           | What needs to be taxed is wealth, not income.
        
             | f38zf5vdt wrote:
             | A wealth tax will fail for the same reason the income tax
             | has failed. The extremely wealthy will move their wealth
             | into complex multinational financial vehicles and strut up
             | to the tax authority saying, "See? I own very little." It
             | becomes the legislative cat and mouse game, which
             | governments lose when up against those with massive assets
             | with which to lobby.
             | 
             | There is not a good answer that I have found to the
             | taxation issue. Wealth is self-sustaining over the short
             | term like advantageous mutations are self-sustaining in
             | biological systems.
        
               | jlmorton wrote:
               | > The extremely wealthy will move their wealth into
               | complex multinational financial vehicles
               | 
               | In Elizabeth Warren's proposal, they would be subject to
               | a 40% exit tax on the wealth that they moved. If they
               | didn't pay the exit tax, that would be fraud.
        
               | frockington1 wrote:
               | Who would wait long enough after that bill passed to keep
               | their wealth in America? The second it went through
               | congress the money would start pouring out
        
               | jlmorton wrote:
               | To be clear, in Warren's wealth tax proposal, it doesn't
               | matter where the wealth is located. If you're an American
               | citizen, you would be required to pay the tax on all of
               | your wealth above $50 million, no matter where it is.
               | 
               | The alternative is to move your money overseas and
               | renounce your American citizenship, at which point you
               | would owe a 40% exit tax.
               | 
               | One could certainly hide their assets overseas, but that
               | would be tax fraud, and if discovered would result in
               | prison time for both accountant and wealthy individual.
        
               | f38zf5vdt wrote:
               | As with most laws, the intention is noble but the outcome
               | may not be. Every time a new law seems to be passed
               | "strengthening" the tax code, it seems mysteriously
               | effective against those who can't afford to pay a law
               | firm's retainer and a lobbying group's salaries.
        
             | wsc981 wrote:
             | I agree as well. Also, luxury goods (yacht, private
             | airplane, (maybe) jewellery, etc...) should be taxed much
             | heavier than bare necessities (food, clothing).
             | 
             | I believe some basic amount of wealth should be tax free
             | (e.g. x-amount of square meter living space per person in a
             | household, a car with value up to 25.000 USD perhaps,
             | etc...).
             | 
             | I also believe many ultra-wealthy people setup foundations
             | to control their wealth after their deaths, avoid paying
             | inheritance tax and keep wealth inside the family by being
             | able to decide who is on the board of such foundations.
             | Foundations are also used to peddle influence. I believe
             | for these reasons that donations to foundations should not
             | be tax exempt.
        
             | naasking wrote:
             | I don't entirely disagree, but current political and
             | economic structures aren't designed well enough for a
             | wealth tax.
        
             | silicon2401 wrote:
             | I disagree, at least not with so simple an implementation.
             | I don't want to live in a world where we're unable to
             | escape working by constant taxes. There should be at least
             | a minimum threshold where wealth is completely untaxed so
             | that people can live freely and not have to work until they
             | die. Enough for a house, some property and land, and a
             | retirement fund. I'd consider it more justifiable to tax
             | someone like Bill Gates with billions of dollars and
             | millions of acres of land, but it's just unnecessary for
             | taxes to be absolutely inescapable.
        
               | LargeWu wrote:
               | Most of the wealth tax proposals I've seen don't even
               | kick in until you have tens or hundreds of millions of
               | dollars. I don't think anybody needs to be worried about
               | those people having to work until they die.
        
               | pmoriarty wrote:
               | _" I don't want to live in a world where we're unable to
               | escape working by constant taxes."_
               | 
               | I am against a system in which some escape work while
               | others do not.
        
               | alok-g wrote:
               | So no one ever retires?
        
               | axiosgunnar wrote:
               | What incentive would I have in your system to be a frugal
               | hard worker that practices delayed gratification instead
               | of a dopamine-addicted wasteful lazy consumer?
        
               | gugagore wrote:
               | What incentive do I have in not-that-system to be a
               | cooperative, generous hard worker that practices
               | collectivism instead of a power-addicted exploitative
               | ambitious business magnate?
               | 
               | ^- is another awfully slanted question.
        
               | silicon2401 wrote:
               | > collectivism
               | 
               | Collectivism is overrated and unnecessary. I'm a
               | misanthrope and I don't want to live in a collective
               | society, I want to live in a society where I can get away
               | from other humans and keep to myself. Taxes and laws are
               | enough to keep society civil and functional; going beyond
               | that is imposing your own personal beliefs on everyone
               | else, like a theocracy or dictatorship.
        
               | gugagore wrote:
               | You either missed my point or you are making my point.
               | 
               | It is hard to tell!
        
               | naasking wrote:
               | > Collectivism is overrated and unnecessary.
               | 
               | This is a pretty hilarious take IMO. Cooperation is
               | literally the only reason humans are the dominant species
               | on the planet. But sure, "overrated and unnecessary".
        
               | silicon2401 wrote:
               | This comment perfectly encapsulates the
               | political/societal leanings I completely disagree with.
               | This sentiment of "nobody can have anything nice unless
               | there's enough for absolutely everyone to have an equal
               | amount."
               | 
               | Life's not fair, and no amount of politics or regulations
               | will change that. There will always be some people with
               | better health, more attractiveness, more intelligence,
               | more charisma, better connections, more drive, better
               | self-control, and so on. I have excellent physical and
               | mental health despite hardly ever going to a doctor in my
               | life; I have good genes and I have a natural interest in
               | eating healthy and exercising. Some people are born into
               | rich families and will never have to work a day in their
               | life if they don't want to. Some people are beautiful and
               | go about their life just shy of being worshipped because
               | of their looks. That's life.
               | 
               | I have zero problem with a world in which some people
               | have a way better life than everyone else. My goal is to
               | avoid bringing anybody down while bringing as many people
               | as possible up. Let the rich guy be rich, and find a way
               | to help the poor guy educate himself and get more
               | opportunities. Let the beautiful people be beautiful, and
               | help everyone else take care of themselves better and
               | learn to make the most of what they have. It's anti-
               | freedom and dictatorial to force everybody to wage
               | slavery just because some people are born poor or are
               | careless about their finances.
        
               | naasking wrote:
               | > This comment perfectly encapsulates the
               | political/societal leanings I completely disagree with.
               | This sentiment of "nobody can have anything nice unless
               | there's enough for absolutely everyone to have an equal
               | amount."
               | 
               | That's not what the OP said. They said that they're
               | against a system that permits some to escape work while
               | others never can. In other words, some people can
               | comfortably retire when they're old, and some are
               | basically forced to work until the day they die, and some
               | never have to work at all. That's not at all the same as
               | saying that everyone should have equal outcomes at all
               | levels of the game, so much as saying that everyone
               | should eventually be able to cross the same finish line.
               | 
               | > It's anti-freedom and dictatorial to force everybody to
               | wage slavery just because some people are born poor or
               | are careless about their finances.
               | 
               | What you're failing to recognize is that wealth
               | disparities are _artificially created by government
               | policies_. The government isn 't going around dictating
               | to people what is or is not beautiful, or dictating what
               | you must eat so you will be healthy, or what you must
               | wear to be fashionable, but they are dictating what every
               | person must pay into the system to keep it running.
               | 
               | It turns out, the people who are benefitting the most
               | from the system are _not_ paying into that system. If you
               | 're really interested in spreading freedom, then perhaps
               | you should be more invested in the 99.9% whose financial
               | freedoms are being curtailed in order to prop up that
               | remaining 0.01%.
        
               | mstipetic wrote:
               | Won't that just increase prices of the things you've
               | mentioned?
               | 
               | I feel we should somehow work to become more distributed
               | instead of forcing people to come to large cities because
               | all the opportunity is there
        
       | Stevvo wrote:
       | Not a great reading experience to have to scroll through nearly
       | endless fawning of "ooh look at how we are such responsible
       | journalists" to get to the actual story.
        
       | [deleted]
        
       | eplanit wrote:
       | Large grain of salt required. But, at least they were honest
       | enough to state (in the middle of the article), that the
       | information on which this is based is suspect:
       | 
       | "We do not know the identity of our source. We did not solicit
       | the information they sent us. The source says they were motivated
       | by our previous coverage of issues surrounding the IRS and tax
       | enforcement, but we do not know for certain that is true. We have
       | considered the possibility that information we have received
       | could have come from a state actor hostile to American
       | interests."
        
         | zepto wrote:
         | > we do not know for certain that is true. We have considered
         | the possibility that information we have received could have
         | come from a state actor hostile to American interests
         | 
         | If they have no way to verify or at least assure themselves
         | that it isn't this, then they have no business publishing it.
         | 
         | Also, many of their statements are just lies in that context:
         | 
         | E.g. We are disclosing the tax details of the richest Americans
         | ...
         | 
         | Is a lie.
         | 
         | "We are disclosing _what an unknown source who could be a
         | hostile foreign agent has told us_ are the tax details of the
         | richest Americans."
         | 
         | Is true.
         | 
         | It will be interesting to see whose secrets are included and
         | whose are not. For example if they have Bloomberg's details, do
         | they have Trumps?
        
           | dougmwne wrote:
           | They also state:
           | 
           | "We have gone to considerable lengths to confirm that the
           | information sent to us is accurate. We compared the tax data
           | in our possession to other sources of the same information
           | wherever we could find them, some of which were public (a tax
           | return for a candidate for national office), others of which
           | were private. In every instance we were able to check --
           | involving tax filings by more than 50 separate people -- the
           | details provided to ProPublica matched the information from
           | other sources."
        
             | zepto wrote:
             | Sure, but it's likely that a state actor had this
             | information too.
             | 
             | Any credible attempt at deception would use as much
             | corroboratable data as possible.
        
               | Wowfunhappy wrote:
               | I find it unlikely that even a state actor would have
               | access to literally all the same private data that
               | ProPublica has acquired over the years, _and_ that they
               | 'd know what data ProPublica has and what can be safely
               | manipulated.
        
               | zepto wrote:
               | This is a straw man. There is no reason they would need
               | 'literally all' of Propublica's data. We don't know how
               | many data points were verified, but it need not be many.
        
               | dougmwne wrote:
               | >In every instance we were able to check -- involving tax
               | filings by more than 50 separate people -- the details
               | provided to ProPublica matched the information from other
               | sources.
               | 
               | So we know it was at least 50 data points and not all of
               | them were public. It was likely many hundreds of data
               | points since it would be trivial to check more than one
               | number if you already had 2 copies of a tax return pulled
               | up.
               | 
               | If we take ProPublica's words to be accurate, then how
               | would a state actor know exactly which 50 individuals
               | ProPublica would have access to given that they would
               | have a vast network of contacts and can and did ask the
               | individuals involved to review the information they
               | received and point out any inaccuracies.
               | 
               | Either these are real tax returns, ProPublica is lying or
               | the state actor has a crystal ball.
        
               | zepto wrote:
               | > 50 individuals
               | 
               | Still a straw man - how many of these 50 were public?
               | It's only the private ones that matter.
               | 
               | > It was likely many hundreds of data points since it
               | would be trivial to check more than one number if you
               | already had 2 copies of a tax return pulled up.
               | 
               | How is this relevant? Multiple points from public sources
               | don't show anything.
               | 
               | The _only_ thing that matters is the number of sources
               | who are both independent _and_ private.
               | 
               | All an attacker would need to do is have access to a few
               | of these private records and they could make their leak
               | look genuine.
        
               | dougmwne wrote:
               | Yes, state actors have a lot of resources and
               | capabilities, but omniscience is not one of them.
        
               | zepto wrote:
               | Why would they need omniscience?
        
               | dougmwne wrote:
               | Probability.
               | 
               | Let's say a state actor had access to a whole pile of tax
               | returns and wanted to manipulate them to change the
               | conclusions ProPublica would draw. The state actor
               | changes half the data points. Let's say ProPublica was
               | able to check an average of 3 data points on those 50
               | individuals they reviewed. The data point could have
               | either been manipulates or untouched. I'd model this like
               | a coin flip and say that if ProPublica didn't find the
               | manipulation after checking 150 data points, it's like
               | flipping 150 heads in a row or 2^150 or basically
               | impossible.
        
               | zepto wrote:
               | This is a straw man.
               | 
               | Firstly we have no idea how many of the 50 individuals
               | data were public or not. All public data can be
               | discounted since the state actor can just copy it.
               | 
               | Secondly, for the private data, the definition of
               | 'private' is unspecified. It really just means not part
               | of a published record. If propublica has access to it,
               | then why couldn't someone else?
               | 
               | I agree that if there were 150 separate sources with data
               | not disclosed anywhere else, it would be impossible to
               | guess.
               | 
               | But that's just a made up scenario.
               | 
               | There could be many correct records that are public, and
               | one or two that are private but available to (or even
               | provided through another channel of) the state actor.
               | 
               | As long as the fake records are not part of the public or
               | private data propublica already has, there would be no
               | way to verify them.
               | 
               | This of course assumes that propublica's list of records
               | itself is kept securely.
        
               | Wowfunhappy wrote:
               | I'm assuming good faith on ProPublica's part, that a
               | reasonable amount of the data was private and that it was
               | truly private. If I didn't trust them I wouldn't read
               | their reporting.
        
           | myWindoonn wrote:
           | From the article:
           | 
           | > Provenance is not essential; accuracy is. We have gone to
           | considerable lengths to confirm that the information sent to
           | us is accurate. We compared the tax data in our possession to
           | other sources of the same information wherever we could find
           | them, some of which were public (a tax return for a candidate
           | for national office), others of which were private. In every
           | instance we were able to check -- involving tax filings by
           | more than 50 separate people -- the details provided to
           | ProPublica matched the information from other sources.
           | 
           | They did assure themselves by verifying any detail that they
           | could corroborate, it seems.
        
         | itsoktocry wrote:
         | > _Large grain of salt required._
         | 
         | What exactly do I need to "take" with a large grain of salt?
         | Have you been in seclusion for the past 20 years? I'm pretty
         | sure we're at the point where the burden of proof is on the
         | billionaires to demonstrate they aren't funnelling away their
         | money, not vice versa.
        
           | eplanit wrote:
           | Evidence isn't necessary for one who is already convinced.
           | 
           | However, there is a lot that says that the 1% actually pay
           | the vast majority of taxes collected:
           | 
           | https://www.publishedreporter.com/2021/04/05/op-ed-
           | top-1-inc...
           | 
           | https://howmuch.net/articles/high-income-americans-pay-
           | major...
           | 
           | https://taxfoundation.org/top-1-percent-pays-more-taxes-
           | bott...
        
             | mtberatwork wrote:
             | > Evidence isn't necessary for one who is already
             | convinced.
             | 
             | I suppose that cuts both ways then:
             | https://theintercept.com/2019/04/13/tax-day-taxes-
             | statistics...
        
             | bpt3 wrote:
             | > However, there is a lot that says that the 1% actually
             | pay the vast majority of taxes collected:
             | 
             | Yes, that's an argument against people who want Europe-
             | style social programs while simultaneously making the US
             | tax code even more progressive than it already is (it's
             | generally considered the the most progressive in the
             | world).
             | 
             | It's true that the top 1% to pay most of the taxes, and
             | it's also true that the top 0.1% or so pay a significantly
             | lower tax rate than those in the income ranges just below
             | that level.
        
             | jdlshore wrote:
             | The next article in the series states that the mass of
             | citizens with equivalent wealth pay about 100x the tax.
             | 
             | The billionaires may pay more tax individually, but they
             | don't pay a fair share, if that's true. Given what we know
             | about Trump's taxes and what Buffett has been saying, I
             | found it entirely believable.
        
             | Analemma_ wrote:
             | "The top earners pay the majority of tax already!" is a
             | smoke and mirrors argument to try and distract you,
             | especially when they've been collecting all the income
             | gains. Consider that if there are income gains which go
             | exclusively to the wealthy but the tax code stays the same,
             | by definition they will end up paying an increasing
             | percentage of total tax revenue, even though this situation
             | does _not_ mean their taxes need to be decreased -
             | precisely the opposite.
        
         | runjake wrote:
         | OTOH, ProPublica reached out to Bezos, Musk, etc with this info
         | and they essentially had no comment.
        
       | hoppyhoppy2 wrote:
       | See also https://news.ycombinator.com/item?id=27432326
        
         | koheripbal wrote:
         | This post should be marked as dup
        
       | stakkur wrote:
       | But we already know the 'secrets' of the .001%:
       | 
       | 1. Hide income and assets whenever possible.
       | 
       | 2. When #1 is not possible, structure visible income and assets
       | to leverage the most advantageous tax rules.
        
       | bwestergard wrote:
       | In Finland, everyone's taxable income is a matter of public
       | record. One theoretical benefit of such a policy is that it
       | eliminates information asymmetries between workers and employers
       | in wage bargaining.
        
         | failwhaleshark wrote:
         | That makes the lives of gold-diggers easier too.
         | 
         | If it were opt-in that would be fine, otherwise it's an
         | invasion of privacy of most people who aren't rich.
         | 
         | It's almost as bad as having medical conditions and STIs test
         | results listed publicly.
         | 
         | Facilitating public exposure of counting other people's money
         | doesn't help anyone except the rich to know if you can fight
         | them in court or how much to bribe them.
         | 
         | Fight wealth inequality with income-&-holdings-proportional
         | fines; simple, government-calculated graduated taxes without
         | complicated exemptions; elimination of corporate/wealth
         | welfare; and expand economic-advancement-oriented welfare to
         | those who aren't super-rich who can use it.
        
           | lucideer wrote:
           | > _If it were opt-in that would be fine_
           | 
           | If it were opt-in it would be pointless. Surely that's
           | obvious?
           | 
           | > _Facilitating public exposure of counting other people 's
           | money doesn't help anyone except the rich to know if you can
           | fight them in court or how much to bribe them._
           | 
           | This is a fair point, but I think these are relatively small
           | individual downsides, which are also much more visible (and
           | potentially addressable). Bribery is probably a harder nut to
           | crack, but the legal system favouring the rich (& lawyered
           | up) is something that one can potentially work toward
           | balancing/mitigating with legislative measures.
        
           | xutopia wrote:
           | Funny thing my STI results are shared with my sexual partners
           | and their partners too. It doesn't bother me one bit.
        
             | sokoloff wrote:
             | By you and them? Laudable and sensible.
             | 
             | By the government? What business is it of the government to
             | even _know_ who my sexual partner(s) is /are (especially
             | for a negative test result)?
        
               | failwhaleshark wrote:
               | We already know, and we knew even before you did. Two of
               | them were sent to test your disclosure practices, and you
               | failed. You're an absolutely terrible person. How dare
               | you!? Good day to you, sir/madame. I said "Good day!"
               | 
               | /s
        
               | toomuchtodo wrote:
               | Communicable disease prevention. HIV infections are
               | typically reported to the government, for example, and
               | does not require patient consent (nor does such data
               | sharing incur a HIPPA violation).
               | 
               | > All 50 states require both physicians and laboratories
               | to report to local or state health departments the names
               | of persons newly diagnosed with Centers for Disease
               | Control-defined AIDS [1]. However, because AIDS cases
               | represent onset of the disease caused by HIV, HIV data is
               | necessary to monitor the epidemic.
               | 
               | https://journalofethics.ama-assn.org/article/hiv-and-
               | health-...
        
           | gota wrote:
           | I disagree almost completely. I understand your concerns -
           | but they are based on weighing personal freedom above all
           | else, and I just don't. I think there's a tradeoff there and
           | it is favorable in favor of disclosing tax information.
           | 
           | To your points:
           | 
           | > gold-diggers
           | 
           | I'm not sure if this is an idiomatic term and out of my
           | grasp, but if you mean that people will get romantically
           | involved with others because of their money... this is a non-
           | issue. Happy to debate it further, but it seems so silly and
           | self-apparent that we shouldn't care at all about it
           | 
           | > Invasion of privacy
           | 
           | Arguably, but as long as only a minimum amount of _whats_ is
           | public, with only the lump-sums published, I think its fine
           | in context.
           | 
           | > It's almost as bad as having medical conditions and STIs
           | test results listed publicly.
           | 
           | I think these are very different things, the difference is
           | not just of severity. They are different classes of things.
           | Financial information relates to money, which only makes
           | sense in a society (money is for _trade_ ). A disease's
           | effects are personal. When they aren't, you are obligated to
           | disclose them and/or to comply to other rules (for example,
           | to quarantine).
           | 
           | > Facilitating public exposure of counting other people's
           | money doesn't help anyone except the rich to know if you can
           | fight them in court or how much to bribe them.
           | 
           | I think the experience where this has been applied is
           | precisely the opposite - the rich are the ones affected the
           | most. And - if your justice can be bought, the problem has
           | less to do with the knowledge that the other can't find back
           | and more to do with the legal system in the first place.
           | 
           | > Fight wealth inequality with income-&-holdings-proportional
           | fines; simple, government-calculated graduated taxes without
           | complicated exemptions; elimination of corporate/wealth
           | welfare; and expand economic-advancement-oriented welfare to
           | those who aren't super-rich who can use it.
           | 
           | Can't argue with that, even if I wanted to, in fewer than 15
           | pages. Complex stuff!
        
             | failwhaleshark wrote:
             | > this is a non-issue.
             | 
             | Who are you to have the gall to claim conclusive knowledge
             | of an unknowable without a shred of evidence? How do you
             | think gold-diggers and con-artists work, hang-around at
             | airports, golf-courses, and investment brokerages waiting
             | for rappers with the most gold chains?
             | 
             | > I think its fine in context.
             | 
             | That's your opinion that you're deciding for other people.
             | It's the only number that matters and yet you're stilling
             | trying hard to trivialize it.
             | 
             | > And - if your justice can be bought,
             | 
             | Nope, you automatically lept entirely in the wrong
             | direction: it's not the justice who can be bought that is
             | the problem, but the rich knowing how to calculate exactly
             | how to exploit and buy-off the poor. Think _Indecent
             | Proposal_ or Bhopal rather than some Western movie about a
             | crooked town sheriff.
        
               | gota wrote:
               | I think you're being downvoted our of tone, rather than
               | content. So let me respond in reverse order, as the first
               | point seems to be the most emotional for you
               | 
               | >Nope, you automatically lept entirely in the wrong
               | direction: it's not the justice who can be bought that is
               | the problem, but the rich knowing how to calculate
               | exactly how to exploit and buy-off the poor. Think
               | Indecent Proposal or Bhopal rather than some Western
               | movie about a crooked town sheriff.
               | 
               | I absolutely think that the core issue is that the legal
               | system can 'be bought', i.e., it can bankrupt people even
               | if they are right. Reforming that shouldn't be completely
               | impossible and would by definition solve the niche
               | problem you are describing. Btw, as a rule _any_
               | corporation can sue _any_ non-famously rich person and be
               | sure that they threat of litigation costs will weight in
               | their favor. Disclosed tax info worsens nothing from the
               | current status quo.
               | 
               | > That's your opinion that you're deciding for other
               | people.
               | 
               | It is opinion, yes. But all laws are someone's opinion
               | 'deciding for other people'. And I mean absolutely all
               | laws, even the most basic ones like the right to live or
               | to have private property. It's all social constructs, and
               | we decide which ones stand
               | 
               | > Who are you to have the gall to claim conclusive
               | knowledge of an unknowable without a shred of evidence?
               | How do you think gold-diggers and con-artists work, hang-
               | around at airports, golf-courses, and investment
               | brokerages waiting for rappers with the most gold chains?
               | 
               | I must say I'm surprised this issue seems important to
               | you (and again - completely irrelevant to me). I
               | absolutely don't care about something that I've only ever
               | heard about in soap operas and have never, ever, heard of
               | an example that bothered me in real life. I'm curious
               | what makes this a relevant issue in your view, but I
               | understand if its personal and you don't want to explain.
               | But if you _don 't_ have any personal biases, let me
               | argue that the problem of gold diggers is primarily a
               | problem for the gold-dug (?). If a rich person doesn't
               | want to marry/have a relationship with a person that only
               | likes them for their money... then don't. I don't care,
               | and I think nobody should
        
               | a1369209993 wrote:
               | > If a rich person doesn't want to marry/have a
               | relationship with a person that only likes them for their
               | money... then don't.
               | 
               | I think the claim is that you _don 't know_ whether a
               | person is only interested in you for your money, and that
               | this colors every social interaction you have, romantic
               | or otherwise, with a undertone of worrying that any
               | generosity you display is being exploited by someone who
               | will abandon you the moment the money runs out. Cf fair-
               | weather friends, miserliness, etc.
        
               | Frondo wrote:
               | > That's your opinion that you're deciding for other
               | people
               | 
               | Others have spoken to your other points, but as for this,
               | _yeah, exactly_.
               | 
               | We're talking about how we'd organize society (or some
               | aspect of it), the basis of which involves making
               | decisions for other people, in the sense of developing
               | rules that hopefully people will abide by as participants
               | in the society even if they disagree.
        
               | jessaustin wrote:
               | _Who are you to have the gall..._
               | 
               | Whoa, relax. ISTM GP is probably a typical human. "Gold-
               | diggers" are not and have never been a major threat to
               | reasonably well-adjusted people. For weirdos who
               | temporarily possess more money than they deserve, perhaps
               | "gold-diggers" are a spice of life. Fools and wealth are
               | soon parted, but that's true no matter what gets
               | published.
        
             | syshum wrote:
             | >>but they are based on weighing personal freedom above all
             | else
             | 
             | and this is largely the primary difference between American
             | Culture /Politics and the rest of the world, specifically
             | European nations
             | 
             | European nations have always been more collectivist in
             | nature, where the US was founded on Individualism, and
             | Individual Freedom.
             | 
             | There are signs that the US is losing this desire, and it
             | saddens me because unlike you I do value personal freedom
             | above all else, and I think the world needs a nation that
             | continues to put personal freedom above everything else.
        
               | kwhitefoot wrote:
               | > think the world needs a nation that continues to put
               | personal freedom above everything else.
               | 
               | And you think that the US does that?
               | 
               | Exercising personal freedom necessitates having the
               | material and mental resources to buy stuff, to be able to
               | move from place to place, to change jobs, etc. It seems
               | to me that a plausible proxy measure for personal freedom
               | is social mobility, the likelihood that you will be
               | better off than your parents. As far as I remember the
               | country with highest social mobility is Denmark.
        
               | syshum wrote:
               | The US has pretty good Social Mobility as well, it is
               | complete myth that the "rich" in the US is stagnate, most
               | of the Billionaires in the US are 1st Generation
               | Billionaires, this highlights there are income and social
               | mobility.
               | 
               | As a personal anecdote, I am many times better of income
               | and wealth wise than my parents even though we have the
               | same education level and seemingly the same income
               | opportunities, yet I have made better choices with my
               | finances (learning from their [bad] example). My sibling
               | is the same. One of my parents has zero retirement
               | savings and will live off SocSec (likely with the
               | assistance of me and my sibling). My other parent has
               | slightly more savings but not by much and has lots of
               | debt, both are within 5 years of SocSec retirement Age
        
               | gota wrote:
               | > As a personal anecdote, I am many times better of
               | income and wealth wise than my parents even though we
               | have the same education level and seemingly the same
               | income opportunities
               | 
               | Slightly off topic - I'd wager the overwhelming majority
               | of the HN posters are signficantly better-off than their
               | parents, solely by virtue of being tech-workers. We tend
               | to forget, but at no point in capitalism's history has
               | such a numerous caste of white-collar knowledge workers
               | been so well compensated as we are now
               | 
               | In your case it may well be mostly because of better
               | financial decisions (especially if you are orders of
               | magnitude better off, which is hard to do without
               | consistent investment in any case), but for most of us
               | this is also true just by 'placement luck'
        
               | mola wrote:
               | Perhaps they are losing this desire because it doesn't
               | provide the well being it promises? Because personal
               | freedom has become a meme abused by ultra rich to disable
               | any effort to fix systemic problems in the US?
        
               | syshum wrote:
               | Except that is not true at all by any objective measure.
               | [1]
               | 
               | The Ultra Rich do not use Personal freedom to disable
               | efforts, it uses Government Regulation to disable
               | efforts, the Rich LOVE big government why do you think
               | many billionaires vote Democrat, it enables them to
               | control the economy to ensure the poor are kept poor and
               | dependent on government. In the end we should look to
               | Smash the State, Eat the Rich, and expand personal
               | freedom [2]
               | 
               | [1]https://www.youtube.com/watch?v=4J5s6aZCPSg
               | 
               | [2]https://c4ss.org/content/30085
        
               | dantheman wrote:
               | The problems in the US are primarily due government
               | regulations breaking markets in things like education,
               | medicine, and housing.
        
         | GordonS wrote:
         | I wholeheartedly agree, and I'd be in favour of such a system
         | here in the UK.
         | 
         | That said, I'm not sure it would work in the US, where
         | individualism has been taken to such extreme lengths - I could
         | imagine it being used as bragging rights, rather than a source
         | of moral embarrassment as it would be in Europe and
         | Scandinavia.
        
           | HatchedLake721 wrote:
           | Moral embarrassment of what?
        
         | mlac wrote:
         | I would also think that this makes neighborhoods less
         | financially diverse. I can't see someone with a higher than
         | average income moving into a neighborhood knowing that their
         | neighbors might make 1/4th as much. It puts a target on them.
        
           | bennysomething wrote:
           | I think "Diverse" is beginning to be the most over used and
           | applied word of all time.
        
             | mlac wrote:
             | Financial Different-ness? Financial Disparity? I just
             | needed a word to talk about things that were not uniform or
             | the same.
             | 
             | Also not saying that diversity in this case is a good thing
             | or a bad thing - just that it exists and it may have
             | interesting consequences or change with this policy. I
             | would think making salaries public might limit
             | gentrification. But it might also cause flight and impact
             | the tax base. I do not think neighborhoods need to be
             | uniformly financially diverse...
        
           | lmilcin wrote:
           | You obviously haven't been to Finland.
           | 
           | In Scandinavia, the approach to other person earning couple
           | of times more than you could be summarized by "good for you".
        
             | mlac wrote:
             | That's good it works that way in Finland, but my point was
             | focused on the United States. I don't think making
             | everyones' income public would suddenly make those in the
             | US think like those in Finland. I also think the social
             | services in Finland raise the bar for everyone - everyone
             | has more basic services than in the United States, so it
             | starts off more equal.
             | 
             | This happens with any disparity - education, income,
             | wealth. Differences in these cause some people to act
             | differently. I've met many people who think earning
             | $100,000 a year qualifies you as "rich", and there are a
             | lot of people who think they won't have anything in common
             | with someone who is educated beyond undergrad.
             | 
             | I imagine it would suddenly be a metric on Zillow and
             | Realtor - "average neighborhood income". People would self-
             | select based on that, making neighborhoods less financially
             | diverse. No one would want to be seen as the broke person
             | in the neighborhood, and no one would want to way over-buy
             | the neighborhood. Maybe you would, but people would "know"
             | whether you could afford to live there or whether you were
             | taking a house from someone else when you could afford to
             | live in a nicer place. Either way, it would not be
             | comfortable, not to mention if you lived somewhere for a
             | while and your career took off - you'd then maybe out earn
             | the neighborhood and be forced to move, rather than be able
             | to remain and blend in.
             | 
             | On my earlier comment, I guess 1/4 wasn't the right ratio.
             | My point was more that someone making 200k may not move
             | into a neighborhood where the average income is 50k, when
             | they otherwise would have, because they would be viewed
             | very differently among neighbors and it would be hard to
             | blend in. This would lessen tax revenue for low-income
             | areas as people would be less willing to move in.
             | 
             | In general, talking about salary in the States is taboo,
             | but not among hourly workers. If you hear a conversation
             | about work between hourly workers, it generally comes out
             | pretty quickly what they are making. I read an article
             | stating it happens for price discovery - they mention it
             | regularly so they can charge the right rates and work at
             | the highest paying location.
        
             | anovikov wrote:
             | But earning couple of times less lol? ) I don't think
             | anyone at all wants live in a place where most people earn
             | a lot less than themselves.
        
               | mantas wrote:
               | Nah. A lot of people care about trashiness and culture
               | much more. And boy that does not correlate with bank
               | account.
        
               | jessaustin wrote:
               | It seems really weird not to have neighbors with
               | different incomes. There would have to be really over-
               | the-top HOAs and zoning to arrange such a situation.
        
               | gmadsen wrote:
               | maybe in extremes. like 100:1, but 2:1, 3:1 doesn't seem
               | that bad... honestly better for social cohesion
        
               | ghaff wrote:
               | I can pretty much guarantee that in the semi-rural town
               | where I live, there are households that are probably down
               | around median US income (~$50K) and households making
               | hundreds of thousands of dollars or more.
        
               | Loughla wrote:
               | In my rural area, I was one of the rich people in our
               | area (combined dual income from my spouse and I of around
               | 80-90k/year). People used to give me shit for being
               | Richie Rich (all in good fun). The income level around
               | here hovers around 100-150% of the standard federal
               | poverty level. Generally, most people are lower income,
               | with some people making 100k plus. But, everyone sort of
               | lives the same life; we hang out in the same places, our
               | kids go to the same schools, that sort of thing.
               | 
               | Then real wealth started moving in to buy property as
               | investments. Now we have people who have gates and armed
               | guards. They have private police to scare the locals.
               | They harass school board members for access to school
               | vouchers for the private schools they are starting so
               | their kids don't have to attend the public schools.
               | 
               | It's different around here now. It's a lot less
               | 'community' and all it took was about a half dozen really
               | wealthy folks to upset the apple cart.
               | 
               | Nobody jokes about money anymore in any context, and
               | people seem to be a lot less happy than they used to be
               | just in general.
        
               | michaelt wrote:
               | Eh, I imagine this matters a lot more at the lower income
               | levels, due to marginal utility.
               | 
               | If you're living in a trailer park because that's all you
               | can afford, if you treble your income there's a good
               | chance you'd move out right away.
               | 
               | On the other hand, if you own two $150,000 Lamborghinis
               | and a guy moves in next door with only a single $100,000
               | Ferrari, are you going to be moving out because the
               | neighbourhood is going down hill? Probably not.
        
           | rongenre wrote:
           | Anybody who buys in an "affordable" neighborhood - at least
           | in CA - is making a lot more than their neighbors who've
           | lived there for decades. If you're polite, you don't flaunt
           | it.
        
         | Hammershaft wrote:
         | I am in favor of such a system.
        
           | stjohnswarts wrote:
           | I'm not, it's dumb and makes classism which is already a
           | problem in the USA an even bigger problem.
        
         | ksec wrote:
         | >eliminates information asymmetries between workers and
         | employers in wage bargaining.
         | 
         | WOW! Never heard of this as an argument. I think it is a very
         | good one for working class.
        
           | LatteLazy wrote:
           | (not OP)
           | 
           | There is good evidence that when wages are public knowledge
           | minorities and women get paid more too...
           | 
           | https://time.com/5353848/salary-pay-transparency-work/
        
           | LargoLasskhyfv wrote:
           | Maybe. But imagine
           | 
           | > _enables transparency_ between workers and employers in
           | wage bargaining.
        
         | anovikov wrote:
         | You mean that workers know incomes of other workers in the same
         | company and role and thus there is no way to negotiate wages
         | with people individually basically linking them to their
         | negotiation skills?
        
         | jeffreyrogers wrote:
         | Interesting. It seems to work for Finland. In some countries it
         | would probably make you a kidnapping target.
        
           | Cthulhu_ wrote:
           | You become a kidnapping target by being rich, whether that's
           | a matter of public record or just someone cruising the
           | wealthier neighbourhoods is arbitrary.
           | 
           | I mean over here you can't look up who makes how much, but
           | the rough value of houses and neighbourhoods, which is used
           | to determine property taxes, is public record.
           | 
           | I'm sure there's some rich people / families living in
           | otherwise underwhelming houses, but they're generally a
           | minority.
        
             | btilly wrote:
             | Per _The Millionaire Next Door_ (see
             | https://www.amazon.com/Millionaire-Next-Door-Surprising-
             | Amer... for the link), most wealthy are those who have a
             | reasonable income but good financial discipline.
             | 
             | Which means that a shocking number of millionaires live in
             | poor neighborhoods and have modest lifestyles.
             | 
             | Those aren't the super-wealthy, of course. But most wealthy
             | people can't be identified by where they live.
        
               | zhdc1 wrote:
               | > Those aren't the super-wealthy, of course. But most
               | wealthy people can't be identified by where they live.
               | 
               | This is particularly true for intergenerational wealth. I
               | grew up in a area with fair number of affluent
               | households. You couldn't realize it until you became
               | familiar the community.
        
               | Retric wrote:
               | The millionaire next door uses an artificially low
               | threshold for wealth. It's not a book about the wealthy,
               | it's largely a book about retirement. 1M is only
               | generating ~40k per year, if that's your savings you
               | can't afford to live in an affluent area without a job.
        
               | btilly wrote:
               | That book was originally written decades ago. Its
               | threshold corresponds to about $1.7 million in savings in
               | today's world. Their median was $1.6 million, or about
               | $2.7 million in today's dollars.
               | 
               | And given that the people who attained that status on
               | average lived in cheap neighborhoods, the fact that their
               | income wouldn't stretch long in an affluent neighborhood
               | isn't really a concern for them.
        
               | Retric wrote:
               | Even adjusting for inflation from 1996 half the
               | population had 1.0 - 1.6 million.
               | 
               | That translates to ~$1.7M - 2.7M, or an income of ~68k to
               | 108k which is still not that significant.
        
               | btilly wrote:
               | Where do you get half the population from?
               | 
               | According to the statistics that they gave, an estimated
               | 3.5 million Americans were that wealthy. In 1996 the US
               | population was around 270 million so we're talking about
               | the top 1.3% of Americans by net worth.
               | 
               | For more about what this group looked like, read
               | https://www.washingtonpost.com/wp-
               | srv/style/longterm/books/c....
        
               | Retric wrote:
               | That's what a a median of $1.6 million and a minimum of
               | 1.0 million means. Half of their population was 1.0 to
               | 1.6 Million the other half was over 1.6 million.
        
             | pmoriarty wrote:
             | The solution to this is to eliminate wealth disparity.
        
               | tengbretson wrote:
               | Why stop at eliminating wealth disparity when you can
               | eliminate wealth?
        
               | fennecfoxen wrote:
               | This has been demonstrated feasible! We can all be
               | similarly poor together.
        
               | syshum wrote:
               | Same thing, the only way to eliminating wealth disparity
               | is to eliminate wealth.
               | 
               | The Authoritarian Left that goes on and on about
               | eliminating wealth disparity has no interest in lifting
               | everyone up to be wealthy, not they want to seize the
               | wealth and drag anyone down they deem is "too wealthy"
               | 
               | Which is ironically always someone more wealthy than the
               | person advocating for wealth redistribution, for example
               | Bernie Sanders used to talk about "millionaires and
               | billionaires" until he became a millionaire, now like
               | magic only billionaires are a problem for him
        
               | mola wrote:
               | You know being a millionaire today has a massively
               | different meaning than 20 years ago.
        
               | losvedir wrote:
               | What? Now you're making me feel old. I remember 20 years
               | ago... it didn't seem that different from today. What's
               | "massively different" about being a millionaire then? You
               | mean, inflation-adjusted, how it's $1.5 million today?
        
               | convolvatron wrote:
               | you still get get to retire in comfort, but you don't get
               | invited to the really swank parties
               | 
               | seriously - maybe narcissism isn't the best character
               | trait to structure your society around?
        
               | carapace wrote:
               | Maybe. But how?
               | 
               | I think that, if you could somehow collect all the wealth
               | and redistribute it equally, within a few years we would
               | see disparity reappear. Some folks are better at
               | accumulating wealth than others.
               | 
               | It seems to me that you would have to keep reallocating
               | wealth. And many would then ask, what's the motive for
               | generating wealth if it's just going to be taken away
               | from you?
        
               | WalterBright wrote:
               | This has happened before.
               | 
               | After the end of WW2, the Allies decided to repudiate the
               | ReichsMark (the German dollar) and issue a new Mark.
               | Everyone who held ReichsMarks saw it go to zero. To get
               | the economy going again, everyone was issued 50 of the
               | new Deutsch Marks.
               | 
               | Within a couple weeks, the people who had been wealthy
               | before were rapidly moving ahead, and the ones who had
               | not been were again at the bottom.
               | 
               | I.e. the people who knew how to make money still knew how
               | to make money, and the people who didn't still didn't.
        
               | kapp_in_life wrote:
               | I'm not familiar with this case study but was wouldn't
               | that be due to retaining asset ownership? Even if the
               | dollar became worthless, presumably I'd still control all
               | my assets(the stocks in my brokerage/401k, my car, etc.).
               | The companies I have ownership for would still be able to
               | generate goods/services for Dollar2.0
               | 
               | People storing money under their mattress presumably were
               | in trouble, but doing that already puts you at risk of
               | devaluation through inflation. And I'd imagine that most
               | wealthy people are wealthy because they do exactly the
               | opposite and hold assets instead of currency.
        
               | pmoriarty wrote:
               | This is why the system has to be designed to prevent
               | concentrations of wealth or power.
        
               | carapace wrote:
               | How? (I'm not trolling, I'm sincerely curious. I respect
               | and appreciate your viewpoint pmoriarty even though I
               | don't always agree with you.)
               | 
               | I feel like it's probably a bad idea to let individuals
               | acquire so much wealth and power that they rival some
               | nations, yet I haven't been able to frame an ethical way
               | to prevent it if the "0.001%" have acquired their wealth
               | legitimately, that is, by the rules we all must follow.
        
               | Shacklz wrote:
               | > And many would then ask, what's the motive for
               | generating wealth if it's just going to be taken away
               | from you?
               | 
               | The same motivation that drives some folks to study e.g.
               | philosophy, even though it's perfectly well known that
               | this will never make you rich: Because they like it.
               | 
               | You don't just e.g. found a company for the sake of money
               | - you also do it because it allows you to do things on
               | your own terms, it gives you prestige, it gives you the
               | satisfaction of being 'successful'. In todays day and
               | age, this is usually equivalent with 'generating wealth',
               | but I'm a firm believer that this does not necessarily
               | have to be the case.
        
               | carapace wrote:
               | Folks who want to start and run a business and give away
               | their profit can already do so. E.g. Warren Buffet gives
               | away half his wealth voluntarily. Or take the case of Dan
               | Price https://en.wikipedia.org/wiki/Dan_Price
               | 
               | Is it ethical to force people to give up against their
               | will money that they (presumably) earned "fair and
               | square"?
               | 
               | Assuming we find that ethical formula (which seems
               | dubious to me but let it ride for the sake of discussion)
               | the next question is, would the people willing to work
               | under that system be "enough"? And then we have to ask
               | "enough for what purpose?"
               | 
               | That gets into ethical and speculative issues that cut
               | right to the heart of the human condition. Wendell Berry
               | asked, "What are people for?" Bucky Fuller calculated
               | that we could bring about a secular utopia for ~$25
               | billion by sometime in the 1970's if we applied our
               | technology efficiently to supplying our physical needs.
               | I'm open to the idea that we don't need open-ended profit
               | motive to create a good and worthwhile global society (in
               | fact even Adam Smith thought the capitalist "greed is
               | good" phase would be just that: a temporary phase between
               | the old system and the new.)
        
               | WalterBright wrote:
               | Economies based on this idea tend to do very poorly.
               | 
               | For one thing, people won't have money to invest in new
               | ventures.
        
               | w4 wrote:
               | I'm not so sure. Running a business exposes you to
               | tremendous personal risk, especially in a litigious
               | country like the US. It's also incredibly hard, most
               | often fails, and typically confers less prestige than
               | other much more reliable and substantially less risky
               | high paying career paths (finance, law, medicine,
               | consulting, etc).
        
               | Loughla wrote:
               | I find it absolutely fascinating that your arguments are
               | shot down on this board, because it's business, but that
               | is literally what you're told on a constant basis if you
               | want to go into the education field in the US.
               | 
               | You don't do it for the paycheck, you do it because you
               | like it. Why education, social work, and other human
               | services fields, but not business? That is odd to me.
        
               | w4 wrote:
               | > _I find it absolutely fascinating that your arguments
               | are shot down on this board, because it 's business, but
               | that is literally what you're told on a constant basis if
               | you want to go into the education field in the US._
               | 
               | It's not actually that fascinating, and has a simple
               | explanation: the people saying this about teachers are
               | not the same people that are commenting here. It's a non-
               | sequitur.
               | 
               | The notion that educators (or anyone else for that
               | matter) ought to accept bad pay or working conditions
               | because of "passion" is completely objectionable.
               | Teachers should be well-compensated for the important and
               | difficult work they do.
        
               | ldbooth wrote:
               | The tax system is part and parcel with inequality.
        
               | faeyanpiraat wrote:
               | We tried that already. It wasn't pretty.
        
               | Tostino wrote:
               | When? When did we actually try that?
        
             | jeffreyrogers wrote:
             | > I'm sure there's some rich people / families living in
             | otherwise underwhelming houses, but they're generally a
             | minority.
             | 
             | There are more than you think. Pretty much every city has a
             | nice neighborhood where the wealthy residents live. The
             | difference between someone worth $10mm vs someone worth
             | $100mm is not visible from the street.
        
               | 411111111111111 wrote:
               | Does that difference matter when kidnapping? Its not like
               | the 100mm person has more money readily available, as
               | they'll likely both have the bulk invested/tied up in
               | some way.
               | 
               | You can only get their fluid money which is probably
               | quite similar in a time sensitive situation like that.
        
               | jeffreyrogers wrote:
               | I would assume someone with $100mm in assets has more of
               | it in liquid assets than someone with $10mm in assets (a
               | large amount of which would be their home).
        
           | madsbuch wrote:
           | The kidnapping problem is on a whole other level.
           | 
           | Denmark is known for "leaving babies in strollers outside of
           | cafes". The Nordic social-liberal countries (Finland
           | included) solve this problem not by opacity but by having
           | social support and trust.
        
             | frockington1 wrote:
             | Dumb person here. What is "leaving babies in strollers
             | outside of cafes"?
        
               | a1369209993 wrote:
               | When going into a cafe to order something, they leave
               | their child (in a stroller) outside with the (allegedly
               | justified) expectation that nothing bad will happen to
               | it. (To be fair, babies aren't especially easy to
               | liquidate if stolen, and strollers are inconveniently
               | bulky, so this arguably says less about the _amount_ of
               | crime than about how petty, blatant, and asinine the
               | criminals are.)
        
           | boruto wrote:
           | > kidnapping target.
           | 
           | Or a target for scamming.
           | 
           | Seems privacy nightmare too. I hope there is an opt out where
           | you don't ask and yours is private.
        
         | mistrial9 wrote:
         | some countries have a social "fabric" .. the USA is a
         | geographic location with English-style law, and a lot of people
         | who are very divided and increasingly antagonistic.. Try to
         | build the Roman Empire, and you get Roman Empire problems in
         | your population..
        
           | bwestergard wrote:
           | While the U.S. certainly has regional, class, and other
           | subcultures, there is very clearly a national culture and
           | "social fabric".
           | 
           | The easiest way to see this, if you grew up in the U.S. and
           | have not traveled much, is to read tourist guides for your
           | own country.
        
             | marcusverus wrote:
             | Is this really the case? Imagine you're at a masquerade
             | ball with 25 people from random countries around the
             | western world, 5 of whom are Americans from various states.
             | Everyone speaks perfect, mechanical, unaccented English,
             | and you are not permitted to discuss dead-giveaway topics
             | like geography, political parties/candidates, specific
             | foods, etc. How confident are you that you could pick out
             | the Americans?
        
               | mustafa_pasi wrote:
               | IMHO there is a common theme in the philosophy of life of
               | most Americans. For example, many people have remarked on
               | the high levels of optimism found in most Americans. It
               | is one of my favourite American attributes.
        
               | doytch wrote:
               | How confident are you that you'd pick out the Spaniard?
               | Or Belgian? Or Canadian?
               | 
               | Generally, people overestimate the variation in their own
               | compatriots and underestimate that in foreigners.
        
               | anthonygd wrote:
               | I have zero confidence I would be able to pick out the
               | Spaniard, Belgian, Canadian or American.
               | 
               | I'm having a hard time matching your generalization with
               | my experience. When I started travelling I was surprised
               | how similar people were regardless of where they were
               | from.
               | 
               | Sure you can dig into political views and find themes but
               | those aren't consistent or pervasive enough to make
               | predictions on an individual basis.
        
         | MR4D wrote:
         | > everyone's taxable income is a matter of public record
         | 
         | That's an interesting approach. I have a couple questions out
         | of curiosity.
         | 
         | Does that include their "offshore" income? By that, I mean
         | income earned outside of the country, not necessarily hidden.
         | 
         | Also, what is income? If there is a billionaire investor and he
         | loses $10 million, do you see that as well?
        
           | koala_man wrote:
           | Can't answer for Finland, but in Norway:
           | 
           | >Does that include their "offshore" income?
           | 
           | Yes. It counts as taxable income even if you end up paying 0%
           | tax on it (such as via foreign tax credit).
           | 
           | >Also, what is income?
           | 
           | Net realized income. You can't tell the difference between
           | earning $1M, and earning $10M and losing $9M, and earning
           | $10M on paper but only selling $1M.
        
             | taeric wrote:
             | So what would the public record for Musk be? The number
             | reporting usually quotes? Or a much smaller one? (Still
             | large, of course.)
        
       | fastball wrote:
       | So lots of people saying the ultra rich are hard to tax because
       | they take out loans against assets to fund the day-to-day. This
       | then results in an argument about the morality/viability/etc of a
       | wealth tax.
       | 
       | But... why can't we just tax the loans?
        
         | marcell wrote:
         | If you tax loans that means every credit card purchase or
         | mortgage would trigger a tax. If you receive a $400k loan for a
         | mortgage, that would mean something like $100k in taxes for an
         | upper middle earner.
        
         | notriddle wrote:
         | Small business owners take out loans in order to build up their
         | company. Making that harder seems like something HN would
         | implicitly dislike.
        
         | hawk_ wrote:
         | yes that's called interest which the fed is reluctant to raise
         | to appease the same lot in the name of improving employment.
        
           | jl2718 wrote:
           | Your comment made me realize something.
           | 
           | The government is funded by taxes and bond sales. Bond
           | purchases absorb high interest rate demand across the entire
           | market. If there weren't any taxes, there would be higher
           | interest rates. So taxes are what subsidizes low interest
           | rates. We're the ones paying the interest on their loans.
           | 
           | Now it all makes sense. Mind is blown.
        
       | jl2718 wrote:
       | Tax is obsolete. You won't fix it with more.
        
       | jedberg wrote:
       | The people who will be most upset about this probably aren't the
       | wealthy people themselves, but their lawyers and accountants.
       | 
       | I have a lawyer friend who does estates for ultra-wealthy people.
       | Each week, her whole firm gets together to review all new laws
       | that have been passed that might change estates, and one of them
       | does a "book report" on how to take advantage of old laws. They
       | consider this their competitive advantage and how they win
       | clients over other firms -- by being better at taking advantages
       | of loopholes.
       | 
       | I'm sure they'll be looking at this article to both gain ideas
       | and check if any of their own clients are there and if any of
       | their secrets are revealed.
        
       | 1024core wrote:
       | I'm not sure I agree with taxing the "wealth", instead of income.
       | Sure, on paper, Buffett's wealth went up by $23B; but these are
       | just imaginary numbers based on the whims of the market. The tax
       | should be on what amount of money actually flowed into his bank
       | account.
        
         | lumost wrote:
         | The problem is that there is no way to track what flows into
         | his bank account. Evidence says that he can avoid being taxed
         | on any dollars flowing to his bank account.
         | 
         | This wasn't a huge problem a century ago due to the Estate tax
         | ensuring that estates would shrink over time and eventually be
         | taxed. In stark contrast to European laws that _required_
         | estates to be maintained in their entirety to preserve the
         | aristocracy. If Buffett can avoid tax during life and death and
         | pass on a preserved estate then there is no guardrail against a
         | gentle class. Fundamentally it also means that we 've setup a
         | tax system more akin to a feudal system where workers pay taxes
         | and aristocrats receive benefits.
        
           | tannhauser23 wrote:
           | What are you talking about? You think Warren Buffet can
           | covertly sell his holdings and not have anybody find out? If
           | he executes any sales the brokers will have the records; if
           | he transfer the funds to any bank in the world, there will be
           | plethora of records for regulators to access. There's no way
           | he can secretly hide large transfers.
        
           | kwhitefoot wrote:
           | Off topic, just for your information: _gentile_ in English is
           | not the same word as in, for example, French.
           | 
           | The English word means _not-Jewish_ whereas I think you
           | probably meant _gentle_ which has an archaic meaning of
           | _noble_. See https://www.lexico.com/definition/gentle
        
             | lumost wrote:
             | Great Callout! I've updated the text to reflect the correct
             | word.
        
           | whakim wrote:
           | The estate tax wasn't even enacted until 1916 so there wasn't
           | a period of time where "estates would shrink over time" (for
           | tax reasons, at least; the two World Wars plus inflation
           | actually existing did lead to huge changes in the wealth
           | distribution). And by the early 20th century land was no
           | longer the single dominant form of capital in the portfolios
           | of the wealthiest individuals.
        
         | jl2718 wrote:
         | You can follow this logic all the way down:
         | 
         | - tax on wealth
         | 
         | - tax on growth
         | 
         | - tax on capital gains
         | 
         | - tax on dollar deposits
         | 
         | - tax on spending
         | 
         | - tax on value-added
         | 
         | - tax on labor
         | 
         | Oh wait, that doesn't work at all.
         | 
         | - no tax
         | 
         | Which is the correct answer that ends up in everybody paying
         | for the economy in proportion to their benefit from it. We're
         | already operating like this:
         | https://www.sifma.org/resources/research/us-treasury-securit...
        
         | ggggtez wrote:
         | But what do you think about him borrowing money using his
         | "worthless" stock as collateral?
         | 
         | Clearly the increase in stock price is valuable to banks. So
         | why not the IRS?
        
         | mathattack wrote:
         | Over the long term it makes sense. Over the short term it's
         | more difficult if the assets aren't liquid.
        
       | bko wrote:
       | > Many will ask about the ethics of publishing such private data.
       | We are doing so -- quite selectively and carefully -- because we
       | believe it serves the public interest in fundamental ways,
       | allowing readers to see patterns that were until now hidden....
       | We believe that disclosing the identities of billionaires who
       | paid little to no taxes in years their fortunes grew by billions
       | of dollars will help readers understand the magnitude of the tax
       | advantages the ultrarich enjoy... Our publication of this tax
       | data comes at a possibly pivotal moment in America's long, often
       | contentious debate about the fairness of our tax system
       | 
       | So it's okay to encroach on the privacy of private individuals as
       | long as it serves a political purpose? To try to drum up support
       | for higher tax rates? They're not even saying these individuals
       | used their money to manipulate the tax code, but are merely
       | beneficiaries of income with preferable tax treatment.
        
         | jonathankoren wrote:
         | Let's talk about the actual damage that could occur to an
         | individual here. The fact of the matter is, billionaires are
         | effectively isolated from all societal repercussions, where the
         | average person simply isn't. Even if you waved a magic wand,
         | and prevented them from making any money through any mechanism,
         | and they just had spend their wealth, their lifestyle would not
         | change _at all_. They literally can not spend the amount of
         | money they have, in the years of life they have remaining. Even
         | the threat of jail time isn 't a real threat, given the serious
         | discrepancies in prosecution and sentencing guidelines, let
         | alone the plausibility of someone pulling a Carlos Ghosn[0],
         | which is much easier to do when you effectively have infinite
         | resources.
         | 
         | Now let's look at the other side. The societal benefit is
         | making these effects current preferential policies concrete.
         | Often politicians and other supporters of the super wealthy
         | intentionally muddy the waters by talking about "small
         | businesses", "family farms", and other middle class and upper
         | middle class lifestyles. (e.g. The arguments made by against
         | inheritance tax, that only affects net worths in excess of
         | $11.7 million, or the arguments based on absolute dollar
         | amounts rather than income or wealth percentages.) By making
         | the effects concrete rather than abstract, it's much harder to
         | argue that there is any sort of negative individual effects on
         | ultra wealthy.[1]
         | 
         | [0] https://www.bbc.com/news/world-50964040
         | 
         | [1] For example: Even if you took half of Warren Buffet's
         | wealth ($110 B) every year for the rest of his life (90 years
         | old, today), he'd probably still die a billionaire. And even if
         | he lived to be a 100, he'd still have $100 million.
        
         | toomuchtodo wrote:
         | How you feel about this is going to depend on where you are on
         | the political spectrum. I fully support this decision based on
         | where the country stands on inequality and socioeconomic power
         | imbalances. It's in the public interest to demonstrate the
         | result of poorly constructed public policy (and thereby stoke
         | inertia to fix it and erode wealth inequality).
         | 
         | I'm happy to make my tax returns and income history public if
         | the wealthy are required to do the same.
        
           | bko wrote:
           | So if someone wanted to demonstrate poor building codes by
           | setting your house on fire, that would be okay too, since you
           | know, it's in the public interest to demonstrate lax building
           | codes?
           | 
           | Privacy is a right that I would think more people on this
           | forum would respect. I don't see why you're so happy to offer
           | up the rights of others as sacrificial lambs to make some
           | political point.
        
             | sophacles wrote:
             | > So if someone wanted to demonstrate poor building codes
             | by setting your house on fire, that would be okay too,
             | since you know, it's in the public interest to demonstrate
             | lax building codes?
             | 
             | Yes, of course destroying property and incurring expenses
             | for the local government is exactly the same as releasing
             | records... oh no wait - its not at all the same.
        
             | toomuchtodo wrote:
             | A better analogy would be breaking and entering to collect
             | evidence that a building was unsafe for occupancy, and I'd
             | support that as well under the assumption that due process
             | had failed and there was risk to those marginalized.
             | 
             | I don't believe there is an absolute right to privacy. As
             | always, there's nuance.
        
               | sokoloff wrote:
               | Does this hypothesize the lack of a functioning court
               | system to issue a search warrant, the lack of observing
               | the Fourth Amendment in the US (or equivalent in many
               | other countries), or both?
        
               | toomuchtodo wrote:
               | No hard and fast rules. Like obscenity, a reasonable
               | person believes the situation warrants it when they see
               | it.
        
               | bko wrote:
               | So evidence obtained illegally outside of due-process is
               | fair game in your book?
               | 
               | I guess by saying "when due process failed" kind of makes
               | it so since by definition it "failed".
        
               | itsoktocry wrote:
               | > _So evidence obtained illegally outside of due-process
               | is fair game in your book?_
               | 
               | So evidence of horrible crimes should be ignored if
               | subjective "due-process" isn't followed? You do realize
               | that the moneyed elite have disproportionate influence
               | over "process" and law, right?
               | 
               | Focus on the leaks and whether they are true, not the
               | messenger.
        
               | bko wrote:
               | The "horrible crimes" of following the applicable tax
               | laws. Got it.
               | 
               | I'm not focusing on the messenger. I'm questioning the
               | ethics to violate the privacy of private individuals to
               | try to score political points.
        
               | aaron-santos wrote:
               | You're not advocating for modeling our actions, social
               | interactions, behaviours, and relationships after our
               | criminal justice system, right? Also you're not
               | advocating for an equivalentcy between judicial
               | evidenciary procedure and information gathering, and
               | judicial due process and social due process, right?
        
             | greenie_beans wrote:
             | What? That house burning example is absurd and bad logic
        
             | deeblering4 wrote:
             | If you purposely set it on fire, thats arson. But actually
             | yes, in many cases accidents are catalyst needed to make
             | change happen for the benefit of the public.
             | 
             | A dangerous intersection gets a traffic light _after_ a
             | horrible car crash.
             | 
             | A dangerous building design code gets corrected _after_ the
             | doors wont open outward during a fire.
             | 
             | Problems need to first come to light to be fixed.
        
         | exotree wrote:
         | They are not private individuals. They are individuals that are
         | of public interest (much like celebrities) and hold significant
         | sway over communities (much like public officials). This is
         | pretty standard legal precedent.
        
           | secondcoming wrote:
           | Hi, exotree, I have declared you to be of interest to the
           | public. What's your annual take-home pay?
        
           | bko wrote:
           | So privacy is only for those that aren't celebrities? Do you
           | have some barometer for what makes a "celebrity"? Blue check
           | mark?
           | 
           | Right to privacy is a human right. Do you agree? If so, are
           | there classes of human rights that aren't applicable to some
           | groups of individuals?
        
             | nzmsv wrote:
             | It's actually very simple. If a year from now you find that
             | the authors (Engelberg and Tofel, others?) of this project
             | are still free then everyone whose data they published was
             | a legit "celebrity" and the leak was OK with the current
             | administration. If you suddenly discover that all of
             | ProPublica are actually sex offenders and evade justice by
             | hiding out in embassies (or something similar) then they
             | overreached and leaked the wrong data on an off-limits
             | "non-celebrity". Makes sense.
        
             | deeblering4 wrote:
             | Unfortunately you are speaking of ideals. In reality a
             | person's right to privacy is dependent on many factors
             | including their country, race, etc.
             | 
             | With regards to celebrity, there is absolutely a tradeoff.
             | On paper celebrities have the same civil rights as anyone
             | else, but e.g. have you heard of the paparazzi before?
        
               | bko wrote:
               | > Unfortunately you are speaking of ideals. In reality a
               | person's right to privacy is dependent on many factors
               | including their country, race, etc.
               | 
               | I disagree. A right is a human right. Human rights are
               | not granted by a country, they can only be violated. My
               | right to free thought and expression doesn't cease being
               | a right if I'm in an oppressive state. A state can
               | violate my rights but human rights are universal. You can
               | disagree that privacy is a human right, and that's fine
               | if you do.
               | 
               | In regards to paparazzi, if you're in a public space, you
               | don't have the same right. It's balance by the right of
               | another person taking photos in that same public space.
               | There is no expectation of privacy, so I'm free to snap
               | your picture, same as I have a right to record a police
               | interaction (despite what some legislation might have you
               | believe). But that doesn't mean I have the right to break
               | into your home and record you sleeping.
        
               | deeblering4 wrote:
               | I didn't disagree. I said it's an ideal.
               | 
               | Do you seriously think the experience is the same in
               | public between an average citizen and a celebrity? There
               | is a huge trade off that a celebrity accepts when
               | becoming a household name/face.
        
             | nicoburns wrote:
             | > Right to privacy is a human right. Do you agree? If so,
             | are there classes of human rights that aren't applicable to
             | some groups of individuals?
             | 
             | Yes, but right to extreme wealth isn't. I don't think
             | people should be able to control this amount of wealth at
             | all, but while they can I think public scrutiny over their
             | finances is entirely reasonable.
        
             | exotree wrote:
             | Courts exist for this reason. On one hand, you have the
             | right to privacy (though it is not spelled out that
             | clearly, it is inferred).
             | 
             | On the other, you have freedom of the press clearly
             | outlined in the first amendment. There is no perfect answer
             | and it will be subject to some debate. But in this
             | particular instance, precedence has made it clear that
             | people of significant stature (and that could mean a blue
             | check is a signal of that in court!) have less of a right
             | to privacy when weighed against the first amendment.
        
         | deeblering4 wrote:
         | And the .001 consistently encroach on our political policies
         | for private benefit.
         | 
         | I see these tax loopholes as bugs/vulnerabilities in the tax
         | code. And just like in software, bad actors have an incentive
         | to keep the bugs in place.
         | 
         | Shedding light on them is a first step towards greater
         | awareness and eventual fixes.
        
           | junon wrote:
           | Ah yes, an eye for an eye.
        
           | throwaway9980 wrote:
           | The bad actors with the most incentive to keep the bugs in
           | place are the same people that put the bugs into the system:
           | lawmakers. They might occasionally close a bug, but they are
           | not interested in preventing them being introduced. They sell
           | these bugs/vulnerabilities. That's the business they are in.
        
           | bko wrote:
           | > Taxes aren't and shouldn't be secret.
           | 
           | Cool. Would you mind sending me your tax returns (assuming
           | you're in the US), or similar income history?
           | 
           | You can oppose tax loopholes without encroaching on the
           | privacy of others. To use your example, imagine dumping
           | hacked Facebook user data because you don't like bugs in
           | Facebook software
        
             | deeblering4 wrote:
             | > Imagine dumping hacked facebook user data because you
             | don't like bugs in Facebook software
             | 
             | No need for imagination here... This happens all the time.
             | Data leaks are a regular outcome from security
             | bugs/breeches.
        
               | bko wrote:
               | And it's just as unethical in that case as well
        
               | deeblering4 wrote:
               | Are you suggesting that the top "earners" who manipulate
               | their taxes are acting ethically?
               | 
               | These people deserve (and can afford) every ounce of
               | scrutiny they receive.
        
               | dnautics wrote:
               | Suppose I like to donate to nonprofits supporting
               | political dissidents of another nation and that makes me
               | an assassination target, or hell political or adjacent
               | orgs in this country (BLM, PP, NRA) and that makes me a
               | harassment target
        
             | jonathankoren wrote:
             | What's the argument in keeping it secret? Politicians
             | routinely (Trump notably being the exception) release these
             | all the time.
        
             | [deleted]
        
             | silicon2401 wrote:
             | That's an unfair response. It's reasonable to want the
             | rules to change for society and be willing to play along.
             | That's different from wanting to be the only one to do it.
        
         | wegs2 wrote:
         | I think, in this case, the rich encroach on my privacy enough
         | that it seems proportionate.
         | 
         | It's not okay to shoot your neighbor. It is okay to shoot your
         | neighbor if they're shooting at you.
         | 
         | When the rich stop trading my data, I'll fight for their
         | privacy too.
        
         | deeviant wrote:
         | > So it's okay to encroach on the privacy of private
         | individuals as long as it serves a political purpose?
         | 
         | Interesting how your turn "public interest" into "political
         | purpose".
        
         | Jonnax wrote:
         | Yes. It is.
         | 
         | They are billionaires hiding their wealth.
         | 
         | Leeches on society.
         | 
         | The more money you have, the less right to privacy you have.
         | 
         | That's my opinion.
         | 
         | Your opinion seems to be that you accept that you're a peasant
         | and you wish to lick their boots.
        
           | throw_nbvc1234 wrote:
           | > The more money you have, the less right to privacy you
           | have.
           | 
           | I'd change this to: The more power you have, the less right
           | to privacy you have.
           | 
           | Money is just one form of power. If there was a way to give
           | up the "power" that money provides (without giving up their
           | money) then I'd say they can regain their right to privacy.
           | Transparency is needed for the people to keep those with
           | power accountable (in a free society and/or without
           | violence).
        
           | [deleted]
        
         | greenie_beans wrote:
         | They obviously considered the ethics of this and decided to
         | share for "the public interest" and not "a political purpose"
         | as you say. What politicians do with this information is
         | another matter. They're simply telling the story like
         | journalists are supposed to do!
        
           | strictnein wrote:
           | Labeling something a "True Tax Rate" (paid taxes / wealth
           | increase) isn't journalism, it's advocacy.
        
             | greenie_beans wrote:
             | Good point. I guess I see the advantages of the ultra rich
             | as something that shouldn't be politicized. That's some
             | bullshit that all stripes of political belief should agree
             | on and change. Like, who wouldn't advocate for that?
             | (Besides the ultra rich. And please don't say those who
             | aspire to be ultra rich, because that's not a realistic
             | argument/that idea should die)
             | 
             | Edit: Can you explain why the phrase "true tax rate" is
             | considered political advocacy?
        
         | leetcrew wrote:
         | > quite selectively and carefully
         | 
         | > allowing readers to see patterns that were until now hidden
         | 
         | am I being too cynical, or is this a "pick one" situation? what
         | "pattern" are the readers supposed to see in this carefully
         | chosen subset of the data? what patterns do the unchosen
         | subsets show?
        
           | exotree wrote:
           | This is where trust comes in. Most people need a narrative
           | and a story to follow the threads; they are not experts in
           | determining what the data does or does not tell us, and
           | someone has to attempt to do so.
           | 
           | I'd give ProPublica the benefit the doubt here. They have the
           | resources to hire the right talent, and that talent is likely
           | empowered to keep conjecture at bay or properly disclosed.
           | 
           | And, of course, you're unlikely to get all the data. Stories
           | like this will nearly always, in some form or fashion, be
           | based on a somewhat incomplete snapshot of data or documents.
           | But taking that data and corroborating it with what we do
           | know is often enough to add validity to the assumptions that
           | are being reached by a publication such as ProPublica.
        
       | geoduck14 wrote:
       | Ok HN! We are intelligent, rational, and well intentioned- but we
       | are also diverse! And it is great.
       | 
       | Can someone please help me with the following! Why do we still
       | compare WEALTH with INCOME tax?
       | 
       | Of COURSE wealth is skewed: you go negative pretty fast (college
       | and mortgage), and then you accumulate over time. It is a pretty
       | rational progress. Income can vary over time - and the tax should
       | vary, too.
       | 
       | Why do we smash these two together? Are we DELIBERATLY pushing
       | for a wealth tax? We we doing it underhandedly? Is it ACTUALLY a
       | good idea?
        
         | rexreed wrote:
         | I also don't understand how wealth and income can be conflated
         | like this. We have an income tax, so, no duh, we tax income,
         | not wealth. Criticizing the income tax because it doesn't tax
         | wealth is like criticizing sales tax because it doesn't tax
         | property values. They aren't the same.
         | 
         | I don't get how ProPublica can take such a stance. Either it's
         | intentional, which is bad, or it's unintentional, which is even
         | worse?
        
           | ihumanable wrote:
           | 80% of the actual article,
           | https://www.propublica.org/article/the-secret-irs-files-
           | trov..., is discussing this exact thing.
           | 
           | This isn't a case where there's a journalistic sleight-of-
           | hand, trying to conflate and confuse wealth and income. one
           | could argue that the entire thesis of the article is that
           | because we tax income and not wealth, those with wealth avoid
           | ever realizing income, relying on loans instead of income.
           | 
           | It's an article about the end result of taxing income instead
           | of wealth, there's literally a massive interactive scrolling
           | graphic that discusses it half-way through.
        
             | rexreed wrote:
             | Well yeah that's obvious. I could summarize this whole
             | article by saying that wealthy people don't pay much income
             | tax because they don't report much taxable income. Since we
             | don't tax wealth separately from income, they don't pay
             | much tax.
             | 
             | There, I summarized all their intense reporting in an
             | obvious way. What does it tell us? Nothing that we don't
             | already know.
             | 
             | All they are arguing about is taxing wealth separately from
             | taxing income. That will never happen for many reasons.
        
       | throwawaysea wrote:
       | Surely people recognize that the related article purposely
       | misleads readers by calculating false tax rates based not on
       | income but paper wealth that is not real or recognized.
       | ProPublica has a hard progressive bias, this article being one
       | among many examples.
        
       | f38zf5vdt wrote:
       | It seems like this is missing the obvious focal point: loans
       | taken out by individuals against assets like stock options and
       | equities should be taxed as income. It's trivial to evade income
       | tax when you have accumulated wealth in equities by taking out a
       | loan against the equities and then progressively liquidating them
       | at capital gains tax rates to fulfil the loan payments. If every
       | loan taken out by Elon Musk or Jeff Bezos against their corporate
       | assets were treated as income, I suspect we'd see a much larger
       | share of tax paid by them.
       | 
       | edit: How do I make the same point as u/fairity 5 minutes prior
       | but accumulate down votes? lol
        
         | imtringued wrote:
         | Why does this matter? The real problem is that the capital
         | gains tax rate is below the income tax you would have to pay
         | for the same income. Either you adjust the capital gains tax
         | upwards to match income taxes or you replace it completely with
         | income taxes. You don't need a complicated loan tax.
        
           | 34679 wrote:
           | They explain it well in the full article:
           | 
           | https://www.propublica.org/article/the-secret-irs-files-
           | trov...
           | 
           | >So how do megabillionaires pay their megabills while opting
           | for $1 salaries and hanging onto their stock? According to
           | public documents and experts, the answer for some is
           | borrowing money -- lots of it.
           | 
           | >For regular people, borrowing money is often something done
           | out of necessity, say for a car or a home. But for the
           | ultrawealthy, it can be a way to access billions without
           | producing income, and thus, income tax.
           | 
           | >The tax math provides a clear incentive for this. If you own
           | a company and take a huge salary, you'll pay 37% in income
           | tax on the bulk of it. Sell stock and you'll pay 20% in
           | capital gains tax -- and lose some control over your company.
           | But take out a loan, and these days you'll pay a single-digit
           | interest rate and no tax; since loans must be paid back, the
           | IRS doesn't consider them income.
        
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