[HN Gopher] Norway: Taxing Unrealized Gains Has Caused an Entrep...
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       Norway: Taxing Unrealized Gains Has Caused an Entrepreneurial
       Exodus
        
       Author : koevet
       Score  : 52 points
       Date   : 2024-11-28 18:11 UTC (4 hours ago)
        
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       | exe34 wrote:
       | easy, impose an exit tax. capital doesn't need to be free when
       | it's trying to evade justice.
       | 
       | you pay tax on unrealised gains the same way the rest of us do
       | when facing an unexpected bill that we can't afford - you sell
       | your stuff.
        
         | HeckFeck wrote:
         | You do realise they were taxing the entrepreneurs _before_
         | their companies made a profit? What sort of  "justice" is that?
        
           | emn13 wrote:
           | Anybody earning a wage pays tax on revenue, not profit.
           | Property taxes can be even be on value, not revenue or
           | profit. For any given tax burden, I don't see the "justice"
           | problem by shifting more of that towards value and revenue
           | and less towards profit. You could argue that in a vacuum
           | that it is more just because it slightly incentivized
           | investment over saving. And I'm sure you could argue the
           | reverse too.
           | 
           | However, to me this mostly looks like a practical issue, and
           | the traditional dogma that a broader tax base is a better one
           | likely holds here too. Taxes should be on all three
           | categories, and for both legal and real persons - and thus
           | each specific category lower (and in particular thereby
           | reducing the height of specific niche corners cases such as
           | this one, and also reducing the opportunity to game the
           | system).
           | 
           | Also, it's interesting to listen to anecdotes like this, but
           | caveat lector; the article's author's experience may not be
           | the norm; and the issues they experienced may be due to the
           | specifics of norway's taxation system or their personal
           | choices, not the principles behind it; and last but not least
           | as long as money can flow mostly freely between tax systems
           | it's not enough for a system to be fair and well designed in
           | a vacuum; it also need to consider how shifting
           | wealth/income/profits across borders will affect outcomes.
           | 
           | To my mind, this is all pretty orthogonal to justice.
           | Clearly, you see that differently. Why does this smack of
           | injustice to you?
        
           | exe34 wrote:
           | > Norway imposes a wealth tax that taxes unrealized gains at
           | approximately 1% annually. Calculated on the full market
           | value for publicly traded assets and the book value of
           | private companies. On New Year's Eve, whatever your net worth
           | - including illiquid assets - is subject to this tax. It
           | doesn't matter if you're running a loss-making startup with
           | no cash flow, if your investments have tanked after the
           | valuation date, or even if your company has gone bankrupt--
           | you still owe the tax.
           | 
           | "unrealised gains". gains, not losses.
        
             | HPsquared wrote:
             | Do they give a tax refund if the assets then lose
             | (notional) value the next year?
        
         | kingstoned wrote:
         | It's amazing to me that on a startup-oriented forum like this
         | one you see these kinds of socialist comments when it comes to
         | something that is harmful to startup founders and the entire
         | ecosystem. Honestly curious to see what people who are hostile
         | to entrepreneurship are even doing here.
        
           | no_wizard wrote:
           | It's amazing to me that people think this is what socialism
           | is. This isn't seizing the means of production.
        
             | barbazoo wrote:
             | Wouldn't that be more communism than socialism?
        
               | no_wizard wrote:
               | The unpolluted definition of socialism is about public
               | (e.g. social) ownership of the means of production.
               | Technically, it's not mutually exclusive of market
               | systems, simply that participants are socially owned in
               | some form.
               | 
               | Communism differs in that it takes this a step further
               | advocating not only for social ownership but also the
               | dissolution of of all private property ownership and its
               | corresponding economic role, and distribution, and
               | exchange that allocates products to everyone in the
               | society based on need.
               | 
               | For the record, I think communism is a dead end as it
               | flys in the face of human nature. Market socialism might
               | have legs though.
               | 
               | And no the USSR, North Korea or China have demonstrated
               | that they have not implemented either of these economic
               | (and in the case of communism also political)
               | philosophies.
        
           | devjab wrote:
           | I'm not sure why you think a wealth tax is related to
           | entrepreneurship ship. I get that you'll find a lot of people
           | who like the author don't want to pay taxes, but you're going
           | to find quite a lot who do. Especially here in Scandinavia.
           | Of course it's less of a problem when you have a non-crypto
           | product which actually makes money or gives you the
           | opportunity to take out a loan based on your assets.
           | 
           | I agree that there will be an ideologically divide, but I
           | don't think it's related to entrepreneurship as much as it is
           | to greed. Especially because those crypto "billionaires" were
           | moving to Switzerland anyway. Personally I can see why you
           | would think it was anti-business because it is. You have to
           | keep in mind that not everyone thinks "businesses" which
           | can't make money, and likely never will, are always a benefit
           | to society.
        
         | occz wrote:
         | The article mentions the existence of such a tax.
        
         | Aloisius wrote:
         | Norway already has an exit tax which levies a 37.84% tax on
         | unrealized gains.
         | 
         | The "easy fix" isn't working for some reason. Perhaps a one-
         | time tax is still preferable to an ongoing one.
        
       | bryanlarsen wrote:
       | > This creates a perverse scenario where business owners must
       | extract dividends or sell shares every year just to cover their
       | tax bill. With dividend and capital gains taxes at around 38%,
       | you need to withdraw approximately 1.6 million NOK to pay a 1
       | million NOK wealth tax bill.
       | 
       | Why wouldn't you just take a loan against the assets? A few
       | percent of interest is a lot cheaper than 38%. In Canada you used
       | to have to pay taxes on unrealized option gains, standard
       | procedure was to take a loan to pay taxes. If the options gains
       | disappeared, you'd use your next years tax refund to pay back the
       | loan.
        
         | SiempreViernes wrote:
         | If they took a loan then they would have to stay and waste this
         | perfectly good excuse to do what they wanted to do anyway.
        
         | ivanche wrote:
         | And how would they pay back a loan?
        
       | jplrssn wrote:
       | Not surprising that an Atlas Shrugged reading entrepreneur
       | dislikes taxation.
       | 
       | But government services cost money, and by other accounts [0]
       | Norway are doing pretty well:
       | 
       |  _Norway performs well in many dimensions of well-being relative
       | to other countries in the Better Life Index. Norway outperforms
       | the average in jobs, work-life balance, education, health,
       | environmental quality, social connections, civic engagement,
       | safety and life satisfaction._
       | 
       | [0] https://www.oecdbetterlifeindex.org/countries/norway/
        
         | SiempreViernes wrote:
         | Careful, did you pay him the three dollars it costs to quote
         | his text?!
        
         | jjtheblunt wrote:
         | Does Norway perform well in various well-being metrics
         | essentially because Norway is extremely oil rich?
         | 
         | (I don't pretend to know the answer, and ask because I don't
         | see how to figure that out)
        
           | mediaman wrote:
           | Yes, they're just a petrostate. Over half their economy is
           | oil and mining.
        
         | HPsquared wrote:
         | For a small country with that much oil money, "better than
         | average" is a pretty low standard.
        
         | cbmuser wrote:
         | I have lived in Norway for a year and it's definitely not as
         | bright as you're painting it.
         | 
         | Rent prices are extremely high and apartments are quite small
         | compared to other European cities.
         | 
         | Alcohol is so expensive, that Norwegians go on alcohol shopping
         | tours to Sweden.
         | 
         | Trains in Oslo don't run 24 hours, so you have to take long
         | detours with busses at night or pay obnoxiously high rates when
         | taking a cab.
         | 
         | No, Norway is definitely not the paradise you're trying to make
         | it.
         | 
         | Also, these people that left Norway weren't against paying
         | taxes. They were against the socialist government trying to rip
         | them off with a completely unfair taxation.
        
       | fragmede wrote:
       | The references to Atlas Shrugged and the trains not running on
       | time, and the bit about healthcare costs do not bolster any
       | argument against a tax on unrealized gains, so this comes off
       | more as ideologically motivated bit, rather than than an argument
       | against the specific tax. Taxing unrealized gains is really
       | problematic, as anyone in the startup scene who's been granted
       | stock options in a rising startup in Silicon Valley can attest
       | to. Paying a million dollars to the IRS because of AMT means you
       | got a big payday, except for the fact that if you don't actually
       | have a million dollars, you then have a problem. Most people
       | don't have a million dollars to begin with so you can't pay that
       | bill and you take a loan from sketchy loan shark, whole repeating
       | the mantra, 100% of $0 is $0. 70% of a big number is still a big
       | number.
       | 
       | Looking at the US, rasing taxes on the rich and doing more
       | against unrealized gains won't happen for at least four years, so
       | we don't have to worry about that, at least.
        
         | no_wizard wrote:
         | Taxing unrealized gains in a blanket way is bad but a more
         | targeted threshold, such as taxing them when used in loan
         | arrangements in which someone borrows against their holdings to
         | avoid paying taxes on realizing the gains, seems like it would
         | achieve the spirit of such a tax
        
       | SiempreViernes wrote:
       | Holy shit, this blog tries to sell me the the right to
       | _highlight_ text!
       | 
       | This gotta be the most extreme instance of NFT brain I've ever
       | encountered...
        
         | barbazoo wrote:
         | You misunderstand. You pay to "collect this highlight to
         | permanently own it", not just highlight it.
        
       | DataDaoDe wrote:
       | Here's a thought: as long as some countries somewhere have enough
       | freedom to innovate, and entrepreneurs can leave their countries
       | and get to the freer ones, countries like Norway can piggyback
       | off all the innovation from others (or outsource it). I think it
       | would only be a problem if for some reason there was technology
       | that couldn't be copied.
        
         | freefaler wrote:
         | How will they pay for that technology they need to import when
         | the oil ends? They'd need to barter something for something
         | else.
        
       | freefaler wrote:
       | This is a bad solution to taxation. It brakes the long-
       | established tax practice of "realization principle".
       | 
       | Suppose the same principle was applied to a home owner. At the
       | end of each year your property is evaluated and you're taxed on
       | the difference between last and this years price. You own an
       | asset and this asset is valued by the rating agency as more
       | expensive than before. Now you have a liability that you need to
       | pay and if you don't you'll be in big trouble, because you owe
       | the money to the government.
       | 
       | So independently of your own actions & impossible to predict you
       | will need to plan for this expense. How many homeowners and
       | rentiers would like that?
       | 
       | The "realization principle" in tax law specifies that income is
       | not subject to tax until it is "realized" through a taxable
       | event, such as the sale or exchange of an asset. In the US this
       | was established in early 20th-century U.S. Supreme Court cases
       | such as Eisner v. Macomber (1920). In this case it was
       | established that mere appreciation in value does not constitute
       | taxable income until a sale or exchange occurs.
       | 
       | Europe is not very business friendly. This regulation will make
       | creating businesses even harder. When governments need more
       | revenue they need to create more opportunities to create that
       | revenue, not squeeze the current business tighter and tighter.
       | Startups are risky, adding additional risk would just kill more
       | of them sooner.
       | 
       | BTW, it's easy to fix "loan against my equity" evasion by
       | classifying the "money has been loaned" as a "realization" event.
        
         | HPsquared wrote:
         | The other thing is what happens when the notional value goes
         | down a year later? Do they get a tax refund?
        
           | freefaler wrote:
           | At most you'd get a rebate of your future tax payment as is
           | the current practice.
        
           | novok wrote:
           | Usually, you get a credit or deduction that can only apply to
           | future tax liability in the same category. Ex: Capital losses
           | are stuck with capital gains in the USA and can only be
           | applied to $3000 of your income per year otherwise. These
           | rule systems are usually incredibly self-serving.
        
         | skobes wrote:
         | > You own an asset and this asset is valued by the rating
         | agency as more expensive than before. Now you have a liability
         | that you need to pay...
         | 
         | Isn't this exactly how property taxes usually work? (In the
         | absence of caps like California Prop 13, that is.)
         | 
         | The realization principle is a hallmark of income tax law, but
         | many taxes are not income taxes.
        
       | mediaman wrote:
       | Norway doesn't care. It is a country with a reputation for good
       | governance and northern-European economic strength. But
       | economically, it is a country that is largely a gas station: like
       | a democratic Russia with more competent governance.
       | 
       | Over half its economy is based on oil and mining. It has failed
       | to develop meaningful economic diversification, and, because it
       | has wisely banked so much of the proceeds of its oil (over
       | US$300k per capita), there's not a lot of pressure to adapt.
       | 
       | Norway will not be a center of innovation anytime soon, except in
       | oil-related fields. Eventually, as oil gets replaced as a source
       | of energy, they may feel more pressure to change. But for now,
       | they suffer from a more sophisticated version of the resource
       | curse.
       | 
       | Sweden is an interesting counterexample, which has a lower GDP
       | per capita but a much more diversified economy. Sweden abolished
       | a wealth tax they used to have almost 20 years ago.
        
         | formerly_proven wrote:
         | In a nutshell, Norway can afford to have some mildly self-
         | sabotaging economic policies.
         | 
         | The rest of europe absolutely cannot (but that won't stop them,
         | just like with rent control).
        
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