Transcript Highlights:

• something out really important about the nonprofit CCRCs is that, as you know, as nonprofit CCRCs and an IRS
• Well, it's an IRS ruling from, I want to say, it's like 1974.
• if it ain't broke, don't fix it, type of, like, it's a great model—but even still, Alyssa, with that IRS
• And so one of the things that in talking to... ...that IRS ruling, I still think, like, getting in the

Keywords: 995, all

Summary: The Joint Committee on Aging and Independence commission meeting focused on continuing care retirement communities (CCRCs), with members and presenters discussing how the model works, consumer protections, and areas for future review. After member introductions, Jennifer Fuller summarized survey results showing the top priorities as financial viability and affordability, consumer protections and rights, and regulation/monitoring standards. The commission said those issues would guide its work plan, while also keeping staffing, definitions, and federal support on the radar. Alyssa Sherman of LeadingAge Massachusetts and Jim Freiling of Brookhaven at Lexington gave a detailed overview of CCRCs, explaining that they combine housing with health-related services under long-term contracts and typically require entrance fees plus monthly fees. They described the three common contract types: Type A/life care, where costs stay relatively stable if residents need more care; Type B, which offers some included or discounted care with higher costs later; and Type C, fee-for-service, with lower entrance fees but higher costs if care needs increase. They also discussed nonprofit governance, resident involvement, and the role of state and Attorney General disclosure requirements. Several members raised concerns about affordability, refund timing, and the need to distinguish true CCRCs from other senior housing marketed similarly; presenters said refunds are often tied to reoccupancy and that their organizations are collecting data on refund timelines and contract terms. The discussion also covered resident rights and governance, including whether residents should have seats on nonprofit boards. Christine Griffin said her community lacks resident board representation and urged the commission to consider a state requirement, while others said resident associations and direct engagement with boards can be more effective than mandatory board seats. Members also discussed transparency around monthly fee increases, financial screening before admission, and the importance of clear marketing so consumers understand what they are buying. No votes were taken. The meeting ended with logistical updates, including a tentative public hearing date of June 3, 2025, a note that the next meeting would focus on regulation and monitoring standards, and a reminder that the commission would continue refining its work plan based on survey feedback.

Transcript Highlights:

• the correctional plan is not being administered in accordance with its terms, which is one of these IRS
• terms, which is one of these IRS terms, which is one of these IRS disqualification<00:20:46.120>
• compliant with IRS regulation because the<00:47:00.960> funds<00:47:01.280> that<00:47
• Bruce and said that, to the question of the IRS timeline, he was not overly concerned that that would
• You know, I I don't the IRS timeline.

Keywords: 1187, senate, all

Transcript Highlights:

• In other words, to give IRS time to review and make their recommendation. Mr. Chair, or Mr.
• The other one, I believe, just says request the appropriate guidance from the IRS.
• Under both situations, they would be requesting those items from the IRS, and both bills have delay provisions

Summary: The Select Committee on Pension Policy Executive Committee approved the September minutes and received updates on two court cases, Fowler and Dolan. Staff explained that Fowler concerns interest calculations for members who transferred from Plan 2 to Plan 3 before 2002; the Ninth Circuit has already found liability, and the remaining issue is damages, which could be significant depending on the expert-driven calculation. Dolan was described as quieter, with briefing completed at the Court of Appeals and oral argument possible later this year or early next year. The committee also heard an actuarial update on the interim work plan, including planned informational briefings on month-of-death policy, a Plan 1 ad hoc COLA, and the OSA demographic experience study, which is still under external audit. Members asked whether updated fiscal notes had been prepared for two bills under study; staff said preliminary analysis had been done and full updates would come if the bills move forward. The committee then discussed how to handle the ad hoc COLA item and agreed to have staff draft a letter endorsing House Bill 1474 and any similar Senate bill for a one-year ad hoc COLA, to be brought back for full committee consideration in November. Staff reviewed the draft November and December work plan. The committee adopted the November agenda, which includes annual updates from the State Investment Board and Retirement Systems, the left one study closeout, and the ad hoc COLA action item. Members also discussed whether excess compensation and 2026 session prep should be handled by email rather than in a meeting, with general agreement to move the session prep to electronic communication and possibly handle excess compensation as an informational item, depending on availability. Constituent correspondence included several messages on climate change and Plan 1 COLAs, including support for the merger bill and COLAs in general. Jacob White of the LEOFF 2 Board reported that the board had only held an educational briefing on excess compensation and overtime, found the data limited, and took no further action. The meeting ended with thanks to staff and an adjournment vote.

Transcript Highlights:

• Ir. So, could this pay for my child's summer swim camp? Thank you for the question.
• glad to find out for sure going forward if that is available information from public schools today ir
• The first would be page three, line 1, ir master development district means an area of a municipality
• Ir Frix, you're still awake. Thank you, en ator Fris.

Bills: SB683, SB1579, SB1389, SB1387, SB1390, SB1391, SB2063, SB1829, SB2060, SB1842, SB1398, SB1212, SB2158, SB102

Keywords: education, tax credit, student support, private school, Oklahoma Parental Choice Tax Credit, financial assistance, homeschooling, qualified expenses, property tax, valuation increase, taxpayer rights, homestead, protest process, school choice, tuition assistance, income limits, parental choice, accreditation, sales tax, motor vehicles

Transcript Highlights:

• Under our current law, the state credit is tied to the federal definitions under IRS Section 45X, which
• one of the reasons that we're wanting to do this is that their definitions for advanced energy in the IRS
• for the feds to update, which, as we all know, could... their definitions for advanced energy in the IRS
• We could always—like, the basis of this bill is to decouple it from the IRS, from the federal definition

Keywords: 996, all

Transcript Highlights:

• they go back to the same employer they retired from, they have to sit out for a year, and that's for IRS
• <00:09:05.760> and<00:09:05.920> that's<00:09:06.160> there's<00:09:06.440> IRS
• for a year so and that's there's IRS for a year so and that's there's IRS reasons<00:09:07.399><

Keywords: Consideration of HB 73 02:23 Consideration of HB 441 07:24 Consideration of HB 462 18:44, 958, all

Summary: The House State Government Committee met with a quorum and considered three bills. House Bill 73, as amended by committee substitute, added We Lead CS to the list of agencies participating in the Teachers’ Retirement System administrative provisions. The sponsor explained the bill corrects an oversight involving a computer science education service provider established in 2022. A question about fiscal impact was answered with no expected fiscal note or actuarial impact. The committee adopted the substitute and passed HB 73 19-0 with favorable expression. House Bill 441 addressed teacher shortages by expanding the number of retired teachers and critical-shortage-area teachers school districts may hire. The sponsor said districts could hire retired teachers up to 10% of staff and critical shortage area teachers up to 10%, replacing lower current limits and a temporary COVID-era provision that had expired. Members asked about work limits, salary rules, and how often shortage areas are identified; the sponsor said retired teachers remain subject to existing earnings limits, critical shortage teachers are paid at least a rank-two, 10-year salary, and shortage areas are identified annually by the Commissioner of Education. Supportive comments noted the bill was a stopgap and that long-term solutions should include recruitment, retention, and pay. The committee passed HB 441 19-0 with favorable expression. House Bill 462 would allow county clerks to correct marriage applications or licenses by affidavit, without requiring a lawsuit in circuit court, when there are obvious errors or omissions. The Kenton County clerk and another clerk testified that the change would help people who need corrected records for Social Security, Real ID, inheritance, and other legal purposes, while still preserving data needed by Vital Statistics. Members described the bill as a practical efficiency measure. The committee passed HB 462 19-0 with favorable expression, and the meeting then adjourned.

Transcript Highlights:

• For example, the IRS estimates that the average non-business taxpayer spends about 8 hours and $160 to
• In Section 5, the free filing, according to the IRS, the average taxpayer spends 13 hours.
• Right now, the federal government is considering a massive 18% reduction to the IRS workforce, which
• considering a massive 18% reduction to considering a massive 18% reduction to the<00:37:39.000> IRS
• workforce, which has already the IRS workforce, which has already been<00:37:41.280> understaffed

Keywords: 1183, house

Transcript Highlights:

• the past several years, and this will allow us to actually do some automatic verifications with the IRS
• the past several years, and this will allow us to actually do some automatic verifications with the IRS

Summary: The committee opened with prayer and approved the minutes. It then heard an emergency rule from the Department of Human Services on hospital-based residential treatment for adolescents with substance use disorders. Paula Stone explained that the rule would allow Medicaid reimbursement for residential treatment services provided in a hospital unit for ages 12 and up, with Unity Hospital in Searcy expected to be the first provider. Members asked about licensure, length of stay, and cost; Stone said stays would be determined by ASAM criteria rather than a fixed cap, the projected rate submitted to CMS was $850 per day, and the unit would have 24 beds split between boys and girls with an on-site school. The committee next considered an electronic visit verification rule for in-home personal care, attendant care, respite care, and home health services. Elizabeth Pittman said the update was intended to keep the state compliant with federal EVV requirements, improve auditing and corrective action authority, and encourage more electronic claims submissions. She also noted the rule would remove the W-9 submission requirement for provider enrollment to allow IRS verification. Members asked whether EVV was federally required and were told Arkansas uses an open system that allows providers to use the state option or a third-party vendor. After the presentations, the committee took no further action beyond noting that the EVV rule stood reviewed. The meeting then adjourned.

Transcript Highlights:

• Um, and you know, I I additionally I've<00:25:53.120> seen Um, they're under the IRS code.
• They're required to make annual filings with the IRS. Um, so we know all that information.
• <00:26:57.200> Um<00:26:57.600> they're under the the IRS code.
• Um they're under the the IRS code.
• the IRS. the IRS.

Bills: HF2446, HF2563, HF2444

Keywords: agriculture finance, broadband development, Department of Agriculture, Board of Animal Health, Agricultural Utilization Research Institute, Office of Broadband Development, food safety, food handler license, cottage food, home processed food, livestock dealer, meat packing company, milk marketer, milk marketing license, grain buyer, grain storage, beginning farmer, emerging farmer, farm down payment assistance, livestock investment grant

Transcript Highlights:

• <03:36:45.600> 9990 whether discrepancies between IRS 9990 whether discrepancies between IRS
• 501c3 nonpartisan charitable of IRS 501c3 nonpartisan charitable nonprofit<03:37:03.040> tax<
• <04:03:14.720> 501c3 their IRS 501c3 their IRS 501c3 for<04:03:16.960> example<04:03
• line 20 talks about or violations of IRS line 20 talks about or violations of IRS 501c3<04:03:23.120
• So, we and the IRS oversees the 501(c)(3) organizations. So, do I think that this is necessary?

Keywords: 1189, house, all

Transcript Highlights:

• Chairman, this bill seeks to originally IRS code change and created a $250 million 179 deduction.
• 00:44:13.440> seeks<00:44:13.880> to<00:44:14.160> originally<00:44:14.680> IRS
• <00:44:15.120> code this bill seeks to originally IRS code this bill seeks to originally IRS

Keywords: 1191, senate, all

Transcript Highlights:

• But they would also learn from some of their data analytics and some of their IRS sharing data and some
• 27.080> of<00:12:27.120> their analytics and some of their analytics and some of their IRS
• :12:29.400> some<00:12:29.520> of<00:12:29.600> the<00:12:29.680> other IRS
• sharing data and some of the other IRS sharing data and some of the other things<00:12:30.280> that

Keywords: 1183, house

Summary: Senator Steve Drazkowski and Representative Anderson held a press event promoting the bipartisan, bicameral “Take It Back Act,” a bill aimed at recovering taxpayer money lost to government fraud. They cited major Minnesota fraud cases, including medical assistance fraud, CCAP, and Feeding Our Future, and argued that the state has become a destination for fraud. They said the bill would impose a 100% tax or excise tax on money obtained through fraud, with proceeds deposited into a tax relief fund for income and property tax relief. The sponsors said the measure is intended to create a stronger deterrent and to recover money even when criminal restitution or prosecutions do not fully recoup losses. They discussed examples of unrecovered funds, said the Department of Revenue could use criminal findings, data analytics, and IRS-sharing data to identify fraud, and noted that the bill includes an appeal process through tax court. They also said the current draft focuses on convicted fraudsters and people or organizations determined by the commissioner to have obtained money by fraud, while trying to avoid sweeping in innocent employees or others who were unaware of wrongdoing. Anderson said the bill already has significant bipartisan support, including 11 House Democrats and Senator Rest, and that the House Tax Committee hearing is scheduled for April 30. He said the sponsors are working with the Department of Revenue on implementation and may revise the bill to make administration easier. The sponsors said they hope to move the bill through the House and Senate this session, and they closed by encouraging the press to review the fraud website they referenced, mnfraudfiles.com.

Transcript Highlights:

• We have a tax exemption from the IRS, the annual premiums, the insurance companies pay each year for
• They and this is important part of how the cap and received this exemption from the IRS. of how the cap
• and received this exemption from the IRS.
• That is part of our attention from the IRS, which I think is critical for assisting. >> Missus, I would

Transcript Highlights:

• We regularly have to deal with the differences between the IRS, which is far more conservative than in
• And so we defer to the IRS if it's more conservative than the... Is that what I understand?
• We use the IRS, which annually publishes its depreciation tables, and that's what we go off of.
• I forget the number of the publication, but it's an annual thing the IRS puts out.

Transcript Highlights:

• So another thing, just not to get too out to the weeds, but all terminals, they're called IRS registered
• The IRS has to assign what's called a terminal control number.
• person that operates. the facility, they also need to make sure that they have a designation from the IRS
• You're going to have documentation from the IRS as a registered terminal and they’ll have to have a terminal

Bills: SB2199, SB2200, SB2201, SB2949, SB2332

Keywords: overweight vehicle, vehicle weight limits, hazardous materials, hazmat, cargo tank, fuel transport, trucking, commercial vehicle, Transportation Code, criminal penalty, second-degree felony, loading violation, truck weight, axle weight, gross weight, public safety, commercial carrier, Texas, commercial truck, truck route

Transcript Highlights:

• So, members, in February of 2020, the IRS revoked Feeding Our Future's tax-exempt status.
• That revocation was publicly posted by the IRS in May of 2020.
• This action was taken by the IRS because Feeding Our Future failed to meet the IRS reporting requirements

Bills: HF51, HF1161, HF2201, HF2786, HF1053

Keywords: HF51, Sibley County, State-Aid Highway 21, capital investment, bonding bill, general obligation bonds, transportation infrastructure, road improvements, sanitary sewer, water main, storm sewer, local infrastructure, county grant, Minnesota Department of Transportation, bond proceeds fund, public works, utility infrastructure, education finance, school district funding, tax base adjustment

Transcript Highlights:

• Ir.
• IR Bollard, you're recognized for debate. Thank you, Mr. Chairman.
• Ir.

Bills: HB3239, HB3391, HB3557, HB4128

Keywords: veterinary medicine, definitions, animal husbandry, board of veterinary examiners, telemedicine, veterinarian-client relationship, animal welfare, commercial pet breeders, licensing, advertising, animal cruelty, Oklahoma Agricultural Extension, local funding, financial institutions, county extension services, state funds, wildlife conservation, hunting regulations, mountain lions, black bears

Transcript Highlights:

• And the IRS does a very good job of following every penny that comes in and out of this state.
• And the IRS does a very good out people.
• You know, at the federal level the IRS is not doing its job.
• You know, at the federal level the IRS is not doing its job.
• the IRS is is not doing its job. the IRS is is not doing its job.

Keywords: 919, house, all

Summary: The committee heard presentations on two tax bills: House File 4123, by Representative Agbaje, would expand Minnesota’s net investment income tax to include certain business income, especially income from S corporations and LLCs not subject to federal self-employment taxes, while keeping the current rate and million-dollar threshold; she said it would raise an estimated $88.7 million next year. House File 4616, by Chair Gomez, would impose a 1% annual tax on fortunes above $10 million. Gomez framed the bill as a response to growing wealth inequality and argued that wealthy households and large fortunes should contribute more to public services, while Agbaje said her bill would broaden the tax base and help meet state needs. Public testimony was sharply divided. Supporters, including Nan Madden of the Minnesota Budget Project, Erica Mominee of the Minnesota Association of Professional Employees, Lauren Richards, and teacher Kristen Sinicariello, said the bills would help address wealth and income inequality and provide needed revenue for public health, education, and other public services. They pointed to federal tax cuts for high-income households, cuts to Medicaid and SNAP, and strains on state agencies and schools. Richards said small businesses already pay more than large corporations like Amazon, and Sinicariello argued that higher revenue would support classrooms and help equalize opportunity. Opponents, including Brian Cook of the Minnesota Chamber of Commerce, Dalton Danielson of the Minnesota Business Partnership, and John Beschi of NFIB Minnesota, warned that both bills would hurt business competitiveness and investment. They argued that HF 4123 would effectively create a new higher tax tier for pass-through businesses and that HF 4616 would be difficult to administer, could force sales of illiquid assets, and could discourage entrepreneurship and capital investment. No votes or final committee action were taken in the portion of the meeting provided; the committee moved through bill presentations and public testimony before member discussion.

Transcript Highlights:

• Thanks, Senator Ir ator Y F Ri Ed.
• Ir te fo rd, you are recognized to explain the provisions of House Bill 3323, thank you, Mr.

Bills: HB1411, HB2980, HB3015, HB3147, HB3277, HB3323, HB3443, HB3882

Keywords: True Grit Trail, Oklahoma, tourism, signage, Department of Transportation, state parks, historical sites, economic development, motor vehicles, insurance, registration, verification, law enforcement, electronic credentials, Service Oklahoma, digital identification, data protection, driver's license, special license plates, Route 66

Transcript Highlights:

• Senator, again, we're going to have to get an IRS ruling on this, but we're on firm ground.
• And I think, Senator Hughes, you mentioned something about an IRS ruling that we would need to get.
• since there have been maybe one or two states that are just now doing this, did they have some sort of IRS
• So that's what I meant the IRS would have to speak to.
• Unlike the Glint card, there will be no reporting to the IRS of funds made or lost.

Bills: HB42

Keywords: special prosecutor, state law, criminal justice, accountability, law enforcement

Summary: The committee heard Senator Flores lay out the committee substitute for HB 2894, which would expand state reimbursement eligibility for local governments disproportionately affected by the disabled veterans homestead exemption. Flores said the bill would add certain municipalities in Bell, Coryell, and Lampasas counties if lost ad valorem tax revenue equals or exceeds 10% of general revenue, while existing recipients would remain under the current 2% threshold. Lampasas and Bell County officials and the City of Killeen testified in support, describing significant revenue losses and urging adequate funding. One witness, Howard Avery, argued any reimbursement should be counted as property tax revenue for voter-approval rate purposes to avoid a windfall. The committee later adopted the substitute and reported the bill favorably, with one nay. The committee also heard SB 782, which would create a temporary severance tax exemption for restimulated inactive oil and gas wells, intended to encourage investment in mature wells. The Comptroller explained the revised fiscal note as effectively zero because the wells are currently marginal and not generating meaningful tax revenue, while industry witnesses said the bill could extend well life, support local economies, and reduce orphan-well liabilities. Public testimony was supportive, and the bill was left pending. Members then heard HB 3033, a DPS-related grant program funded by voluntary $3 donations on driver’s license and ID applications to support nonprofits aiding injured or fallen DPS officers and their families, including memorial highway signs. The DPS Officers Association supported the bill, citing existing foundation assistance and the need for a steady funding stream. The committee later reported the bill favorably. The committee also considered SB 524, which would permanently extend the franchise tax and fee exemption for qualifying veteran-owned businesses for their first five years; testimony from a veteran business owner and veterans advocates supported the measure, and the committee adopted the substitute and reported it favorably. Additional measures were laid out and left pending or voted out: HB 3594, a local San Antonio retiree health care fund bill with agreed changes for contributions, spouse benefits, and remarriage rules, was supported by stakeholders and reported favorably; HB 4738 would repeal small administrative fees tied to certain loans and was reported favorably; HB 42 on HEAF funding and HB 5246 on the Texas Space Commission were heard and left pending. The committee also reported HB 3474, a cleanup bill for the Pension Review Board’s investment performance review schedule, and HB 2802, the Austin firefighter retirement fund bill, both favorably. Finally, the committee took up HB 1056, which would allow gold and silver held in the Texas Bullion Depository to function as legal tender through debit-card transactions. Supporters framed it as a way to use hard assets and expand financial options, while bankers and some senators raised major operational, consumer-protection, tax, and constitutional questions; the bill remained under discussion as testimony began.