Bills · 2023-2024 Regular Session
Relating to: transferring the angel investment tax credit. (FE)
Business Economic development corporation wisconsin Revenue department of
- Introduced, completed
- Passes Assembly, completed
- Passes Senate, completed
- Governor signs, completed
- Law, completed
Unfamiliar terms? Glossary
What this bill does
Plain-language analysis by the nonpartisan Legislative Reference Bureau
This bill allows the angel investment tax credit to be sold or otherwise
transferred to another taxpayer.
Under current law, the angel investment tax credit offsets the individual
income tax and equals 25 percent of the claimant's eligible investment in a qualified
new business venture that is certified by the Wisconsin Economic Development
Corporation. The credit may not be sold or otherwise transferred. The credit is part
of the early stage business investment program, along with the early stage seed
investment tax credit. Unlike the angel investment tax credit, the early stage seed
investment tax credit may be sold or otherwise transferred.
Under the bill, a person eligible to claim the angel investment tax credit may
sell or otherwise transfer the credit to another person who is subject to Wisconsin
individual income tax if the person notifies WEDC and the Department of Revenue
of the transfer and submits a copy of the transfer documents. The bill provides that,
as with the early stage seed investment tax credit under current law, a person may
not sell or otherwise transfer a credit more than once in a 12-month period and
WEDC may charge a fee of up to 5 percent of the credit amount. The bill also specifies
that a person may not sell or otherwise transfer an
individual
credit more than once
in a 12-month period.
What it would cost
Fiscal estimates filed by state agencies, as official PDFs
Sponsors
Votes
Assembly: Report Assembly Amendment 1 adoption recommended by Committee on State Affairs, Ayes 11, Noes 0
Passed 11–0 Feb 7, 2024 official source full pageNo individual roll call was recorded for this vote. Committee votes and some older sessions record totals only.
Assembly: Report passage as amended recommended by Committee on State Affairs, Ayes 11, Noes 0
Passed 11–0 Feb 7, 2024 official source full pageNo individual roll call was recorded for this vote. Committee votes and some older sessions record totals only.
Senate: Report concurrence recommended by Committee on Universities and Revenue, Ayes 7, Noes 1
Passed 7–1 Mar 8, 2024 official source full pageNo individual roll call was recorded for this vote. Committee votes and some older sessions record totals only.
Full history
- Jan 12, 2024 · Assembly
Introduced by Representatives Wittke, Zimmerman, Armstrong, Goeben, Nedweski, O'Connor and Shankland; cosponsored by Senators Feyen and Wanggaard
- Jan 12, 2024 · Assembly
Read first time and referred to Committee on State Affairs
- Jan 22, 2024 · Assembly
Fiscal estimate received
- Jan 24, 2024 · Assembly
Fiscal estimate received
- Jan 24, 2024 · Assembly
Public hearing held
- Jan 30, 2024 · Assembly
Assembly Amendment 1 offered by Representative Wittke
- Jan 31, 2024 · Assembly
Executive action taken
- Feb 7, 2024 · Assembly
Representative Brooks added as a coauthor
- Feb 7, 2024 · Assembly
Report Assembly Amendment 1 adoption recommended by Committee on State Affairs, Ayes 11, Noes 0
- Feb 7, 2024 · Assembly
Report passage as amended recommended by Committee on State Affairs, Ayes 11, Noes 0
- Feb 7, 2024 · Assembly
Referred to committee on Rules
- Feb 15, 2024 · Assembly
Placed on calendar 2-20-2024 by Committee on Rules
- Feb 20, 2024 · Assembly
LRB correction (Assembly Amendment 1)
- Feb 20, 2024 · Assembly
Read a second time
- Feb 20, 2024 · Assembly
Assembly Amendment 1 adopted
- Feb 20, 2024 · Assembly
Ordered to a third reading
- Feb 20, 2024 · Assembly
Rules suspended
- Feb 20, 2024 · Assembly
Read a third time and passed
- Feb 20, 2024 · Assembly
Ordered immediately messaged
- Feb 21, 2024 · Senate
Received from Assembly
- Feb 26, 2024 · Senate
Read first time and referred to committee on Universities and Revenue
- Mar 6, 2024 · Senate
Public hearing held
- Mar 7, 2024 · Senate
Executive action taken
- Mar 8, 2024 · Senate
Report concurrence recommended by Committee on Universities and Revenue, Ayes 7, Noes 1
- Mar 8, 2024 · Senate
Available for scheduling
- Mar 11, 2024 · Senate
Placed on calendar 3-12-2024 pursuant to Senate Rule 18(1)
- Mar 12, 2024 · Senate
Read a second time
- Mar 12, 2024 · Senate
Referred to joint committee on Finance
- Mar 12, 2024 · Senate
Rules suspended to withdraw from joint committee on Finance and take up
- Mar 12, 2024 · Senate
Ordered to a third reading
- Mar 12, 2024 · Senate
Rules suspended to give bill its third reading
- Mar 12, 2024 · Senate
Read a third time and concurred in
- Mar 12, 2024 · Senate
Ordered immediately messaged
- Mar 12, 2024 · Assembly
Received from Senate concurred in
- Mar 15, 2024 · Assembly
Report correctly enrolled on 3-15-2024
- Mar 18, 2024 · Assembly
Presented to the Governor on 3-18-2024
- Mar 21, 2024 · Assembly
Report approved by the Governor on 3-21-2024. 2023 Wisconsin Act 145
- Mar 21, 2024 · Assembly
Published 3-22-2024