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Robert Pozen

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Let's Get Real About 9-9-9

Posted: 10/17/11 10:38 AM ET

Herman Cain is now considered a front-runner in the race for the Republican nomination. Mr. Cain's meteoric rise in the polls has been driven by his proposed 9-9-9 tax plan, which would scrap the current tax code in favor of a 9% flat tax on personal income, sales, and "business income." Mr. Cain is to be commended for trying to drastically reform the tax code, but his plan presents an unending list of problems.

Here is a small sampling:

The Misleading Business Tax

First of all, Mr. Cain's presentation of his plan is misleading. His "business income tax" is nothing like the current corporate tax.

Here is a simple way to prove that the two tax systems would be completely different: Currently, the corporate tax code raises about $300 billion per year with a 35% tax rate (although because of various deductions, the effective tax rate is closer to 23%). Mr. Cain estimates that his 9% business tax would raise $862 billion per year. If Mr. Cain's plan were a corporate tax, corporate profits would have to increase by a factor of six to make these numbers line up. Clearly, Mr. Cain's business tax is not a corporate tax as we know it.

So what is his business tax? Many others have looked at what few details exist of Mr. Cain's plan, and they have come to the conclusion that it resembles a value-added tax, or VAT--which is essentially a sales tax. In other words, Mr. Cain's plan would really involve a 9% personal income tax and an 18% (9% + 9%) sales tax.

Revenue Estimates

The US had a $1.3 trillion deficit this fiscal year. Affordable tax reform must at least be revenue neutral. Mr. Cain has stated that his plan meets that criterion, but this is a very dubious claim: An analysis by Bloomberg says that Mr. Cain's plan would fall short by $200 billion per year.

But in reality, both Mr. Cain's and Bloomberg's analyses are unreliable because of the guesswork involved in creating these estimates. When Mr. Cain was asked why Bloomberg came up with different numbers than he did, he said it was because "they start with assumptions that we don't make."

This is the precisely the point.

Both Mr. Cain and Bloomberg were presumably using a dynamic model, in which they assume that the lower tax rates will increase economic growth, and thus, tax revenue. But the precise quantitative relationship between tax structure and economic growth is unknowable, especially for such a radical departure from the current tax code. By altering your starting assumptions, you could come up a broad range of revenue estimates. To put it simply, we have no idea how much Mr. Cain's tax plan would raise.

Whittling Away at the Base

One thing that we do know is that the simple 9-9-9 plan would not stay so simple. Already, Mr. Cain's plan will allow deductions for charitable contributions--what's to prevent Congress from adding deductions for retirement savings, or health insurance, or any other tax benefit?

Similarly, Mr. Cain has exempted used items from the sales tax. I predict similar exemptions would be extended to food and clothing.

Mr. Cain's plan would soon fall prey to the same lobbying that created our current convoluted tax code. In this way, the political realities of broadening the base make revenue neutrality even more difficult to achieve.

Making the poor pay

The previous problems--the misleading business tax, the unreliable revenue estimates, and inevitable hacking away of the tax base--are minor inconveniences compared with Mr. Cain's proposed transfer of wealth from the poorest to the richest.

Right now, the United States has a (mostly) progressive tax system: in general, higher-income earners pay more in taxes than lower-income earners. By only having flat rates of 9%, Mr. Cain immediately destroys any progressivity in the tax code.

But the reality is worse than that:

Most poor and middle-class workers earn their income through wages, which would then be taxed at 9%. Wealthier people also earn a significant portion of their income as capital gains, which Mr. Cain would not tax at all. Furthermore, the poor tend to consume what they earn immediately, paying Mr. Cain's sales and VAT taxes immediately. While the rich will eventually consume most of what they earn, some of it will be left to their estates at their death, which would, again, not be taxed.

In other words, 9-9-9 would invert the tax code. Instead of the wealthy bearing the greatest share of taxes, the poor and middle-class would have the highest tax burden.

This country needs a serious discussion about the tax code. I am thankful that Mr. Cain has initiated this discussion, but 9-9-9 is not the solution we need.

 
 
 

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09:13 AM on 10/20/2011
Robert P.......you are one of the reasons that make change impossible...........you find fault instead of finding what is right..............Cain is correct in a National sales tax.....I think 15% would be better. But he is a smarter business man that I am so I support his 9. Under his plan everyone participates......even illegals that spend money participates. Even people that live in poverty must participate........we make the weak much weaker by not demanding they get stronger............now democrats promise them more "heroin" (benefits with cost) and they only get weaker. Now we have multi generational welfare families. It is easier for them to not work .............and still get paid. Cain came up the way I did..............no help but God's laws of reaping and sowing. Taking away the food stamps will force America to rebuild itself. It will be painful for them but so is exercise in the early stages. Our tax code is a failure................Cain's plan may need adjustments in time but it will work...........and stop destroying progress with your negative stuff.
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kcwookie
Well behaved workers seldom prosper.
09:37 AM on 10/20/2011
If you were a smart business person, you would realize that everyone already participates. Everyone pays sales tax and other point of sale taxes unless tax exempt, which isn't common. Every employee, with or without legal ID, is paying Medicare tax and SSI. those with legal ID just can't receive it. I agree the tax situation is complicated and far reaching. Unfortunately, this is the system we want. When they simplified taxes in the early 80s, I heard the same thing, by 1990 most of the old deductions were back.
03:22 PM on 10/20/2011
Robert, thanks for your reply........but I understand that only 48% of working American's actually pay federal income tax...........if that is true then how is everyone already participating???? I am speaking of the IRS system that does not seem to be working......almost.everyone has many deductions against earnings as Warren Buffet so ably put it. A federal sales tax would make all people participate generating incredible government income..................probably 10X's the amount the IRS is collecting and without nearly the cost to keep up with............and all participate. By the way.......the state sales tax you mentioned would not go away and still exist and generate state income. Of course this is only a piece of the puzzle.........reducing un-necessay expenses and programs would have to go away. Thanks for reading this......dferraez
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RS
I think, therefore, I don't listen to Limbaugh
08:14 AM on 10/20/2011
From the article:

"In other words, 9-9-9 would invert the tax code. Instead of the wealthy bearing the greatest share of taxes, the poor and middle-class would have the highest tax burden."

I've said this numerous times and I'll say it again and again until I'm blue in the face: this all goes back to Universal Tax Rule #1:

When rich individuals and big multinational corporations don't pay taxes or pay less than their fair share, SOMEONE ELSE MUST MAKE UP THE DIFFERENCE. Here's a question for all you working class folks who post here: Can you guess who that someone else always is?

[cue the "Final Jeopardy" theme]
09:23 AM on 10/20/2011
All of this reminds me of an old saw, " if you can't spot the sucker at the poker table, it's probably you". Cain and the rest of the GOP, have already selected the suckers, and it's us....sure hope we can prove em wrong.
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RS
I think, therefore, I don't listen to Limbaugh
10:42 AM on 10/20/2011
"Cain and the rest of the GOP, have already selected the suckers......"

Because Cain and his fellow Republicans KNOW the immortal words of P.T. Barnum:

"THERE'S A SUCKER BORN EVERY MINUTE"

Now as far as proving them wrong is concerned, remember G.W. Bush and the 2000 presidential campaign? I feel it's only fair to warn you: in the end, enough people voted for Bush -- TWICE! Remember the ancient proverb, "Fool me once, shame on you -- fool me twice, shame on me".

'Nuff said.
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Josh Crawford
Just the facts, man!
03:30 PM on 10/18/2011
"Has anyone seen Cain actually explain his "9-9-9" plan? Yeah, me neither. I saw his "economic adviser" try to "explain" it (more like "spin" it) and I'm more confused now than I was before I saw his spiel. I even went to Cain's website and read the "plan" and, frankly, it seems like a bunch of hooey to me...."
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RS
I think, therefore, I don't listen to Limbaugh
08:18 AM on 10/20/2011
"Has anyone seen Cain actually explain his "9-9-9" plan?"

Dear Josh: I believe Robert said it best with this line from his article:

"In other words, 9-9-9 would invert the tax code."

Correct me if I'm wrong on this, but isn't 9-9-9 the inversion of "6-6-6" (i.e. upside down)?

;-)
batguano
As Long As Grass Grow, Wind Blow & The Sky Is Blue
03:10 PM on 10/18/2011
RepubliCons, black or white, openly support the rich who give back cash as campaign contributions; as usual the poor & middle classes (soon to be poor) will be forced to make up for perennial lower taxation & loopholes benefiting the ruling elite & passed by Congress; for every dollar the rich & corporations evade to pad their "bottom lines" or pay obscene salaries, a dollar comes from the pockets of those least able to afford it, the most vulnerable; we need tax reform but the “999” tax scam isn’t it, we need true progressive taxation.

“Cuts" demanded by RepubliCons to "reduce the deficit", predictably impact the poor & middle classes disproportionately, while no one dares support cuts to wasteful trillions in "defense" spending. What makes a nation united - the forgotten concept of nationhood, has been abandoned by a system that rewards greed & waste; the quaint notion of the Common Good replaced by common greed, & tens of millions will remain, or become, wage slaves & serfs to the new robber barons, corporate greed & uber-wealthy leisure-class, who don’t care about their brothers & sisters except as sources of wealth.

When the richest 400 families control more wealth (& therefore more political influence & power) than the “bottom” 100 million households, there is something terribly wrong with our nation & so-called leaders. http://www.politifact.com/wisconsin/statements/2011/mar/10/michael-moore/michael-moore-says-400-americans-have-more-wealth-/

Greedy inhumane Capitalism has infected & subverted the very foundations of our Democracy & MUST be broken! OWS!
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gerald4
licensed mechanical and electrical engineer
03:05 PM on 10/18/2011
I do not believe that we should replace the existing tax system with anything that is subject to easy revision such as a flat (income) tax. This will only be modified by congress until we get back to what we have now.

Why not have a national sales (Consumption or Value Added) tax, disband the IRS, and fire most of the IRS employees.

Call this a "Value added tax" or a "Consumption Tax" and it will be easier to sell to the US public.

Make New Products, New Vehicles, New Houses, New House Additions and Improvements, Fast Food, pre-prepared food from grocery stores, Restaurant Charges, Sports Tickets, Entertainment Expenses, New Vehicles, New Boats, Building Materials, all labor, and other similar new purchase items taxable.

Make uncooked food, used clothing, rent up to a minimum monthly amount, and any similar items exempt to help the poor.

Businesses would also pay these taxes on new plant constructions, new plant expansions, plant maintenance supplies, replacement parts, consumable office supplies, and other similar expense items that are used in the manufacture of products (and not re-sold).

Utilities consumed in manufacturing products for retail sales, maintenance labor, operating labor, administration Labor, manufacturing labor, could be (remain) exempt from consumption taxes since these tax costs will be collected at the retail sales level.

Wholesale materials, parts, etc. that are re-sold should not be taxed until the final sale is made to the end user or retail consumer (like state taxes).
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gerald4
licensed mechanical and electrical engineer
03:24 PM on 10/18/2011
If you buy a used house, you pay no sales tax, but when you remodel and/or improve it, you pay sales taxes on the material, and on the labor as you obtain these items to improve the value of your property. You do not pay taxes on the increase in appreciation value, and this might be a break or incentive for people to buy houses rather than rent.

Foreign Exports could be taxed at a different rate, or maybe not taxed at all to make our export products less expensive to foreign buyers and this might improve our balance of trade,

Generally each item produced shall pay taxes only one time when that item is newly manufactured and sold into the market to the final user and/or retail consumer. Pay the states to collect these taxes (these systems are generally in place) and minimize the number of federally paid employees collecting taxes.

Make the sales tax one time on new cars, and then no additional sales taxes on the subsequent times that the used vehicles are sold. Tax the new parts and maintenance labor as these expenses are applied to these used cars.

Make the sales tax one time on new Houses, and then no additional sales taxes on the subsequent times that the used houses are sold, except on the amount that the sale increases above the previous sale price.
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gerald4
licensed mechanical and electrical engineer
03:25 PM on 10/18/2011
Tax the material and labor used to improve, operate and/or maintain these houses after the initial purchase purchased, and reduce these taxes from the taxes due for the next sale.

Repeal the Tax Code with its special tax breaks for various special interests, farmers, tobacco growers, dairymen, etc.
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kcwookie
Well behaved workers seldom prosper.
09:48 AM on 10/20/2011
Your last sentence is the only thing I agree with. The 999 plan as described is ripe for abuse. It will over value used and kill jobs for new. We already have a problem with jobs.

I've got a simplier plan, tax all business on the gross and only allow one deduction, wages and benefits for employees in the USA between $35k and $250k. No other deductions allowed. People would go back to work with some responsible income to spur retail. We could start to walk away from foreclosures and we would have a stimulus that would work.
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den1953
The best politicians are for free!
11:01 AM on 10/18/2011
Herman Cain's 999 plan benefits his 111 plan for those fortunate to have the wealth to support his ME,MYSELF, and I plan the 111 plan for millionaires!
Eppur Si
One of the majority who are not part of the "99%"
10:27 AM on 10/18/2011
Well, Cain could always balance the books by implementing a new entitlement benefit (call it "CLASS"), imposing the taxes to pay for it immediately, but deferring the benefit for 5 years so it falls outside the CBO scoring horizen. This way he could claim he is cutting deficits, and at the same time that he is offering a massive new social welfare program. Well, he COULD do that, but then he would be a Democrat.
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JACK DOYLE
10:18 AM on 10/18/2011
The tax code when I entered industry and commerce had a top rateof 92% or so and the nation was not bankrupt inspite of WW 2.debts and saving Europe with the Marshall plan. Millionaires were very happyand poverty far lower.
Then came Reagan and the laughable curve and tax codes to"equalize.'"AND SOME DANDY WARS and bush tax cult cuts and 2 more ten year wars unwinnable at that.Who voted Republican?
11:35 AM on 10/18/2011
We also didn't have free trade with communist dictatorships. Bill Clinton and today's Democrats are all about free trade deals that are rigged. Or NAFTA or H-1b work visas. Obama never saw a job he didn't want offshored or work visas handed out for.
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JACK DOYLE
11:05 AM on 10/19/2011
Free Trade is a bipartisan mistake but your "conservatives" have flown that flag forever so their greedy friends could get dollar an hour labor for their offshore plants..Now it isin desperation we employit,funny how that' s the only thing that passed the R Congress.
By the way Bush signed the first trade deal with communist Vietnam 25 years after they beat us.
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NWBrunette
Blessed Girl
10:15 AM on 10/18/2011
Any tax proposal from a republican is simply a way to get the rich to pay less and the middle class to pay more. Stop the republicans, or our country is doomed. Thank you.
AlanPittsburgh
Mitt doesn't know what the Presidency is for!
11:10 AM on 10/18/2011
That's true now, it's been true all along, and it will always be true. This country is held back by republicans.
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humanbeing-rick
Born in the USA 1947
09:55 AM on 10/18/2011
The mindless 9-9-9 rant introduced by Herman Cain is no solution, it is not even serious.
It would raise taxes on the poor and decrease taxes for the rich - exactly the opposite of what we need.
A sliding tax rate based on the ability to contribute to our society has always worked best.
9-9-9 is just special interests' big money at work again... watch for other similar efforts!
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52tucker
Captain of trashpile sleeping.
09:17 AM on 10/18/2011
Wonderfully succinct op-ed, that I would hope could educate some baggers about the realities of the Cain 9-9-9 plan.
Truly is mind-boggling that a large portion of our country is so undereducated and willfully ignorant that they've mistaken a meal deal for a tax plan.
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Sheldon archer
Our facebook is Yuyun Archer
08:22 AM on 10/18/2011
Didn't America start with tax only applied to tea? That's progress for you.
08:02 AM on 10/18/2011
So 9-9-9 has flaws, but as the author stated - "it's a start". What other candidates are stepping up with a tax plan that is fair? Or ANY tax plan?

Answer: NONE.

Romney is quiet, but gladly taking in huge contributions from big business. Bachman is turning into a wacko in my opinion, Newt has some great points, but has not taken a stance on tax matters.

Adjust 9-9-9 so it DOES tax across the board. Tax those stock earnings at 9%, tax the death rate at 9% (instead of 50%), cut off the 9% at $25,000 so those earning substantially lower don't pay 9% but something different.

As for charities - STOP sending US Tax dollars to other countries and leave it up to the actual tax payer to determine where they want to contribute.
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52tucker
Captain of trashpile sleeping.
09:18 AM on 10/18/2011
Well, one candidate does have some ideas. His name is Barack Obama, and he's currently president. And about 100 times smarter than the GOP field combined.
10:30 AM on 10/18/2011
Bachman is just NOW turning into a wacko in your opinion?? Geez.

In any case, it may be that the other candidates know that a bumper sticker tax plan is not a plan at all; they understand the complexities involved even if their taxation preferences are somewhat "misguided"...
07:22 AM on 10/18/2011
Cain is trying to grab every last dollar from the poor and hand it to the rich.

Absolutely disgusting.

Americans, if you fall for this crap, you richly deserve it.
08:12 AM on 10/18/2011
shouldn't you be out killing puppies?
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NWBrunette
Blessed Girl
10:17 AM on 10/18/2011
Absolutely correct.
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rhurc4
why am i always getting censored?
06:58 AM on 10/18/2011
The 9-9-9 Plan is not a perfect plan.. and though I respect you for at least commending Cain for coming up with something, it's absolutely better than this plan we have now.
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52tucker
Captain of trashpile sleeping.
09:19 AM on 10/18/2011
Wrong. Taking from the poor and passing it to the rich is no plan at all, it is a robbery.
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kcwookie
Well behaved workers seldom prosper.
09:50 AM on 10/20/2011
Is it? How?