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Committee advances scaled proposal to tax large holders of publicly traded financial assets

3058639 · April 18, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Substitute Senate Bill 5,797 — a proposed tax on certain financial intangible assets owned by individuals with at least $50 million in such assets — received a due‑pass recommendation after a substitute reduced the rate and changed revenue destination to the education legacy trust account.

The Senate Ways & Means Committee on April 18 forwarded substitute Senate Bill 5,797, a bill to impose a state tax on certain financial intangible assets (publicly traded stock, publicly traded bonds, mutual funds, exchange‑traded funds) owned by taxpayers with at least $50 million in taxable financial intangible assets.

Committee staff briefed an original revenue estimate of roughly $12.2 billion over a four‑year outlook and an…

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