Policy Impact Analysis - 117/S/4131

Bill Overview

Title: No Tax Breaks for Radical Corporate Activism Act

Description: This bill disallows a business expense tax deduction for any reimbursement paid by an employer to an employee for travel expenses to obtain an abortion, or for the costs of any gender transition procedure for the employee's minor child.

Sponsors: Sen. Rubio, Marco [R-FL]

Target Audience

Population: Individuals seeking employer-reimbursed abortion or gender transition services

Estimated Size: 1250000

Reasoning

Simulated Interviews

Corporate Executive (California)

Age: 35 | Gender: female

Wellbeing Before Policy: 8

Duration of Impact: 3.0 years

Commonness: 5/20

Statement of Opinion:

  • I believe that companies should support their employees by covering necessary healthcare, including reproductive health and gender-affirming procedures.
  • This policy will discourage companies from offering such support due to financial penalties.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 7 8
Year 2 6 8
Year 3 6 8
Year 5 5 8
Year 10 5 7
Year 20 5 6

Small Business Owner (Texas)

Age: 42 | Gender: male

Wellbeing Before Policy: 6

Duration of Impact: 5.0 years

Commonness: 4/20

Statement of Opinion:

  • We're constantly evaluating our benefits, and removing tax benefits makes supporting employees' needs more challenging.
  • This may force us to drop some reimbursements.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 5 6
Year 2 4 6
Year 3 4 6
Year 5 3 5
Year 10 3 5
Year 20 3 4

Software Engineer (New York)

Age: 29 | Gender: other

Wellbeing Before Policy: 7

Duration of Impact: 10.0 years

Commonness: 3/20

Statement of Opinion:

  • Receiving support through work for my transition has been invaluable.
  • If my employer drops this benefit, I'll face significant financial strain.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 5 7
Year 2 5 7
Year 3 4 7
Year 5 4 6
Year 10 3 6
Year 20 3 5

Teacher (Georgia)

Age: 50 | Gender: female

Wellbeing Before Policy: 5

Duration of Impact: 5.0 years

Commonness: 5/20

Statement of Opinion:

  • Our union negotiated these benefits to help women access necessary services.
  • Losing tax deductions could push schools and organizations to reduce this support, hurting teachers.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 4 5
Year 2 4 5
Year 3 4 5
Year 5 3 5
Year 10 3 4
Year 20 3 4

Entry-Level Marketing Associate (Florida)

Age: 24 | Gender: male

Wellbeing Before Policy: 6

Duration of Impact: 2.0 years

Commonness: 8/20

Statement of Opinion:

  • I haven’t needed these benefits, but it's reassuring they exist.
  • Policies like this may make finding supportive employers harder.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 5 6
Year 2 5 6
Year 3 5 6
Year 5 5 6
Year 10 5 6
Year 20 5 6

Retired Healthcare Worker (Illinois)

Age: 60 | Gender: female

Wellbeing Before Policy: 5

Duration of Impact: 10.0 years

Commonness: 6/20

Statement of Opinion:

  • Having seen the struggles of transgender youth, anything that limits support resources is detrimental.
  • This adds a burden to families already seeking extensive support.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 4 5
Year 2 4 5
Year 3 4 5
Year 5 3 5
Year 10 3 4
Year 20 3 4

HR Manager (Ohio)

Age: 31 | Gender: female

Wellbeing Before Policy: 4

Duration of Impact: 3.0 years

Commonness: 6/20

Statement of Opinion:

  • We might need to redirect funds to other benefits due to tax implications.
  • Employees reliant on these services will be hard hit, impacting morale and retention.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 3 4
Year 2 3 4
Year 3 3 4
Year 5 3 4
Year 10 3 4
Year 20 3 4

Lawyer (New Jersey)

Age: 54 | Gender: male

Wellbeing Before Policy: 7

Duration of Impact: 3.0 years

Commonness: 5/20

Statement of Opinion:

  • From a legal standpoint, this policy will require many firms to rethink their benefit structures.
  • Clients are concerned about retaining talent in light of these changes.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 6 7
Year 2 6 7
Year 3 6 7
Year 5 5 6
Year 10 5 6
Year 20 5 6

Retired Accountant (Missouri)

Age: 62 | Gender: male

Wellbeing Before Policy: 5

Duration of Impact: 2.0 years

Commonness: 4/20

Statement of Opinion:

  • I believe companies shouldn't be incentivized to support what I consider non-essential services.
  • This act brings corporate focus back to core business operations.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 5 5
Year 2 5 5
Year 3 5 5
Year 5 5 5
Year 10 5 5
Year 20 5 5

Nonprofit Worker (Colorado)

Age: 28 | Gender: female

Wellbeing Before Policy: 6

Duration of Impact: 5.0 years

Commonness: 7/20

Statement of Opinion:

  • Losing these deductions may prevent companies from supporting crucial LGBTQ+ related employee benefits.
  • This is disappointing as it steps back progress made in employee inclusivity.

Wellbeing Over Time (With vs Without Policy)

Year With Policy Without Policy
Year 1 5 6
Year 2 4 6
Year 3 4 6
Year 5 4 5
Year 10 3 5
Year 20 3 5

Cost Estimates

Year 1: $30000000 (Low: $20000000, High: $50000000)

Year 2: $30000000 (Low: $20000000, High: $50000000)

Year 3: $30000000 (Low: $20000000, High: $50000000)

Year 5: $30000000 (Low: $20000000, High: $50000000)

Year 10: $30000000 (Low: $20000000, High: $50000000)

Year 100: $30000000 (Low: $20000000, High: $50000000)

Key Considerations