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Originally Processed With FOIA(s): FOIA Number: 1998-0004-F[1]; 1998-0251-F S FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Chief of Staff, White House Office of Series: Sununu, John, Files Subseries: Issues Files OA/ID Number: 29141 Folder ID Number: 29141-003 Folder Title: Budget [1990] - Press Report #2 [7] Stack: Row: Section: Shelf: Position: G 15 24 6 7 The Washington Post TUESDAY, OCTOBER 2, 1990 Budget Optimism in Senate Isn't Echoed by House GOP By Helen Dewar will be the main battleground in and Tom Kenworthy the fight over approval of the pact. Washington Post Staff Writers House Republicans appear to be more hostile to the plan than Sen- Senate leaders expressed grow- ate Republicans in part because all ing confidence yesterday that the of them face the voters next new bipartisan budget agreement month and many feel that Bush's will be approved by the Senate as reversal on his promise not to in- the Bush administration moved to crease taxes has exposed them quell a mounting rebellion among politically. House Republicans that could en- The first test for the plan will danger final passage of the pact. come as early as Wednesday when "We feel very optimistic," said the House may take up a budget Senate Minority Leader Robert J. resolution incorporating the deal Dole (R-Kan.). "It won't be easy but that was cut by the president and the alternatives are so grim I think leaders of both parties in Congress it will be approved," said Senate after lengthy negotiations. Other Majority Whip Alan Cranston (D- equally critical votes will follow to Calif.). implement the plan before Con- Their comments followed party gress adjourns later this month. caucuses in which most senators Democrats have demanded that reportedly indicated they could re- a majority of Republicans in both luctantly support the tax increases houses vote for the budget plan as and spending cuts endorsed Sunday the price for their support, mean- by President Bush and congression- ing the package may be doomed if al leaders as part of the largest def- Bush and Minority Leader Robert icit-reduction plan ever proposed. "It's like drinking a gallon of cas- H. Michel (R-III.) cannot produce at least 89 GOP votes for it in the tor oil, but we're going to do it," House. said Sen. John W. Warner (R-Va.). However, even some of the But prospects for the five-year, $500 billion deficit-reduction plan House Republican leaders who were far less clear in the House, oppose the budget plan indicated where Minority Whip Newt Ging- they thought Bush may be able to rich (R-Ga.) and four other GOP get at least half of the House Re- leaders denounced the pact after an publicans to support him. "I do not hour-long Republican caucus at- underestimate the ability of the tended by Vice President Quayle White House to get a majority and other top administration offi- based on appeals to loyalty," said cials as part of the administration's Weber. lobbying effort. To accomplish this, the White "It is my conclusion it will kill House dispatched Chief of Staff jobs, weaken the economy and that John H. Sununu, Treasury Secre- the tax increase will be counterpro- tary Nicholas F. Brady and Office of ductive and that it is not a package Management and Budget Director that I can support," said Gingrich. Richard G. Darman to meet with "We need to do better than this." Republicans in both houses. The The budget agreement includes a three senior administration officials politically painful combination of were joined by Quayle in courting spending cuts in popular domestic conservative Republicans in the programs, increased health care House. costs for the elderly in the Medi- The group, including Quayle, also care program, higher excise taxes met separately with at least two on cigarettes, liquor and wine, and a groups of House Republicans at the 12-cent hike in federal gasoline White House, and Cabinet members taxes that will affect virtually every were phoning wavering lawmakers. American. Bush is expected to participate in Financial markets gave the bud- similar meetings at the White get agreement a generally warm House today. welcome. The Dow Jones industrial But White House officials ex- average, which also was buoyed by pressed misgivings about the idea a slide in oil prices, rose 63.36 of a nationally televised speech by points to close at 2515.84. the president to build public support Denunciation of the agreement for the budget plan, which some by Gingrich and Reps. Vin Weber Democrats have been urging as a (Minn.), Bill McCollum (Fla.), Dun- key element in bringing pressure on can Hunter (Calif.) and Robert S. Congress to approve the plan. They Walker (Pa.), all members of the said timing was a problem and in- House GOP leadership, under- scored expectations that the House dicated reluctance to risk the pres- ident's political capital when the outcome is uncertain. In remarks at a ceremony in New York to sign the stopgap spending peared to be holding in both par- bill approved by Congress Sunday, ties-largely because of the spec- Bush used what aides said would be ter of huge automatic spending cuts his major sell-the-budget theme. that would take effect if deficit re- "This is a time for leadership," he ductions are not approved, mem- said. "We must put aside partisan- bers said. ship for the sake of our nation. We "If you're floating in the water must act now to solve this budget and a life preserver looms up but it problem." looks a little shabby, you grab it Bush also said the pact should because the alternative is drown- result in lower interest rates. "I ing," said Sen. Warren B. Rudman would look to the Federal Reserve (R-N.H.). to lower the rates," he said. "I hope Lobbying efforts against various they would once they see that a aspects of the plan appeared to be sound budget agreement has been gathering steam slowly, including put into effect." pressure from some groups of the The president acknowledged elderly against proposed increases that he may come under attack for in Medicare premiums. But law- dropping his campaign pledge makers said the lobbying so far is against tax increases and for giv- nowhere near as intense as they ing up his quest for a cut in the expect it to become, especially capital gains tax rate. "I'm not in- when committees begin to consider terested in talking about that," he details for implementation of the said. "Fine. Take the heat. Take plan. the hit. There have been changed times. It didn't work out the way I Staff writers Dan Balz in want. I don't have the horses in Washington and Ann Devroy, the Congress to do it exactly my traveling with Bush, contributed to way. So you have to govern. You this report. have to lead." Democratic leaders in the House and Senate met yesterday with Democratic lawmakers who have problems with the package, includ- ing conservatives and members of the black caucus. But Democratic aides insisted that the primary burden for passing the agreement into law rests with Bush and his ability to win over dis- sidents in his own party. Some Democrats privately expressed the hope that Republican defections will kill the plan so they don't have to. "Let them screw it up," said one member. "I expect that we are going to get 50 percent plus one in each party," said House Speaker Thomas S. Foley (D-Wash.). But others appeared less certain. The office of one House member from the Southwest reported re- ceiving 50 phone calls on the issue yesterday, with 49 of them opposed to the plan. "I don't sense any en- thusiasm. How do you pass this thing? The middle is not that big," said another lawmaker, Rep. Mi- chael A. Andrews (D-Tex.), in ref- erence to opposition to the pact from the political extremes within the Democratic Party. In both houses, leaders indicated that the package may be modified somewhat to satisfy complaints and win approval but cautioned that the basic outlines of the agreement must be retained. "If the final prod- uct strays too far from the agree- ment, I think it will be difficult to pass," said Foley. In the Senate, the middle ap- The Washington Post TUESDAY, OCTOBER 2, 1990 For Candidates, Pure Political Poison By David S. Broder and Thomas B. Edsall Washington Post Staff Writers A host of Senate candidates in Last Wednesday, Rep. Lynn Mar- close races quickly determined that tin, the Illinois Republican senato- these liabilities far outweighed any rial challenger, had a fund-raising advantage to be gained in support- visit to her state from President ing the package, regardless of the Bush. Last night, Vice President economic consequences for the Quayle was scheduled to boost her country. Democrats and Republi- campaign. cans, liberals and conservatives But in between, Martin an- who face tough opposition in No- nounced that "I cannot and will not vember, all found reasons to object. support the proposed budget agree- Without exception, the Senate ment" that Bush and Quayle had candidates premised their decision blessed at Sunday's Rose Garden on substantive objections to the ceremony because "it is bad for sen- agreement. Some of the same ob- iors, bad for taxpayers and bad for jections came from House and Sen- the state of Illinois." ate members with few reelection "It wasn't a hard decision at all," problems. But the political calculus her campaign manager, Mark for people in tough races was ev- ident. Schroeder, said yesterday. Nor, as it turned out, was it difficult for her Last month, well before the final opponent, Sen. Paul Simon (D-III.), agreement was reached, Garin-Hart to dump on the agreement his par- Strategic Research Group, a Dem- ty's congressional leaders had ocratic polling firm, argued in a framed and approved. He said the memo to clients that a vote for a budget accord puts "too much of the major deficit-reduction package car- burden on middle-income families ried serious political dangers. and older Americans." Using a sample of 506 likely vot- Simon was still reserving judg- ers in a Midwestern congressional ment on his vote yesterday but his district, the firm found that "overall rhetoric was nearly as tough as voters in this district say by 67 per- Martin's. cent to 23 percent that they would Although Senate leaders ex- oppose the budget plan" after its pressed growing confidence that a major elements had been described majority of senators from both par- to them. ties would support the deal, Martin In one of the clearest statements and Simon were part of a bipartisan of the political logic, the firm wrote: wave of senatorial candidates who "Voting for a budget settlement swiftly announced their opposition may be the most responsible to the agreement that was ham- course, but do not expect much mered out after months of painful credit from voters for doing the negotiation. The quick, negative responsible thing. If you vote reactions of the Senate candidates for the budget compromise, you illustrated the gulf separating cam- should recognize that many voters paign politics from the realities of will resent it. The dominant feeling governing a country beset by a gi- voters appear to have on this issue ant budget deficit. is: 'We did not create the deficit, we The pollsters and campaign con- did not benefit from it, and it is not sultants on both sides said simple fair to put the burden of solving the politics virtually dictated that deficit on our backs.' stance for anyone in a seriously con- The candidates' comments tested race. seemed to reflect that judgment. "Anybody who is for it is probably "The budget plan," declared Ted a masochist," said Democratic poll- Muenster, the Democratic Senate ster Harrison Hickman. "There are nominee in South Dakota, "is not a a hundred things in it to hate." victory. It's largely an attack on the National Republican Congres- average American." sional Committee Co-Chairman Ed- Rep. Hank Brown (R-Colo.), who ward J. Rollins said, "I would cer- is running for the open Colorado tainly not argue" with candidates Senate seat against Democrat Josie who oppose the package. He said he Heath, denounced the plan as a expected virtually all GOP challeng- "fraud. The estimates [of budget ers to adopt that stance and ex- savings] are so flakey I don't think pressed the hope that "my vulner- it's much to hang your hat on." able incumbents will be left off the Some Democratic incumbents hook" when the administration tries with serious reelection contests to round up votes for passage. held their fire. Simon and Sen. Clai- The list of politically poisonous borne Pell (D-R.I.) took the judi- elements cited by political strate- cious stance, while expressing dis- gists includes proposed increases in taste for key provisions. Sen. Carl M. Levin (D-Mich.) issued a one- Medicare premiums for the elderly, higher gasoline, cigarette, beer and sentence statement: "I'm going to liquor taxes, and cuts in politically give the complete package careful review." popular health, housing, education, urban and farm programs. Sen. Tom Harkin (D-lowa), in a tortured statement, left open just a sliver of a chance that he will cast a "yea" vote: "Senior citizens and our family farmers will suffer dispropor- tionately. More than half the cuts in entitlement programs will come from the Medicare budget. Nevertheless, I recognize the bipar- tisan effort that went into this agreement, but I believe it is seri- ously flawed. I will spend the next couple of days studying the agreement carefully." Harkin's challenger, Rep. Thom- as J. Tauke (R-Iowa), was less hes- itant in making his decision. "I've decided to vote against it," he said in an interview. "It's a business-as- usual package. It is bad for Iowa and for the country." In New Hampshire, both Senate candidates came out against the measure, but former senator John Durkin (D) sought to escalate the battle by calling on his opponent, Rep. Robert C. Smith (R), to "dis- invite" Bush from a scheduled cam- paign appearance in New Hamp- shire for Smith on Friday. Illinois candidate Martin lost her date with Quayle last night-but not because she jumped ship on the budget agreement. Quayle stayed in Washington to help lobby for the package and promised Martin a makeup appearance. While candidates were defecting right and left, the leaders of both parties rallied behind the agree- ment. Democratic National Chair- man Ronald H. Brown told report- ers, "I support the leadership po- sition" and promised he would "not be critical of those who vote for the package," even if they are Repub- licans he would love to see de- feated. Brown and others suggested that the alternative of deep, across-the- board spending cuts and the result- ing "chaos" would make the budget package seem preferable. But Dem- ocratic pollster Geoff Garin dis- agreed. "If it [the budget agreement] goes down," he said, "it would be further proof to people that the sys- tem doesn't work. But that gener- alized anger is small compared to the personalized anger [an incum- bent might face] for an individual vote" for the package. The reaction pointed up what many observers have noted as the growing gap between campaign pol- itics and governing. Some campaign advisers said that they had to dis- tinguish between the country's in- terest in having the deficit reduced and their clients' desire to reduce their political risks. Hickman tacitly acknowledged this when he was asked what coun- sel he was giving to candidates. "The Republic is better off if no- body asks me," he said. Political researcher Bruce Brown contributed to this report. The Mashington Post TUESDAY, OCTOBER 2, 1990 Budget Success Depends on Economy White House Betting Against Recession and on Lower Oil Prices By John M. Berry such as Donald H. Straszheim, chief spending cuts and tax and fee in- Washington Post Staff Writer economist of Merrill Lynch & Co., creases will go just to offset the ef- who declared late last week, "We are fect of the worsened economic out- The Bush administration's new in a recession: The U.S. economy look, according to the figures claim that the federal budget can be fell into a recession around mid- released by the budget negotiators. balanced in three years, which ac- year-before the Persian Gulf crisis Even with passage of $40 billion companied the weekend deficit re- erupted." worth of deficit reduction measures duction agreement, hinges on White "Some of the economic forecast- for 1991, this year's gap between House hopes that a recession can be ing used to arrive at the [deficit re- federal income and spending is pro- averted and that soaring oil prices duction] targets may, in fact, be too jected to be a record $253.6 billion. will turn sharply downward again optimistic," said Drew Lewis, chair- That figure would not be as high, next year. man of the Business Roundtable, a however, as some of the deficits in In their updated projections for lobbying organization for major cor- the mid-1980s when compared to 1990 through 1995, Bush econo- porations. "But there is no question the size of the U.S. economy. mists are counting on a drop in that this is real deficit reduction, of To guard against having a further world oil prices to help the economy the magnitude the roundtable for deterioration of the economic out- bounce back late next year from a years has called for," said Lewis, look cause problems next year in period of slow growth that has al- chairman of Union Pacific Corp. meeting a new target for the fiscal ready lasted for a year and a half. A recession, if it occurred, would 1992 deficit, the budget negotiators The oil price assumption, in turn, not have much effect on the specific proposed changing the way in which is dependent upon resolution of the spending cuts and tax and fee in- the Gramm-Rudman-Hollings deficit current confrontation with Iraq reduction law works. creases included in the budget quickly enough to knock the average agreement. Likewise, the proposed If the changes are adopted, next price of domestic crude, currently $500 billion worth of deficit reduc- March administration and congres- just under $40 a barrel, down to tions over the next five years would sional representatives will agree on $24.15 during 1991 and to $21.10 an economic forecast that would be not be dependent on how well the in 1992. used in projecting the 1992 deficit economy performs. White House economists do not even if the outlook changed between But a recession could cause the see recession in 1991, but rather then and the beginning of the fiscal federal budget deficit to soar beyond year. That way a decline in econom- project the economy will grow at 1.3 $300 billion this year even if the pro- ic growth could not cause a large se- percent next year, after allowing for posed $40 billion deficit-reduction quester-a set of automatic spend- inflation, picking up to 3.8 percent in package for 1991 is enacted. ing cuts in discretionary spending 1992. The new forecast already shows a programs triggered if appropriations The forecast is similar to that of a track for the U.S. economy far exceed a set amount-as nearly hap- number of private economists, who enough below what the administra- pened this week. also assume that the situation in the tion was predicting only two months The negotiators also agreed on a Persian Gulf will be resolved one ago, that adoption of the predictions set of other changes, including in- way or another-and that if the res- raised the projected deficit for this creasing from $10 billion to $15 bil- olution involves a war, the ability of year by $30.4 billion and those for lion the amount by which the Saudi Arabia to produce oil will not the 1991-95 period by a total of al- Gramm-Rudman-Hollings target be significantly damaged-by next most $200 billion. In other words, could be exceeded before a seques- spring. the deficit outlook had deteriorated ter would take effect, to lessen the But it is more optimistic than to the point that $200 billion worth impact of economic changes on the those of other private forecasters, of the proposed $500 billion in budget process. The Mushington Post TUESDAY, OCTOBER 2, 1990 Months of Contentious Talks Lead Budget Negotiators to Big Fix' Darman and White House Chief of Staff John H. Sununu took the Republican lead, to By John E. Yang and Steven Mufson the irritation of some GOP bargainers. "We Washington Post Staff Writers meet every day before the other meeting just When President Bush boarded Air Force to see what Mr. Darman has in mind so we're One in New York Sunday morning for the not surprised-as much surprised," said Sen- quick flight back to Washington, he wasn't ate Minority Leader Robert J. Dole (R-Kan.). sure whether he was coming back to bless a On the Democratic side of the table, budget deal or to face a roomful of snarling House leaders, were more eager to cut a negotiators at the White House. deal with the administration than their "We were not convinced there was going more partisan Senate counterparts. to be a deal," a Bush administration official The talks dragged on through the sum- said. "He was going to try to close the deal mer, past self-imposed deadlines, as the when he got in the room." bargainers engaged more in political pos- Hours later, Bush, who had won election turing than serious negotiating. At several key points, administration actions saved pledging "no new taxes," was standing with congressional leaders in the Rose Garden, Democrats from embarrassing splits in their own camp. In late June, for instance, squinting into the sun and announcing the when the Democrats were deeply divided largest package of tax increases and spend- over how to proceed, Bush threw GOP ne- ing cuts ever proposed. gotiatiors into turmoil by declaring that "in- The road to that ceremony began on a creased tax revenues" would be necessary. cool evening in early May, upstairs in the Hoping that a change in scenery would private quarters of the White House, when lead to a change in attitude, the negotiators Bush asked four of the top congressional moved talks to the Andrews Air Force Base leaders who stood with him Sunday to begin Officers' Club. What began as a weekend talks aimed at getting the burgeoning fed- retreat became an 11-day siege so slow- eral budget deficit under control. moving that one participant likened it to The journey took the bargainers from the "being in a 10-reel Fellini film." Cabinet Room of the White House to a con- "There was a great rush of optimism af- verted bar at Andrews Air Force Base and ter the first two or three days," said an ad- finally to House Speaker Thomas S. Foley's ministration participant. "We got past some private dining room in the Capitol. The easy hurdles." main issue had not changed since Office of But the early enthusiasm wore off. Management and Budget Director Richard The talks nearly broke down the fourth G. Darman defined it in February: "It is a day at Andrews. At one point, participants question of when to invest the political cap- recalled, Sununu rebuffed a Democratic ital in a big fix." offer by remarking, "It's worse than be- For each side, that meant giving up some- fore." Darman tried to keep the talks mov- thing dear. For Democrats, it meant accept- ing. As Sununu kept complaining in a rising ing large cuts in social programs they had voice, Darman glanced at Sununu and long fought to protect and the postponement laughed nervously, participants said. of their efforts to shift more of the tax bur- Later that day, participants recalled, den from the middle class to the rich. For when a Democratic domestic spending plan Bush it meant abandoning his campaign fell $20 billion short of Republican de- pledge against new taxes as well as his per- mands, Sununu cried: "Where's the rest of sonal crusade to cut taxes on capital gains. it? Where's the other $20 billion?" Partisan bickering surrounded congres- His outburst prompted Sen. Robert C. sional deliberations over the budget from Byrd (D-W.Va.), the venerable Senate Ap- early January, when the administration first propriations Committee chairman, to re- proposed its fiscal 1991 spending plan, until buke Sununu and Darman, calling them "ar- Bush suggested talks in May. Democrats rogant" and "rude," participants said. only agreed to go the table after the pres- The Republicans quickly retired to a pri- ident cracked open the door to the possi- vate caucus and returned with a counter- bility of new taxes. proposal that moved toward the Democrats When the talks began in May, they did in several areas. not look promising. Senate Majority Leader Gephardt rose in the esteem of the ad- George J. Mitchell (D-Maine), still smarting ministration, meeting daily in private with from last year's fight over capital gains, Darman to try to hammer out differences. distrusted Darman. The president disliked Gephardt "was the glue that held their side House Majority Richard A. Gephardt (D- together," said an administration official. Mo.), who had scrapped with Bush on issues For the first time, the talks turned to ranging from tax fairness to foreign policy. taxes, and the Democrats clearly established In addition, there were more than two that their price for the president's cherished sides to these talks. House GOP Whip Newt capital gains tax cut would be a higher income Gingrich (Ga.) did not subscribe to a basic tax rate for the richest Americans. premise of the talks: that new taxes were Republicans complained that Democrats needed. At one point, Gingrich advertised his caucused for hours on administration offers, lack of enthusiasm for the process by osten- but Democrats said they wanted to consult tatiously reading books and magazines during crucial committee chairmen. bargaining sessions, participants said, exas- Progress slowed. During one long break, perating even fellow GOP negotiators. some Republican bargainers played nine holes on the base golf course. Republicans were irritated when House Majority Whip William H. Gray III (D-Pa.) arrived at meet- ings in tennis clothes. Food became a high point. Participants said they were particular- Never as enthusiastic as Bush about re- ly fond of the vanilla ice cream and hot fudge ducing the capital gains tax, Michel had sauce and the base's regular Monday night been growing increasingly frustrated with prime rib special. Rep. Silvio O. Conte (R- the pace of the negotiations. Last Tuesday, Mass.) called the scene "Camp Run-Amok." the plainspoken midwesterner finally broke "Maybe it would have ended sooner if the his public silence, telling reporters: "The food wasn't so good," said one participant. doggone price is too steep. Politics is "It wasn't going to end before prime rib night rolled around again. On Monday night, the art of what's possible." we had our prime rib and left." "Sununu knew, when Michel said what he After 11 days, "We had hit the wall," a said, that he couldn't get capital gains," an participant said. Gephardt, Mitchell and administration official said. Darman met and acknowledged that this But administration bargainers were de- phase had ended. They decided the nego- termined not to give in until Democrats tiations should continue in a smaller group stopped demanding an income tax rate hike, of top congressional leaders and adminis- fearing that if they conceded too quickly the tration officials. Democrats would try to trade something To accentuate the differences between else for a higher rate. administration and Democratic bargainers As yesterday's fiscal deadline ap- on taxes, Gephardt and Mitchell persuaded proached, one top administration official their team to make significant concessions accused the Democrats of "playing chicken" on spending in order to portray capital gains with the nation's economic well-being. Fi- as the main remaining obstacle. nally, in the early hours of Sunday morning, The bargainers left Andrews significantly the administration bargainers dropped their closer. "There was no way else you could capital gains issue in favor of other tax have gotten them to move that much," a breaks for investments. Democrats re- participant said of the self-imposed seclu- treated on higher tax rates, settling on a sion. "But you should have been able to do limitation of tax deductions for the wealthy. that in two days." Within hours, the rest of the deal fell into When the smaller group of top-level ne- place. gotiators, dubbed "The Big Eight," con- They rushed to the White House with a vened in Foley's red-walled dining room, sketchy plan, leaving staff to work out many congressional officials expected it to be a of the details. But at the last minute, there brief interlude between the larger bargain- was confusion. A draft agreement said heat- ing group sessions and final meetings, in ing oil would be exempt from a 2-cent-per- which Democrats wanted to involve Bush gallon petroleum tax when Senate Finance directly so as to make him share responsi- Committee Chairman Lloyd Bentsen (D- bility for an unpopular package. Tex.) had removed the exemption, irritat- The talks centered almost exclusively on ing northeastern lawmakers. taxes, officials familiar with the proceedings A dispute over military spending said. As the talks dragged on, cracks prompted Darman to threaten, "If you do formed in GOP unity. First, Dole suggested that, the deal is off!" that capital gains be considered in a sepa- rate legislative package from spending cuts For many bargainers, Sunday night and tax increases. But administration bar- meant the first full night's sleep in days. gainers knew the quest for the capital gains "It's good to be back to life," Gephardt tax cut was dead when the man from Peo- joked, "taking fluids and seeing my family." ria-House Minority Leader Robert H. Mi- Staff writer Dan Balz contributed to this chel (R-III.)-said no. report. The Washington Post TUESDAY, OCTOBER 2, 1990 From Post Office to Gas Pump, Almost Everybody Will Take a Hit By Albert B. Crenshaw Washington Post Staff Writer A new 10 percent luxury tax on a president of the Wine Institute, a Much of middle America isn't go- variety of expensive items. trade association of California winer- ing to like this. Their beer will cost In all, the budget negotiators are ies. He charged that it "was done to more and so will their cigarettes and counting on these taxes, including a obscure the size of the increase" gasoline for the pickup. tax on motor fuel, to raise nearly which he put at 647 percent from $75 billion over the next five years. But if they are unhappy, these the current 3 cents a bottle to 25 The items that are aimed at the folks can take comfort from the fact cents. well-to-do: that the two-career couple in their De Luca said that the tax would A complicated formula to reduce uptown condo also will feel the tax add 50 cents to the current $2.89 the itemized deductions of taxpayers collector's bite if the budget package average retail price of the 750-milli- whose adjusted gross income ex-1 fashioned over the weekend by con- liter bottle cited by the negotiators. ceeds $100,000. Under this formula, gressional and White House negotia- But he said most of his members' to the extent that adjusted gross in- tors becomes law. volume is in larger containers, come exceeds $100,000, deductions The prosperous couple's next whose prices would jump more must total more than 3 percent of Mercedes would cost more and their sharply. A three-liter bottle current- the excess before they become ef- wine tab would go up. Their payroll ly retailing for $5.99 would jump to fective. For example, if a taxpayer taxes also would rise and their de- $8, he said. had adjusted gross income of ductions would be. trimmed under The impact of the gasoline tax in- $130,000, he or she would lose the terms of the package. crease would vary greatly with the $900 worth of deductions ($130,000 amount of driving a taxpayer does In both cases, however, if the peo- minus the $100,000 threshold and what kind of mileage his or her ple don't smoke, don't drink and leaves $30,000; 3 percent of car gets. don't drive a lot, the impact of this $30,000 is $900. Only itemized de- For instance, the motorist who new budget plan will fall much more ductions in excess of $900 would be drives 15,000 miles a year in a car lightly upon them. That is what allowed.) This system is much like that gets 25 miles per gallon would makes the new plan most unusual by the ones that apply now to medical pay an extra $72 a year when the traditional standards. While it will be expenses and miscellaneous business 12-cent increase is fully implement- more costly for the well-to-do, much expenses, and the thresholds on ed. Driving 40,000 miles in a 12 of its impact depends on the lifestyle those items would remain, so de- miles-per-gallon car, however, would of the individual taxpayer rather ducting them would require them to cost $400 extra annually. than his or her economic situation. exceed both requirements. A pack-a-day smoker would not be For example, heavy smokers and An increase in the ceiling for col- hurt too badly. His or her year's sup- drinkers would see the price of their lection of the Medicare component ply of 365 packs would cost $29.20 habits rise, but abstainers would feel of the Social Security payroll tax. more under the plan. no impact. Long-distance commut- This tax is now a 1.45 percent levy The package had accountants and ers and drivers of gas-guzzlers collected on incomes up to $51,300, tax lawyers poring over its provi- would be hit hard, but in-town dwell- but the agreement would extend the sions in search of ways to minimize ers and drivers of fuel-sipping econo- tax up to incomes of $73,000. This its impact. However, most said the my cars would get off easy. would add roughly $300 a year to pickings seemed slim. The combination will make it diffi- the taxes of any worker earning cult for many people to figure out $73,000 or more. Carl W. Duyck of Price Water- house in the District noted that the just what size tax increase they face Workers earning between because the calculations depend on $51,300 and $73,000 can get an restriction on deductions apparently idea of their new liability by sub- will not become effective until next how much of the taxed items they tracting $51,300 from their wages year, creating added incentive to ac- consume. and multiplying the result by .0145. celerate deductions. Where possible, "I guess that's the biggest ques- tion mark-how much additional tax For example, a worker earning he suggested deductible items that am I really paying?" said Stephen R. $65,000 would pay about $198 more can be paid this year or next year Corrick, a tax partner at Arthur An- next year under the plan. (The fig- should be taken this year-assuming dersen & Co. here in Washington. ure is not exact because the the package becomes law, which is "There's a nickel here and 16 cents $51,300-wage base is adjusted each not a certainty. there and that limitation on itemized year and next year's figure is not yet William G. Brennan, an accoun- deductions. That will have some ef- known.) tant with Ernst & Young in Wash- fect but not like a higher [overall Some targeted industries warned ington, said the plan would create tax] rate. Maybe that's the point of that the cost to consumers will be "more incentive than in the past for this whole exercise: to raise $130 sharply higher than the tax increases determining what are my expenses billion without anyone really know- published in the budget package. and getting them paid." It's only a ing how big a hit they're taking." Because the taxes are assessed at proposal, he added, but "it's not go- Most significant of the proposed the producer level, they tend to be ing to be good news no matter how "lifestyle" tax boosts are: treated as part of the base price and you cut it." A 12 cents-per-gallon increase in are marked up further by wholesal- Duyck also expressed concern the tax on gasoline, phased in be- ers and retailers. The Beer-Institute about charities. Since adjusted gross tween Dec. 1 and July 1, 1991. calculates that this effect will cause income is difficult to predict for An 8 cents-per-pack boost in the the price of a six-pack of beer to rise many people, he worried that they tax on cigarettes, beginning Jan. 1 22 cents when the tax increase is may become less willing to make and fully implemented in 1993. only 16 cents. large gifts if they are not able to cal- Wine industry representatives culate the value of their write-offs A 22 cents-per-bottle increase in said they feel particularly victimized the tax on table wines, a 16 cents- precisely. because the budget package switch- per-six-pack boost for beer and a es from the traditional method of boost in the tax on hard liquor that will work out to about 24 cents on a taxing wine by the gallon to taxing it by the bottle. 750-milliliter bottle. "We have never been taxed by the bottle before," said John De Luca, The Moshington Post TUESDAY, OCTOBER 2, 1990 Cuts to Affect Cherished Programs: Medicare, Student Loans, Agriculture By Guy Gugliotta and Spencer Rich Washington Post Staff Writers The budget agreement an- Provisions of the pact suggest nounced Sunday reaches deep into restricting borrowing among stu- programs long cherished by mem- dents at proprietary trade schools bers of Congress, social workers and, to a lesser extent, community and millions of Americans, young colleges and historically black col- and old. If it is approved, almost leges. everyone would take a hit, and Some education advocates raised while some hits will be harder than questions about the impact on op- others, all of them will hurt. portunities for poor and high-risk Under the agreement, the U.S. students. One suggested change Postal Service in the next five years would bar schools with high default will be asked to absorb $5.38 billion rates from student loan programs. in employee and health care ben- Other proposals could eliminate efits now paid by the government. correspondence schools and stu- Student loan defaults would be dents without a high school diploma slashed by $2 billion during the or the equivalent. same period. Another proposal would require Medicare would take the biggest credit checks on students 21 or old- single non-military spending cut. er before they could receive a stu- The health insurance program for dent loan: "We are only going to 33 million aged and disabled Social make these loans available to peo- Security recipients would be re- ple who don't need the guarantee. duced by $4.9 billion in fiscal 1991 Then why have the program?" said and $60 billion over the next five Stephen A. Blair, president of the years. National Association of Trade and And projected farm subsidies Technical Schools. would be cut by $13 billion over the In Medicare and Medicaid, the next five years. Compliance could budget agreement made recom- mean a major structural change in mendations on how savings could be the way government oversees the achieved, but spokesmen for autho- welfare of U.S. agriculture. rizing committees said they will be These four programs are key el- the ones making the changes. ements in the government spending The agreement suggested that side of the budget equation. In all, almost half the $60 billion in cuts cuts in government benefits are would come from three major expected to save $104.8 billion changes in charges to Medicare over five years. The rest of the patients. The doctor-insurance de- $500 billion deficit-reduction pack- ductible-the amount a patient age was expected to come from tax pays each year before Medicare increases and cuts in military starts paying the bills-would rise spending. from the current $75 a year to For the Postal Service, the bud- $100 in 1991, $125 in 1992 and get agreement would mean picking $150 thereafter. up $689 million this year and $5.38 Also, Medicare patients would billion over the next five years in have to pay 20 percent of the cost benefit and health care premium of clinical laboratory tests. Finally, costs. the premium for Part B of Medicare The new obligations, Postmaster would rise from $28.60 per month General Anthony M. Frank said, to about $35 in 1991. will nearly wipe out $700 million in Rep. Fortney H. "Pete" Stark expected productivity gains this (D-Calif.), chairman of the House year. "This is pretty discouraging to Ways and Means subcommittee on our people," he added. health, called the cuts "obscene," Frank criticized the budget pro- and said he would offer an alterna- posal as a hidden "stamp tax," pre- tive plan, "hitting rich people of all dicting that the post office's new ages." summit-induced costs would cause The rest of the $60 billion would postage rates to go up "five cents come from cutting payment rates to higher in 1995 than they otherwise hospitals, doctors, producers of du- would have been." The post office rable medical equipment and others already has sought to raise the cost who care for Medicare beneficiar- of mailing a first-class letter from ies. The document suggests raising 25 cents to 30 cents next year. Medicare payment rates to hospi- In the administration of student tals 4.1 percent in fiscal 1991, less loans, the budget agreement envi- than the 5.3 percent needed to keep sioned reducing defaults by $2 bil- pace with inflation. lion over five years. The adminis- tration had projected that defaults would reach $2.3 billion in the fiscal year just ended, and $2.6 billion in 1991. Reimbursements to hospitals for the costs of capital investments "I don't think anyone was blind- would be cut by 15 percent, extra sided," said Charles Connor, minor- payments for use of interns and res- ity staff director for the Senate Ag- idents would be cut as would rates riculture Committee. "We [Repub- paid to doctors in radiology, anes- licans] were prepared for that; the thesiology and procedures Medi- range that we always used was $11- care deems to be overpriced. to-$13 billion." In Medicaid, the federal-state Still, the size of the cuts rendered welfare program for the poor, the obsolete much of last summer's ar- budget agreement suggested a ma- cane debate on how to fine-tune jor new program to save $1.6 billion subsidies. Under last weekend's over five years for outpatient pre- deficit guidelines, subsidies are go- scription drugs. Manufacturers ing to be hit with a hammer: "If you could only charge a state Medicaid have to revise the policy to get program the lowest price for drugs money, that's a structural change," de la Garza said. given any bulk purchaser in the state. After what Connor called "nickel The summit document also sug- and diming" the subsidy program, gested states be permitted to pay the conference committee has two for the health insurance premiums basic options for removing the lion's of family members when a worker share of $13 billion from farm has employer-provided health insur- spending: lower the subsidized ance only for himself. Projected prices paid to farmers for their savings are $1 billion over five crops; shrink the acreage eligible for farm benefits. years. Despite the magnitude of the Lowering subsidy levels-so- Medicare-Medicaid cuts, the budget called "target prices"-would con- agreement asks that the programs tinue a practice begun under the old simply be trimmed. For farm leg- 1985 farm bill but abandoned in the islators, however, the required cuts legislation currently before the con- are likely to mean major structural ferees. Shrinking eligible acreage revisions in the decades-old crop under a program known as the "tri- subsidies paid for cotton, wheat, ple base option," however, has nev- er been tried. corn, rice and other grains. Senate and House conferees "There really are only those two drafting the joint 1990 farm bill choices, and they're both in the were scheduled to meet today for commodity programs," said Rep. preliminary discussion on the bud- Jim Jontz (D-Ind.). "Those are the get cuts and how to make them. payments that come directly out of The farm bill will define the govern- farmers' pockets." ment's role in U.S. agriculture for Jontz, de la Garza and other the next five years. Democrats had sharp words for a The conference is working with program of cuts that appeared to savings suggestions prepared for reinforce the Bush administration's the summit by the Office of Man- desire to emphasize free trade prac- agement and Budget, but House tices and take the government out Agriculture Committee Chairman of farm spending alogether. Rep. E. "Kika" de la Garza (D-Tex.) "We play by the rules, and we will said lawmakers would "look at ev- give them their cuts," de la Garza erything." said. "Their [the administration's] "I've said all along that if they intent is to change the structure of [the summit] give us the number, the programs. They couldn't do it we'll be the ones to fill in the with a frontal attack, so they blanks," de la Garza said. "I've wanted to use the budget summit." talked with the [House] leadership, Staff writers Dana Priest and and they're of the same opinion." Kenneth J. Cooper contributed to The Senate and House two this report. months ago passed their respective versions of the farm bill, envision- ing program benefits calculated at $53 billion to $55 billion spread over the five-year life of the bill. Even then, however, legislators from both parties agreed the bud- get agreement would require sig- nificant cuts in benefits, especially the crop subsidies that are the core of any farm bill. The final summit figure-$13 billion in cuts over five "years, $1.3 billion in the first year-was seen as high, but not altogether unexpected. The Moshington Post TUESDAY, OCTOBER 2, 1990 Budget Plan Would Tighten Tax Scrutiny of Foreign Firms Package Seeks to Widen Special IRS Powers By John Burgess Washington Post Staff Writer In their search for ways to raise taxes, congressional budget negotia- tors had little trouble taking aim at nese companies have been called one target in particular: foreign particularly frequent offenders. banks and foreign companies operat- "Foreign companies operating ing in this country. here are going to have to be treated The budget package before Con- more like domestic" firms, a Demo- gress proposes to raise $300 million cratic congressional aide said yester- through 1995 by tightening tax re- day. "They're going to need to pay taxes as a U.S. citizen, pay their fair porting requirements for the foreign share." firms, a group that legislators con- tend is systematically cheating on Foreign firms have responded that they do pay their fair share, but U.S. taxes. that exchange rate fluctuations and The package would broaden spe- low profits due to investment in cial powers that the Internal Reve- start-up operations have made them nue Service was granted last year as a group less profitable than U.S. concerning inspection of the books companies in selected years. of the U.S. subsidiaries of foreign Foreign companies have criticized companies. The IRS would now be the 1989 measure, which created free to scrutinize branches of those new reporting requirements and subsidiaries and use the special pow- strengthened the IRS's powers to ers in audits that are already under- fine them and gather documents and way. testimony. The companies say it is a Budget negotiators adopted these violation of a long-standing U.S. measures from a bill authored by principle that foreign and U.S. com- House Majority Leader Richard A. panies should be treated alike under Gephardt (D-Mo.) and Rep. Dan the law. The Bush administration Rostenkowski (D-III.), chairman of has also opposed measures that it the House Ways and Means Com- believes would soften this guideline. mittee. Cracking down on foreign Yesterday, officials of foreign firm tax evaders offered a politically easy seemed to indicate that they could way to promise to raise revenue. live with the new arrangements, But the package they agreed on which would expand the 1989 law. does not include several of the bill's "They're certainly not thrilled with more controversial features, to this," said Catherine Porter, an at- which the White House objected. torney who represents the Organiza- Notably absent are proposals to im- tion for the Fair Treatment of Inter- pose a withholding tax on foreigners national Investment, which is for capital gains and to allow the IRS composed of foreign investors. "But broad rights to unilaterally extend they are relieved that the even more the statute of limitations on foreign onerous and discriminatory provi- companies' tax affairs. sions suggested this summer were Congress and the IRS are pursu- not adopted." ing tax investigations of a broad range of foreign companies and banks. Suspicions of wrongdoing have been stoked by Treasury De- partment figures showing that the U.S. subsidiaries of foreign compa- nies reported sales of $650 billion in 1987 but profits of only $5.6 billion, a far lower rate than for American companies as a group. Critics contend that profits are improperly transferred overseas through the inflation of prices that parent companies charge in sales to U.S. affiliates. This, critics say, short-changes the U.S. Treasury and also gives the-offending compa- nies an unfair advantage in the mar- ket by lowering their tax bills. Japa- The Washington Post TUESDAY, OCTOBER 2, 1990 Proposed Luxury-Tax Takes Aim at the High Side By Warren Brown Washington Post Staff Writer If you're thinking about putting another chinchilla in your closet, Bush and the congressional leaders "could accelerate the decline in BMW in your garage or boat in your sales," Jacobs said. slip, you have 91 shopping days left The picture in the fur and jewelry until proposed new taxes would department isn't much prettier. make that purchase a bit more pric- It's fairly easy to drop $5,000 for ey. a decent mink or an engagement Starting Jan. 1, if Congress and ring worth wearing. the Bush administration can agree, a At Fendi Furs, $1,300 will buy new luxury-goods tax of 10 percent you just a shearling jacket, but if you would be added to purchase prices are thinking of the more exotic furs that exceed $100,000 for a private such as chinchilla, prices can esca- boat, $30,000 for cars and $5,000 late as high as $100,000. for jewelry and furs. Jewelry prices range, for example, Upwards of $100,000 may seem from a $25 silver key chain at Tiffa- like a lot of boat, but according to ny into the gem stratosphere. Phil Keeter, executive director of Some suggest that there may be the Marine Retailers Association of sneaky ploys around the taxes, such America, that price range repre- as selling expensive earrings sepa- sents 25 percent of the private boat rately, but most retailers said they market. Those are just normal plea- would comply with any new taxes. sure boate," Keeter said. Normal, in Staff writer Kara Swisher this case, gets you something like a contributed to this report. 31-foot-long, 12-foot-wide Express Cruiser, outfitted with twin eight- cylinder engines and sleeping space for four to six people. "It's nothing that Donald Trump would look at. It's something pur- chased by people just attaining suc- cess," said Jeff Martini, sales manag- er of Harbor Yacht Sales in Deale, Md. People who buy such boats usually finance them over a 30-year period, paying about $1,000 a month. "They're not tycoons," said Martini, who added that a 10 percent excise tax "would scare a lot of those peo- ple away." "We just don't need something like this, now," Martini said of the proposed tax. It's not exactly great news for au- tomakers like Jaguar or BMW, ei- ther. With car prices ranging from $39,700 to $53,000, the proposed tax would affect everything Jaguar sells in the United States. It wouldn't be any better for Porsche, whose cars start at $58,500. BMW sneaks one model in under $20,000, but most of its offerings are in the $30,000 to $70,000 category. Overall, about 20 percent of the cars sold in America cost $30,000 or more, said Susan Jacobs, president of Jacobs Automotive, a New Jersey market research company specializ- ing in luxury-car sales. The excise tax alone "won't be catastrophic for luxury-car sales," which have been slowing over the past year. But all of the other taxes in the package wrapped by President The Washington Post TUESDAY, OCTOBER 2, 1990 Financiers, Entrepreneurs Cool to Budget Package By Evelyn Richards Washington Post Staff Writer MENLO PARK, Calif., Oct. 1- At the Sundeck, a favorite lunch spot here for financiers who control much The measures may help attract in- of the nation's $33 billion in venture dividual investors who are willing to capital, people might have been remain loyal to a start-up company beaming today about the tax provi- during its early years, thus sheltering sions included in the congressional it from the "hot and cold" swings of budget package. But they weren't. Wall Street, said Gary Steele, presi- Instead, many venture capitalists dent of a California biotechnology and entrepreneurs in Silicon Valley company that recently surpassed the were unhappy with Washington's $50 million mark in equity. For small budget compromise and uncertain firms, "it's been brutal to do financ- about how well it would stimulate job ings," he said. growth of the type and proportions But venture capitalists and institu- that can significantly bolster the tional investors, who see themselves country's competitiveness. as the real forces behind growth, said But while these and other backers the measures just nibble around the of a full-blown capital gains tax cut edges of the investment problem. criticize the accord as doing too lit- For example, the 25 percent de- tle, most saw the package as at least duction, because it would be limited one small step toward encouraging to individuals who invest only investment in small and medium-size $200,000 a year and wouldn't benefit companies. institutional investors in venture cap- Indeed, the tax package does ital funds, likely would do little to promise several benefits for "small" spur capital-intensive high-technolo- entrepreneurial corporations— gy companies-firms like those in those with equity of less than $50 Silicon Valley that cost millions of million that are engaged in a trade dollars to start but have been huge or business. job generators. The object is to make these com- "I don't see it as a big benefit to panies more attractive to individual the economy overall unless we investors. For example, investors feel we need a lot more dry cleaners would receive a 25 percent deduc- and shoe repair shops," said venture tion on the purchase price of stock in capitalist Dave Marquardt. such companies, with a maximum Start-up companies may benefit in- deduction of $50,000 per year. The directly, venture capitalists said, by provision apparently will apply only being able to use the tax breaks as a to newly issued shares. lure to attract employees, who would Also, individuals who hold their be paid in part in stock. But many said the measures aren't enough. shares for five years would be taxed at a lower rate when they sell, pro- "This is a politically nice thing to vided the company had remained do and it's helpful for smail compa- "small" at any-point during the previ- nies," said Ken Oshman, a two-time ous two years. Finally, stock held for entrepreneur who started Rolm at least a year would be indexed to Corp. "But my question is why did eliminate taxes on increased gains they stop with small companies. I due solely to inflation. wish I could be more enthusiastic, but I think it's a narrow view." The companies themselves would benefit, too, from a one-year in- Staff writer Stan Hinden crease in the amount of deductions contributed to this report. allowed for spending on research and experimentation and from a measure that allows certain equip- ment purchased by firms with assets of $50 million or less to be taken as an expense. All this won praise from some. "From the small business perspective I think it's an extraordinary deal," said Allen Neece, a lobbyist for sev- eral small-business and venture-capi- tal trade associations. Some critics were worried, howev- er. that the tax breaks would spawn creation of many companies with doubtful prospects solely to create tax savings for wealthy investors. The New Bork Times NEW YORK, TUESDAY, OCTOBER 2, 1990 White House and Top Democrats Take Budget Accord to Congress Senate's Approval Is Likely; House's Is Uncertain By DAVID E. ROSENBAUM Special to The New York Times WASHINGTON, Oct. 1 - Using the heaviest weapons in their arsenal, the White House and Congressional Demo- Working the Hill crats joined forces today to overcome Five top Administration officials spirited opposition from the rank and spent the day lobbying on Capitol Hill: file to the sweeping five-year budget Mr. Quayle; Mr. Darman; Treasury deal struck over the weekend. Secretary Nicholas F. Brady; John H. President Bush dispatched his top Sununu, the White House chief of staff, lieutenants, Vice President Dan Quayle and Michael J. Boskin, chairman of the and the Administration's chief eco- Council of Economic Advisers. nomic policy makers, to the Capitol to At a luncheon meeting, they man- quell a rebellion among conservative aged to mollify most Republican sena- Republican lawmakers by appealing to tors. Afterward, Senator Warren B. their party loyalty. Democratic leaders Rudman of New Hampshire said he ex- pected at least 30 of the 45 Republican in the Senate and House called their senators to vote for the package. troops into separate meetings to try to But House Republicans were a dif- sell the plan to wary liberals. ferent matter. "I think we will get a Senate Likely, House Uncertain majority of Republicans in the Senate, but the House going to be more diffi- At this stage, Senate approval of the Darman said. package, which is supposed to reduce After meeting with Republican the deficit by $40 billion in the fiscal members of Congress this afternoon, year that began today and by $500 bil- Mr, Quayle said: "I felt a little bit like lion over five years, appears likely. But a friendly dentist applying a lot of the outlook in the House of Representa- Novocain and trying to extract a few tives is uncertain and seems to depend votes. We' not there yet." largely on whether Mr. Bush can use Mr. Bush and the Congressional lead- personal appeals to persuade a ma- ers bledged to provide the votes from a jority of Republicans in the House to majority of lawmakers of both parties support him. in both houses. That was done to pre- vent either party from bearing too Representative Robert H. Michel of much of the political pain from voting Illinois, the House Republican leader, for unpopular measures like higher suggested that the plan might well be gasoline taxes, lower Medicare bene- voted down in the House on the first try fits and a reduction of payments to but would eventually be enacted. farmers. The critical votes are not expected until the week after next. Lawmakers Enjoying the Fray will probably be given the opportunity In the House, Democratic leaders only to vote for or against the entire urged their troops to keep quiet while package, not to amend it. Republicans fought with the President. Some liberals, like Representative Richard G. Darman, the budget di- Charles B. Rangel of Manhattan, an- rector, said Mr. Bush planned to call nounced their opposition. But most said many lawmakers personally to solicit they were still studying the details. their support. Democratic dissatisfaction is strong- At a news conference in New York, est over the $60 billion cut in Medicare the President said: "I've had to com- benefits over the next five years and promise. The Democrats have had to new excise taxes that would hit middle- compromise.- And I hope that other income taxpayers harder than the voices who are troubled by one aspect wealthy. or another of this would also compro- But the prevailing view is that if the Republicans produce a majority of mise. Every once in a while you come their members, Democrats will go to a time when you have to do that to along. get something done." "Despite the grumbling and real con- Supporters of the deficit-reduction cerns," said Representative Charles E. plan hope that a tighter fiscal policy Schumer of Brooklyn, "there's a quiet will encourage the Federal Reserve undertone that we have to do some- Board to lower interest rates. The Fed- thing and that the leadership did the eral Reserve's policy-making group best it could under very difficult cir- meets here Tuesday. cumstances." The main complaint of conservative The 16 Democratic senators who are Republicans is that the package would up for re-election have been "given a raise taxes by $134 billion over five free pass," as one of them put it, to vote years and would not lower the capital against the measure. But most of the gains tax. other 39 are expected to support it. A- comment from Representative "The key committee chairmen have Duncan Hunter of California was typi- a responsibility to do all they can to cal. The President," he said, "gave help the leadership," said Senator Pat- away the crown jewel of his campaign rick J. Leahy of Vermont. He is chair- man of the Agriculture Committee and pramise to bring the Democrats to the is upset about cuts in payments to table. That was 'no new taxes.' The farmers, but he said he would vote for President was extorted." the plan. Two important Democrats, Senator Lloyd Bentsen of Texas and Represent- tion from interest groups and was ative Dan Rostenkowski of Illinois, the pushed jointly by a Republican Presi- chairmen of the tax-writing commit- dent and Democratic Congressional tees, are annoyed about the package, in leaders. large part because they did not partici- The tax bill was rejected the first pate directly in the main tax decisions. time it reached the House floor, but Mr. Bentsen is said to be upset over heavy lobbying by President Ronald the size of the gasoline tax increase, a Reagan turned enough votes around to total of 12 cents a gallon over two win passage on the second try. years. Texans drive more than resi- Across the Capitol and around Wash- dents of more densely populated states ington, experts examined the budget and would thus be affected more than compromise carefully for the first time Easterners. On Sunday, Senator Bent- today. They discovered items that sen reopened the compromise to add a could mean that the reduction in the two-cent-a-gallon tax on home heating deficit would be considerably smaller oil, which would hit the Northeast hard- than advertised. est: One was the $7.5 billion the Adminis- The Bentsen-Rostenkowski Factor tration expects to spend for military operations in the Persian Gulf, which is Among other items, Mr. Rostenkow- not included in the deficit reduction cal- ski is said to oppose a provision that culations. would require state and local govern- Another was the $3 billion in addi- ment workers to pay Social Security tional revenue the Internal Revenue taxes. That is important in Illinois, Service is to collect by hiring more where state employees have their own agents and doing more tax audits. The retirement system and are now ex- increased enforcement effort should empt from the Federal program. indeed lead to more revenue in the Mr. Bentsen and Mr. Rostenkowski years ahead, specialists said. But it will will be largely responsible for drafting take more than a year to hire and train the tax plan into law. The two chairmen, the new agents. can cause problems if they exercise In an effort to convince the financial their authority to make changes in the markets that this agreement is serious plan. about lowering the deficit, the White At a meeting Sunday night of Demo- House and Congressional leaders crats on the Ways and Means Commit- agreed to the most rigid system ever tee, Mr. Rostenkowski, who controls his devised to control new spending or committee with a firm hand, expressed lower taxes. his disappointment in the plan, accord- For the first three years, the expend- ing to a lawmaker who was there. The iture side of the budget would be chairman reportedly said he could not divided into three categories: military personally take on the Democratic spending, domestic spending and inter- leadership, but he gave his followers a national spending. free hand to do so. Any measure that exceeded the Representative William H. Gray 3d spending ceilings set by the agreement of Pennsylvania, who is in charge of for each category would have to be off- mobilizing Democrats behind the plan, set by a spending reduction or tax in- said that changes "on the margins" crease within 15 days. Otherwise, might be permissible but that funda- across-the-board spending cuts would mental changes would not. go into place immediately in the cate- Senator Jim Sasser of Tennessee, gory where the increase fit. chairman of the Budget Committee, For instance, if a law were passed in- made the same point. "This package is creasing spending for education by $1 supposed to be non-amendable," he billion and no spending cut or tax in- said. crease were enacted to balance it, all Warding Off Amendments domestic programs would be cut by the percentage necessary to make up for Under the agreement, if committee the $1 billion. chairmen like Mr. Bentsen and Mr. Rostenkowski want to make changes, they will have to clear them with the party leaders, who in turn will have to clear them with the White House be- fore they can be authorized. Floor amendments by back-bench- ers will be nearly impossible. In the House, the measure will come up week after next under procedures that prohibit or sharply limit amend- ments. In the Senate, the party leaders have promised to mobilize opposition to all amendments, even those they might personally support. "We who support this package are going to have to vote against amend- ments we might wish to sponsor or co- sponsor ourselves," Senator Sasser said. Those procedures were employed successfully in 1985 and 1986 to gain enactment of the monumental Tax Re- form Act of 1986. There are other parallels to the tax legislation, a measure like the new budget package that had strong opposi- The York Times NEW YORK, TUESDAY, OCTOBER 2, 1990 Rebellion Flares Among Republicans Over Accord By RICHARD L. BERKE Special to The New York Times "WASHINGTON, Oct. 1 - Civil war As Representative Dan Burton, an broke out among Republicans today as Indiana Republican, said, "This is dozens of House members insisted that guerrilla war, and you may be rest as- White House lobbying would not stop sured that whatever it takes to scuttle them from seeking to thwart the this terrible budget package, we will do budget package announced on Sunday. it." The rebellion against the plan, which Representative Dick Armey, a Texas includes major increases in taxes, was Republican, was among several con- particularly strong among conserva- servatives who said the plan would tive Republicans, whose strength was touch off a recession. "The historians magnified by the defection of a mem- will look back and call this is pre-plum- ber of the party leadership, Represent- met summit," he said. ative Newt Gingrich of Georgia, the Although they were not as outspoken, Republican whip. some Republicans declared their sup- "It is my conclusion that it will kill port for the plan and emphasized that the conservatives did not speak for the jobs, weaken the economy, that the tax their entire caucus. increase will be counterproductive," Gingrich said as he emerged from Representative Jerry Lewis of Cali- a meeting at which top White House of- fornia, who heads the House Republi- ficials tried to persuade House Repub- can Conference, said that among House licans to support the plan. "And it is not Republicans "my guess is there's 25 a-package that I can support. We need percent on each end who have really to do better than this." made up their mind, but there's a siz- As much as anything, the opposition able number of the conference that are was driven by elections that are five kind of in neutral." weeks away. To many Republicans, "We're going to see movement back voting for a plan calling for new taxes and forth," he predicted. "My guess is is tantamount to forfeiting the best that a majority of our caucus will end issue they have against Democrats. An up supporting the package. I didn't attempt to scuttle the agreement fits say that yesterday.' the strategy of some conservatives to Another Republican, Representative portray Congress as a corrupt institu- Jim Leach of Iowa, was less hopeful. tion controlled by liberals who want "At the moment, it's not close to half,' nothing but higher taxes. he said. "What it symbolizes is there is no more fun in legislating. The fun is in 'Unreasonable and Irresponsible' giving tax breaks. The 90's are all Democrats are also in the middle of going to be about taking." re-election campaigns, and are partic- White House officials who fanned out ularly sensitive about the political across Capitol Hill to lobby reluctant repercussions from voting for cuts in Republicans were careful in their pub- domestic programs. Representative lic comments not to underestimate the Henry A. Waxman, a liberal Democrat resistance among their party's House from California, vowed to oppose the contingent, whose members were de- package, asserting that increases in scribed as courteous but cool at meet- Medicare premiums and cuts in how ings with Administration officials. much doctors and hospitals would re- "It's going to come slowly," Mr. Dar- ceive from the Government were "un- man said after appealing to House Re- reasonable and irresponsible." publicans' loyalty to the President. "It's going to be difficult. It's going to Representative Vin Weber of Minne- be hard." sota, a member of the Republican lead- ership, offered this advice to his par- ty's candidates: "The candidates across the country who are listening to us for some signals today, they should take on this agreement, label it a Democrat tax increase agreement that was basically stuffed down our Presi- dent's throat. They should oppose it out in the hinterlands.' But Vice President Dan Quayle; John H. Sununu, the White House chief of staff; Richard G. Darman, the budget director, and other top officials spent much of today seeking to per- suade House Republicans that they would look better at the polls having supported a package that the President strongly wanted to win approval. Risks for Both Parties "If they are thinking in strictly politi- cal terms," Mr. Quayle said after meeting with House Republicans, "I think it would be politically risky not to pass a good budget package. If, in fact, a budget package is not passed, all are going to suffer, the Republicans as well as the Democrats." White House officials said that be- cause of the opposition of Mr. Gingrich and the core of conservatives, the toughest selling job would be among House Republicans. And no one on ei- ther side was willing to predict whether the lobbying effort would be successful, at least on a first pass. The New Bork Times NEW YORK, TUESDAY, OCTOBER 2, 1990 Capital Gains and Circles Within Inner Circles: Behind the Budget Accord By SUSAN F. RASKY Special to The New York Times tract a concession on Social Security to WASHINGTON, Oct. 1 - Ten days of balance the political heat Mr. Bush had tedious and seemingly unproductive already taken for agreeing to consider bargaining at Andrews Air Force Base tax increases. Their own strategy also in early September laid the ground- clarified. Match the Administration on work. for the budget compromise that spending cuts and isolate the tax issue President Bush and Congressional to embarras the White House. leaders unveiled at the White House on For two days, the top-level negotiat- Sunday. ing group circled around the issues, They called it "Camp Runamuck," a going nowhere. In Republican strategy chaotic blur of days and nights in which sessions, Senator Phil Gramm of lawmakers from both parties postured, Texas, part of the larger Republican politicked and found little to agree on negotiating team, argued that Demo- except the high quality of the food. But, crats would eventually accept a capital according to interviews today that gains cut because so many of their gave.at least a partial picture of the rank and file members actually fa- long process that lead to the agree- vored the reduction. ment, two developments occurred that Mr. Michel, convinced that restive would eventually prove important in House Republicans would never agree: sealing the pact. to any measure that could be construed The House majority leader, Richard as an increase in tax rates, counseled otherwise. Mr. Dole and moderate Re- A. Gephardt of Missouri, who was heading the talks, and Richard G. Dar- publicans who were not part of the ne- man, the White House budget director, gotiating group watched with mounting established their own private sessions, frustration as the press reported a ostensibly meeting each day to plan budget deadlock caused by the Presi- logistics, but in fact spending hours dis- dent's demand for tax breaks that cussing areas in which the two sides would help the rich. might come together. On Wednesday night, Sept. 19, Sena- Core of Tax Plan tor Dole reached the breaking point, those close to the talks said. Separate Al-the same time, members of the the cuts in capital gains from the other negoriating team who serve on the Con- issues, he suggested at a late night bar- gressional tax-writing committees gaining session. If it worked, fine, he were meeting separately from the said. If it did not, at least Republicans larger group. They slowly put together would not be blamed for blocking an a package of items to raise revenues, agreement. that unlike a tax on capital gains or a Throughout the discussions, the capi- limit on deductions for state and local tal gains proposal advanced by Repub- taxes, were relatively noncontrover- licans called for reducing the rate to 15 sial. percent. That was a more generous cut When the talks at Andrews ended in than the one proposed by President deadlock on Sept. 17, Congressional Bush in his January budget, which Democrats and Republicans and the would have lowered the rate to 19.6 per- Administration had tentatively agreed cent. Capital gains, the profits on sales on $59 billion of such tax items. Those of assets like stock or real estate, are items would ultimately become the currently taxed at the same rate as or- core of a five-year plan to raise $134 dinary income, 28 percent for most tax- billion in taxes. payers. "The exit offers we left with from Among the negotiators, Mr. Dole's Andrews were political documents," proposal went nowhere. Although said one Democrat involved in the Democrats had been privately ponder- talks, explaining that the offers were ing a similar notion, they were nearly intended to show that neither side had as surprised as the White House that given ground on major issues but had Mr. Dole had suggested it, and they made a sincere effort. "They were de- watched silently as Mr. Sununu blew signed to cover our rear ends in case up. the whole thing blew up." "We saw a Republican fissure and A Smaller Group we did our best to keep quiet," is how one Democratic strategist explained it. The negotiators agreed that if there A day later, on Sept. 20, Mr. Dole made was any hope of a compromise, the his proposal public, and by Sunday. talks would have to be confined to a smaller group consisting of the top five Sept. 23, when the Kansas Senator ap- peared on a television news program Congressional leaders and the Admin- with Mr. Mitchell, both men were sug. istration's three representatives, Mr. gesting that if left to their own devices Darman, Treasury Secretary Nicholas F. Brady and the White House chief of they could swiftly have an agreement. In negotiations that night, Republi- staff John H. Sununu. In addition to Mr. Gephardt, the cans offered two new proposals, one that would address the Democratic de- Democrats were represented by the House Speaker Tom Foley of Washing- mand to even out tax rates paid by the wealthiest Americans and those with ton and the Senate majority leader, George J. Mitchell of Maine. The Sen- incomes in the $100,000 to $200,000 range and provide a two-tier tax rate ate minority leader Bob Dole of Kansas on capital gains - a higher rate for old and the House minority leader, Robert assets and a lower one for newly ac- H. Michel of Illinois represented Con- quired assets. The other proposal gressional Republicans. would abandon any effort to change the By the time the "Big Eight" re- sumed deliberations on Capitol Hill on capital gains tax if Democrats would Sept. 18, it was clear that resolution of drop their demand for higher taxes on the deadlock hinged on two central wealthy Americans. issues: Would Democrats agree that In addition, the Republicans sought the Social Security program should an extension of an expiring business bear a share of the spending cuts and tax credit for research and develop- would Republicans abandon President ment and various other tax breaks for Bush's goal of a cut in the capital gains smaller businesses. Stunned Demo- tax rate or accept a Democratic de- crats ignored the first offer and began mand that tax rates be increased to responding to the second, realizing that pay for it. the dike on capital gains had finally Democrats say Mr. Sununu made been broken. clear that the White House had to ex- By Monday night, Sept. 24, however Republicans appeared to reverse course, offering a proposal to exclude from taxes the portion of capital gains solely due to inflation. Democrats said the indexing "pro" posal, like a cut in the capital gains tax, would require a tax increase on the wealthy to balance out expected losses in revenues and to keep the tax system progressive. As the Democratic staff members searched for tax alternative that would accomplish that goal with out running afoul of the Republican stricture that rates not be increased, Mr. Mitchell became increasingly. agi: tated, one Democrat who was present recalled. Slamming down his yellow legal pad he turned to other Democrats in a brb vate party caucus and complained that the situation seemed hopeless because the most efficient method for raising revenue and keeping the tax code pro, gressive was a rate increase, and that avenue was blocked. At the White House, Administration officials were coming to a similar con- clusion about the Democratic insist- ence that rates be increased. President Bush began talking less about capital gains in his public appearances and referring instead to growth incen- tives." "You saw us backing away from capital gains, or if not exactly backing away from it, then recognizing that there might be another way to skin the cat in terms of capital incentives a cou- ple of days before Dole's comments," one Administration official said. "Sig- nals were being sent in public state- ments and in private." Visible Animosity But by Tuesday, Sept. 25, the ani- mosity between Congressional Repub- licans and the White House was barely disguised, and Mr. Michel began send- ing some public signals of his own. He told reporters that the price for capital gains had simply become too high. The negotiators worked through.the night on Saturday, eventually finding enough spending cuts elsewhere to avoid any changes in the Social "Se- curity program. Exhasuted staff mem- bers rushed to put the final documents together in time for a hastily convened announcement in the White House Rose Garden on Sunday afternoon. "It's good to be back to life and tak ing fluids again," Mr. Gephardt said to day. The New York Times NEW YORK, TUESDAY, OCTOBER 2, 1990 Aches Aside, An Eclectic Accord That Economists Say Seems to Fit By PETER PASSELL "There's a puff of smoke here and a glint of mirrors there," said one grudg- ingly satisfied Congressional staff For political reasons this five-year member. "But the budget deal is plan, like many in the past, shows a mostly made of beef." zero deficit in the last year. That still His sense of relief is shared by many does not mean the deal will eliminate economists, who have the deficit by anyone's definition. But been hoping for a compro- to Benjamin Friedman, an economist Economic mise on the contentious at Harvard and a leading critic of the Analysis issues that delayed the fiscal policies of the 1980's, "there's budget settlement until nothing magic about a balanced budg- the 11th hour. For while al- et." Indeed, in the view of many econo- most none are impressed by the hodge- mists, there would be real mischief podge of tax increases and spending done is attempting to balance the cuts, the size and timing of the pro- budget too quickly. jected deficit reduction seems about For Mr. Hale, the $40 billion reduc- right to all. tion next year is "about right." Any The agreement is perhaps most nota- less restraint on national spending and ble for what it does not contain. Presi- the budget deal would lack political dent Bush was forced to give way on credibility; any more, and an already his effort to reduce taxes on capital sluggish economy could easily slip into gains. Congressional Democrats lost deep recession. In later years the defi- their bid to raise income tax rates for cit restraint would cut more deeply. families making more than $200,000. But by then, Mr. Friedman points out. And reformers in both parties threw in the Federal Reserve will have had time the towel on a plan to trim Social Se- to compensate with lower interest curity payments to affluent benefici- rates, "giving monetary policy a aries. chance to make a graceful transition.' With a little luck, America will enter A Little of This and That the mid-1990's with a budget deficit of What did emerge from the negotia- about 1 percent of the Gross National tions was a little of this and a little of Product - roughly one-third the level that - a mix of excise taxes, user of the late 1980's. Is that good enough? charges, limits on income tax deduc- It would not displease Mr. Friedman, tions, military spending and farm sub- who despite his reputation as a "neo- sidy cuts and Medicare trims. First- Calvinist" economist, would be satis- year deficit reduction amounts to $40 fied by any deal that allows a decline in billion. But by the fifth year the savings the ratio of the national debt to national have grown to about $150 billion. income. And it would probably also sat- Budget definitions were juggled to isfy economists who worry that Japa- meet targets imposed by the Gramm- nese and German investors are rapidly Rudman-Hollings deficit reduction losing their enthusiasm for lending law: Roughly $100 billion needed for money to the United States Treasury the savings and loan bailout over the "This is the first fiscal reform" Mr. next three years will not be counted. So, Hale notes, "which was driven by inter- too, were assumptions about the econ- national finance. omy's midterm prospects - assump- What it would not do, however, is tions that David Hale, an economist at make fiscal room for a surge in public Kemper Financial Services calls "pure and private investment - a surge that fantasy.' some economists believe is needed to The budget brokers guessed, for ex- cure ills ranging from chronic poverty ample, that in 1995 the Treasury would to lagging productivity growth. But as be ablego borrow money at 4.2 percent Mr. Hale suggests, it may be wiser to interest (down from 7 percent today), focus on "one deal at a time." and that a combination of the highest growth rate since the 1960's and the lowest inflation rates since the 1950's would jack up tax revenues and tame spending. But such political legerdemain, now a routine of every budget crisis, is not likely to upset economic analysts. Fis- cal experts like Robert Litan of the Brookings Institution have long in- sisted that the savings and loan bailout does not belong in the budget. Deficits and surpluses, he argues, are useful as indicators of the Government's impact on on overall economic activity. And spending on the bailout, money re- turned to insured bank depositors, is unlikely to affect their spending or sav- ings behavior because they never thought they lost the cash in the first place. Outlook on the Deficit What is more, the budget negotiators have actually weighted the deficit game against themselves in the later years by excluding a portion of what is conventionally defined as the Social Se- curity surplus. In 1994, for example, the combined effect of excluding both So- cial Security and the savings and loan bailout increases the projected deficit by $128 billion. The New York Times NEW YORK, TUESDAY, OCTOBER 2, 1990 Cost Increases for Medicare Recipients Stir Protests By ROBERT PEAR Special to The New York Times WASHINGTON, Oct. 1 - A biparti- san budget agreement that would sig- nificantly increase costs for 33 million Arthur S. Flemming, who served as Medicare beneficiaries stirred angry Secretary of Health, Education and protests today from elderly people, Welfare in the Eisenhower Administra- who threatened to take political venge- tion and now leads a coalition of advo- ance against members of Congress cates for the elderly, said, "If the who support the measure. budget summit agreement is put intc The first stirrings of anger from the effect, it's clear that Medicare bene- elderly were felt on Capitol Hill, but it ficiaries would be paying far more our was unclear whether lobbyists for the of their own pockets than has been the elderly would succeed in blocking the case up to the present." changes, which were agreed on Sunday $60 Billion in Savings by the Bush Administration and Con- gressional leaders. The agreement would save $60 bill Members of Congress who specialize lion in Medicare over the next five in health policy, including Representa- years. That represents nearly one-fift)- tives Pete Stark and Henry A. Wax- of the $301 billion to be saved through man, both California Democrats, criti- cutbacks in Federal spending and half. cized the Medicare provisions of the of the $119 billion to be saved in Fed.: agreement, saying they imposed a dis- eral benefit programs. proportionate burden on the elderly. "That's an indefensible, inequitable "To put such a burden on the backs situation;" said Mr. Flemming, who is of the elderly, while the budget summit 85 years old. "Older and disabled citi agreement lowers the burden on the zens are not going to tolerate it. People rich, is obscene," said Mr. Stark, who is at the grass roots are aroused and will chairman of the House Ways and express themselves in no uncertain- Means Subcommittee on Health. Mr. terms between now and the elections ir Stark, one of the more liberal members November." of his party in Congress, said he would About half the $60 billion to be saved ask the Ways and Means Committee to would come from restricting payments approve an alternative that would in- to doctors, hospitals and others whe crease Medicare payroll taxes for the provide health care services. affluent. Mr. Stark, who has served in the Details of the budget agreement have not yet been worked out, but the House for 18 years, expressed irrita- budget agreement would result in tion with the Speaker of the House, three other major changes in the Medi Thomas S. Foley, saying he had been care program. The Medicare premium "too lenient" in negotiating with the for insurance covering doctors' bills: Administration. now $343 a year, would rise to $651 ir- "The Speaker is too willing to com- 1995 under the agreement. The Medi. promise just to keep peace," Mr. Stark care deductible, which must be paid byr asserted. "That's not what the leader beneficiaries before the Government of the Democrats ought to be doing. He starts to pay doctors' bill, would rise to ought to be fighting for Democratic $100 on Jan. 1, then to $125 in 1992 and principles. $150 in later years. The deductible has- He added, "There's disillusionment been $75 a year since 1982. The budge with the Speaker among more than a agreement would also require Medi- few Democrats up here.' care beneficiaries to pay 20 percent of Mr. Waxman, the chairman of the the cost of work done for them by medi- Health Subcommittee of the Energy cal laboratories. Under current law. and Commerce Committee, said in an Medicare now pays the entire cost of interview that he would vote against such work. the deficit-reduction package because "the elderly take an enormous hit More Income Subject to Tax X under this agreement." "The budget agreement would freeze In addition, the agreement includes a public health programs at current related provision that would increase levels," Mr. Waxman said. "Unfortu- the amount of wages subject to the nately, infectious diseases will not be Medicare payroll tax. Currently, em, frozen at current levels. There is a ployer and employee each pay 1.45 per- measies epidemic in the United States. cent of the first $51,300 of a person's an- Tuberculosis is growing, and AIDS con- nual earnings. The agreement would: tinues to increase, especially among increase wages subject to the tax those least able to pay for their own $73,000 a year, effective Jan. 1, 1991. care." The extra tax, which Mr. Stark said No Real Cut in Medicare would generate $13 billion a year, is not counted as part of the savings from Representative Bill Gradison of Medicare. Ohio, the ranking Republican on the Mr. Stark said he wanted to impose Ways and Means Subcommittee or. the Medicare payroll tax on earnings Health, said he could "live with" the up to $150,000 a year, so "the rich would changes envisioned in the deficit-re- bear more of the burden" of reducing duction package. "We didn't write this the Federal budget deficit. budget agreement, but we have to offer For most elderly people, Medicare the House a means of implementing it premiums are automatically deducted so the House can work its will," Mr. from monthly Social Security checks. Gradison said. "I haven't decided how I will vote on the overall package.' Mr. Gradison said it was incorrect H suggest that Medicare would be cut as a result of the budget agreement. The program, which cost more than $10C billion in the fiscal year that just Sun- day, would still grow at an annual rate of 11 percent in the next five years, ht. said. The agreement would make "a modest cut in the rate of growth" of 12.6 percent a year envisioned under current law, Mr. Gradison said. The New York Times NEW YORK, TUESDAY, OCTOBER 2, 1990 Tax Rises Seen Hitting Hard At People of Moderate Means By ROBERT D. HERSHEY Jr. Special to The New York Times WASHINGTON, Oct. 1 - The sub- stantial tax increases agreed to by Ad- ministration and Congressional nego- to be a limitation on itemized deduc- tiators over the weekend would be paid tions for individuals or couples with ad- justed gross incomes above $100,000 a mostly by people of moderate means, year, a move that has the effect of rais- despite various provisions aimed ing their tax bracket - either 28 per- specifically at buyers of yachts and cent or 33 percent - by as much as one others with six-figure incomes, private percentage point. This is to raise $18 specialists said today. billion over the 1991-95 period. The taxes, especially the 12-cent in- With medical expenses and invest- crease for gasoline to be phased in by ment-related interest payments ex- next summer, also appear to cut across empted, such taxpayers would lose de- economic lines to favor urban over ductions equal to 3 percent of all in- rural Americans and older taxpayers come exceeding $100,000. over younger ones. Regressivity Balanced According to a Government docu- Other big revenue raisers, $13 billion ment made available to The New York and $11.7 billion respectively, are an in- Times, taxpayers in the income ranges crease, to $73,000, in the cap on wages of $30,000 to $40,000 and $40,000 to and self-employment income consid- $50,000 would be hit hardest, paying an: ered in calculating the tax for Medi- average 3.3 percent more under the care hospital insurance and a require- ment that state and local government plan. Those in the range of $20,000 to workers not covered by a public em- $30,000 would pay 3 percent more while ployee retirement system join the So- those in the ranges of $50,000 to $75,000 cial Security program and pay its and $75,000 to $100,000 would see their taxes. total tax bills rise 2 percent, assuming By including the deduction limitation they do not alter their spending pat- and raising the cap for health insur- terns. ance, which hit hardest at the better- 1.5 Percent More for Some off, the negotiators seem to have roughly balanced the regressivity that Taxpayers with incomes of $100,000 attaches to the excise levies on ciga- to $200,000 are to pay 1.5 percent more rettes and alcohol, as well as gasoline. and those reporting $200,000 and more are expected to pay an extra three- The package "doesn't seem to be tenths of 1 percent. highly regressive at all," said Isabel V. Sawhill, an economist at the liberally Only those in the lowest income inclined Urban Institute. rungs are expected to pay less. A 3.8 percent decline is forecast in overall taxes for those in the $10,000-to-$20,000 According to the Congressional Budget Office, American families bracket and a drop of one-tenth of 1 spent 2.7 percent of after-tax income on percent for those with less than $10,000 gasoline, 2 percent on liquor, wine and a year. These taxpayers would benefit beer and 1.1 percent on tobacco. The heavily from an increase in the earned poorest 20 percent, however, spent 6.9 income tax credit. percent for gasoline, 3.7 percent for al- Over all, Federal collections - sales cohol and 4 percent on tobacco. The as well as income taxes - are to rise second-richest 20 percent, with in- 1.6 percent, the calculation showed. comes averaging $38,000, spent 2.9 per- Despite the reduction for those with cent for gasoline, 2.2 percent for alco- hol and 1.1 percent for tobacco. the lowest incomes, economists gen- erally. regarded the tax proposals as The budget office also reported mildly regressive. This means that the earlier this year that families headed burden would falls relatively more by someone under 30 spent a greater heavily on those of ordinary means - portion of their incomes on all three of though the dollar amount of their in- these categories than did other age creases may be no greater - than on groups. Geographically, rural Amer- the wealthy. icans spent 29 percent more of their in- Aft extra 12 cents for a gallon of gaso- comes for gasoline than did those in the urban Northeast. line, for example, could be a serious blow to a $350-a-week clerk who drives Norman Ture, president of the Insti- long distances to work while the addi- tute for Research on the Economics of tional amount would scarcely be felt by Taxation and a former Treasury De- a high-income corporate executive. partment official in the Reagan Admin- Unlike the major tax overhaul istration, said, "My instinct tells me enacted in 1986, when economic theory this is more regressive than not." But was served by a slash in income tax he added that this was a highly com- rates and an expansion in the types of plex issue not amenable to quick analy- revenue subject to taxation, this year's sis. He observed, for example, that it negotiations were driven by a need to might be progressive to impose a lux- cut the budget deficit in some politi- ury tax on fur coats, as the budget cally palatable way. negotiators propose, but a thorough analysis would also consider the fact The only major assault on the princi- that mink ranchers or the furriers who ples governing the 1986 law appeared sell the coats might lose their jobs if de- mand fell, a result he called clearly re- gressive. Much analyses of progressivity and regressivity, moreover, assume that higher taxes will not induce people to alter their behavior significantly - in- deed, the proponents of the measures are counting on people to buy nearly as much gasoline. Otherwise, revenue tar- gets would not be reached. Some groups, however, will undoubtedly cut purchases more than others, shifting the regessivity-progressivity balance. "The budget process focuses on 'the deficit' to the exclusion of all other issues. No rational policy will emerge as long as this remains true." Real estate tax and marketing ex- perts suggested today that limits on de- ductions for people with incomes over $100,000 would probably have little im- pact on the real estate market. M. Jack Duksin, a partner with the law firm of Berlack, Israels, Liberman, calculated that the total additional Federal tax bill to someone making $250,000 would be about $1,260. "Nobody making a quarter-million dollars is going to base a big decision about buying a new condo or vacation home on a tax impact of $1,260," he said, adding that he had already taken several calls from clients wondering about the impact of the budget compro- mise on their real estate purchasing plans. "I think it's a step in the right direc- tion," Mr. Duksin said, "because it's an attempt to redistribute wealth without seriously damaging the incentive to be a high wage-earner." The Washington Times TUESDAY, OCTOBER 2, 1990 House GOP leaders buck Bush on budget By Major Garrett and Frank J. Murray me more Republicans.' THE WASHINGTON TIMES But after separate private meet- But, according to the ABC News ings with fellow lawmakers from The White House launched a public poll, 32 percent of those ques- their respective chambers, Senate heavy lobbying effort yesterday for tioned considered the pact good and Majority Leader George Mitchell of 1 percent called it excellent. But 65 the proposed $500 billion bipartisan Maine and Senate Minority Leader budget deal, but the plan provoked percent rated it unfavorably. Robert Dole of Kansas took to the open defiance from prominent "The Republican Party has done Senate floor to say they were moving House Republicans, including Mi- quite well for the last 10 years stand- toward lining up majority support ing for modest levels of taxation and nority Whip Newt Gingrich. for the budget compromise. Despite heavy lobbying and some regulation and championing eco- "I feel optimistic we'll produce veiled threats from the Bush admin- nomic growth," said Rep. Vin Weber, half or more from the Republicans," Minnesota Republican and secre- said Mr. Dole. istration, Mr. Gingrich and other tary of the House Republican Con- "All we can do is try," said House GOP leaders announced they would ference. Majority Leader Richard Gephardt, buck President Bush and oppose the "And our candidates across the Missouri Democrat. "This is a big five-year budget plan offered Sun- country who are listening to us for decision for members. It's a very day by congressional and White some signals today should be aware tough call and a close call." House negotiators. The deal in- they should take on this agreement, Mr. Mitchell and House Speaker cluded $134 billion in new taxes and label it for what it is a Democratic Thomas Foley of Washington ex- servings of $366 billion, tax agreement that was basically pressed similar optimism yesterday. "It is my conclusion that it will kill shoved down our president throat." An aide to Mr. Mitchell said many jobs, weaken the economy. The taxes Several Democrats also criticized senators had questions about the will be counterproductive, and that the budget agreement, hammered package and were withholding judg- it is not a package that I can sup- out over five months of negotiations ment. port," said Mr. Gingrich of Georgia, between the White House and Con- Numerous Democrats do not like the No. 2 Republican in the House. gress. the package's $105 billion in spend- "It's not good for America." Congress must pass the first ing reductions for benefit programs Mr. Gingrich and members of the stage of the budget agreement by such as Medicare and the fact that House Republican leadership met Friday or risk more than $105 billion many of the taxes - such as those with reporters after a stormy meet- in spending cuts under the Gramm- on gasoline and alcohol - take a ing with Bush administration offi- Rudman-Hollings deficit-reduction deep bite out of poor people's in- cials. law. comes. According to sources, White The political fault lines splitting "Obviously, it is not a proposal House Chief of Staff John Sununu, Republicans are familiar. Mr. Ging- that most members of Congress who helped craft the budget deal, rich represents conservatives ada- want to rush out screaming in the warned that defectors would hurt mantly opposed to higher taxes and streets with joy about," Mr. Foley their relations with President Bush. higher spending. said of the overall plan. Many took the comment as a threat On the other side is House Minor- Mr. Bush, on his flight back to and hooted Mr. Sununu, sources ity Leader Robert Michel of Illinois, Washington on Air Force One last said. who spent yesterday stitching to- night, was asked about the $60 bil- Mr. Bush and Vice President Dan gether a coalition of moderate and lion in Medicare cuts that would Quayle, who canceled a scheduled liberal Republicans he hopes will be strike the elderly. trip, telephoned GOP lawmakers in large enough to beat back Mr. Ging- "Well, what are you going to do?" an effort to round up their support rich's affront. Mr. Bush said. You can't keep every- for coming votes on the budget pack- It is a crucial task for Mr. Michel, body happy. I learned that long ago. age. one of two congressional Republi- You've got to do what's right. That's In New York, Mr. Bush brushed cans involved in the budget talks. what we're trying to do." off questions about Mr. Gingrich's The success of the budget deal de- Democrats said yesterday that defection, saying, "I'd expect all Re- pends on a risky political compact: the task of molding support for the publicans and all Democrats to sup- The deal must win with majority package would be helped greatly if port me, but that's not the way it support of both parties in both Mr. Bush would deliver a television works in real life." chambers. address explaining to Americans And moments after urging Con- An aide to Mr. Gingrich said at why the nation's ailing economy gress to keep debate on the new bud- least 100 of the 176 Republicans op- needs such bitter budgetary medi- get free of partisan politics, the posed the package yesterday. To cine. president said that only the election meet the political ground rules SO "We in Congress can't prepare of Republicans could control taxes. far established, at least 89 Repub- them," said Sen. Wyche Fowler, "We must put aside partisanship licans would have to support the Georgia Democrat who participated for the sake of our nation," Mr. Bush package. in most of the five months of budget said during a signing ceremony for "We represent a substantial num- bargaining this year. "It is only the the continuing resolution passed ber of members who are deeply con- president going on national TV who Sunday to keep the government op- cerned about avoiding a recession can convince the public it is in their erating while the budget plan is be- and about preserving jobs," said Mr. long-term best interest If he con- ing implemented. Gingrich. vinces them of that, it will pass." "Now it's up to Congress," he said. An aide to Mr. Michel said a for- Democrats had asked Mr. Bush at "It is balanced, it is fair." mal vote count had not been taken the White House Sunday to make the But he quickly rose to the bait and would not estimate the depth of speech, according to meeting par- when reporters asked what a $134 GOP support for the package. ticipants. Mr. Bush told reporters in billion tax increase and no reduction New York that he had not yet decided in capital gains taxes say about his whether to go on television. "read my lips" campaign promises. "But if it would help, I would be "It says you need more Republi- glad to do that," the president said. cans and then we'll do it exactly my This article is based in part on way," Mr. Bush said. "I'll be glad to wire service reports. take my case out [to the people] and sav 'If you want all these things, give The Washington Times TUESDAY, OCTOBER 2, 1990 GOP candidates quick to condemn 'bad' deal By Donald Lambro THE WASHINGTON TIMES Republican officials, campaign out politically is beyond me at the strategists and candidates gave moment." President Bush's budget deal mixed Yet, like his Texas counterpart, reviews yesterday as they assessed Mr. Shamie chose to blame "the its likely political impact. Democratic big spenders in Con- While top GOP officials stressed gress" for putting Mr. Bush in the that Mr. Bush had grabbed the defi- position of having to accept higher cit problem by the horns and taxes. "The answer is not to get mad achieved the best compromise he at the president, the answer is to could with the Democrat-controlled throw out of Congress the Demo- Congress, some of the party's candi- crats who opposed the spending re- dates moved quickly to condemn the ductions that brought about this package's taxes and Medicare cuts. budget compromise." Illinois Rep. Lynn Martin, who is Other state party officials from challenging Democratic Sen. Paul around the country were supportive Simon, was one of two GOP sen- atorial candidates who lashed out of the White House budget deal with against the agreement, saying it was the Democrats, according to Mary "bad for senior citizens, bad for tax- Matalin, chief of staff at the Repub- payers and bad for the state of Il- lican National Committee. linois." "Nationally, our committee mem- Similarly, Rep. Bill Scheutte of bers and state parties are happy with Michigan, who is opposing Demo- the agreement," she said. "I think cratic Sen. Carl Levin, said the bud- they'l generally be supportive." get plan. was "the wrong medicine Miss Matalin suggested that more for a soft economy." was being made of the budget pack- But other party leaders at both age's taxes here in Washington than the national and state level were gen- "out there beyond the beltway. When erally supportive of the agreement you get outside the capital, you find the president had reached with the that people are saying we need defi- Democrats and dismissed sugges- cit reduction, so let's get on with it. tions that the tax and spending pack- They're saying 'raise some taxes, age would hurt their party in the fall. cut some spending and balance the "I don't think this will do any dam- budget.' age to us in the near term," said Fred- When the smoke clears from the erick Meyer, chairman of the Repub- congressional battle over whether or lican Party in Texas. not to approve the budget, she said, Mr. Meyer acknowledged that the "the American peple will support package "can't help but blur" the dif- the fact that George Bush had the ferences between the two parties tenacity to jam this thing through." over taxes "for those who pay little Party officials acknowledged yes- attention to the particulars." terday that there was growing oppo- But he said the voters would give sition among conservative Republi- the president credit for trying to ex- cans in the House, but aides to tract "the best deal he could from a Senate Republicans said they did not Democratic Congress that would detect any groundswell of opposition have raised taxes more and spent in their caucus. more if it were not for this compro- "There are going to be some votes mise." against it," said a Senate Republican Ray Shamie, the GOP chairman in Conference official. "But I don't see Massachusetts where Republicans somebody planting the flag and ral- have mounted a major campaign of- lying the troops against this side on fensive against higher state taxes, our side." said "the idea that we're going to Republican campaign consultant increase taxes substantially is a Eddie Mahe described the package's cause for concern. How this plays gas tax increases as "politically mindless in the face of quadrupled oil prices." In the end, Mr. Mahe predicted that the measure would end up pro- tecting most incumbents "because they'll have time to go home and tell their constituents what would have happened if we didn't have a compro- mise and that triggered across the board budget cuts. "This goes into the history books if it passes," he said. The Washington Times TUESDAY, OCTOBER 2, 1990 Critics of budget pact find forum on call-in America By Alan McConagha THE WASHINGTON TIMES Reaction from callers to radio talk budget package, according to David shows yesterday over tax increases Rimmer, program director. on gasoline, cigarettes and alcoholic Susan Hanson, producer at KING beverages ranged from apathy to in Seattle, said: "Not a lot of reaction outrage. There was, however, clear yet. People are waiting to see the agreement on one point: Nobody is fine print before they shoot their for it. congressman - or what." Across the country, talk-radio Mike Rosen, host of a talk pro- hosts found no support for the bud- gram at KOA in Denver, said: "Peo- get agreement that has already ple think it's bull. They think it is a raised intense criticism from some sham, that Congress is doing this to members of Congress and other po- be doing something. It's purely sym- litical leaders. bolic." As they took calls from their lis- teners, talk-radio stations also found Tim Morrissey, station manager criticism of both the Democrat- of WTDY in Madison, Wis., said: "A dominated Congress ("a, sham") and lot of callers felt betrayed. They used the word. They felt that Pres- Republican President George Bush ("betrayal") over taxes. ident Bush, with his 'Watch my lips,' sold out the Republicans." The callers were reacting to agreement on a $500 billion deficit- Listeners calling WABC in New reduction package that includes York also thought the GOP got "the $134 billion in new taxes. short end of the stick," according to Harley Carnes, who does both news Among the proposed measures and talk shows. "There's resentment are an increase of 10 cents on a gal- lon of gasoline by July, a boost of 8 on gas, yes; beer and cigarettes, less so." cents over three years on a package of cigarettes and a doubling of the Joan Isabella, executive producer tax on a six-pack of beer to 32 cents. at Detroit's WXYT, said: "The big- gest thing is gas. There is no public In San Antonio, WOAI producer Kevin Geiger said, "There was defi- transportation here. They aren't real angry, but after hour after hour of nite opposition. One guy said, 'If I'm sitting at home on a Saturday night these calls, you know they are ticked off." smoking a cigarette and having a beer, I'm really in trouble.' In Cheyenne, Wyo., KFBC host Ed "I would say that it [the agree- Gezzi also reported gas is an issue: ment] added fuel to the flames of the "They don't think it's fair. They say, anti-government, anti-incumbent 'What about a tax on rapid transit? fire," Mr. Geiger said after the morn- Let's get the big cities in on this.' Out here people often drive 60, 70 miles ing session with callers to his sta- to work." tion. "People are really ticked off." On the other hand, Drew Hayes, Brenda Vaughn, producer at operations director of WLS in Chi- KVOR in Colorado Springs, Colo., cago, said: "Are you ready for this? said: "With gas prices already so They hardly care. Hardly anybody high anyway, the price is already mentioned it. It's two-by-four mar- $1.47 a gallon. There was lots of grumbling about that." keting out here. They haven't felt it yet." Ed Rich, news writer at KMOX in Callers to WWDB in Philadelphia St. Louis, one of the country's brew- complained about the inability of ing centers, said: "There is local con- Congress and the White House to cern for the beer industry. But the "get their act together" earlier on a reaction is hard to characterize. Out- rage, no. Furor, no. More wait-and- see." In Philadelphia, Mr. Rimmer found the day's single nugget of en- thusiasm. It was for the so-called sin taxes: "Some," he said, "thought peo- ple OUGHT to pay more for beer and cigarettes." The Washington Times TUESDAY, OCTOBER 2, 1990 Yeas, nays spill out after budget deal By Carleton R. Bryant THE WASHINGTON TIMES BUDGET Less than 24 hours after President BACKLASH Bush and Congress announced their Since the president and budget summit compromise, Wash- Congress agreed to a budget ington facsimile machines were al- compromise Sunday, several ready spewing out yards of favoring special interest groups have and opposing opinions. weighed In on the plan. Special interest groups from the In favor: American Association of Retired American Federation of Persons to the American Federation Government Employees. of Government Workers weighed in- National Small Business yesterday with faxed press releases United and instant news conferences. Even the Postmaster General Anthony M. Opposed: Frank entered the fray. American Association of "Postal rates could be as much as Retired Persons. five cents higher by 1995 than they American Council of the Blind. would have been otherwise" because Families United for Senior of the budget agreement, Mr. Frank Action said in his faxed statement. National Council of Senior "The news media has been widely Citizens reporting that this budget agree- ment will increase taxes for Amer- National Council on the Aging. icans who drink, smoke, fly or drive. U.S. Chamber of Commerce. Unfortunately, the same is true for U.S. Postal Service. those who mail," the statement reads. Undecided: Mr. Frank said that although the Action on Smoking and Health. Postal Service will have to absorb National Federation of Federal more than $5 billion in new costs Employees. over the next five years, it will not cut back on service. The Washington Times At a news conference yesterday, Save Our Security, a coalition of war on seniors and the disabled," Mr. senior and disabled citizens groups, Pollack said. "Those who wage bud- attacked the proposed Medicare get war against seniors and the dis- cuts in the budget package. abled shouldn't expect pacifism on "President Bush and the budget Election Day." summiteers are asking one-eighth of Federal workers unions were split the population to shoulder one-half on the budget compromise: the of the cuts in the domestic spending AFGE tepidly supported the budget proposals," said Ron Pollack, execu- proposal, while the National Feder- tive director of Families United for ation of Federal Employees was Senior Action, a coalition member. undecided. "And that one-eighth represents the "This is no time for political pos- oldest, the sickest, the poorest adults turing. It's time for everybody to ac- - those least able to pay." cept the necessary pain associated The budget compromise calls for with this deficit reduction," AFGE a $60 billion cut in Medicare - half President John N. Sturdivant said. to be borne by doctors and hospitals, "We were trapped between a rock the other half by Medicare recipi- and a hard place - either accept ents. furloughs or employee program The coalition, calling the budget cuts," NFFE spokesman Josh Nei- agreement regressive taxation, man said, adding that his organi- called on Congress to use the income zation is analyzing the entire budget tax to correct the deficit. Other co- package. alition members include the AARP, Thousands of federal workers the American Association of the faced lay-offs if a budget agreement Blind, the National Council on the had not been reached. AFGE rep- Aging Inc. and the National Council resents 700,000 government employ- for Senior Citizens. ees and NFFE represents about "The summiteers have declared 150,000 federal workers. The Washington Times OCTOBER2, 1990 The voodoo. budget OW at last we know why the federal govern- rising. Maybe if Congress weren't spending so much N ment has been running such an enormous more money SO fast, it wouldn't be tying itself in knots budget deficit. It's not because lawmakers over deficit reduction. But the new agreement allows have been spending dough by the boatload. overall spending on foreign aid and on domestic discre- No, it's because the folks out there who drink an occa- tionary programs - say, funding for all those Depart- sional beer or glass of wine just haven't been paying ment of Education programs we can't do without - to enough in taxes. Same for the people who drive cars. rise at the rate of inflation. Defense spending, mean- Or smoke cigarettes. Or ride airplanes. Or buy furs or while, would fall $67 billion behind inflation over three cars. Or take deductions. So say the federal budge- years. teers. Mr. Bush hopes to generate some of that reduction Well, we at least are darn glad they brought the by reining in spending. But some of the so-called cuts matter up. There's no time like an election year to find are less than a sure thing. Spending on farm subsidies, out whether Joe Sixpack really thinks he is for instance, are supposed to drop by $13 billion over undertaxed. Here's Congress' big chance to make the five years. But the budget agreement doesn't bother to case that it's about time he and his fellow shirkers say where. Postal Service changes are supposed to started pulling their weight at budget time. President save another $4.2 billion, but details have yet to be Bush can take to the campaign trail for candidates with worked out. And so on. No wonder big spenders prefer his message that a tax increase "is what the United this deal to Gramm-Rudman. States of America needs at this point in its history." Hopes for a capital gains cut to spur growth in the Then let's see what happens Nov. 6. face of an economic slowdown gave way to a handful Already lawmakers are bracing themselves for crit- of small, face-saving tax breaks that the president's icism from "naysayers and nitpickers," as Senate Mi- advisers could claim as a victory for the entrepreneur. nority Leader Robert Dole describes them. This bud- Rather than letting the market decide which sorts of get: agreement, he says, should demonstrate to the businesses should benefit from risk-taking invest- American people, "who are sometimes somewhat cyni- ment, the budget agreement decided that that respon- cal," that Congress and the president can do the right sibility should fall to government. Certain kinds of thing for the country. Or at least their campaign sup- companies would be allowed to "expense" certain porters. While Mr. Dole and Co. were busy sticking it kinds of investments. Some would get breaks on re- to Mr. and Mrs. Sixpack, the senator was slipping tax search and development. Only the government, in its breaks worth $500 million into the accord to help his wisdom, knows for sure now, but you can bet your last buddies over at Archer-Daniels-Midland Co., the giant tax dollar that an army of accountants and tax consul- Illinois commodities company. He also arranged to tants will be gearing up to find out. keep private airplanes, which two major Kansas manu- In all, this budget agreement represents for Mr. facturers help produce, from being hit with the new Bush a promise to break all promises. His no-new-tax luxury tax applied to car and fur buyers. pledge during his 1988 presidential campaign is in Another aspect of the budget accord that may spur shreds, this in the face of a looming recession. His a certain amount of cynicism concerns gasoline taxes. effort to win across-the-board tax relief for people who Congress, after all, just got finished bashing oil com- sell houses or stock is down the tubes. Across the sea, panies for price hikes in the wake of the Iraqi invasion. one Saddam Hussein must be looking on with interest The budget agreement would raise the federal gasoline to see what all this means for the Middle East: If Mr. tax 12 cents a gallon. We'll let budgeteers explain why Bush can sell out his own supporters, why not his that increase isn't "gouging." distant Arab allies? But perhaps the most cynical aspect of the deal involves federal spending levels, something no one Yes. we'd say there's a lot of cynicism about the deal seems interested in talking about very much. Total out there, Mr. Dole's tut-tutting notwithstanding. If federal outlays in fiscal 1987 were about $1.003 trillion. lawmakers think it's such a good idea, they have a Estimated outlays for fiscal 1991 are $1.233 trillion and chance to bet their careers on it. The Philabelphia Inquired Tuesday. October 2. 1990 House GOP rebelling at budget deal By Helen Dewar support, have demanded that a ma- and Tom Kenworthy jority of Republicans in both houses Washington Post vote for the budget plan - meaning WASHINGTON - Senate leaders that the package might be doomed if expressed growing confidence yes- at least 88 of the 176 GOP House terday that the new bipartisan members do not vote for it. budget agreement will be approved However, even some of the House by the Senate, as the Bush adminis- Republican leaders who oppose the tration moved to quell a mounting budget plan indicated that they rebellion among House Republicans thought Bush might be able to get at that could endanger final passage of least half of the House Republicans the pact. to support him. "I do not underesti- "We feel very optimistic," said Sen- mate the ability of the White House ate Minority Leader Bob Dole (R., to get a majority based on appeals to Kan.). Senate Majority Whip Alan lovaltv." said Weber Cranston (D., Calif.) added, "It won't To accomplish this, the White be easy, but the alternatives are so House dispatched chief of staff John grim I think it will be approved." H. Sununu, Treasury Secretary Nich- They spoke after party caucuses in olas F. Brady and budget director which most senators reportedly indi- Richard G. Darman to meet with cated that they could reluctantly sup- Republicans in both houses. The port the tax increases and spending three senior administration officials cuts endorsed Sunday by President were joined by Quayle in courting Bush and congressional leaders as conservative Republicans in the part of the largest deficit-reduction House. plan ever proposed. The group, including Quayle, also But prospects for the five-year, met separately with at least two $500 billion deficit-reduction plan groups of House Republicans at the were far less clear in the House, White House, and cabinet members where Minority Whip Newt Gingrich were phoning wavering lawmakers. (R., Ga.) and four other GOP leaders Bush was expected to participate in denounced the pact after an hour- similar meetings at the White House long Republican caucus attended by today. Vice President Quayle and other top But White House officials ex- administration officials as part of the pressed misgivings about the idea of administration's lobbying effort. a nationally televised speech by the "It is my conclusion it will kill President to build public support for jobs, weaken the economy and that the budget plan, which some Demo- the tax increase will be counterpro- ductive and that it is not a package crats have been urging as a key ele- that I can support," said Gingrich. ment in bringing pressure on Con- "We need to do better than this." gress to approve the plan. The The budget agreement includes a officials said timing was a problem and indicated reluctance to risk the politically painful combination of spending cuts in popular domestic President's political capital when the outcome is uncertain. programs, increased health care In remarks at a ceremony in New costs for the elderly in the Medicare York to sign the stopgap spending program, higher excise taxes on ciga- bill approved by Congress Sunday, rettes, liquor and wine, and a 12-cent Bush used what aides said would be increase in federal gasoline taxes his major sell-the-budget theme. that will affect virtually every Amer- "This is a time for leadership," he ican. said. "We must put aside partisan- Denunciation of the agreement by ship for the sake of our nation. We Gingrich and other members of the must act now to solve this budget House GOP leadership - Vin Weber problem." of Minnesota, Bill McCollum of Flor- Democratic leaders in the House ida, Duncan Hunter of California and Senate met yesterday with Demo- and Robert S. Walker of Pennsylva- cratic lawmakers who have prob- nia - underscored expectations that lems with the package, including the House will be the main battle- conservatives and members of the ground in the fight over approval of black caucus. the pact. But Democratic aides insisted that House Republicans appear to be the primary burden for passing the more hostile to the plan than Senate Republicans in part because all of agreement into law rests with Bush them face the voters next month and and his ability to win over dissidents many feel that Bush's reversal on his in his own party. Some Democrats promise not to increase taxes has privately expressed the hope that exposed them politically. Republican defections will kill the The first test for the plan will come plan. letting them off the hook. "Let as early as tomorrow, when the them screw it up," said one Demo- House takes up a budget resolution cratic member. incorporating the deal cut by the "I expect that we are going to get 50 President and leaders of both parties percent plus one in each party,' said in Congress after lengthy negotia- House Speaker Thomas S. Foley (D., tions. Other equally critical votes Wash.). will follow to put the plan into effect In both houses, leaders indicated before Congress adjourns later this that the package may be modified month. somewhat to satisfy complaints and Democrats, as the price for their win approval but cautioned that the basic outlines of the agreement must be retained. The Tournal of Commerce and Commercial TUESDAY, OCTOBER 2, 1990 Property and Casualty Insurers Say Tax Package Item Will Hurt By KENNETH SILVERSTEIN Journal of Commerce Staff WASHINGTON - Property and of the increased taxes. casualty insurers are opposing a "All taxes impact on the bottom provision in the budget package line of business and these changes that would raise their taxes by a will be no exception if passed," he total of $1.1 billion over the next said. five fiscal years. Mr. Pratt, while emphasizing his The provision would require group's opposition to the tax provi- such insurers to estimate the sal- sion, said insurers will offer an al- vage and other future income they ternate proposal. are entitled to recover when they Such a plan would make make pay out losses. the tax provision affect only future The package, agreed to by Pres- fiscal years so that taxes aren't ident Bush and congressional lead- paid on income that has already ers Sunday, would increase those been accounted for, Mr. Pratt said. taxes by having insurers immedi- If the proposal is accepted. he ately recognize such future income, estimated that the industry's tax said David Pratt, vice president for burden under the budget package government affairs with the Amer- could be reduced by as much as ican Insurance Association. The 50% to $500 million. Washington group represents larg- Officials at the National Associ- er property/casualty insurers. ation of Independent Insurers, Des For instance, an insurer could Plaines, III., said that the tax provi- reduce its losses by salvaging sion is punitive and agreed that something of value after a claim or relief could only be provided by by suing a third party. It could be applying the provision to future fis- some time before such money is cal years. collected, if at all. But under the But a spokesman for the alli- proposal, insurers would be re- ance said they would remain op- quired to predict those future in- posed to the entire provision, come streams and pay taxes on maintaining that it could still be them. defeated because the congress is Such a provision would allow divided on the budget package. the government to speed up the tax The provision is bad, the alli- payments it collects. The budget ance said, because it would under- agreement estimates that the addi- mine the ability of state regulators tional revenue from it would to evaluate company financial amount to $300 million in fiscal statements accurately. year 1991, which began Monday. The current accounting system Mr. Pratt said Monday that the that insurers must use is consid- 1986 tax reform act already had ered more appropriate and conser- increased the taxes that property vative, the association said, and casualty companies pay by an because it is solvency-based, not additional $7.5 billion in the five tax-based. years since the act. Furthermore, "Annual surveys and current estimates show that the industry is likely to overshoot that by 20% or possibly more," Mr. Pratt added. David Farmer, vice president of federal affairs for the Alliance of American Insurers, Schaumburg, III., said the industry is united in its opposition to the provision because Th Plabadelphia Inquire Tuesday. October 2. 1990 Feared backlash is slow to appear By Edwin Chen have concerns about some of the Los Angeles Times individual components of the agree- WASHINGTON - The public back- ment, we believe it is in the best lash against the new White House- interest of the nation to return to congressional budget accord may be fiscal responsibility." less vehement than expected - at But not everyone was ready to roll least at the start. over. An informal survey of industries Representatives of the elderly and groups that would be hardest-hit were outraged by the deficit-reduc- by the proposed $134 billion in tion package, which calls on the 34 higher taxes and $40 billion in million Medicare beneficiaries to spending cuts showed that many key pay significantly more for the cover- groups were either grudgingly going age that helps pay physicians' bills. along or being extremely cautious in On Capitol Hill yesterday, a coali- their responses. tion of 125 organizations represent- Despite direct hits on their pocket- ing senior and disabled citizens vo- books, groups such as the tobacco ciferously expressed unhappiness and alcohol industries, the American with the deal. Association of Retired Persons and "Those who predict a firestorm of even General Motors were all taking protests across the country are abso- wait-and-see positions. lutely correct," said Ron Pollack, ex- "With so many targets hit all at ecutive director of Families USA, a once and with so little time to influ- senior-citizens advocacy group. ence the debate, maybe there's a Most other groups who would be sense of resignation out there," said hard-hit by the proposals were less Gary Burtless, a Brookings Institu- passionate. Peggy Laramie, a spokes- tion economist. woman for AARP, said that the or- President Bush and the congres- ganization of 32 million members sional leadership have expressed the was "relieved that Social Security hope that Congress will pass the new was not in the mix." She said that budget by Friday. AARP's board did not plan to take a Burtless and other analysts said public position until Friday. that GM's stance, for one, was note- A Tobacco Institute official said that worthy because, in the past, the giant the industry was "extremely disap- automaker has vigorously opposed pointed" by the package's call for a any gasoline-tax increase earmarked cigarette tax increase. But the magni- for deficit reduction. tude is certainly much better than the William Noack, a company spokes- previous proposals," said Tom Lauria. man, explained: "This is a complex "We may not have any choice but package, and we are studying it. to go along," he said. We're not going to rush it." Officials of the wine, beer and The American Petroleum Institute, hard-liquor industries said that they facing two tax increases of 5 cents a planned to study the proposals fur- gallon each, seemed to support the ther before adopting a position. agreement. The institute is spon- The agreement also would cut $13 sored by the oil industry. billion from farm commodity subsi- "We recognize that the nation dies, but the American Farm Bureau needs to reduce the U.S. budget defi- Federation said it was not ready to cit," an API official said. "While we take a position. The Plalabelphia Inquired Tuesday. October 2. 1990 Lower-income families would feel a bigger bite from tax increases From Inquirer Wire Services largest hit of any of the entitlement Taxes. The current federal gaso- WASHINGTON - Poorer, younger, programs facing spending cuts. line tax of 9 cents a gallon would rise non-urban families - who generally About half would come from recipi- by 5 cents on Dec. 1 and another 5 spend a greater share of their earn- ents, whose $28.60 monthly premium cents on July 1. On Jan. 1, a 2-cent- ings on gasoline, cigarettes and beer for doctors' care would increase to per-gallon tax on most refined petro- than do other groups - would be hit $34.30 next year, and whose $75 de- leum products, including gasoline hardest by tax increases in the new ductible on doctors' bills would dou- and home-heating oil, would take ef- deficit-reduction plan. ble by 1995. fect. Almost 94 percent of families Other parts of the plan target state buy gasoline. The other half would come from and local government employees; cutting back on reimbursements to workers whose wages exceed $51,300; The cigarette tax, now 16 cents per hospitals and physicians. The 1.45 pack, would rise by 4 cents in 1991 taxpayers with incomes over percent tax that helps support the and by another 4 cents in 1993. Taxes $100,000, and anyone with a taste for Medicare program, which now ap- on cigars, chewing tobacco and snuff expensive cars, furs or jewels. plies to the first $51,300 of income, would be increased at each step by 25 There's also a new 2-cent-per-gal- would be extended to the first percent. lon tax on all kinds of refined petro- $73,000. leum products - gasoline again, About 71 percent of taxpayers About two million employees of home-heating oil, diesel fuel - that would be affected by new taxes on state and local government hired be- are not used in farming or manufac- alcohol. The tax on beer, now 16 fore April 1, 1986, who do not now turing. cents for a six-pack, would double. pay for Medicare, would be required The tax on hard liquor of 100 proof But unlike the 13 other tax-in- to pay the 1.45 percent tax. would rise 30 cents for a fifth. Taxes crease packages that have been en- on lower-proof liquor would go up in acted since 1981; the effect this pro- Post office. Postmaster General the same ratio. Most wines also posal would have on individuals at various income levels is hard to de- would face higher taxes. The 3-cent Anthony Frank says the price of tax on a fifth of table wine would stamps will go up more and sooner termine. That is because it contains rise to 25 cents. than had been planned because the no broad changes in income taxes budget agreement calls on the Postal but relies instead on a potpourri of Cars costing more than $30,000, Service to absorb about $5 billion in excise taxes and on payroll taxes that yachts exceeding $100,000, furs and cuts over the next five years. "Post- affect relatively few people. jewelry exceeding $5,000 face a 10 age rates will be as much as 5 cents There is little question, however, percent tax on their costs exceeding higher by 1995 than they otherwise that excise taxes on such commed- those levels. The tax applies to newly would have been," Frank said. There ities as fuel, alcohol and tobacco manufactured items. already is an increase scheduled for have a greater impact on lower-in- next February, expected to raise the come people. Itemized deductions. A couple price of a first-class stamp to 30 cents. Earlier this year, the Congres- or individual with adjusted gross in- sional Budget Office found that the come above $100,000 could continue Federal pensions. Part of the poorest 20 percent, with after-tax in- to deduct all allowable medical ex- budget deal would eliminate the pop- comes averaging $8,200, spent 6.9 per- penses and investment interest ex- ular lump-sum federal pension op- cent for gasoline. 4 percent on to- pense. But they would have to reduce tion. Under the lump-sum option. re- bacco and 3.7 percent for alcohol. other deductions by $3 for each $100 tirees receive two payments - one The budget office also determined that their income exceeds $100,000. A shortly after they retire and the sec- that the 20 percent just below the person with $120,000 income and ond a year later - equal to the richest, with incomes averaging $20,000 in allowable deductions, for amount they have contributed to the $38,000 after taxes, spent 2.9 percent example, could deduct only 97 per- pension plan. Although between 85 for gasoline, 1.1 percent for tobacco cent, or $19,400. About 2.5 million and 95 percent of the payment is and 2.2 percent for alcohol. people would be affected. taxable. nearly 70 percent of all retir- Here are some major parts of the ees have chosen to take the lump- deficit-reduction proposal, which Medicare. The federal health care sum payments. In the Washington congressional leaders hope will be- program for 33 million elderly and area. the average payment is about come law this month: disabled Americans would take the $32,000. The Journal of Commerce and Commercial TUESDAY, OCTOBER 2, 1990 Pact Includes Prior Maritime Proposals Journal of Commerce Staff The harbor maintenance fee on shippers will WASHINGTON - In the maritime sector, the increase to 0.125% of cargo value from 0.04%. The five-year, half-trillion-dollar budget pact includes increase is intended to offset the total cost of revenue items that the president proposed in Janu- harbor maintenance dredging by the Army Corps of ary in his fiscal 1991 budget package. Engineers. Those proposals would raise $1.8 billion over five-years through an increase in the harbor main- Dena L. Wilson, vice president of legislative tenance fee and $1 billion over the same period affairs for American Waterways Operators, which through a $25 yearly decal fee on recreational and represents the inland and coastal tug and barge commercial boaters using the nation's waterways. industry, said the "cumulative effect" of the taxes While the proposed motor fuels tax that starts "hits tank barge operators and petroleum trans- at 5 cents a gallon will not directly apply to bunker porters hard." fuel for ocean and inland waterway vessels, the A House maritime committee source said it additional 2-cent-a-gallon petroleum tax likely will was unclear whether members will go along with add to the cost of fueling ships and tug/barges. the Coast Guard decal proposal. In the past the The package also reinstates a 0.1-cent-a-gallon House has resisted the idea. "leaking underground storage tank" tax imposed on If that resistance holds, then the House will various categories of fuels, including fuel used on have to devise an alternative proposal that raises inland waterways. comparable revenue. The Journal of Commerce and Commercial TUESDAY, OCTOBER 2, 1990 Budget Tax Proposals Anger Transport Sector By LEO ABRUZZESE Journal of Commerce Staff would come from the 10 cents a WASHINGTON - The transportation sec- gallon increase in motor fuels. A tor reacted angrily to proposed fuel and five cents a gallon hike would take ticket tax increases that make up more than effect Dec. 1, the other five cents half of the $134 billion in new taxes in the next July. The two cents a gallon government's controversial deficit reduction petroleum products tax is effective plan. Jan. 1. "The new taxes, on top of skyrocketing The agreement also would ex- fuel costs, seriously threaten the ability of tend for five years the current 0.1 the airline industry" to move people and cents a gallon fuel tax for leaking freight, said Robert Aaronson, president of underground storage tanks and in- the Air Transport Association. crease slightly the harbor mainte- "A (fuel) tax is unfair," said Robert Far- nance excise tax on commercial ris, vice president for policy at American cargoes, including petroleum. Trucking Associations, "because it places a All told, about $70 billion of the disproportionate burden of the nation's debt $134 billion in taxes would come on highway users." from transportation. A 10-cent-a-gallon increase in the federal In addition to the higher taxes, tax on gasoline and diesel fuel is a center- the overall budget package would piece of the new budget summit agreement cut benefits $119 billion and trim that would reduce the federal budget deficit defense and domestic programs to $500 billion by 1995. The package, which is make up the rest of the $500 billion expected to draw some congressional opposi- in savings. tion, also calls for an additional 2-cent-a-gal- Both Houses of Congress must lon petroleum tax on motor fuels and avia- approve the budget agreement in tion jet fuels. broad terms by Friday. Individual "Every 1-cent-a-gallon increase in jet fuel committees then will work up the costs us $150 million a year," said an airline legislation needed to fully imple- industry lobbyist, "so the petroleum tax ment the agreement. means $300 million in new taxes." Kenneth Simonson, chief economist for "This is not going to be easy for the trucking trade group, said truckers use everyone, but it is necessary 24 billion gallons of diesel fuel a year. "A House Speaker Tom. Foley, D- 12-cents-a-gallon increase works out to about Wash., said Monday. $3 billion a year in new taxes," he said. Last week, the full House ap- proved a resolution calling for all The budget agreement, which faces its highway and aviation user fees to first test in Congress on Friday, also would be channeled into the highway and increase the airline passenger ticket tax to airport trust funds, not deficit re- 10% from 8% and the domestic air cargo tax duction. to 6.25% from 5%. Both increases mirror proposals first advanced in President Bush's "At a time when we are facing a budget in January. growing infrastructure crisis, we should not be considering diversion "Cycling another $1 billion in user taxes of transportation user fees to other through the (aviation) trust purposes," said Rep. Glenn Ander- fund to offset the deficit breaks son, chairman of the Publics Works faith with the 'user-pays' principle and Transportation Committee. of financing infrastructure," said The budget earmarks 50% of the Drew Steketee, executive director new motor fuels tax for deficit re- of the 265,000-member Partnership duction, the rest for the Highway for Improved Air Travel. Trust Fund. But in years when A fight also looms over a pro- posal by budget negotiators to trust fund money is not spent, it effectively reduces the size of the raise the railroad industry's pay- budget deficit. All funds from the ments into its pension system by $200 million over the next five higher aviation tax rates would go for deficit reduction. years. "It is not clear from the propos- Another railroad-related propos- al who would pay for the $200 mil- al calls for the Federal Railroad lion," David Lucci, legislative coun- Administration to collect $20 mil- cil for the Railroad Retirement lion in fees from railroads for safe- Board, said. ty inspection programs in 1991 and Of the $134 billion in new taxes $170 million in fees over the next over the next five years, $45 billion five years. Washington reporter Geoffrey Brown also contributed to this story. Chicago Tribune 35c Monday, October 1, 1990 11th-hour accord averts disruption in government By Elaine S. Povich and Mitchell Locin Chicago Tribune WASHINGTON-President people in every way I can." Bush and the leaders of Con- Bush said he did not "welcome" gress agreed Sunday on an un- the tax increases, which he had precedented $500 billion five- campaigned against just two years year deficit-reduction plan, aver- ago. 'Sometimes you don't get it ting at the 11th hour a massive just the way you want, and this is government shutdown. such a time for me, and I expect The plan drew almost immedi- it's such a time for everybody ate criticism from both Republi- standing here," Bush continued. cans and Democrats and is ex- "But it's time we put the interest pected to face angry debate in of the United States of America Congress over the next few first and get this deficit under con- trol." weeks. Agreement was reached after While the package contains Bush abandoned his demand for many controversial items, negotia- a reduction in the capital gains tors decided to scrap two of the tax and accepted additional most difficult-the proposed cut taxes on gasoline, cigarettes, liq- in the capital gains tax and a com- uor, airline tickets and luxury mensurate increase in tax rates, items such as autos over and reductions in Social Security benefits. While those items would $30,000 and yachts and furs. Medicare recipients would pay have been big revenue-raisers, they proved too hot to handle political- higher deductibles and ly. As a result, the bargainers were premiums, and higher wage-ear- forced to reduce their deficit-cut- ners would be taxed more for ting goal in the first year to $40 Medicare. While the income tax billion from $50 billion. rate remains unchanged, wealthier taxpayers would expe- Federal Reserve Chairman Alan rience an increase: Deductions Greenspan had indicated that the would be reduced by 3 percent Fed would reduce interest rates if on incomes over $100,000. $50 billion in deficit-reduction was achieved. It was not known if $40 The agreement also cuts mili- tary spending by $67.2 billion billion would satisfy him. over the next three years and by The visibly haggard budget a further amount to be deter- negotiators reached final agree- mined in fiscal 1994 and 1995, ment on the package Sunday up to a maximum of $182 bil- morning after negotiating for 11 lion over five years. Another $13 days and nights and continuously billion would be saved by cutting from Saturday evening until nearly agriculture support programs. dawn. That followed 10 days of negotiations at Andrews Air Force The package contains some Base and months of talks at the tax breaks, which Republican Capitol. White House Chief of negotiators argued would spur Staff John Sununu, budget director economic growth. Companies Richard Darman and Treasury that explore for gas and oil, con- Secretary Nicholas Brady repre- duct research or do business in sented Bush at the talks. depressed areas would get tax credits. After the leaders announced the Without a deal, 2.1 million agreement, the House and Senate federal employees would have convened to approve a temporary been furloughed at least one day a spending bill that will keep the week, disrupting air travel and a government running through Fri- wide range of vital government day and avert government layoffs under the Gramm-Rudman-Hol- services. Government authorities on Sunday told every federal em- lings balanced budget law. That bill also included $2 billion to ployee to report for work Monday morning. sustain the Desert Shield military operation in the Persian Gulf. Bush and the congressional lead- ers announced the deal in a cere- The five-day delay will allow mony in the Rose Garden of the time for the deficit-cutting agree- White House, but there were no ment to be formally written into a smiles on their faces. They agreed budget, which will then have to be the deal is painful and will be passed by the Congress to avoid tough to sell to the rank-and-file another government fiscal crisis. of Congress as well as the Ameri- If the budget resolution suc- can people. ceeds, still more bills must be "This is priority. This is priority passed actually carrying out the for our nation," Bush said. "I will spending cuts and tax increases. do everything I can to lay aside As part of the agreement, congres- partisanship here and to take the sional leaders said they would case for this deal to the American complete all legislative action by Oct. 19, two weeks later than House Minority Whip Newt Congress' scheduled adjournment Gingrich (R-Ga.) refused to attend date for the fall campaign. the Rose Garden ceremony and At each step along the way, afterward grimly walked into a there is bound to be controversy caucus of House Republicans. The because raising taxes and cutting normally forthcoming Gingrich spending are difficult actions for said he was "still looking at" the politicans just weeks away from budget agreement and would have election day. In addition, the no further comment. package may be changed in small Other House Republicans, espe- ways by each committee that stud- cially conservatives, were more ies it. For example, Sen. Lloyd critical, especially about the tax Bentsen (D-Texas), chairman of increases and cuts in Medicare the Senate Finance Committee, subsidies. said he reserves the right to make Under the agreement, the changes. monthly $28.60 premium for doc- The package cuts $182.4 billion tors' bills would increase to about from discretionary government $34.30, although not for the spending over the five-year period, poorest people. Also, recipients reduces mandatory payment pro- would have to shoulder the first grams such as Medicare and agri- $150 in each year's doctors' bills, culture by $119 billion, raises up from $75 now. $133.8 billion in taxes and saves Liberal Democrats also attacked $64.8 in interest payments that the Medicare changes. will not have to be made on gov- "I'm tremendously offended that ernment borrowing. the elderly have been singled out The deficit agreement re-writes for taking such a hard hit," said the Gramm-Rudman law to Rep. Henry Waxman (D-Calif.). stretch out its deficit targets for He accused the negotiators of the next five years. The federal being "scared to touch" Social Se- deficit now is projected at its high- curity and going instead to Medi- est level ever: $293.7 billion in fis- care because they thought "maybe cal 1991 without implementation the elderly wouldn't notice." of the deal. Under the agreement, The elderly noticed. Within the deficit is projected at $68.3 hours of the announcement of the billion in fiscal 1995, which is deal, The National Committee to about $4 billion higher than the Preserve Social Security and Medi- deficit originally was supposed to care was out with a statement call- be this year, with a balanced budg- ing the Medicare premium in- et projected for fiscal 1996. creases unfair "because it places a There are some fragile elements disproportionate amount of deficit to the package, especially in the reduction on the backs of older economic assumptions on which it Americans." is based. For instance, it projects Younger Americans will feel it, oil prices at $21.15 a barrel this too. The 1.45 percent tax taken year and $24.15 a barrel next year. out of paychecks to support the Oil currently is priced at about Medicare program would be levied $40 a barrel and shows no signs of up to $73,000 in annual earnings. declining. The agreement projects It now applies only up to $51,300. inflation at 5.2 percent in 1990 Members of the negotiating and interest rates measured by 10- team reminded their critics that year Treasury notes at 8.7 percent. without deficit reduction, the "Now comes the hard part," slowing economy would be worse said Senate Majority Leader off and there would be immediate George Mitchell (D-Me.), referring furloughs of federal employees and to the leadership's attempt to sell disruption of government services. the deal to other senators and "Balancing the budget is like House members. going to heaven; everybody wants Mitchell reiterated that a majori- to go there but no one wants to ty of both Republicans and Demo- do what you have to do to make crats must support the package for the trip,' said Sen. Phil Gramm it to be enacted. Initial reactions (R-Texas). "People have to decide from both Democrats and Re- if they want to govern or they publicans were negative. want to protest." Chicago Tribune 35c Monday, October 1, 1990 The political price of tax accord GOP howls, but Democrats fear anger by voters most By Steve Daley ting package reaches the Senate. of medical services. Chicago Tribune "There is a great deal of grum- "The tax package is unconscion- RALEIGH, N.C.-Incumbents bling," said Rep. Phil Crane (R-III.) able," Donnelly said. "It comes in both parties, already skittish of Sunday's meeting of the House down on poor and middle-income about an angry electorate, could Republican Conference, where people, with these so-called busi- find little comfort in the federal shouts of protest could be heard ness incentives built in instead of a budget-deficit deal fashioned Sun- from behind closed doors. capital gains cut for the wealthy." day. Democrats and Republicans alike Incumbents do agree with House Five weeks before the midterm are concerned about anti-incum- Speaker Tom Foley (D-Wash.) on elections, rank-and-file Democrats bent sentiment manifested this year one of his assessments: that there is and Republicans found differing by voters in Massachusetts and real pain in this budget agreement, reasons for unhappiness with the District of Columbia primary elec- pain for taxpayers and pain for leg- agreement. tions, and by a growing movement islators standing for re-election. Democrats control the House to limit legislative terms in several The budget summiteers have states. called for sacrifice, and that is a and Senate, the former by a wide Despite Bush's vocal support for message no member of Congress margin. They understand that the agreement, some Democrats re- wants to take home in the closing whatever the level of public distress main worried they are being out- weeks of a campaign. with the tax increases and spending cuts, it is primarily their party and maneuvered by the White House. "Right now, it's a coin flip on how all this stuff will actually play not President Bush that is facing "The trick is in the income tax the voters this autumn. out politically," said one Demo- rates," said one angry House Dem- cratic political consultant. "With Republicans, undercut on the tax ocrat. "Republicans are going to the situation in the Persian Gulf issue when President Bush reneged tell people that Democrats wanted and the onset of a recession, in June on his "no new taxes" to raise income tax rates, but Bush nobody is sure what happens pledge, were in near revolt over the stopped them." next." proposed boost in excise taxes and "This is all based on the next Some political cost seems cer- the White House abandonment of presidential campaign," said Rep. tain, however, as the reality of a cut in the capital gains tax rate. Brian J. Donnelly (D-Mass.). higher gasoline prices and costlier Many Republicans, among them Many Democrats felt compro- Medicare benefits show up at the Sen. Jesse Helms of North Caroli- mised on the issue of burden-shar- gas pumps and the doctor's office. na, say that despite Bush's shift, ing as well, contending that party Where will the political blame be they cannot retreat from longstan- leaders should have pressed for an placed? ding opposition to tax increases. increase in the top tax rate for the "I think it's a pox on all incum- Helms, in a close race against wealthiest Americans. bents, across the board," said Rep. Democrat Harvey Gantt, told Others are irate that half the do- Donnelly. "But there are more voters while campaigning over the mestic budget cuts over five years Democratic incumbents in Con- weekend that he will seek to block consist of shifting Medicare costs gress that Republican, so the risks the tax hikes when the deficit-cut- to the beneficiaries and providers for our party are obvious." Chicago Tribune 35c Monday, October 1, 1990 Fed under pressure to lower rates By Terry Atlas Both the White House and "If you look at the bond mar- Chicago Tribune Congress will be watching closely ket tomorrow, I think you will Tuesday when members of the see interest rates start to de- WASHINGTON-With Presi- dent Bush and congressional Fed's powerful policymaking cline," said Sen. Phil Gramm (R- leaders in agreement on a $500 group, the Federal Open Market Texas). billion deficit-cutting plan, the Committee, hold their regular In fact, that process began Fri- meeting. day when bond prices rallied and Federal Reserve will come under increased political pressure to re- "Politically, they will be under yields declined as traders antici- spond by giving the weakening intense pressure to cut rates at pated that the budget summit economy a boost through lower that meeting," said economist would be successful. interest rates. Roger Brinner at Data Resources Greenspan told the Joint Eco- Inc. "If they don't, I believe that nomic Committee of Congress A number of economists and congressmen and senators and Sept. 19 that if the budget talks fiscal experts Sunday reacted fa- the president will cry foul." succeeded and Congress enacted vorably to the budget deal, say- President Bush, giving his bless- a "credible, long-term, enforce- ing it goes a long way toward ing Sunday to the budget deal able budget agreement, I would imposing the kind of fiscal disci- that resulted from nearly five expect long-term interest rates to pline that the nation needs and months of intensive negotiations, decline. that the Fed has long demanded pointed to lower interest rates as as a condition for eased credit. one of the early benefits that "In that context," he said, "I "We may get interest rates could be expected from the ac- would presume that the Federal Reserve would move toward cord. coming down now that the defi- [lowering short-term rates] to ac- cit is on the way to coming "Long-term interest rates commodate those changes in the down," said economist Alice should be able to come down," capital markets." he said. Rivlin, former director of the What that means is that if in- Congressional Budget Office and But Carol Cox, head of the vestors believe that the budget now a senior fellow at The Committee for a Responsible deal will mean less federal bor- Federal Budget, a reform group, Brookings Institution. rowing in the future, they would said the Fed shouldn't act until bid down interest rates and the Both congressional and admin- Congress puts the new deficit-re- Fed would support that develop- istration negotiators have antici- duction agreement into law. ment by cutting short-term rates. pated that a credible demonstra- Applauding the projected re- Whether Sunday's budget deal tion of fiscal responsibility ductions as "big and real can deliver what it promises re- would be rewarded by the cen- with a surprisingly small amount sides partly on the Fed's actions. tral bank. of blue smoke and mirrors," she All the numbers in the new In fact, action by the Fed to said the Fed should wait to see stimulate the economy through whether the members of Con- budget plan are drawn from com- easier credit is essential to offset gress follow through. puter projections of how the economy is likely to perform, the economic effects of the high- "They have to produce a budg- taking into account the expecta- er taxes and curtailed govern- et resolution, they have to pro- tion that interest rates will fall ment spending called for in the duce a reconciliation bill, they this year and next and spur eco- deficit-reduction plan. Otherwise, have to pass the reconciliation nomic growth. many economists agree, the plan bill, the president has to sign it- all of which is supposed to occur A weaker-than-expected could speed the nation's current slide toward recession. between now and the 19th of Oc- economy would raise the deficit Federal Reserve Chairman Alan tober. And I think we all can by reducing government tax reve- Greenspan suggested as recently wait until then for the Fed to act nues; higher-than-expected inter- and to keep a little pressure on est rates would raise the deficit as nine days ago that he would us to do what is right. by raising government financing be willing to respond to a serious costs. deficit-reduction accord. But the Perhaps the most important Persian Gulf crisis has caused oil measure of the budget deal will prices to spiral, threatening a come on Monday, when the fi- new round of inflation that could nancial markets have the first op- restrain the Fed's ability to ease portunity to react. credit. THE NATION'S NEWSPAPER TODAY TUESDAY, OCTOBER 2, 1990 Analysts: Poll reflects cynicism on budget By Sharen Shaw Johnson major deficit reduction. ferent reason for the lack of USA TODAY 56% say the plan favors enthusiasm: "the way the pack- the rich; 28% say it doesn't. age was presented. More than half of Americans But 52% say the new "Almost the entire emphasis reject the 1991 budget deal, budget and taxes will have only was on tax increases - even saying it favors the rich but minor impact on their lives. though most of the package won't curb the deficit, a USA Most unpopular change: deals with spending cuts. It TODAY Poll found Monday. cutting Medicare, benefits, comes across as trying to re- "I would suspect this deficit cited by 52% of those opposing duce the deficit via tax in- reduction process has become the plan. Second most unpopu- creases; people don't like that." such a charade over the past lar: gasoline tax hike, 24% - Among the reasons: They've couple of years that it's feeding but only 2% disapprove most seen "most tax increases result the cynicism," says David of the planned luxury tax. in more spending rather than Hensley of UCLA's Business "People are cynical," said really reducing the deficit." Forecasting Project. Norman Robertson, chief Adding salt to the wound, One result, he predicts: Pres- economist at Mellon Bank, Weidenbaum says: "The taxes ident Bush and congressional Pittsburgh. "We just keep push- seem unfair." Example: "Peo- leaders "have got their work ing out the year when we're go- ple still think of old folks as cut out for them" trying to sell ing to balance the budget. First poor and hence the Medicare the package to lawmakers.. it was going to be 1986 now tax increase seems unfair." The major findings: it's going to be 1995." The Gordon S. Black Corp. 52% disapprove of the But Murray Weidenbaum, telephone poll of 852 adults plan; only 37% approve. ex-chairman of the Council of Monday night has an error 69% say it won't lead to Economic Advisers, sees a dif- margin of 3.5%. THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Bush TV pitch on budget deal urged By Richard Benedetto and Leslie Phillips USA TODAY "I felt a little like a friendly dentist applying a lot of Novo- As Republican and Demo- cain and trying to extract a few cratic carping over tax hikes votes," quipped Quayle. and program cuts creates a din Senate Minority Leader on Capitol Hill, there's talk of Robert Dole, R-Kan., and Sen- putting President Bush on TV ate Budget Committee Chair- to coax an alarmed public into man James Sasser, D-Tenn., taking the bitter medicine. said most senators from both "Only the president can parties will back the plan. convince the public it is in their "Everyone knew this pack- long-term best interest. If he age would be an ugly duckling convinces them, it will pass," but it's greatly preferable to said Sen. Wyche Fowler, D-Ga. the artificial crisis of a seques- Senate Majority Leader ter," said Sasser. George Mitchell, D-Maine, said A sequester would have pro- he hopes Bush can get public duced $100 million in cuts, hit- support and "encourage mem- ting most federal programs. bers of Congress to support the Budget director Richard president and Congress." Darman foresees a big fight in Congressional leaders and the House, where all 435 seats Bush settled on a package of are up for election five weeks spending cuts and tax in- from today, and members are creases Sunday to cut the defi- more sensitive to voter and cit by $40 billion next year, special-interest pressure. $500 billion through 1995. "You try to persuade every- Deadline: Oct. 19. body to go along, but if you Bush, at the United Nations can't, you move lightly on those Monday, said the compromise in close election contests, is painful, but takes major steps which isn't very many," said to reduce the deficit and boost Republican National Commit- an ailing economy. tee spokesman Charles Black. "Like most compromises, it's Bush lost a powerful ally at certainly not going to satisfy ev- the outset when fiery House eryone," he said. "But this is Minority Whip Newt Gingrich, the time to move beyond these R-Ga., expected to line up GOP individual concerns and exer- votes, jumped ship. He's miffed cise leadership for the good of over tax hikes. the country." But many lawmakers pre- A simple majority of the 535 dict the package will survive. members of Congress is need- "If you're floating in the wa- ed to pass the budget - 218 in ter and somebody throws you a the House, 51 in the Senate. life preserver, and it looks a lit- Leaders will try to get a major- tie shabby, you grab it," said ity from each party to go along Sen. Warren Rudman, R-N.H. so neither side is blamed. "The alternative is drowning." Bush did his bit by phoning six lawmakers to ask their sup- Contributing: Jessica Lee and port. Vice President Quayle Richard Wolf and a group of Bush aides were on Capitol Hill making the pitch Monday. THE NATION'S NEWSPAPER TODAY TUESDAY, OCTOBER 2, 1990 Lobbyists get set to descend upon Congress By Tracy Walmer and Lori Sharn USA TODAY Most lobbying groups look at of the National Association of the federal budget deficit Wheat Growers. agreement and prepare for a Senior citizens are crank- tough fight. ing up a nationwide network of Only a handful may decide activists to challenge changes to swallow it. in Medicare, says Ron Pollack, Transportation and business director of the lobbying group groups, hurt by proposed tax Families USA. hikes on airline tickets and gas- Their weapon: the vote. oline, are geared up. "Those that wage this war "The conventional wisdom is shouldn't expect older Ameri- not good," says Bill Kelleher, a cans to be pacifists on Election lobbyist for the U.S. Chamber Day," Pollack says. of Commerce. Douglas Metz of the Wine But, says Kelleher, "We ex- and Spirits Wholesalers of pect to convince members (of America says lobbying efforts Congress) on the floor of the already have reduced their tax fundamental unfairness of gas bite. "If this package is defeat- taxes for deficit reduction." ed, it could be worse," he says. His target: members of the "We're assessing it." House Budget and Ways and The National Beer Whole- Means committees. salers Association also is evalu- The American Road and ating it. "There is lobbying and Transportation Builders Asso- there is lobbying," says spokes- ciation, fearing the gas hike, man Jack Lewis. "Sometimes has contacted 200 members of you have to lobby to preserve Congress and placed ads in what you got." Washington papers. Among other lobbies: The Tobacco Institute, fac- ing tax hikes up to 50% on to- bacco products, is cautious. "No commercials, no full-page ads lobbying through our regular channels," says spokes- man Thomas Lauria. Farmers, facing a $13 bil- lion cut in subsidies, talk fair- ness. "Our interest will be in seeing that they (cuts) are pro- portionate among all farm pro- grams," says Carl Schwensen THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Execs: Budget deal not enough By Daniel Kadlec USA TODAY The weekend deal to cut the other provisions a Band-Aid ap- federal budget deficit isn't bad, proach to reducing the budget but it isn't nearly enough, Wall gap and says provisions that Street leaders said Monday. call. for fewer tax deductions The deal is a step in the right for the wealthy could backfire: direction, they concede. In- "Typically, the wealthy contin- deed, stocks roared higher ue to spend in a recession. This Monday partly on positive feel- may deter them and put an ing that a deal was struck by a added pinch on the economy." Sunday deadline. But most bro- William Schreyer, CEO kerage industry leaders inter- of Merrill Lynch & Co., says, viewed Monday said they be- "Increasing our personal sav- lieve the deal by itself will not ing is key to a prosperous lead to significant progress in America. Much more needs to solving the deficit problem. be done." He says the proposed The deficit has emerged as a family savings account or re- key issue on Wall Street partly stored deductibility for individ- because it is hampering the ual retirement accounts should Fed's ability to push interest have been part of the deal. But rates lower and spur the econo- it would have been worse, he my. John Bachmann's re- adds, had it included the once- sponse was typical. "I wish considered special tax on secu- they would have done more," rities transactions. That "would said the managing partner of have been extremely harmful Edward D. Jones & Co. to our economy and our mar- Other comments: kets." Raymond "Chip" Mason, Bachmann criticizes the chairman of Legg Mason Inc., deal for putting off most of the likes the extra tax on gasoline, cuts until near the end of the saying it brings the USA closer five-year plan. By then, who to what consumers pay around knows what the economy will the world. But the 12-cents-a- look like and if the savings will gallon levy should have been at be possible? he asks. "You're least 25 cents, he says. That not going to have the kind of would take a meaningful bite impact you need until you get out of the deficit. "People un- tougher on the spending pro- derstand what this issue is all grams. The most important is- about," he says. "If you have to sue is a stable economy that drive a little less, then you're people can believe in. You just going to have to do it." have to get your spending and Jack Barbanel, president your revenues more in sync." of First Global Asset Manage- ment in Princeton, N.J., says, "The only thing positive about the deal" is that the gasoline tax might encourage the USA to look closer at its energy poli- cy. Long term, if the USA could produce all the energy it con- sumes, it would do wonders for the economy, he says. He calls THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Boost could further brake car sales By Micheline Maynard tor Co. officials, who've sup- garnered because the package fidence, thinks a deficit-fight- USA TODAY ported gasoline-tax hikes, also calls for part of gasoline- ing tax hike could cut already- backed the deficit-reduction tax revenues to be returned to slow U.S. auto sales by 5% to U.S. auto-industry officials package Monday and say they states for highway projects - 10% in the next year. say a proposed 12-cents-a-gal- will try to get lawmakers to an idea GM has backed. The hike in itself won't dis- lon increase in the USA's gaso- vote for it. Even if overall sales totals suade buyers, "but there are a line tax might prompt some "We think it will be very, don't change, a shift away from lot of things to make people a buyers to shift from large cars very tough (to win passage), large cars and trucks could cut lot more uncomfortable right and trucks to smaller ones but but we also think it's inevitable, even more deeply into profits now," he says. won't cause a mass exodus because there's no other policy of the Big Three automakers, Among them: worries about from showrooms. alternative," says Chrysler lob- which were down 40% in the the economy, concern over the Analysts, however, fear that byist Robert Perkins. first half of 1990. Iraq-Kuwait crisis and higher a gasoline-tax hike will be one He says Chrysler can build Analyst Michael Luckey of prices on 1991 cars and trucks. more piece of bad news - on 700,000 more fuel-efficient Luckey Consulting Group says Buyers most likely to be top of a series of economic cars equipped with four-cylin- buyers would barely notice a scared by a gasoline-tax hike blows - that will frighten car der engines per year than it 10-cent tax hike in a healthy include young, first-time home- buyers further. currently produces if consum- economy. "In a weak environ- buyers, retirees on fixed in- The proposal would raise the ers demand them. ment, which we have now, the comes and middle-level execu- 9-cents-per-gallon federal gaso- General Motors, which has gas-tax hike will certainly have tives who are worried about line tax 12 cents - 5 cents Dec. strongly opposed gasoline taxes more of an impact," he says. corporate cutbacks, says Plog. 1, a 2-cent energy tax Jan. 1, imposed solely as a deficit- California psychologist Stan- and another 5 cents July 1. fighting tool, still is studying the ley Plog, a marketing consul- Chrysler Corp. and Ford Mo- plan. But GM's support could be tant who tracks car-buyer con- THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Medicare offered expanding target By Richard Wolf USA TODAY To federal budget cutters, $65 annual hike - and double Social Security remains a sa- annual deductibles to $150. cred cow, but Medicare is a pig Negotiators bit the bullet on worthy of poking. Medicare for a simple reason: The nation's health care pro- despite a decade of cost-paring, gram for 34 million elderly and it continues to grow in double- disabled persons takes the sec- digit percentages. ond biggest cut in the five-year, "Medicare has been the fast- $500 billion deficit-reduction est rising cost of any govern- agreement - topped only by ment entitlement program," the Pentagon. said House Speaker Thomas Congress has been working Foley, D-Wash. to control rapidly rising Medi- Without cost controls, Medi- care costs. But this time recipi- care is projected to cost $184 ents as well as doctors and hos- billion by 1995, rising each pitals are being asked to pay. year by 11% to 14%. Premi- "You save money by go- ums, which paid for 50% of ing where the big spending is," doctor bills in 1965, now cover said Sen. John Chafee, R-R.I. only 25% of costs. "And for a whole variety of Reasons for the rapid rise: a reasons, the other big spending 2% annual increase in the el- program was left out." derly and disabled population, That program is Social Secu- and a 7% to 8% annual in- rity, the "third rail" of politics, crease in what Medicare ana- untouched by budget negotia- lysts call program "volume." tors for fear of political fallout. Volume includes: more doc- Proposals to limit cost-of-living tor visits, longer hospital stays, increases or raise taxes on more intensive services, more benefits were dropped at the expensive technology and high- 11th hour. er medical fees. But Medicare enjoyed no such reprieve. Negotiators de- cided to cut $30 billion in pay- ments to health-care providers and reach into the pockets of recipients for $29.9 billion. The key provisions would raise monthly premiums to cover doctor bills by 20% - a THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Elderly lament: 'It's not fair' By Jeanne DeQuine "Why should they fix the deficit on our USA TODAY backs?" says Joseph Fox, 68, who lives on $391 a month in Miami Beach. "If I have to MIAMI BEACH - When Kathleen Col pay any more money, I'll be ruined. heard about the proposed Medicare in- "The ones that can pay should pay for creases, she got busy. the ones that can't," says Fox, who suffers "I've been calling peo- from arthritis. pie all day with the num- MEDICARE Sam Staff, 73, who lives bers to lobby Washing- in an exclusive waterfront ton," says Col, 64, a local Pro: Scales back fastest high-rise in Hollywood, member of the Ameri- growing part of budget. Fla., agrees. "We need to can Association of Re- Con: Forces elderly to pay balance the deficit, but tired Persons. more. we're eating up the fixed Many among AARP's incomes of the poor." 500,000 members in south Florida com- "We are already paying through the plain about the proposed Medicare in- nose," says Martha Bodner, "80-plus," who creases, which would hike monthly insur- lives on a fixed income in Miami Beach. ance payments to $34.30 and increase the "Rent, food - everything is higher now." minimum payment on doctor bills by $75. However, Jose Salzedo, 85, who is recu- Together, the increases mean $143 perating from a cataract surgery, says he'll more a year - a hefty sum for many el- pay the increase. "I will find the money derly who live on as little as $300 a month. somewhere. I need to rest a lot. I don't have the energy to fight it." But Fox protests: "Where am I going to come up with this money? I can't just take it out of my pocket. It's not there." THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 'Sin' taxes fuel the fear of lost jobs By Michelle Duell Special for USA TODAY ST. LOUIS - Beer drinkers are fuming about the proposed increase in the federal taxes on beer - while beer makers fear for their jobs. "People are a little hot about it," says Bob Hardy of KMOX/CBS radio, who heard plenty from his audience about the agreement by congression- al leaders and the White House to raise so-called "sin" taxes: Beer, from 16 to 32 cents a six-pack. Liquor to $14 a gallon, from $12.50. Cigarettes, now 16 cents per pack, up 4 cents Jan. 1 and another 4 cents in 1993. Wine up 3 cents, to an av- erage 22 cents a bottle. "There were complaints about hitting the little guy - the middle class," says Hardy. "Yet, Congress didn't eliminate its upcoming pay raise." Employees of Anheuser- Busch Companies Inc., the world's largest brewery, are worried about labor cutbacks and layoffs, though the compa- ny says none are planned. "That's the main thing," says Al Lancaster, 51, an oiler for Anheuser-Busch. "We will be producing less. It's going to cost us some jobs." "Our beer is the most expen- sive," says Mark Ries, 29, a brewer for eight years. "An in- crease in the excise taxes is go- ing to make people buy beer that costs less." Salesman Andrew Platts, 24, raises another point about "sin" taxes: "You're penalizing people for doing things that others judge wrong." The flap doesn't upset Lo- cust Street Underground bar patron Everett Kalkberenner, 46, vice president of marketing for a St. Louis bank. "People will complain," he says, "but they'll keep drinking. St. Louis is a beer-drinking town." THE NATION'S NEWSPAPER TODA (R) TUESDAY, OCTOBER 2, 1990 Car-pool drive may get lift By Deeann Glamser USA TODAY SEATTLE - Beverly Tocci appreciates the federal govern- ment's timing of an announce- ment of a higher gasoline tax. Tocci, coordinator of the city's commuter service, is ready for a blitz starting Oct. 15 to promote ride sharing. "The gas tax probably will increase interest," says Tocci, who will use radio ads and bill- boards on Interstate 5 to sell car pools in an area where 20 miles is a long commute. But Tim Hamilton, head of a 600-member gas dealer associ- ation, complains, "I've had the phone ringing off the hook from merchants all over who are terribly upset. "The government and oil companies get all the money, and we take the verbal abuse," Hamilton says. "We're people, too, other deal poses cents The and also per 5 to deficit cents we raise calls gallon don't July the agreement for Dec. like gas a 1, 2 1991. 1 it." cent tax and by pro- The per an- 5 gallon fuel tax starting Jan. 1. The tax news comes as driv- ers are furning over higher gas- oline prices since Iraq's inva- sion of Kuwait in August. Says architect Dutch Dur- ante, 39: "I do a lot of work out- side the office, and I still have to have my car." Art gallery employee David Davenport, 40, a bus rider, of- fers no sympathy. "People should pay for the mode of transportation they use." City Councilman Paul Kraa- bel sees a blessing for car-pool advocates. "It's going to make public transportation more appeal- ing," Kraabel says. THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Budget accord targets wallets of the wealthy By Bill Montague USA TODAY "I've been poor and I've $840 in extra tax. That's rough- been rich - rich is better," ac- ly a 3% tax hike for the richer tress Sophie Tucker once said. person and a 2% boost for the But that won't necessarily be less-affluent taxpayer. For the case for taxpayers if Sun- most wealthy taxpayers, it day's budget deal is enacted. would bei like raising their tax Overall, the plan's tax in- rate from 28% to nearly 29%. creases would fall more heavi- Harder hit, however: Mar- ly on the poor because of high- ried taxpayers who fall in the er alcohol and gasoline levies. "bubble," the 33% tax rate ap- But the reverse is true of one plied to taxable income from part: a cut in itemized deduc- $78,401 to $162,770 for couples tions for wealthy taxpayers. without children. If a couple's The plan would cut itemized adjusted gross is more than deductions for about 2.5 mil- $100,000 and taxable income is lion households whose adjusted gross income is more than still in the bubble, each dollar in lost deductions would add 33 $100,000 a year. Adjusted gross income is total income minus cents in taxes, VS. 28 cents for taxpayers whose incomes es- such things as contributions to cape the bubble. individual retirement ac- counts. Affected taxpayers The plan is slanted against would have to subtract married couples, says Tom $100,000 from their adjusted Ochsenschlager of accounting firm Grant Thornton. Reduced gross, multiply the result by 3%, then reduce their deduc- deductions kick in at $100,000 tions by that amount. in adjusted gross for couples as The effect would be that the well as singles even though two- wealthier you are, the more earner couples tend to have you'll pay. A taxpayer with an higher incomes - so they'd see adjusted gross income of $1 bigger cuts in their deductions million a year might have than single taxpayers. $200,000 in deductions. He The plan also could increase state tax bills. Most states let would have to slash those write-offs by $27,000 - $1 mil- taxpayers use the same deduc- tions for state income tax that lion minus $100,000 multiplied by 0.03. That would add $7,560 they take for federal tax. If fed- to his tax bill. But someone eral deductions are cut, state with an adjusted gross income taxes would go up. of $200,000 a year, with $40,000 Charities, at least, would come out better than if deductions in deductions, would lose $3,000 in write-offs and pay were capped at a set level. The plan doesn't discourage larger donations because the amount of additional tax is based on in- come — not total deductions. THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Tax pact could hurt travelers By Doug Carroll firm. "It couldn't come at a worse time for the USA TODAY hotel industry." The proposed increase in airline-ticket taxes The new federal budget accord spells bad - to 10% from 8% - comes at a time of rising news for business travel. airfares. Domestic fares have jumped almost Proposed tax increases on gasoline, 'plane 10% since late August, and airlines have made tickets, liquor and luxury automobiles will discount fares harder for most business travel- make corporate travel and entertainment ers to get. Customs and other fees on interna- more expensive. ravel managers will have tional plane tickets are scheduled to rise by a their work cut out for them," says Margie still undetermined amount, and the Bush ad- Crace, president of the National Business Trav- ministration is pushing airport taxes that could el Association. cost fliers up to $12 for a round trip. Gripes Air Most worrisome to some experts is the 12- Transport Association spokesman William cents-a-gallon increase in gasoline taxes - to Jackman: "We think it's a disproportionate 21 cents a gallon from the current 9 cents - by burden on air travelers." July. Higher taxes, when gasoline prices al- "We'll spend more time looking at whether ready are up more than 20 cents a gallon since trips are really necessary," says Michael Aug. 1, can only discourage travel, they say. "If Brooks, travel manager for Republic Mortgage expect declines in business travel," says Thom- Insurance in Winston-Salem, N.C. "I think we'll as Lattin, national partner of Laventhol & Hor- see a decline in business travel - more tele- wath, an accounting and business-consulting conferencing, that sort of thing" THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Deficit-cutting plan may benefit stock offerings By Beth Belton USA TODAY The market for stock offer- last year's rate. IPOs complet- ings by small companies could ed in the quarter totaled $1.6 get a boost from a tax break billion, down 58% from $3.8 that's part of the proposed billion in last year's third quar- budget deficit-reduction plan. ter, says Securities Data Co. The proposed tax break "The tax break will mean a should lift a depressed market lot more deals," says Glenn for new stock issues, says in- Cutler, portfolio manager of vestment banker Robert Wil- the Schield Progressive Envi- lens of Shearson Lehman Bros. ronmental Fund. "It'll be a real positive for that The tax break is for individ- market." uals, not institutional investors Here's how the tax break such as mutual funds. And the would work: An investor who stock of real-estate and invest- buys stock from a company ment management companies with less than $50 million in eq- and financial institutions such uity - combined capital and as banks aren't eligible for the retained earnings - could de- tax break. Newly issued stock duct 25% of the investment up from old and new companies, to $50,000. An investment of if they're small enough, can $10,000 in a qualifying firm qualify for the tax break. would result in a $700 cut in Industries that will gain the taxes for someone in the 28% most from the tax break in- tax bracket. clude biotechnology, pollution Not all such small firms re- control, high technology and main no-names forever. For health care, Cutler says. Anoth- example, biotech powerhouse er plus for investors in small Genentech had less than $50 companies: If they hold the million in equity when it first stock for at least one year, they sold stock to the public in 1979. can adjust their initial invest- One of the hardest sells in a ment for inflation before deter- bear market is stock in compa- mining their gain when they nies that don't have proven sell, effectively cutting their track records of earnings capital-gains tax. growth or brand-name prod- ucts. In such markets, investors shun stocks where the risk of dramatic losses is high. "General Motors can sell stock in a bear market but not mom-and-pop businesses," says Glen Parker, publisher of New Issues, a Fort Lauderdale, Fla.- based newsletter. Initial public offerings - a company's first stock sale to the public - plunged in the third quarter this year from THE NATION'S NEWSPAPER TODA TUESDAY, OCTOBER 2, 1990 Dow jumps 63.36 on budget pact, oil slide By Gary Strauss USA TODAY MARKET WATCH USA TODAY'S DAILY STOCK REPORT The budget deficit-reduction plan and slumping crude oil prices Monday $961/4, Gillette jumped 3½ to $543/8, sparked big stock gains. Procter & Gamble rose 41/8 to $77. The Dow Jones industrial average U.S. Surgical rose 27/₈ to $57 after soared 63.36 points to 2515.84. The gain the medical-products firm received was second this year to the 78.71-point Food and Drug Administration approv- rise of Aug. 27. Broader indexes also al to market a line of synthetic sutures. surged. Winners outran losers 1,203 to Drug stocks jumped: Merck rose 442 on the New York Stock Exchange on 41/8 to $801/4, Schering-Plough rose 27/8 heavy volume of 202.21 million shares. to $46 and Syntex rose 23/₈ to $541/4. UAL soared 6½ to $1033/8 on take- Behind the market: Stocks over talk and falling oil prices, which opened higher as Wall also lifted AMR 23/4 Street responded to to $45 and Delta 2½ Sunday's budget agree- The Dow Monday to $571/8. ment, which traders 2540 Chemical firms hoped would soon dependent on oil also prompt the Federal Re- 2520 got a boost. Dow serve to ease interest Chemical jumped rates. (Stories, 1B, 6B, 3½ to $421/4, Great 8B; Spotlight, above.) 2500 Lakes Chemical Crude oil prices, off rose 21/4 to $561/4, sharply on news of a 2480 Friday's Monsanto added 2½ possible diplomatic end close to $41 and Du Pont to the Middle East cri- 2460 gained 11/8 to $35. sis, also gave stocks a Oil and oil-ser- boost, igniting a spree vices stocks slipped of buy programs that 2440 10 12 2 3 on falling crude oil pushed the Dow up Source: Reuter prices. Among the more than 50 points by losers: Atlantic 12:15 p.m. The 50-point jump triggered Richfield, off 23/₈ at $132; Schlum- a NYSE collar on program-related or- berger, off 1 ⁷/₈ at $59; and Apache, ders, briefly stifling program activity. down 23/4 to $17. Jack Cantwell, manager of block Easing Middle East tensions also trading for Dean Witter Reynolds, says clipped bullion prices, pushing down the market also got a boost from Shear- Newmont Gold, off 37/8 at $411/2; ASA, son Lehman Bros. strategist Elaine Gar- off 17/8 at $471/2; and FMC Gold, off 1 at zarelli, who told clients that stock prices $101/2. had bottomed and could rally 10% to Hewlett-Packard fell 2 to $311/2 af- 12% by the fourth quarter's close. ter Sanford C. Bernstein cut 1990-91 earn- ings estimates. Microsoft surged 41/8 to Market highlights: Among $67 1/8 on positive Shearson comments. Dow 30 stocks, IBM jumped 25/₈ to $109, Koger Properties lost 2½ to $9 af- GE rose 13/4 to $561/4, AT&T added 13/₈ ter the office developer said it would to $321/4, Eastman Kodak gained 1½ to cut its 70-cent quarterly dividend to 25 $395/8 and Boeing rose 25/8 to $441/4. cents in January. Koger Equities, a Philip Morris, helped by a reiterated real-estate investment trust, fell 15/₈ to buy recommendation from Goldman $11 after saying it would cut its quarter- Sachs, jumped 2½ to $473/4. ly dividend from 45 cents to 32.5 cents. Consumer stocks, many of which AmBase, one of the third quarter's received positive comments from Mer- biggest losers, sank ⁷/₈ to $7/8 after an- rill Lynch, were among the day's big- nouncing plans to sell its insurance sub- gest winners. Disney surged 55/8 to sidiary in a deal worth $970 million. The Journal of Commerce and Commercial TUESDAY, OCTOBER 2, 1990 Crippled EPA Benefits No One By BRUCE HARRISON Gramm-Rudman-Hollings is an already troublesome personnel hanging over the environmental situation at the agency. Some pro- the timeliness and efficiency of in- grams are shorthanded as it is. The dustrial planning and operations. presidency like the sword of Damo- cles. A Congress that has shown furloughs, which represent pay This capacity will be influenced nearly boundless commitment to cuts, will pressure many employees by the managerial means EPA environmental causes might allow - especially legal staffers watch- picks to achieve its cutbacks. Will the Environmental Protection ing their private-sector colleagues it be shorter work weeks for every- advance to ever-higher salary lev- one throughout the agency or will Agency to slip into a budgetary freeze. That would critically handi- els - to leave EPA. selected offices be shut down? cap the agency and prevent it from Because industry is yoked to- Even trivial line-item cuts will carrying out many of its mandates. gether with EPA in implementing have their effect. If travel budgets environmental programs, like part- are slashed to near zero, EPA That outcome would not, howev- staffers will be unable to make site er, lift a burden from industry's ners in a sack race, the hamstring- ing of EPA will extend to industry. visits or interact as effectively shoulders. In fact, businesses would Personnel cutbacks will retard the with corporate officials. suffer from a seriously crippled rate of promulgation of regula- While EPA's manpower cut- EPA as they try to comply with the tions, delay the registration and backs conceivably could relax en- many permitting and enforcement safety investigations of pesticides forcement pressures, for instance provisions integral to current and and other chemicals - and create by reducing the number of lawyers pending environmental protection laws. a potentially disastrous processing available to pursue litigation, it is bottleneck for permits needed un- more likely that the agency will The nation faces other economic der the provisions of clean air and beef up its enforcement function to challenges from oil wars and reces- clean water laws. offset the loss of program funds. sion, but Gramm-Rudman looms These delays will affect a wider Even if that is not feasible, lax the largest of the immediate range of businesses than ever be- enforcement is not a boon to indus- threats. Though the congressional fore, if the proposed Clean Air Act try. If companies should succumb leadership and the White House amendments survive. Dry cleaners, to temptation and ease up on their have reached a budget compro- auto body shops and a host of other environmental initiatives in the mise, the full Congress must act by small businesses will be drawn into face of relaxed compliance pres- Oct. 5 or the Gramm-Rudman se- the permitting loop. This loop is sure, environmentalists will be able questration is triggered. If reach- really more of a maze: depending to press hard for an even stronger ing a compromise takes several on what version of the Clean Air and more rigid command-and-con- months, the annualized net reduc- Act amendments is passed, EPA trol system when EPA's budget is tion could slash hundreds of mil- may face the Herculean task of back to normal - and'industry will lions from a yearly budget of $5.5 reviewing all State Implementation be shackled more painfully than ever. billion dollars. Plans, drawing up their own back- up versions if the SIPs don't meas- Companies have locked in on the Program funds will be some of the earliest line-items to go. Super- ure up, and writing roughly 20,000 longer-term business benefits of fund, corrective action plans under pages of regulations to implement the environmental programs put in the Resource Conservation and Re- the amendments - all within one place during the last two decades. Industrial commitments and activi- covery Act, wastewater treatment to three years of passage. EPA grants, clean air monitoring and staffers are as conscientious and ty are paired with predictable co- action by the public sector. If EPA research, and many others could dedicated as any in government, all be gutted. New programs pro- but the agency is just now issuing is put on a budgetary respirator, clean air regulations that by law industry might as well resign itself moting recycling, waste minimiza- tion and pollution prevention will were due in 1983. to a lengthy bedside vigil. There will be plenty of time for it, while go unfunded. The firms newly required to waiting for permits. There also will be personnel comply with clean air laws will cuts. EPA has had a hiring freeze join the tens of thousands of firms in effect since Aug. 10 in anticipa- already seeking permits for dis- tion of losing funds. Agency staff- charges, plant siting, waste dispos- ers have been warned of the possi- al, introduction of new pesticides bility of furloughs of more than 20 and many other industrial activi- ties. In every instance, EPA's ca- unpaid days off. This would be pacity, or incapacity, to evaluate equal to at least an 8% reduction in and process permits determines manpower. Staff furloughs will aggravate The Journal of Commerce and Commercial TUESDAY, OCTOBER 2, 1990 Pretty Good Deal THE UNPOPULARITY OF THE budget package worked out in Washington over the weekend is the best testimonial to its soundness. The revenue increases it pro- vides for are modest, perhaps too modest. But they have a singular virtue: Almost without exception, the provisions upon which congressional leaders and the Bush administra- tion have agreed increase the tax burden on consumption, not on savings or-investment. Excessive consumption and inadequate investment lie at the root of America's economic malaise. The federal government's fiscal policy has encouraged that trend for decades. Borrowing for home mortgages and, until the 1986 Tax Reform Act, for other personal uses has been subsi- dized through tax deductions for interest payments. Even as federal spending on transportation, education and re- search has been squeezed over the past decade, a growing share of revenue has been given to the elderly, regardless of need, in the form of cash payments and subsidized medical care. The 1986 tax act began to reverse that trend by elimi- nating certain personal income tax deductions. The new budget package continues it. Every substantial source of new revenue - the 12-cent-a-gallon hike in motor fuel taxes; the increase in cigarette, beer and wine taxes; the excise taxes on expensive cars and furs; and the limits on income tax deductions for families earning over $100,000 a year - all hit consumption. So do the proposed increases in premiums for Medicare, the health care program for the elderly, as well as cuts in spending on Medicare. Congressional Democrats deserve credit for withstand- ing administration pressure to gut the basic compromise struck in the 1986 law, which lowered marginal rates but exposed a greater share of personal income to the tax collector. President Bush had sought both a lower tax rate for capital gains, which would have opened the door anew to many of the tax shelters eliminated in 1986, and special treatment for the energy industry. He came away only with a minor tax break for investment in companies with less than $50 million in equity - not a desirable provision, to be sure, but one far less subject to abuse than a lower rate for all capital gains. However President Bush should be praised for standing up to Democratic demands that the package simply tax the rich. Admittedly, working-class taxpayers have not fared well in recent years, and the nation's income distribution is becoming more skewed. But the Democrats' alternatives, such as a 5 percentage point increase in the top tax rate for many upper-income families, were unsatisfactory answers. They would have cut into discretionary savings while leav- ing the incentives for consumption unchanged. and would have led to renewed political pressure for tax breaks to offset the higher rates. The process wasn't pretty, and the result doesn't go far enough. Having taken the political risk of raising the gaso- line tax over two years, Congress should provide for addi- tional increases farther in the future. And having reduced the tax benefit that high-income families receive from buying the most expensive homes they can afford, Congress should rein in the mortgage interest deduction even further. But in tax policy, the best is often the enemy of the good. Given where they started, the deal Congress and the administration struck looks pretty good. THE WALL STREET JOURNAL. TUESDAY. OCTOBER 2, 1990 BushCampaigns For the Passage Of Budget Pact By DAVID ROGERS And MICHEL MCQUEEN Staff Reporters of THE WALL STREET JOURNAL WASHINGTON-President Bush began ship and the politics of his committee. New an aggressive campaign to win congres- business tax incentives in the agreement sional passage of the bipartisan budget ac- are "convoluted" and a "weak link in the cord. as the administration sought to shore whole operation," said Mr. Rostenkowski, up support in its own party ranks before and he open the possibility of re-ex- the first critical votes this week. amining the distribution of proposed lux- "I'll be selling it to everybody I can get ury taxes. "I'm not saying I'm on the war- to listen to me," said the president, and se- path, but I'm not saying I won't put on nior White House aides accompanied Vice some paint if I'm not given some lati- President Dan Quayle to the Capitol in an tude." effort to isolate Republican dissent. Administration officials, like cowboys Senate Minority Leader Robert Dole steering a skittish herd, are trying to keep (R., Kan. ) expressed confidence the GOP Republicans in line by using sometimes can deliver its share of votes for the reso- heavy-handed warnings against crossing lution this week. But in sometimes testy the president. They also hope to counter exchanges. officials met resistance from Mr. Gingrich by finding Republican law- House Republicans, whose conservative makers and private interests who will step whip, Rep. Newt Gingrich (R., Ga.), de- out front in support of the budget package. nounced the package as a threat to the The praise heaped on Sen. Gramm was economy. part of this strategy. Similarly, Rep. Clay "It is my conclusion that it will kill Shaw, a Florida Republican and member jobs," said the Georgia Republican, who of the Ways and Means panel, was the tar- sought to portray the plan to reduced the get of sudden attention yesterday from Mr. deficit by $500 billion over five years as a Sununu and Vice President Quayle. "Democratic budget package." Mr. Gin- The White House hopes that supporters grich, who was flanked by junior members such as the electronics and broadcasting of the Republican leadership outside a industries and venture capital interests, all party caucus, is the most prominent sym- of which won concessions in the agree- bol of rank-and-file GOP resentment to- ment, can offset Republican defections ward the accord. driven by conservative organizations like Mr. Quayle, who attended the same the Heritage Foundation. The foundation, a meeting, likened himself to a "friendly conservative think tank, issued a blistering dentist" appearing before his former col- memorandum warning that the agreement leagues trying to extract votes. would lower living standards for Ameri- White House Chief of Staff John Sununu cans and "damage the economy very seri- was described as bluntly warning Republi- ously." cans that the president has a heavy politi- Electronic and venture capital organi- cal investment in the success of the pack- zations, with their corporate members, age. In an implicit slap at Mr. Gingrich, have leverage with the large California Mr. Sununu pointedly praised Sen. Phil delegation. Gramm (R., Texas who has endorsed the And Rep. Sherwood Boehlert (R., N.Y.) plan, as a conservative leader. expressed satisfaction that the negotiators The first test of strength for the admin- had heeded his concerns and decided istration could come as early as tomorrow, against a provision designed specifically to when the House is scheduled to consider a limit deductions for state income taxes. revised budget resolution incorporating the That is an issue important to New York. "I outlines of the tax and spending plan and feel my voice was heard," said Rep. Boeh- setting out a series of deadlines for legisla- lert. tive action during the next few weeks. By Moderate northern Republicans will be around Oct. 12. House and Senate commit- crucial to the administration's effort, a tees would be required to report legislation fact that has heightened political sensitiv- to achieve the promised savings and reve- ity about the budget negotiators' failure to nue. The ambitious schedule builds toward exempt home-heating oil from a proposed a major fight a week after that over final two-cents-per-gallon tax on petroleum passage of a bill putting the budget products. There was some confusion about changes into effect. that issue, and initial administration docu- Republicans may seek to delay the first ments describing the accord said such an votes until Thursday. but the Democratic exemption had been approved. Rep. Silvio leadership is anxious to move quickly in Conte (R., Mass. ) was infuriated when the order to head off pressure from labor and exemption was removed after pressure groups representing the elderly, both im- from Senate Finance Committee Chairman portant constituencies to the party. The Lloyd Bentsen (D., Texas) AFL-CIO is expected to announce its oppo- While a stopgap spending bill averted sition to the package today, and the pro- the immediate prospect of across-the- posed Medicare savings touch a sensitive board spending cuts under the Gramm- nerve after Congress retreated last year Rudman law, the legislative schedule over from a catastrophic health insurance the coming weeks is designed to keep the law. threat of such cuts alive as a means to "I'm reasonably confident," said House push reluctant members to approve the Speaker Thomas Foley (D., Wash. ), refer- package. ring to the vote this week. Most observers "I don't know what choice we have, agree that the greater political tests for we're stuck," said Rep. Robert Matsui (D., the administration will come at the subse- Calif.). As the majority party in Congress, quent two stages, when the plan takes Democrats have more of an institutional form in legislation. Wholesale changes in investment than Republicans in moving the sensitive tax portion of the package the process forward. "I think we did the would jeopardize the pact. but the Demo- best we can, and we're telling members cratic leadership said congressional com- it's better than the alternative," said mittees would be left some flexibility to House Majority Leader Richard Gephardt make adjustments. (D., Mo.). As chairman of the budget talks, Rep. "I'm not pleased with the outcome, but Gephardt hasn't hidden his personal frus- then again I can swallow hard,' said House Ways and Means Committee Chair- man Dan Rostenkowski (D., Ill.), who walks a line between loyalty to the leader- tration. In a speech to his party caucus But after Mr. Bush's retreat, the talks Sunday night, the Missouri Democrat stalemated again over which taxes to spoke of being depressed during the final raise. After Labor Day, negotiators moved days of the talks, and he seemed to wel- from the Capitol to the seclusion of nearby come the chance his old committee, Ways Andrews Air Force Base with the goal of and Means, will at least tamper at the reaching agreement over a weekend. After edges of the tax agreement. 11 days, the weary, mutually suspicious ne- "I think it is all a matter of degree," he gotiators disbanded. said. "Modifications by the committees But a smaller group consisting of three will be made.' administration officials- White House The agreement bears the clear imprint Chief of Staff Sununu, Treasury Secretary of Senate Appropriations Committee Chair- Nicholas Brady and budget chief Richard man Robert Byrd (D., W.Va.), who suc- Darman-and the five top congressional cessfully protected his ability to increase leaders began meeting privately in the discretionary domestic spending over the Capitol. For 12 days, they rehashed the next five years. The 29-member appropria- same arguments, with Mr. Sununu leading tions committee he heads is a potent force the fight for a capital gains tax cut and in building bipartisan support for the pack- Senate Majority Leader George Mitchell age in the Senate. (D., Maine) equally adamant that the Pro-defense Republicans on the appro- price would be higher rates on the rich. priations panel were pleased by the alloca- As automatic cuts and a government tion promised for the Pentagon. While the shutdown loomed with the Oct. 1 fiscal new military share of spending in the budget year, both congressional GOP. negotia- package would crimp the growth in do- tors-Sen. Robert Dole of Kansas and Rep. mestic programs, the agreement in some Bob Michel of Illinois-indicated that they respects is more generous to such pro- grams than the Senate had been in legisla- preferred a deficit-cutting agreement to a capital-gains tax cut. Finally, last Friday tion it approved earlier this year. Do- mestic discretionary spending would grow the president came to the same conclu- sion. to $182.7 billion in fiscal year 1991, which Looking back at the budget negotia- began yesterday, and to $198.3 billion in tions, Democrats acknowledged yesterday fiscal 1993-an 8.5% increase that is criti- that they paid a price for their own sym- cal to such major science projects as space bolic stands. From the outset, the party exploration and the super-conducting su- sought to craft a package that would shift percollider in Mr. Gramm's home state of the tax burden more to higher income fam- Texas. ilies, but they were reluctant as well to The budget agreement is the product of tamper with Social Security. In the final prolonged, often rancorous negotiations days, negotiators chose to scrap a proposal over the past four-and-a-half months. Pres- to tax more of Social Security benefits, but ident Bush called for the talks last May in this made the package more dependent on response to signs of a weakening economy gasoline taxes, which fall on working and and worsening deficits, and in an effort to middle-class families who will also be af- put his stamp on the fiscal 1991 budget. On fected by a variety of excise increases for June 26, with the talks near collapse as a beer and cigarettes. result of a deadlock over whether to raise -Jackie Calmes contributed to this ar- taxes, Mr. Bush retreated from his 1988 ticle. campaign pledge for no new taxes. Many GOP conservatives consider both Mr. Bush's call to a summit and his tax statement serious blunders. But adminis- tration officials gambled that if the result were a big deficit-cutting deal, the presi- dent would reap a windfall of credit, nudge the Federal Reserve to ease credit and avert the feared recession that could threaten his 1992 re-election hopes. Less credibly, they wagered that a budget pack- age that left income-tax rates unchanged would allow Mr. Bush to claim his cam- paign promise was intact. THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2, 1990 Budget Agreement, Unlike Pacts Past May Be for Real By JACKIE CALMES Staff Reporter of THE WALL STREET JOURNAL WASHINGTON - Budget-cutting agree- ments typically promise far more austerity than they deliver, but even cynics believe the new accord between President Bush and congressional leaders may produce real savings. That's not to suggest that the $500 bil- lion five-year pact is airtight. It includes a number of perennial proposals that turf- conscious congressional committees annu- ally ignore, and a few of the same fiscal dodges that led to such criticism of last year's more modest "Rose Garden" agree- ment. "It's much more real than any agree- ment that we've had for many years,' said Rudolph Penner, former director of the Congressional Budget Office. "There's some smoke in it, but not near as much as in past years." Says Carol Cox, head of the Committee for a Responsible Federal Budget and typi- cally a hard critic of federal. budgets: "The deficit may not go down as much as projected because there's no telling what the economy will look like in five years. But for the most part these are real spend- ing cuts and real tax increases." The credibility of the bipartisan pack- age is crucial because that will help deter- mine whether the Federal Reserve eases credit in coming months. And the agreement does fudge on a number of figures. Officials predict that the S&L clean up will require at least $120 billion in the next year, but the budget package doesn't spec- ify its target amount. It says only that the thrift-bailout spending would be counted to- ward the budget deficit, but not for pur- poses of determining compliance with the Gramm-Rudman law, which threatens across-the-board cuts if deficit targets are exceeded. Regulators expect about half of next year's spending to be recouped through the sales of assets seized from S&Ls. First-year savings fall from the prom- ised $40.1 billion to $34.4 billion when the net costs of the Persian Gulf deployment are counted. Beyond that. nearly all ana- lysts dismiss claims to get S3 billion, or $9.4 billion over five years. from changes at the Internal Revenue Service designed to increase tax collections. The next most widely derided idea calls for ending federal retirees' option of taking their pension in two lump sums. The esti- mated savings. $8.1 billion through 1995, are considered real in the short run since the government won't have to pay retirees their full benefits at once. But over time. costs are higher as many beneficiaries live longer and thus draw pension payments longer. The accord vaguely attributes $2 billion through 1995 to "certain business tax pro- visions." Another $3 billion over the five- year period is linked to "miscellaneous fees to be determined.' The agreement proposes the usual as- sortment of user fees-$14.2 billion over five years-though typically only a fraction become reality. Among the retread ideas were several that the pertinent congres- sional committees annually ignore or re- ject, such as an S25-a-year fee on boat owners to cover Coast Guard services. THE WALL STREET JOURNAL. TUESDAY. OCTOBER 2, 1990 Enterprise Zones Are Close to Reality As Part of Federal Budget Agreement By JOE DAVIDSON "lobbied, cajoled, begged and pleaded for Staff Reporter of THE WALL STREET JOURNAL enterprise zones with everybody for over WASHINGTON A federal program for the last 10 years." enterprise zones, pushed by Housing and Although enterprise zones were closely Urban Development Secretary Jack Kemp identified with Mr. Kemp as a congress- for a decade, finally is on the verge of real- man and as HUD's secretary, a break- ity as part of the budget summit agree- through in gaining wider acceptance for ment. the idea came in June when a former zone This past weekend's agreement between opponent, House Ways and Means Commit- President Bush and the congressional lead- tee Chairman Dan Rostenkowski (D., Ill. ership calls for a $1 billion, five-year pro- introduced legislation that would create 25 gram "to provide tax incentives to spe- zones and cap federal incentives at $20 mil- cially designated areas in need of eco- lion a zone annually. nomic assistance." Mr. Rostenkowski, as well as officials in That's smaller than the $1.8 billion, 50- the Treasury and the White House budget zone program over five years that Mr. office, had argued that enterprise zones Kemp had been would be a revenue loser that couldn't be pushing as part of afforded during a time of deficit. But oth- President Bush's fis- ers, including Mr. Kemp and Rep. Charles cal 1991 budget pro- Rangel (D., N.Y.), argued that the zones posal. The budget would boost employment and business ac- agreement does, tivity SO much that tax revenues would in- however, greatly in- crease over the long run. crease the likelihood that what had long With 600 zones created by state govern- been a concept now ments in nearly every congressional dis- will be realized. trict, "a grass roots movement has Congress is under a brought even Rosty around," Mr. Cowden Friday deadline to said of the Ways and Means chairman. vote on the budget Once the federal zone program is en- package. acted, "it's going to have, we think, a pro- "It's a good Jack Kemp found effect on the way cities approach de- start," said Dick Cowden, executive direc- velopment planning,' he added. "They'll tor of the American Association of Enter- know they aren't doing it alone." prise Zones. "We're overjoyed to see it, es- Mr. Cowden expects the enterprise-zone pecially at a time when so many other measure to include a feature called "eq- things are being cut." uity expensing," which would provide per- Enterprise zones would provide tax and sonal tax incentives for private invest- other incentives to companies locating or ments in small businesses. "We think that expanding their operations in areas of high would flush a lot of lower-level investment unemployment. The $1 billion for the zones into those companies," he said. wouldn't be an expenditure, but an esti- But Mr. Rangel, a sponsor of enter- mated loss in federal revenue because of prise-zone legislation, warned that "enter- tax breaks under the program. prise zones standing alone mean absolutely Regarding just how the program would nothing. Nothing in the [budget summit work, or the number of zones to be funded, bill would encourage businesses to relocate "we have absolutely no details on that in inner cities as long as they are festering right now," said Mary Brunette, Mr. with homelessness. crime and high dropout Kemp's chief aide. She said Mr. Kemp had rates." THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2. 1990 Low-Cost Loans For Home Buyers Cut in Budget Pact By JAMES A. WHITE Staff Reporter of THE WALL STREET JOURNAL Federal tax breaks that provided low- cost loans to some first-time home buyers and to small manufacturers expired as ex- tensions of the programs were omitted from the proposed budget compromise. Under the programs, state and local agencies were able to issue tax-exempt revenue bonds providing below-market- rate loans for single-family home buyers and for small industrial development proj- ects under $10 million. Tax breaks to assist low-income housing and to bolster research and development spending, also expired, but were listed for renewal in the Washington budget compro- mise. Some $5.6 billion in the mortgage reve- nue bonds and $3.2 billion in the manufac- turers' revenue bonds were issued last year. "It's a big business, S0 people are concerned," said Mark Moore, director of policy analysis for Public Securities Asso- ciation, a bond-industry trade group that is based in New York. In the weeks leading up to the weekend agreement, Wall Street lobbying groups had placed highest emphasis on keeping a proposed securities transfer tax out of the budget accord. While chalking up that vic- tory, at least for the moment, some securi- ties industry officials were surprised to lose on tax-exempt bonds. "It was a cliff- hanger," one Wall Street official said. Tax breaks for programs such as that reducing mortgage costs for first-time home buyers have been under fire for a decade. They were sharply curtailed in the 1986 tax overhaul, and have faced repeat- ed expiration deadlines. Until the latest compromise, they were always given new life. Advocates said the provisions may still survive. "We don't consider the game was ended when the budget agreement was reached," said John McEvoy. executive di- rector of the National Council of State Housing Agencies, which is based in Wash- ington. "We're not going to oppose this agreement, but we know things are going to be added to this, and we want to be one of them.' Mr. McEvoy said mortgage revenue bonds cost federal taxpayers about $10 mil- lion in the first year of their issuance. About one million home buyers have ob- tained lower-cost mortgages in the past 20 years through the program. he said. THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2, 1990 Consolation Prize Tax Shelters for Rich Could Return in Plan To Aid Small Business By DAVID WESSEL And JEFFREY H. BIRNBAUM Staff Reporters of THE WALL STREET JOURNAL The most generous of the proposed tax WASHINGTON-President Bush calls incentives-and the one that caught even them "important new incentives to stimu- close budget observers by surprise-is a late economic growth." But they could provision that would allow investors to de- turn out to be the newest tax dodges for duct 25% of their investment, in newly is- the rich. sued stock in eligible small companies, up A surprise package of so-called growth to a maximum deduction of $50,000. In incentives slipped into Sunday's budget ac- other words, an investor who sinks $200,000 cord at the last minute is billed as a way of into an eligible company would get an im- encouraging investment in the small com- mediate tax break of about $14,000. panies that drive the engine of economic Investors in a stunning 2.3 million cor- growth. It was a consolation prize to the porations would qualify, representing 63% president, who lost out on his effort to fos- of all companies in the U.S., according to ter economic expansion with a reduced tax the Treasury. These would be distinctly rate on capital gains. small businesses on the whole, however; But look again. Depending on how the they together hold only 4% of the assets in rules are written, the growth incentives the U.S. may have the unintended effect of reviving More Incentives tax shelters for wealthy investors. Experts say the law could spawn a new class of Additional tax breaks would become companies that give investors up-front available when the shares were sold. Al- write-offs and other tax goodies that could though the text of the bipartisan agree- benefit them-not to mention tax lawyers. ment carefully avoids describing these as accountants and syndicators-more than a capital-gains tax break. that's what they they help the economy. are. If an investor holds the shares for five "These could be the seeds for the tax years, he or she would be permitted to shelters of the 1990s," says David Brock- choose the more favorable of the following way, former chief of staff of the bipartisan two choices: congressional Joint Committee on Taxation Pay tax at the ordinary tax rate-28% and now a tax lawyer at Dewey Ballantine for the highest-income taxpayers-on ex- Bushby Palmer & Wood. "They could be actly half of the sales price, regardless of enormous." the amount of the initial investment; Pay tax at the ordinary rate on the in- Syndicators Return vestment profit, adjusted for inflation as Indeed, Marvin Dickman, a partner at well as for the initial deduction. (See ac- the accounting firm of Arthur Andersen companying chart for an illustration. in Chicago who specializes in closely-held The Treasury says this option would be companies, is already studying the possi- offered not only to investors who buy bilities. "You will see syndications of in- newly issued stock, but to investors trading vestments like this," he predicts. in the secondary market-shares that have That's just what worries tax experts in been issued in the past. But congressional the private sector and in Congress, which aides say this particular point wasn't set- essentially killed off shelters in the Tax tled by the budget negotiators and remains Reform Act of 1986. "It's highly doubtful to be resolved. policy," Donald Alexander, commissioner Eligible companies are those with paid- of the Internal Revenue Service in the in capital and retained earnings of less Nixon administration, says of the proposed than S50 million-except finance, insur- new tax breaks. "There's a good question ance, securities, real-estate and personal of whether benefits of these massive types service companies. are really in the national economic inter- The fabled computer start-up would be est." covered. of course. So would more prosaic Mr. Bush, in announcing the budget ac- enterprises-cleaners, restaurants and cord Sunday, said that the small-business boutiques, for instance. Investors in Gen- tax breaks would provide "powerful new eral Motors Corp. and International Busi- incentives for productive investment in the ness Machines Corp. wouldn't benefit. In- kinds of companies that account for much deed, one risk is that the plan would draw of America's job growth." Small-business money away from big companies and shift enthusiasts add that besides stimulating a it to smaller ones without increasing the sluggish economy the provisions could also capital available to business as a whole. invigorate the market for initial public of- Treasury officials and congressional tax ferings. staffers swear that several potential loop- Defending the Plan holes would be closed before the provision The Treasury Department, now moving is enacted. They say, for instance, that to sell the budget accord to a skeptical they will prevent big companies from set- Congress, insists that concerns over abuse ting up small affiliates to reap the small- of the new proposal are ill-founded. "Some business tax breaks. They also say they people see any tax incentive as a tax shel- will prevent bigger companies and take- ter," says Roger Bolton, assistant Treas- over artists from subdividing big compa- ury secretary for public affairs. "This is nies into smaller ones to capitalize on the clearly a tax incentive." new incentives. He says that the law creating these new But some outside tax specialists are tax breaks, still being drafted, will preyent skeptical. "How they're going to police it abuse. Regulators who will draft the fine has got to be one of the most serious con- print of the law will do likewise. "The in- cerns," says James Gould, a former staff centives will do what they are intended to director of the Senate Finance Committee do," Mr. Bolton says. "They will direct now at the law firm of Vinson & Elkins. new investment to small companies that "There's no question that this will pro- are growing and creating jobs." vide work for legions of accountants and lawyers to find out how to structure the deals and find out how to deal with the IRS and Treasury in SO doing," he adds. The entire package of incentives was all but an afterthought in the $500 billion, five- year deficit-reduction accord. Congressional staffers say the portfolio of tax incentives surfaced only Saturday as But Treasury Secretary Brady says that the Bush administration struggled to find a was exactly the point. "We are trying to substitute for the broad capital-gains tax make it forceful enough so that it has some cuts. When the administration concluded it effect on the economy," he explained. was unable to win a lower capital-gains tax The Treasury estimates that the new cut for all investments, Treasury Secre- deduction would reduce tax revenues by tary Nicholas Brady explains, it decided, about $7.3 billion over the next five years, "Why not shift the incentive to those com- about one-third the cost of Mr. Bush's ear- panies who produce the most growth?" lier proposal to slash the top capital-gains Although pieces of the proposal were tax rate to 15% from the current 33%. drawn from initiatives floating around for Overall, the administration estimates that years. the package was assembled SO hast- the package of growth incentives outlined ily that administration negotiators didn't in the budget agreement would cost $12.1 initially have anything put down on paper billion over five years. to show the Democrats. Kenneth Gideon, The costs could rise substantially, un- the Treasury's top tax official, rushed to dercutting the deficit-reduction goals of the the talks to explain the incentives. "They agreement, should investors, accountants, were air-dropped in," says a congressional tax lawyers and syndicators exploit the aide. new tax breaks more than the administra- As a result, details were still fuzzy even tion figures anticipate. yesterday, 24 hours after the agreement Clearly, the debate over the little-under- was announced. Some specifics won't be stood elements in the deficit-reduction plan clear until congressional tax-writing com- is just beginning. mittees turn the proposals into legislative "The administration needs to show us language. that this is more than just expensive win- Tax experts say that a clever investor. dow dressing and that it won't open the with a: sharp accountant. could borrow door to abuse-the sheltering of income for money, to make the initial investment, de- purposes that are either nonproductive or duct the interest, deduct 25% of his invest- would have occurred anyway," says Rep. ment on top of that and then later benefit Sander Levin, Democrat of Michigan, a from the favorable tax treatment when he member of the House Ways and Means or she sells the stock. Committee. Even House Majority Leader Richard And the committee's chairman, Dan Gephardt, the Missouri Democrat who Rostenkowski, Democrat of Illinois, says served on the eight-member team that put that the plan would be "devastating" to together Sunday's budget package, ex- the tax code-a hint that the plan may be pressed concerns about the effects. "I am altered before it reaches the House floor. worried about what is finally written and But supporters of the package dismiss whether it can be abused and used as tax the hand-wringing over rip-offs and tax shelters." he said. breaks as SO much rhetoric, saying it Some tax experts say the law and regu- misses the point of these new incentives. lations can be written tightly enough to Robert Pavey, a partner in Morgenth- prevent a tax-shelter boondoggle. "I really aler Ventures of Cleveland and president don't think it's going to open up any stam- of the National Venture Capital Associa- pede of tax shelters," says William Raby, tion, says the incentives "will provide sig- an accounting professor at Arizona State nificant encouragement for early invest- University in Tempe. ment by individuals in the new enterprises And the Treasury promises the rules that make the U.S. more competitive." will keep abuse to a minimum. The agree- The American Business Conference, com- ment states, for instance, the estate of any- prising chief executives of successful, fast- one who dies within two years of taking growing companies, hails the tax breaks this new deduction will have to pay it back, and says they "will spur creation of a an attempt to prevent deathbed tax whole new generation" of similar compa- dodges. nies. And Secretary Brady says he is con- But history suggests that lawyers and vinced that assisting small business is vital accountants always find loopholes no mat- to the economy. "The purity that is always ter how tough the rule-writers think they alluded to in the Tax Reform Act of 1986 are being. "You never really know all the doesn't exactly exist," he says. "I don't things people will think up to get around think we ought to get hung up over that ar- your rules," says Randall Weiss, a former gument while we try to do something to deputy chief of staff at the Joint Tax Com- stimulate the economy, which we abso- mittee and now at the accounting firm of lutely think this will. I believe in the small- Deloitte & Touche. businessmen of this country." And even if the abuse is kept to a mini- mum, others say, the tax break is ex- tremely liberal-particularly the provision that allows an immediate, up-front deduc- tion for investing in eligible companies. Even Sen. Dale Bumpers. the Arkansas Democrat who chairs the Senate Small Business Committee, is taken aback. "This is a gigantic incentive for people to invest in small business," he says. "It's going to be a bonanza. The question is: Is it too generous? "It ain't peanuts," he adds. THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2. 1990 Liquor Lobbyists Assaulting Tax Plan; Complaints Are Unlikely to Affect Vote By TIMOTHY NOAH Milwaukee district includes Miller Brewing And RODNEY FERGUSON Co., said he found the proposed excise-tax Staff Reporters of THE WALL STREET JOURNAL increase on beer reasonable, but conceded WASHINGTON-Liquor industry lobby- that "in a perfect world" the brewing com- ists have already begun to hit the hust- panies would have "liked no increase at ings-and each other-over the excise tax all." increases proposed by the budget summi- But the proposal is a defeat to lobbyists teers. But their complaints are unlikely to for the distilled-spirits industry, many of have much effect on the proposal's out- whom believe that the 1985 excise-tax in- come in Congress this week. crease on liquor should have exempted The proposed new taxes are "brutally them from the current round of tax in- unfair," according to Douglas Metz, man- creases. "We can't live with $1.50 a bot- aging director of the Wine and Spirits tle," said Geoffrey Peterson, government Wholesalers of America. Mr. Metz said the relations director for the Distilled Spirits tax increases would "SOW consumer confu- Council of the United States. sion during our industry's busiest season. Mr. Peterson complained that it was New Year's Eve is no time to change "an historical anomaly" that beer and prices and take inventory." wine are taxed at a lower rate than hard But the opposition is fragmented among liquor. And Mr. Metz predicted that the producers of different types of alcoholic beer and wine industries wouldn't unite beverages. and even those members of with the makers of distilled spirits on this Congress who represent producers are in- issue: "Each party's going to gain the best clined to support the tax increase. "If advantage it can." you're going to tax something, sin is a The tax proposal isn't endorsed by ev- pretty good place to start," said Rep. Jim ery beer-industry supporter in Congress. Cooper (D., Tenn. ), whose district includes Rep. Steve Neal (D., N.C.), whose district Lynchburg, home of Jack Daniels Brewing includes two small breweries, said an in- crease in beer taxes would "hurt our local Politicians eager to raise taxes on alco- economy." Nor is everyone in the wine in- hol products think they have a compelling dustry flush with victory. "We think it's lease. Federal taxes on beer and wine extremely unfair and will do some nasty haven't increased since 1951, and the fed- things to the wine industry," said Simon eral excise tax is only three cents for a 750- Siegl, executive director of the Washington "III bottle of wine and 16 cents for a six: Wine Institute in Washington state. pack of beer. Taxes on distilled spirits Traditionally, liquor excise-tax in- such as vodka or gin traditionally have creases have posed a political problem. been higher. Republicans avoided the issue out of dis- The new proposal would double the tax taste for raising taxes in general. Mean- while, Democrats saw beer-tax increases on beer to 32 cents per six-pack and in- crease the tax on table wine to 25 cents. as a regressive and self-defeating assault The tax on distilled spirits, last increased on a key constituency: urban blue-collar workers often referred to as "Joe Six- in 1985, would rise by $1.50 per "proof gal- lon" to $14. A proof gallon is 50% alcohol Pack." According to Beer Institute spokes- by volume. man Jeff Becker, 60% of all beer drinkers earn less than $35,000. The agreement represents something of Beer drinkers even have their own con- a triumph for the beer and wine industries, sumer's lobby-th California-based Beer which managed to derail an initial, Repub- Drinkers of America, which last year lican-sponsored proposal to raise the ex- opened an office here. The group has been cise tax on beer and wine to the level of lobbying vigorously against a tax increase, distilled spirits. Industry sources credit and compiled thousands of grass-roots peti- Rep. Richard Gephardt (D., Mo. 1. a tions to send to Rep. Gephardt and other budget summiteer whose St. Louis district members of Congress. includes Anheuser-Busch Cos., with limit- The liquor excise tax puts Democrats in ing the tax increase on beer. a further bind because the "yuppie" con- While the tax increase was being con- noisseurs that the wine industry is seen as sidered by the summiteers, lobbyists for catering to are Joe Six-Pack's class en- the beer companies mounted a vigorous emy. Yet the industry is largely repre- campaign against it. "What's the differ- sented in Congress by such liberal Califor- ence between a diamond bracelet and a nia Democrats as Rep. Vic Fazio. can of beer." asked a print advertisement The tension between these groups is re- placed by the Washington-based Beer Insti- flected in the attitudes of their respective tute. You pay more excise tax on the lobbyists. "It's grapes VS. grain." says Ar- beer.' chie Smith, president of the Virginia Win- Rep. Gerald Kleczka (D., Wis. ), whose eries Association. THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2, 1990 Budget Dealers What the Budget Deal Must Like Utah, Costs You, State by State Fiscal Year 1991 Hate Wyoming PRE- POST- ADDITIONAL SUMMIT SUMMIT PER CAPITA BURDEN BURDEN BURDEN By PAUL MERSKI AVERAGE $4,596.80 $4,685.02 $88.22 President Bush and congressional lead- Alabama 3,343.33 3,418.84 75.51 ers have unveiled their budget agreement. Alaska 5,633.07 5,726.07 93.00 They hope to extract a total of $162 billion Arizona 3,958.44 4,044.26 85.81 in extra revenue for the federal govern- Arkansas 3,126.37 3,208.28 81.91 ment over the next five years-$22 billion California 5,102.64 5,195.29 92.65 of it in the current fiscal year, which Colorado 4,378.67 4,468.89 88.22 started yesterday. That works out to an av- Connecticut 7,440.38 7,551.04 116.67 erage tax hit this year of $88 for every Delaware 5,434.65 5,536.33 101.68 man, woman and child. Florida 4,640.79 4,731.54 90.75 Georgia 4,059.60 4,150.20 90.60 The effect of the federal government's Hawaii 4,495.82 4,573.47 77.65 tax increases will not be felt evenly in ev- Idaho 3,166.84 3,244.13 77.29 ery state: states that are heavy consumers Illinois 5,170.50 5,257.43 86.93 of motor fuels, cigarettes, alcohol and lux- Indiana 4,018.62 4,101.54 82.93 ury goods will pay more, as will states lows 3,836.41 3,919.05 82.64 with relatively affluent populations. Kansas 4,282.67 4,373.27 90.60 Kentucky 3,297.89 3,369.65 71.76 Thus, while there are no winners from Louisiana 3,231.56 3,305.69 74.13 the president's deal with Congress, some Maine 3,945.40 4,034.67 89.26 states will clearly lose less. Wyoming, Con- Maryland 5,544.29 5,641.40 97.12 necticut, New Jersey, Delaware, Massa- Massachusetts 6,101.04 6,201.01 99.97 chusetts and the District of Columbia will Michigan 4,669.59 4,756.09 86.50 face the largest per-capita increases. By Minnesota 4,597.17 4,685.91 88.74 contrast, Kentucky, Utah, West Virginia, Mississippi 2,700.37 2,774.18 73.81 Mississippi, Louisiana and Alabama will Missouri 4,206.34 4,298.07 91.72 suffer the least. Residents of Wyoming will Montana 3,318.68 3,406.95 88.27 pay $115 on average more; by contrast, Nebraska 3,872.97 3,955.62 82.65 residents of Kentucky will pay $72 on aver- Nevada 4,812.22 4,907.34 95.12 age more. The table below calculates the New Hampshire 5,576.24 5,674.73 98.49 state-by-state effect of virtually all of the New Jersey 6,869.74 6,979.82 110.08 revenue raising measures in the budget New Mexico 3,220.42 3,301.75 81.33 New York 5,668.10 5,759.33 91.22 agreement, including the reduction of de- North Carolina 3,826.95 3,910.62 83.67 ductibility, the fuel tax and the excise North Dakota 3,423.90 3,509.04 85.14 taxes. It does not include the additional Ohio 4,349.09 4,432.33 83.25 Medicare premiums. Oklahoma 3,638.97 3,623.63 84.67 This year, the average American will Oregon 3,984.90 4,072.51 87.61 spend 82 days working to pay his share of Pennsylvania 4,567.85 4,653.54 85.69 federal taxes. With the $22 billion tax in- Rhode Island 4,958.60 5,047.80 89.19 crease now proposed for next year-and South Carolina 3,360.30 3,437.50 77.20 South Dakota 3,218.88 3,300.74 81.87 the billions of dollars more to come-every Tennessee 3,758.12 3,840.85 82.72 American will be working longer for Uncle Texas 4,067.65 4,152.11 84.46 Sam. Unfortunately, some citizens will Utah 3,055.09 3,127.48 72.38 shoulder a disproportionate share of the Vermont 4,113.18 4,200.94 87.76 load. Virginia 4,808.28 4,900.35 92.07 Washington 4,536.43 4,624.71 88.28 West Virginia 3,012.51 3,085.44 72.93 Mr. Merski is director of fiscal affairs Wisconsin 4,170.03 4,256.02 85.99 at the Tax Foundation in Washington, Wyoming 3,783.37 3,898.55 115.19 D.C. Dist. of Columbia 6,379.52 6,477.90 98.39 Figures may not add because of rounding Source: Tax Foundation Federal Tax Burden by State model THE WALL STREET JOURNAL. TUESDAY. OCTOBER 2. 1990 Liquor, Luxury Levies Trouble Firms A STREET JOURNAL News Roundup The bipartisan budget plan calls for new and higher consumer excise taxes to For producers and sellers of hard liq- narrow the deficit. The proposed levies on uor, who endured significant tax in- alcohol, cigarettes and luxury goods are creases five years ago, the new legisla- bringing loud complaints from most pro- tion only adds to the burden. "We're reel- ducers of such items, although the to- ing under any kind of increase in our in- bacco industry believes it is getting off relatively easy. Here's a rundown of mar- dustry," says a spokesman for Heublein keters' reactions to the plan. Inc., producer and importer of spirits in- cluding Smirnoff and Finlandia vodka. BEER "We've been besieged the last three or four years, SO this is not welcome The beer industry, which waged a pub- news.' lic battle against increases in alcohol Wine retailers, who haven't faced a taxes, isn't going to give up the fight now. tax increase since the 1950s, acknowledge The budget plan would more than double that passing on tax increases will hurt the federal excise tax on beer to 36 cents sales, but they are unsure to what extent. a six-pack from 16 cents, raising about "Most wines we sell are generally in a $10 billion over five years through in- price category where an extra 10 or 20 creases on beer, wine and liquor. Beer cents won't make much of a difference," company and industry estimates had pre- says Michael Aaron, chairman of Sherry- dicted that a doubling of the beer tax Lehmann Inc., a retailer in New York could cut domestic beer consumption by City. But at some stores, increased whole- 2% to 4%. sale costs may mean reduced volume, The Beer Institute, which sponsored a translating into fewer product lines avail- $1 million campaign comparing the excise able to the consumer. taxes paid on a can of beer and a dia- The biggest losers may be the neigh- mond bracelet, hasn't decided yet borhood stores and large supermarket- whether to continue the campaign or pur- type retailers who sell a high volume of sue the issue differently. But "we will cheaper wines, on which the tax increase. work with Congress" to change the beer would amount to a bigger percentage. tax provisions, says a spokesman for the The Distilled Spirits Council of the industry-supported institute. U.S., speaking for liquor producers and Anheuser-Busch Cos., which sponsored marketers, sent a letter to Congress yes- a "Can the Beer Tax" advertising cam- terday opposing the tax increase on dis- paign, says it too will lobby Congress this tilled spirits, to $14 a "proof gallon" from week "to seek a fair deficit-reduction" $12.50. A proof gallon is 50% alcohol by package that won't include the increase volume. The industry said it "took the on beer. Anheuser's campaign garnered full blow of a $2 tax increase in 1985" and about 2.2 million petition signatures, 1.5 argued that the latest increase is out of million letters to Congress and 400,000 line in comparison with taxes on beer and calls to an industry-sponsored toll-free wine. hot line. The ads stopped running in most The 1985 tax increase, the council said, of the nation after Labor Day, but petit- "caused over a 5% decline in sales, from ions are still in circulation, and point-of- which we are still trying to recover. Addi- sale advertising remains in place listing tionally, there have been over 100 tax in- the toll-free number consumers can call creases on distilled spirits at the state to oppose the taxes. level in the past five years. Other beer companies are pledging to work to keep the increase from appearing CIGARETTES in the final budget. "It's not a done deal at this point," says a spokesman at The tobacco industry, though less than Adolph Coors Co. He argues that the in- pleased with a tax increase of any kind. IS crease in the beer tax places "more than heaving a sigh of relief over the proposed a fair share" of the burden of solving the rise in the cigarette tax. only the second national budget problems on beer con- since the Korean War. sumers. In recent weeks. as word filtered out A spokesman for Miller Brewing Co., a of Washington that budget planners might unit of Philip Morris Cos., says the com- double the current 16-cent-a-pack tax. in- pany "remains opposed to excise taxes" bacco companies and investors were of any kind because they are regressive. bracing for the worst. But even amid But because the budget compromise was growing anti-tobacco sentiment. and the supported by "both sides" of Congress, increasing effectiveness of anti-smoking "it appears there's not much we can do at crusaders. legislators hammered out only this time" about the beer increase. a tiny increase: four cents a pack next year. and another four cents a pack in WINE AND LIQUOR 1993. A spokesman for the Tobacco Insti- Higher taxes would increase pressure on already declining wine and spirits tute. the industry trade group. calls the sales, industry officials say. tax a "substantial improvement" over The budget plan calls for an increase some of the pricier proposals under con- in the federal excise tax on a bottle of sideration. He says the industry has no wine to 25 cents from three cents, and in intention of launching any advertising the tax on a 750-milliliter bottle of 80- campaign to fight the excise tax hike. "If we were going to do that. we'd have done proof liquor to about $2.22 from the cur- it before now, he says. rent $1.98. Though the increase is small. some to- While companies scramble to analyze bacco analysts think it may be enough to the effect of the budget proposal, the out- reduce consumption slightly. On a prod- look is clearly pessimistic. Guido Contini, uct that many people admit they'd like to manager of Garnet Wines and Liquors, a quit using anyway, higher prices don't retailer in New York City, estimates that help. Cigarette consumption is expected industry sales of wine and spirits have to decline 2% to 3% this year. But after dropped 15% in the past year and says the first part of the excise tax increase the new taxes would cause a further de- takes effect next year, consumption could cline of as much as 20% drop 3% to 4%. some analysts estimate. What won't happen, they agree, IS an- other California. Last year, the state raised its excise tax to 35 cents a pack from 10 cents-and sales of cigarettes Furriers who specialize in more expen- sive coats believe their market is safe. plunged 14%. Such price jolts are what lead more people to try to quit or not to With sable coats costing $40,000 and up. pick up the habit in the first place, to- "I don't think someone who can spend that bacco industry researchers say. "The much for a coat will oppose buying it" be- market tends to tolerate a moderate in- cause of the tax. says Martin Paswall of crease better than a sharp one," says Di- Martin Paswall Inc., a New York furrier ana Temple, a tobacco analyst with Salo- specializing in duxury coats such as sable, lynx and chinchilla. mon Brothers Inc. Also, many experts say there is plenty of room for cigarette prices to climb be- YACHTS fore there would be a widespread con- The proposal to tax expensive yachts sumer revolt. Smokers, partly because could spell even rougher waters for a boat they are addicted to their habit, show a business already slowed by a sagging econ- remarkable toleration for price increases. omy. boating industry officials say. By the end of last year, the price of ciga- "No question sales will sink. says Jeff rettes had more than doubled since 1980, Napier. president of the National Marine while the rest of the U.S. Consumer Price Manufacturers Association, about the pro- Index rose less than 50%. posed 10% tax on the amount by which Higher prices. however. may push more boats and yachts exceed $100.000 or more people to buy low-price, generic cigarettes. in price. To those who think that the rich Already accounting for nearly 18% of ciga- don't count pennies when buying yachts, rette sales, generic smokes can cost as lit- Mr. Napier says. "That's a myth. How do tle as 90 cents to S1 a pack, compared with you think they got rich"" $1.65 for full-price brands such as Marl- But the tax hoist would crimp not only boro or Winston. As a result of the tax in- the rich, adds John Keim, president of crease, generics could make up 20% of the Chris Craft Boats. a manufacturer in Sara- market next year, Ms. Temple estimates. sota. Fla. "It's going to hit that hard-work- But Roy Burry. an analyst with Kidder, ing executive as well, not just the idle Peabody & Co., says sales of generic ciga- rich." rettes could suffer. Smokers of generic cig- The boat makers' association. whose arettes. he says, are more price-sensitive membership includes 1,800 builders, says and more apt to notice any increase. business could fall by 20% if the tax pro- posal is passed. The estimate is based FURS AND JEWELRY partly on the fact that historically every Retailers of fine jewelry worry that the price increase of one percentage point over proposed 10% luxury tax, which would ap- inflation has resulted in a sales decline of ply to the amount by which their wares 2%. the group says. exceed $5,000 in price, will drive affluent The trade group, which has testified customers out of the U.S. against the tax increase, also complains "Many businesses will be hurt because that the proposal comes at time when boat the affluent will go overseas and buy" jew- building has been battered by a soft econ- elry and watches, says Michael Roman, omy. A slowing boat economy has led to a chairman of Jewelers of America, an in- loss of about 100,000 jobs among builders of dustry group representing 13,000 retailers. all types of boats. repairmen and parts The U.S. market for fine jewelry is about makers, it notes. The tax could lead to a $20 billion, Mr. Roman estimates. loss of 5,000 more jobs. Moreover, industry sources are con- "The unfortunate thing about a rich cerned about the psychological impact of man's tax is they going to put a lot of a luxury tax, which could chill sales of poor people out of work," says Jim items priced under $5,000 as well. "In any Schaefer, executive vice president of Rich- luxury market with a recession looming, ard Bertram & Co., a Miami boat luxury purchases are often the first to be builder. dropped, and with an excise tax, that cer- Last year. about $6 billion of pleasure tainly doesn't help" to encourage buying, boats, from yachts to canoes, were sold in says Carol Wynne, executive director of the U.S. More than $1 billion of that came the Fur Information Council of America, from sales of vessels costing $100,000 or a trade group. But Ms. Wynne and other more. That was down about 25% from the furriers appear less concerned than jew- year-earlier level, which in turn was 15% elers because most fur coats sell for less lower than a year earlier, the trade group than $5,000. says. Retailers may benefit this Christmas Boat builders say for $100.000, buyers from a last-minute rush to buy luxury can get a 35-foot to 40- foot cruiser "that's items. "There is likely to be some antici- not quite oceanworthy.' says Michael Kel- patory buying before the tax laws go into sey, chairman of Palmer Johnson, a Stur- effect," says Sandra Shaber, a consumer geon, Wis., builder of top-of-the-line economist at Futures Group, a Washing- yachts. "I'd say for $100,000, you'll get the ton, D.C.; think tank. equivalent of a middle-class boat. Fortunoff Inc., a New York-based re- tailer with about one-fifth of its sales in jewelry priced above $5,000, plans to compensate for the luxury tax by targeting "a lot more merchandise to end up retail- ing under $5,000," says Helene Fortunoff, one of the owners. That would include "lightening the weight of certain items SO they will come in for $4,900," she says. Because of a saturated market and sluggish sales, fur prices have dropped sig- nificantly in the past two years, SO 80% to 85% of furs already cost under $5,000, says Sandy Parker, co-publisher of Fur World. a trade publication. "Today's $5,000 coat is comparable to the $7.500 coat of two years ago." he says. noting that the "tax won't affect most furs.' The fur market in the U.S. is about $1.9 billion. THE WALL STREET JOURNAL. TUESDAY. OCTOBER 2, 1990 REVIEW & OUTLOOK Back at Gucci Gulch "And by flattening effective tax soon stretch its meaning. Big compa- rates it encourages investment de- nies will spin off multiple "qualified cisions on the basis of business small" subsidiaries. Tax-shelter syn- malysis of markets, more than calcu- dicates will flourish. This is Republi- lations of how best to game the tax can industrial policy. system.' The irony is that this deduction is -Richard Darman. Nov. 24. 1986 supposed to substitute for a capital- That's how the current White gains tax cut killed because it helped House budget director once described "the rich." In our view, a capital- the benefits of the tax reform he gains differential is justified to com- helped pass while at the Treasury De- pensate for the fact that capital losses partment. Mr. Darman seems to have aren't deductible. Its benefits also go forgotten this lesson, because his new to anyone who sells an asset for a budget agreement starts the nation gain. But Dick Darman's "small" climbing back up the ladder to higher company deduction has no such eco- tax rates. We are on the return road nomic justification, and its benefits to Gucci Gulch. will go mainly to people rich enough The gulch is the wonderfully pe- to hire tax attorneys. jorative term given to the hallway With low tax rates the economic outside rooms of the congressional harm isn't all that great, but politi- tax-writing committees. That's where cally the new loopholes will create Gucci-clad lobbyists and lawyers con- new pressure to raise rates. Demo- gregate to make sure they can "game crats have made higher marginal the tax system" with loopholes and rates a political Holy Grail, and the made-to-order deductions. The 1986 Bush White House seems intellectu- Tax Reform cost them their loafers ally incapable of arguing against it. by trading lower tax rates for fewer Sooner or later we can expect Mr. loopholes, but Mr. Darman's budget Darman to tell George Bush he has no accord is about to buy them a new clo- choice but to raise the top rate to 33% setful. Happy Beltway lawyers are do- or higher to "pay for" all of these spe- ing handstands and cartwheels all cial "pro-growth" tax favors. along K. Street. That Democrats should like the The White House denies any such Gucci tax system isn't surprising, thing, and it's true that this accord in- since it gives them the best of both cludes no explicit marginal tax rate worlds. They can run as populists increase. But note well the so-called against "the rich," even as they do fa- Pease plan (named for liberal Ohio vors for business and special interests Democrat Don Pease) to limit item- through the tax code. It's no accident ized deductions for Americans who that parts of Sunday's budget agree- earn more than $100,000. effect this ment will pass through Dan Rosten- amounts to a surtax of one percentage kowski's Ways and Means Committee, point added to the highest marginal no doubt to be festooned with "transi- rate for millions of taxpayers. tion rules." On the tax-loophole side, mean- Astonishingly, Mr. Darman and the while, the politically well connected Republicans are playing along. Mr. are already winning favors. GOP defi- Darman has even enshrined cit-worrier Bob Dole walked away static-revenue analysis into this ac- with $500 million worth of tax breaks cord. From now on any tax proposal for ethanol monopolist, Dwayne An- that Democratic forecasting models dreas of Archer-Daniels-Midland. say "lose" revenue will have to be (Mr. Dole says it's for farmers in "paid for" by higher taxes elsewhere. Kansas. ) Oil and gas drillers slipped Changes in real-world taxpayer be- out of the summit with $4 billion havior are irrelevant. This means worth of "incentives." The low-in- Democrats can continue to propose come housing credit is a $1.7 billion new social programs to be paid for by sop to the housing industry. taxes on "the rich." Republicans for Even these pale beside the ac- their part will be frozen into a deficit cord's loophole bonanza, a 25% tax paralysis reminiscent of the 1960s and "deduction" against investments in 1970s. "qualified small corporations." This The 1980s brought us lower tax could be Gucci Canyon. The White rates, less political meddling in the House says the provision is supposed economy and a record economic ex- to apply only for small, entrepreneur- pansion. The 1990s are giving it all ial companies with less than $50 mil- back to the lawyers and lobbyists. The lion in equity, but tax lawyers will Beltway club is intact. THE WALL STREET JOURNAL. TUESDAY, OCTOBER 2. 1990 Honor Thy Pledge "I pledge to the taxpayers of the effect. To date, 101 Republicans and District of the State of and to two Democrats in the House have the American people that I will: signed statements saying they will "ONE, Oppose any effort to in- honor the anti-tax pledge. Only 75 crease marginal tax rates from the House Republicans have not signed 15% and 28% rates for individuals and the pledge. The White House must the 34% top rate for businesses; and persuade at least 14 House Republi- "TWO, Oppose any further reduc- cans to break a sworn promise or risk tion or elimination of deductions and defeat of the agreement. credits, unless matched dollar for dol- Grover Norquist, the head of lar by further reducing tax rates." Americans for Tax Reform, says that everyone who signed the pledge was * * told at the time that they would be For the past few years, the Wash- held to it. "Any politician who took ington-based Americans for Tax Re- the pledge and votes for the present form has circulated the above pledge budget package was elected on a as an insurance policy that the 1986 falsehood," he says. "We will hand tax reform would not be easily sub- their opponents their signed pledges verted. Well, the budget deal is sub- SO that the voters can decide whether verting that reform, so it's time to re- there was some justification for their visit the tax pledge. vote in favor of the second largest tax The pledge's importance is simple. increase in American history." Half a The budget agreement includes an ef- dozen other tax groups announced fective increase in marginal tax rates yesterday that they will publicize the by forcing taxpayers to reduce their names of those who break the itemized deductions by $300 for every pledge. $10,000 in income over $100,000. In ef- A great many Members will have fect, it blows the so-called "bubble" reasons to support the "bipartisan" up higher and longer SO that more tax- budget agreement. Voters deserve to payers pay higher marginal tax rates know whether or not their representa- over more of their income. tive earlier promised, without any The budget agreement stipulates qualifications, to hold the line on in- that a majority of the Members of come taxes. Here is the list of Mem- each party in both Houses must vote bers who have taken the pledge for the entire agreement for it to take against higher taxes: Dick Armey (R., Texas) Fred Grandy (R., lowa) Tom Petri (R., Wis.) Richard Baker (R., La.) Steve Gunderson (R., Wis.) John Porter (R., III.) Cass Ballenger (R., N.C.) John Hammerschmidt (R., Ark.) James Quillen (R., Tenn.) Doug Barnard (D., Ga.) Mel Hancock (R., Mo.) Arthur Ravenel (R., S.C.) Steve Bartlett (R., Texas) James Hansen (R., Utah) John Rhodes (R., Ariz.) Joe Barton (R., Texas) Dennis Hastert (R., III.) Matt Rinaldo (R., N.J.) Michael Bilirakis (R., Fla.) Joel Hefley (R., Colo.) Don Ritter (R, Pa.) Thomas Bliley (R., Va.) Wally Herger (R., Calif.) Pat Roberts (R., Kan.) William Broomfield (R., Mich.) John Hiler (R., Ind.) Tommy Robinson (R., Ark.) Hank Brown (R., Colo.) Clyde Holloway (R., La.) Dana Rohrabacher (R., Calif.) Jack Buechner (R., Mo.) Duncan Hunter (R., Calif.) Toby Roth (R., Wis.) Jim Bunning (R., Ky.) Henry Hyde (R., III.) Jim Saxton (R.. N.J.) Dan Burton (R., Ind.) Jim Inhofe (R., Okla.) Dan Schaefer (R., Colo.) Sonny Callahan (R., Ala.) Andy Ireland (R., Fla.) Bill Schuette (R., Mich.) Howard Coble (R., N.C.) Jim Kolbe (R., Ariz.) Clay Shaw (R., Fla.) Larry Combest (R., Texas) Jon Kyl (R., Ariz.) Norman Shumway (R., Calif.) Jim Courter (R., N.J.) Bob Lagomarsino (R., Calif.) Bud Shuster (R., Pa.) Chris Cox (R., Calif.) Norm Lent (R., N.Y.) Chris Smith (R., N.J.) Larry Craig (R., Idaho) Jerry Lewis (R., Calif.) Denny Smith (R., Ore.) Phil Crane (R., III.) Jim Lighttoot (R., lowa) Lamar Smith (R., Texas) Bill Dannemeyer (R., Calif.) Bob Livingston (R., La.) Peter Smith (R., Vf.) Kika de la Garza (D., Texas) Bill Lowery (R., Calif.) Robert Smith (R., N.H.) Tom DeLay (R., Texas) Buz Lukens (R., Ohio) Gerald Soloman (R., N.Y.) Bob Dornan (R., Calif.) Ron Marlenee (R., Mont.) Floyd Spence (R., S.C.) Chuck Douglas (R., N.H.) Lynn Martin (R., III.) Arian Stangeland (R., Minn.) David Dreier (R., Calif.) AI McCandless (R., Calif.) Bob Stump (R., Ariz.) Mickey Edwards (R., Okla.) Bill McCollum (R., Fla.) Don Sundquist (R., Tenn.) Bill Emerson (R., Mo) Bob McEwen (R., Ohio) Guv Vander Jagt (R., Mich.) Jack Fields (R., Texas) Carlos Moorhead (R., Calif.) Barbara Vucanovich (R., Nev.) Elton Gallegly (R., Calif., Howard Nielson (R., Ufah) Bob Walker (R., Pa.) Dean Gallo (R., N.J.) Michael Oxley (R., Ohio) Vin Weber (R., Minn.) George Gekas (R., Pa.) Ron Packard (R., Calif.) Bob Whittaker (R., Kan.) Newt Gingrich (R., Ga.) Stan Parris (R., Va.) Bill Young (R., Fla.) Bill Goodling (R., Pa.) Bill Paxon (R., N.Y.) Don Young (R., Alaska) Porter Goss (R., Fla.) THE WALL STREET JOURNAL. © 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Major Elements of the Agreement Where New and Increased Taxes Will Hit Raise the gasoline tax, currently nine cents a gallon, by five cents on Dec. 1 and another five cents on July 1, 1991. Impose an additional two-cent a gallon tax on petroleum products, including gasoline, on Jan. 1, 1991. Increase the current 16-cent-a-pack cigarette tax by four cents in 1991 and another four cents in 1993. Increase beer, wine and liquor taxes by a total of $10 billion over the next five years. Impose a new 10% tax on autos over $30,000, yachts over $100,000, jewelry over $5,000 and furs over $5,000. Limit income tax deductions for individuals and couples with incomes above $100,000 a year. Apply the 1.45% Medicare payroll tax to wages up to $73,000, up from the current $51,300 ceiling. Increase the airplane ticket tax by a total of $11.8 billion over the next five years. Where Government Spending Will Be Cut Cut defense and possibly other discretionary spending by $182.4 billion over the next five years. Cut Medicare payments to hospitals and doctors by about $30 billion and charge beneficiaries about $30 billion more, including increasing the current $75 deductible to $100 next year, $125 in 1992 and $150 in 1993; increasing the Medicare Part B monthly premium, now $28.60, to an estimated $33.50 next year and $55 by 1993; and increasing the share of lab bills paid by Medicare beneficiaries to 20%. Cut farm subsidies by $13 billion over the next five years. Hold increases for other domestic-spending programs to the rate of inflation for three years. Economic Assumptions Underlying the Accord All data are for calendar years '90 '91 '92 '93 '94 '95 Real GNP Growth1 0.7% 1.3% 3.8% 4.1% 3.7% 3.5% GNP Deflator¹ 5.2 4.6 3.4 3.2 3.0 2.8 Unemployment Rate 5.6 6.1 6.4 5.6 5.3 5.1 Interest rates: 3-Month Treasury Bills 7.7 7.2 5.7 4.9 4.4 4.2 10-Year Treasury Notes 8.7 8.3 7.1 6.1 5.6 5.3 Oil prices² ($/barrel) $21.15 $24.15 $21.10 $21.79 $22.41 $23.02 14th quarter to 4th quarter change. 2Domestic price. Source: Office of Management & Budget THE WALL STREET JOURNAL. © 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Cutting the Deficit: How They Want to Do It Spending cuts and increased taxes proposed by lawmakers to cut the federal budget deficit, in billions of dollars Fiscal 1991 Total= $40.1 Fiscal 1991-95 Total= $500.0 Defense cuts* Defense cuts* Interest savings Interest savings $2.0 $64.8 Increased $133.8 $9.8 Increased $16.2 taxes Taxes $182.4 $5.9 $58.0 $4.9 $48.0 Agriculture Agriculture subsidy cuts subsidy cuts $13.0 Medicare cuts $1.3 Medicare cuts Cuts in entitlements and increased Cuts in entitlements and user fees increased user fees *The defense figures don't reflect the approximately $5.7 billion the government anticipates spending on Operation Desert Shield in fiscal 1991, which would reduce estimated savings to $4.1 billion. Source: Office of Management and Budget THE WALL STREET JOURNAL. 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Fiscal Foray Deficit Plan Will Face Can They Sell It? Dicey Fate in Congress, The immediate challenge is political. President Bush and the congressional lead- ership must persuade the rank-and-file to And Isn't a Cure-All vote for a package that heaps pain on gas- oline users, elderly people, beer drinkers, farmers and many other constituencies. It But in Long Run, the Package won't be easy. The only political pleasure in the pack- Should Help Economy, age comes from what was left out: Repub- licans can claim they prevented a rise in If Politicians Can Sell It income-tax rates (although one provision is, in effect, a 1% rate rise for high-income taxpayers ). And Democrats can claim they Red Ink Is Set to Rise Anyway blocked a tax giveaway to the rich by stop- ping a cut in the capital-gains tax rate (al- though provisions in the package would By DAVID WESSEL and ALAN MURRAY give even more generous tax breaks to in- Staff Reporters of THE WALL STREET JOURNAL vestors in certain small and medium-size WASHINGTON - President Bush and companies). the leaders of Congress have agreed on a Both parties can also claim credit for radical redirection of fiscal policy: the protecting the popular Social Security pro- largest package of tax increases and gram from cuts. spending cuts ever. In short, it's not a package that politi- But even after four months of scuffling, cians would die for. "This isn't the kind of the conflict is far from concluded. It must thing that the political system wants to go now go through a tortuous ratification racing out in the streets and saying. 'Joy! route in Congress, testing the willingness Joy!' House Speaker Thomas Foley said. of politicians to vote for severe pain on the "There are going to be some increased eve of a congressional election. "This is taxes. There are going to be some re- only the third inning," says one top con- straints on spending. There are going to gressional aide. be some limitations on services.' The bipartisan plan calls for $34.4 bil- More New Taxes lion in spending cuts and tax increases in the fiscal year beginning today, and much Mr. Bush yesterday tried to put the best face on the package, which represents the greater amounts in the following four abandonment of his campaign pledges of years. The biggest items in the package "no new taxes" and a cut in the tax on are a 12-cent rise in the federal gasoline capital gains. "It is balanced. it is fair, tax, cuts in defense spending, and substan- and in my view it is what the United States tial reductions in the Medicare program of America needs at this point in its his- for the elderly. The agreement averted a tory," the president said in a ceremony shutdown of government that could have begun this morning. with the budget negotiators in the White House rose garden. While major portions of the package are Then he added: "Sometimes you don't likely to survive the coming battles, the get it the way you want. and this is such a deficit cuts could be engulfed over the next time for me. And I suspect it's such a time few years if the economy continues to for everybody standing here. But it's time slump. Economic weakness could still push we put the interests of the United States of the budget deficit to unprecedented size. America here and get this deficit under Even if the U.S. escapes recession, as the control." plan assumes, the deficit is projected to Democrats were also restrained in their reach a record S254 billion in fiscal 1991. enthusiasm. They had vowed to make cer- And if a recession does occur, as many economists now predict, that number could tain the package put more of the tax bur- rise to $300 billion or more. ten on the wealthy. But with half the tax Over the long run, many economists be- increase coming from higher taxes on gas- lieve the package will help the economy. pline. alcohol and tobacco, the middle The package. which is projected to reduce class appears to have taken a heavy blow. the deficit by $500 billion from what would "It is a disappointment that the tax burden occur if current policies were continued, will not be as fairly shared as I would have will free up money for private investment, preferred." said Senate Majority Leader and could help reduce the nation's reliance George Mitchell, a Democrat from on borrowing from abroad. Maine. Despite President Bush's insistence on With so little enthusiasm and so much a "pro-growth" package, however, there is potential opposition, lawmakers face a little in the way of specific measures to mammoth task enacting the package into help the economy over the next 12 to 24 law by Oct. 19, when Congress is scheduled months. Indeed. the combination of spend- to adjourn. Already, the lobbyists are gear- ing cuts and tax rises is likely to have a ing up for the attack. The National Associ- damping effect on economic growth. ation of Counties, for instance, fired out a The only benefit the package holds for press release vowing to defeat the proposal the economy in the near term is indirect: because it would modestly trim tax deduc- It is likely to prompt the Federal Reserve tions for state and local income and prop- to ease credit somewhat in the coming erty taxes and increase the federal gaso- weeks. That. in turn, could give a modest line tax. boost to the economy. "Is it going to pass?" asked Senate Fi- nance Committee Chairman Lloyd Bentsen rhetorically. "It's going to be tough." The greatest opposition may come from Republicans in the House of Representa- tives, many of whom feel betrayed by the Though less than envisioned, the $34.4 White House. "It's a disaster for the tax- billion total remains a big number-big payer," New Hampshire Republican Rep. enough, certainly, to become a drag on the Chuck Douglas said yesterday. "The big- economy. gest tax increase in history. A sell-out.' White House economist Michael Boskin And Rep. Mickey Edwards of Oklahoma, yesterday defended the assumptions under- the fourth-ranking Republican in the lying the plans, which suggest the economy House, said, "There are enough demerits will continue to grow this year and next. to advocate defeat." After yesterday's ceremony, White "The economic assumptions represent our House Chief of Staff John Sununu listed for best judgment," he said. "The administra- reporters reasons why Newt Gingrich, for tion and the Congressional Budget Office one, should support the plan. But Mr. Gin- were very close in their analysis. But obvi- grich, the GOP whip and a leader of a ously there is a great deal of uncertainty, right-wing faction in the House, wasn't due to the Mideast situation." talking. He skipped the rose garden cere- Under the negotiators' assumptions, the mony and refused to talk to reporters; a plan would eliminate the deficit by fiscal spokesman said he hasn't taken a position 1994. But if the economy goes into a serious yet on the package. Many Congressional liberals are also up recession, or the savings and loan problem in arms. Rep. Henry Waxman, a California continues to worsen, or the package isn't Democrat, said he will oppose the package enacted in its entirety, the balanced because of its cuts in Medicare and its budget would become a chimera. "overall regressivity.' The House Demo- The agreement substantially changes cratic Caucus met late into the evening to the Gramm-Rudman deficit-reduction law, discuss members' concerns about whether lifting the law's deficit targets and allow- the plan placed too much of the tax burden ing new targets to be set next March. The on the poor and middle class, and too little, costs of cleaning up the savings. and loan on the wealthy. industry will be applied to the deficit in all Fill In the Blanks official reports, but they won't count Even before it reaches the floor, the against the new Gramm-Rudman deficit plan faces considerable uncertainty as it targets. Under the new Gramm-Rudman makes its way through individual commit- rules, the Social Security surplus won't be tees of Congress. Some of the major sav- counted either. ings in spending programs are unspecified, with wide discretion left to congressional Budget negotiators from the White committees. The agriculture committees, House and Congress are clearly looking to for- instance,-appear-to-have-been given the Federal Reserve to give the economy a little detail on how to achieve the $13 bil- lift now by bringing down interest rates. lion in cuts over five years required from "This ought to be something that gets the farm programs. And some cuts in Medi- Federal Reserve to ease up on interest care and Medicaid are also left unspeci- rates to stimulate the economy," Sen. fied. That opens the door for the commit- Bentsen said. tees to adopt savings that are more imag- ined than real. Market Reaction For those who face tough re-election Fed Chairman Alan Greenspan has said campaigns this fall, the package poses a a "credible" budget agreement could lead special problem. "This opens them up for to lower rates. But he has also indicated he all kinds of populist attacks," says Gary will leave it up to the credit markets to de- Orren, a public-opinion specialist at Har- vard University. termine whether the package is "credi- The big rise in the gasoline tax is sure ble." to attract much public criticism, especially Thus, if bond traders today bid down coming on top of the fuel price jump the interest yields on long-term bonds, the driven by the Persian Gulf crisis. A Wall Federal Reserve is likely to follow with a Street Journal/NBC News poll in July reduction in short-term interest rates. But showed that even before the crisis, 59% of if the bond markets react to the budget voters opposed a rise in the gasoline tax. Alcohol taxes are also certain to stir up deal with a yawn, Mr. Greenspan may plenty of opposition. not only from individ- stand pat. The Fed's policy committee ual consumers but regionally. GOP Sen. meets tomorrow to set interest rate poli- Pete Wilson, running for governor in Cali- cies for the coming weeks. fornia, has already said he won't support In any event, the White House is un- what appears to be "a draconian increase likely to get the aggressive easing in inter- in the excise tax on spirits." He says it est rates that it hopes for. It would like would have "a crippling effect on the wine to see the key federal funds rate, which the industry in California. Harrison Hickman, a Democratic politi- Fed largely controls, fall by a full percent- cal pollster, predicts members of Congress age point in the coming months. But with will find that "defending necessity" (defi- higher oil prices raising the threat of infla- cit reduction is far more difficult than tion, Mr. Greenspan is likely to move "defending pleasure.' much more cautiously. Effects on Economy As a result, some economists say the President Bush had originally de- Fed will be unable to do much to offset the manded that negotiators cut $50 billion economically negative effects of restrain- from the deficit for the fiscal year begin- ing the budget over the next 12 months. ning today. But they eventually scaled that "I'm a big proponent of budget cutting," back-partly because of a need to come up says Harvard economist Benjamin Fried- with $5.7 billion to fund operation Desert man. "But it's simply wrong to think that Shield in the Mideast, partly because of monetary policy works fast enough to their desire to phase in the gasoline-tax in- avoid any contractionary effect of raising. crease, and partly because they dropped the proposal to cut the capital-gains tax, taxes and cutting spending." which was projected to raise billions of dol- -Jackie Calmes and Hilary Stout con- lars in the first year. tributed to this article. The budget negotiators claimed their plan cuts $40.1 billion from the projected deficit. But that excludes the cost of Desert Shield. Factoring in what the U.S. must pay for its Persian Gulf operation, the package provides for $16.2 billion in in- creased taxes and $18.2 billion in spending cuts. THE WALL STREET JOURNAL. © 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Democrats Display New Savvy in Fight The Democrats drove home their de- Over Capital Gains mand with a simple drumbeat. As Senate Majority Leader George Mitchell of Maine * * * said time and again, "We simply can't ac- Bush Retreats as Opponents cept the proposal that says you' re going to cut the tax burden for those making over Propose Trade to Secure $200,000 and raise it for everyone else." Higher Income-Tax Rates A critical moment occurred in mid-Sep- tember, when the Democrats leaked a con- fidential analysis from the summit negotia- tions putting the Republican tax cuts in By JACKIE CALMES stark terms-showing that they would re- Staff Reporter of THE WALL STREET JOURNAL sult in an overall cut for the richest Ameri- WASHINGTON After getting clob- cans and an increase for everyone else, bered by Republicans on tax issues for a thanks largely to the impact of capital decade, the Democrats scored big by van- gains. quishing the president on his demand for a The soak-the-rich theme proved to be a cut in the capital gains rate. message with resonance, as poll after poll Their victory is due not only to the registered public disgust with the greed changing politics of the tax issue, but also that voters associated with the 1980s-the to their new-found shrewdness in dealing junk-bond, insider-trading, S&L-ripoff dec- with it. ade. "This was an easy issue because of Publicly, the Democrats repeatedly the way the public is feeling these days," knocked down the Republicans' pro-growth said Robert McIntyre. director of Citizens arguments as mere cover for yet another for Tax Justice, a labor-backed lobbying tax break for fat cats. But instead of group. The Democrats even got an assist merely opposing the cut, the Democrats from a well-known Republican, political said the beneficiaries of capital gains consultant Kevin Phillips, whose book, treatment would have to pay for it-with "The Politics of Rich and Poor," provided higher income-tax rates. The price was SO intellectual ballast for their arguments. high that in the end Mr. Bush and his party At the same time, Republicans were left had to give up. without a catchy theme. "We acted like "The Democrats have hammered us as we're embarrassed to make the pro-capital a party of the rich very effectively," GOP gains arguments," said Mark Bloomfield, political strategist Ed Rollins conceded. president of the American Council for Cap- "They have really forced the debate on fa- ital Formation, a corporate-backed organi- voring the wealthy versus not favoring the zation lobbying for a capital gains tax cut. wealthy, as opposed to spending versus Senate GOP Leader Bob Dole of Kansas, taxes, where we win.' asked recently why the tax cut was SO im- Concern was heavy among Democrats portant, mentioned the need to fulfill Mr. last night that the package as a whole Bush's 1988 campaign promise and to at- failed to shift the tax burden higher up the tract House Republicans' votes for the income scale. But where the defeat of capi- budget package-and not a word about tal gains was concerned, the party was economic growth. delighted to take the credit. "The Demo- "It's the fault of the White House," said crats have been able to clearly articulate Rep. Mickey Edwards of Oklahoma, a what this fight is about," Ron Brown, the House GOP leader. "They allowed Demo- party chairman, said over the weekend. crats to dominate the press as far as defin- "It's about who pays the tab." ing what capital gains is all about. The The victory is bigger than even many Democrats had a message that they kept Democrats expected when the year began. repeating over and over. We did not have a Last year, they defeated an earlier White central theme, and the president never House effort to cut the rate only on a par- really wanted to get confrontational. The liamentary motion, after test votes showed guy with the big microphone never wanted majorities of both the House and Senate- to use it." including a critical block of Democratic In recent days, Republicans in Congress conservatives-in favor of the tax cut. This privately began pleading for the party to year's strategy, in fact, was premised on back off the capital gains issue. Rep. Bill the likelihood of the White House winning Green. a Manhattan Republican, button- on capital gains, which is why the Demo- holed House Minority Leader Bob Michel crats, from the beginning, demanded eq- of Illinois last week to pass on a message: uity-an offsetting tax bite from the rich. Yet another business group had urged an The party remained unified on the is- end to the capital-gains campaign. It was sue, repairing fissures that broke out in holding up the deficit-reduction package. last year's fight over capital gains. Some he explained-and worse. threatening Democrats who favor the cuts in principle higher income tax rates. remained silent this round in the interest Mr. Michel didn't have to be told. "I'm of cutting the deficit. Other Democrat pro- hearing all the time from people in the ponents of the cut joined their leadership business community-we want a budget in the strategy of linking the cut to higher agreement more than we want capital income-tax rates. gains." he said after being approached by Mr. Green. In the end, Messrs. Michel and Dole. the only GOP lawmakers in the final bargaining group, publicly backed away from capital gains in an effort to get a def- icit-reduction deal. Republicans are left the consolation prize of having fended off an increase in income-tax rates. which will help them ar- gue that that President Bush's no-new- taxes promise remains technically intact. despite billions of dollars in miscellaneous tax increases in the compromisè budget. THE WALL STREET JOURNAL. © 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Mr. Gephardt's dilemma is one felt force the other side to tip its hand. Demo- Gephardt Walking sharply by Congress today amid the crats had more success in framing the budget brinksmanship here. His fellow public debate. but the party felt too vulner- Political High Wire Democrats are most torn. because of their able to walk away from the table. The Mid- dual roles as both the "opposition party" east crisis stole precious momentum. and On Deficit Accord and the legislative majority in Congress. for a time in the capital-gains fight. Demo- But Rep. Gephardt's roots in the Ways and crats appeared captives of their own sym- Means Committee are a reminder too that * bolism. The president first wanted the cap- * the fiscal crisis is also an institutional ital-gains tax reduction to fulfill his Young Democrat Faces Test crisis that challenges Congress's constitu- agenda. But the dynamics changed when In Persuading Colleagues tional powers over taxes and spending. Democrats sought to keep the issue alive An early star among a generation of for a period in hopes of setting up a trade That He Made Right Deal lawmakers elected in the 1970s. Mr. Gep- for their goal of higher personal rates on hardt found his voice after going outside wealthy taxpayers. the House as a presidential candidate. Now The gamble for Mr. Gephardt-and his By DAVID ROGERS that he has returned in a greater leader- party-is that the agreement reached yes- Staff Reporter of TIME WALL STREET JOURNAL ship role, his challenge is to preserve that terday will at least establish a fixed play- WASHINGTON-" your fight too" identity-and anger-not only for himself ing field in which new battles can be was the rallying cry of Richard Gephardt's but to give renewed direction to the cham- fought over priorities in the coming dec- 1988 presidential campaign. Now the young ber once dubbed "the people's house.' ade. "We have fundamental differences House majority leader must convince his "He has to get the institution angry." with Republicans." said the Democratic Democratic colleagues the deficit-reduc- says Kevin Phillips. a conservative theo- leader in a Capitol hailway one evening tion accord he helped strike with President rist and writer. "So he can give voice as a outside the budget meeting room. "I see it Bush is their "deal" too. leader for Middle America and not just a now more clearly than ever." The massive package would not only re- Washington institution." shape the federal budget but the political His task is that much more difficult be- landscape over the next five years. Middle- cause of the suddenness of his rise to and working-class families will share in power last year, when scandals forced the the pain. and Rep. Gephardt walked a resignation of top Democratic leaders. Un- tightrope between finding a compromise like Speaker Thomas Foley (D., Wash. and giving up his political profile-and that a committee chairman before climbing the of the Democrats-ir future elections. leadership ladder, Mr. Gephardt is almost "It is his baptism by fire," says former wholly the product of the Democratic Democratic House Whip Tony Coelho, and caucus and has the soft underbelly of a a portrait too of an man without a fixed power base to fall emerging leader back on if he should fail. coming to terms Probably no relationship is more com- with power. Success plicated-or critical-for Mr. Gephardt will give the Mis- than that with Ways and Means Committee souri congressman Chairman Dan Rostenkowski. In style and new credibility as a temperament, the 62-year-old Chicago major force in a Democrat is from another eΓa, but as his Democratic leader- own leadership opportunities have slipped ship still struggling away. he wants most to be needed. He to establish itself. can't resist slapping down the younger But as chairman of man but also smiles with satisfaction at the talks between seeing him learn. When President Bush Congress and the personally called the chairman to test White House. the 49- Richard Gephardt Democratic loyalty on resisting a capital- year-old Mr. Gep- gains tax cut, Rep. Rostenkowski held. hardt has been pulled away from his popu- The muscular economic populism of his list past and become party to concessions presidential campaign must grow the very on taxes and defense spending that will an- different muscles of an institutional in- -ger rank-and-file Democrats. sider. "He did a masterful job," says Sen- In terms of national politics, this is ate Appropriations Committee Chairman very high risk for him," says Edward Robert Byrd (D., W.Va.). but this praise Reilly. a New York political consultant and is interspersed with cuffs and bruises from veteran of Mr. Gephardt's presidential other chairmen who find the majority campaign. "There will be some things in leader too timid. this package people will be able to pick apart and say veer from the liberal Instead of a partisan rabble-rouser. the agenda." administration faced a Midwest Eagle As a presidential candidate. stumping Scout. Mr. Gephardt paid a price for per- across the South and Midwest. Mr. Gep- mitting the talks to drift without resolu- hardt vowed to stand up for workers tion, but the process gave him time to against a "Yuppie, Harvard' elite that build bonds with other lawmakers. even as would "anesthetize us" amid America's the more abrasive White House team economic decline. As majority leader, Mr. seemed to wear out its welcome. Gephardt. a former St. Louis alderman. Rep. Gephardt walked between compet- has been sitting for weeks across a mahog- ing regional interests. among the negotia- any table from Harvard-educated Richard tors themselves, on energy taxes. And with Darman, the ambitious White House Anheuser-Busch Cos. headquartered in his budget director. Class and economic divi- St. Louis "congressional district, he had sions colored the negotiations between the both a parochial stake in beer taxes- two men, but at a time of rising voter an- which the White House played on behind ger. Rep. Gephardt's leadership position the scenes-and a political need to show he seemed to muffle his voice on the very was sacrificing as well. themes he was early to advance. On bigger issues, the budget negotia- "I find it very hard," he said last week. tions resembled less a legislative confer- "I tell my wife every night that divided ence than a game of cards. Each side government doesn't work." made offers-not to be accepted but to THE WALL STREET JOURNAL. © 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Democrats Failin Top Goal: Shifting Tax Burden to Rich By JEFFREY H. BIRNBAUM it became tyranny by revenue chart. Staff Reporter of THE JOURNAL Ever since the budget talks began in WASHINGTON The budget accord ap- May. computers have been whirring in a parently fails to achieve what the Demo- converted hotel near the Capitol. produc- crats said was their highest goal in the def- ing more than 200 income-distribution ta- icit-reduction talks: to make the tax code bles detailing how the latest deficit-cutting more progressive by shifting more of the proposals would affect taxpayers catego- burden to upper-income individuals. rized by income groups. According to lawmakers and others But by the time the tax talks ended yes- close to the negotiations. taxpayers in the terday the tables had turned. Aides said top categories of income would suffer less the latest income-distribution charts didn't of a tax increase in percentage terms than look the way most Democratic strategists some of those taxpayers in lower-income had hoped. categories. The reason is that most of the revenue In particular. according to one congres- raised in the package would come from in- sional aide, the after-tax income of the top creases in excise taxes. which are regres- 1% of earners, or those who make more sive-disproportionately burdensome on than $200,000 a year, would decline by a lower-income taxpayers. This would mark smaller percentage than that of lower-in- the first time in recent memory that law- come taxpayers. A progressive system makers are considering a plan that would would take a larger percentage cut from raise most of its revenue through excise- the upper-income taxpayers. tax increases, rather than through the A caucus of House Democrats last eve- more progressive income tax. ning produced some shrill complaints The biggest excise-tax increase would about the tax plan's lack of progressivity. be applied to energy. The plan would raise Democratic leaders acknowledged the nearly $57 billion over five years from a problems but said the compromise was the boost of 10 cents a gallon in the tax on gas- best they could do. oline and other motor fuels, plus an in- In addition. they said they were still crease of two cents a gallon on all petro- working on final income-distribution data. leum products, gasoline included. Also re- Usually Democrats insist on including an gressive are proposed increases in excise income-distribution chart with any group taxes on tobacco, beer. wine and distilled of tax changes. But this time the tax pack- spirits. age omitted the chart. and Democrats weren't making one available. Aides hoped A sure-fire way to offset these regres- that some of the reassessments would sive taxes would have been to increase in- make the tax package appear more pro- come tax rates on the wealthy. But Repub- gressive. licans refused. So instead, the tax plan in- The package "has not corrected the re- cludes a variety of whacks at the wealthy gressivity which has stormed through the aimed at smoothing out the income-distri- tax structure over the last 12 years, said bution chart. including a new tax on "lux- Sen. James Sasser D.. Tenn. chairman ury items." which are presumably pur- of the Senate Budget Committee. In fact, chased more frequently by rich people. he added. "There has been some increase One progressive provision, proposed by in regressivity due to the Republican insis- Rep. Donald Pease (D., Ohio) would place tence on higher gasoline taxes" and other a limit on the itemized deductions taken by excise taxes. people with incomes above $100,000-the "That will be the single biggest problem higher the income, the higher the limit. in securing Democratic support for this For the upper-income people to whom it package.' he said. applies. the Pease plan is really not much Ironically, it was the Democrats who in- different from a tax-rate increase. sisted that the drive to make rich people Other proposals also would help reduce carry more of the tax burden be the guid- the regressive nature of the package. One ing principle of the talks. would raise the earnings limit that is cur- In private. the two sides shouted about rently applied to the 1.45% payroll tax that it. Republicans once even threatened to goes to Medicare. The income subject to quit the talks over it. For Democrats. it the tax would increase to $73,000 from $51,- was a matter of fairness. For Republicans. 300. THE WALL STREET JOURNAL. © 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Bush Gets Leverage on Spending Caps By DAVID ROGERS and $221.7 billion in fiscal 1993. If the White ment. But by establishing caps, the Presi- Staff Reporter of THE WALL STREET JOURNAL House Office of Management and Budget dent and Republicans have set targets for WASHINGTON-President Bush failed found that future appropriations bills broke themselves through the 1992 elections. An to win the sweeping power he sought over these caps, cuts would be ordered within estimated $67.2 billion in Pentagon savings federal spending, but his budget agree- weeks, and this certainty would add to the are assumed under the proposal. But as a ment with Congress includes a set of en- pressure on all sides to stay within lim- practical matter, annual military appropri- forcement measures that give the White its. ations would be effectively frozen in the House added leverage both to set priorities Similarly, if a future benefit program range of $288.5 billion to $291.1 billion over and to curb future expenditures. were adopted, it would be subject to the the next three years. The agreement sets five-year ceilings same requirement. Child-care legislation, Though much smaller, the more imme- for annual appropriations bills, and the now pending in Congress, could be a first diate issue may be the level set for inter- House and Senate Appropriations Commit- test, as the sponsors are proposing to pay national affairs, which would grow to $19.6 tees are given specific caps for defense, for the new program by extending the 3% billion by fiscal 1993. Special provisions domestic, and international affairs spend- excise tax on long-distance telephone calls. were made to meet the cost of forgiving ing through fiscal 1993. Any new benefit Assuming the bill is enacted into law, OMB Egypt's military debt to the U.S., but the programs will be subject to a pay-as-you- would match the costs against the offset- spending cap serves as a check of sorts on go requirement. and across-the-board cuts ting revenue, and cuts would be applied to demands from other nations affected by would be triggered if the proposed ceilings existing benefit programs to ensure no def- the Mideast crisis or rapid changes in were violated. icit impact. Eastern Europe. The same pay-as-you-go approach ap- The notion of a third category for for- plies to future tax cuts as well. Any bill House-passed appropriations bills for that failed to provide offsetting revenue this year will have to be cut to stay within eign aid further narrows Congress's flexi- would have to pass a point-of-order vote in the proposed ceilings, but the budget bility and has a ripple effect on what re- the Senate, which requires 60 votes, for ex- agreement is in fact more generous to do- mains for domestic accounts. A new set of mestic spending than many had expected scoring rules makes it harder for appropri- ample. at the outset of the talks months ago. Sen- ations committees to hide spending in The new mechanism is similar to the ate Appropriations Committee Chairman some cases as well. but lawmakers won current Gramm-Rudman law but would be Robert Byrd was a major force in blunting concessions that allow for adjustments for quicker to respond to evidence of over- the administration's efforts to expand the changes in the economy and the vagaries spending and more targeted to the problem president's power, and as negotiators met of long-range estimates. area. The White House would have the fi- in one corner of the Capitol late Saturday Aggregate appropriations for the next nal word on determining any violators, ac- night. the West Virginia Democrat waited three fiscal years may exceed the caps as cording to budget analysts, and the agree- in his office. smoking a cigar and review- much as 0.4% without penalty. for exam- ment provides that an across-the-board cut ing a videotape of a lengthy speech he de- ple, and a further allowance is permitted could be ordered 15 days after enactment livered last year on the budget process. for technical reestimates. The base for of any bill that breaks the prescribed ceil- "I just want to be here at my post of across-the-board cuts from benefit pro- ings. duty if the trumpet calls," said Mr. grams would be expanded by relaxing lim- For example, the agreement establishes Byrd. its protecting Medicare. for example. and a base line under which domestic discre- in fiscal 1994 and 1995. appropriations com- tionary spending is projected to grow from Given the prevailing mood in Congress, mittees would be subject to only a single $197.6 billion in the new fiscal year that Mr. Bush will still face opposition to the ceiling with no differentiation between do- started today to $210.1 billion in fiscal 1992. defense spending assumed in the agree- mestic and national security accounts. THE WALL STREET JOURNAL. 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Cuts in Farm Subsidies Likely To Provoke Political Turmoil By BRUCE INGERSOLL ing to make voters unhappy. It will be very Staff Reporter of THE WALL STREET JOURNAL difficult for them to decide [on cuts). WASHINGTON - Besides sharply cut- The consensus among farm groups is ting farm income, the proposed $13 billion that the lawmakers will opt for a combina- cut in commodity subsidies over the next tion of price-support cuts and acreage re- five years is likely to provoke political tur- ductions. Under -the farm program, the moil, pitting farmer against farmer and government pays farmers subsidies if mar- region against region. ket prices fall short of so-called target Some commodity-group lobbyists and prices. To qualify for such deficiency pay- agricultural analysts expressed fear that ments, however, farmers must idle part of the plan would end the Farm Belt's strong their so-called base acreage. recovery from the doldrums of the mid- One option would cut the target prices 1980s and trigger another wave of farm for wheat, feed grains, cotton and rice 2% failures and foreclosures, particularly in each year through fiscal 1995, and would the Great Plains wheat belt and soybean- require farmers to reduce their base acre- producing areas of the South. age 3% each year. Such a reduction would Under the budget summit agreement, decrease the amount of production eligible the savings demanded of the farm sector for deficiency payments. The White House could be achieved by either trimming farm budget office estimates this would save income price supports or shrinking the $500 million in fiscal 1991 and $12.4 billion amount of acreage eligible for subsidies over five years. It's unclear how the re- or a combination of the two options. maining $600 million would be saved. But critics complained that the nation's A second possibility is the so-called tri- wheat, feed-grain, cotton and rice growers ple-base option involving a one-time 2% would be required to bear a disproportion- cut in target prices and a one-time 15% cut ate share of the economic pain of deficit in acres eligible for deficiency payments reduction. Apparently untouched by the and other subsidies. At the same time, plan-at least for now-are dairy, peanut farmers would be free to grow oil seeds, and sugar producers, who don't receive including soybeans and sunflowers, and any direct subsidies from the govern- other crops on the ineligible acreage. ment. This option would hurt thousands of James Barr, chief executive officer of wheat farmers in the semi-arid Great the National Milk Producers Federation, Plains, Montana and eastern Washington, said he sees considerable potential for "di- where wheat is about the only crop they visiveness among commodity groups." can grow profitably because of climate and While deep cuts in the $55 billion, five- soil conditions. The result is that they year farm bill now pending in a Senate- couldn't take advantage of the much- House conference had been widely ex- touted planting flexibility of the triple-base pected, the plan still left the farm organi- option. Mr. Schwensen said he fears it zations stunned and demoralized. "Farm- would drive many wheat growers out of ers come out the losers," said Carl business: Schwensen, executive vice president of the National Association of Wheat Growers. Corn Belt farmers. on the other hand. "You're going to hear some real scream- would be able to plant more soybeans on ing out there," Mr. Barr said. acreage no longer eligible for subsidies, The loss of farm income, coupled with analysts pointed out. The resulting surge in the rising costs of fuel. fertilizer and other production. however, would lower soybean agrichemicals due to the Persian Gulf prices. conceivably to the point where soy- crisis, will intensify "economic pressure on bean growers in the South wouldn't be able farmers." added Robert Nooter. lobbyist to compete because of their lower yields for the American Farm Bureau Federa- per acre. tion. The triple-base option would save S1 bil- The budget summit negotiators appear lion the first year and $12.2 billion over to have given the House and Senate Agri- five years. One way for farm-policy culture Committee leadership some lati- makers in Congress to bring the savings up tude in deciding how to make the cuts. in- to the $13 billion goal-and make the plan cluding $1.3 billion in the fiscal year that more equitable and less politically vola- begins today. "They're all looking at Nov. tile-would be to lower dairy price sup- 6." said Dean Kleckner. the Farm Bu- ports or impose assessments on dairy rean S president. "They know they're go- farmers. THE WALL STREET JOURNAL. 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Seniors Can Expect to Pay More for Medicare Benefits By KENNETH H. BACON But if the Medicare plan contains politi- Staff Reporter of THE WALL STREET JOURNAL cal risks. administration officials believe WASHINGTON - The budget compro- it makes good fiscal sense by starting to mise calls for the largest increases in pay- balance the costs and revenues of a $100 ments by Medicare beneficiaries since the billion-a-year program that is contributing health-insurance program began 25 years more and more to the budget deficit. ago and is already triggering opposition If the proposal survives, the major from senior citizens groups. changes for beneficiaries will be in Part B Negotiators agreed to raise $30 billion of Medicare. which pays doctors' bills from Medicare beneficiaries over five -The annual deductible, which benefi- years by boosting the monthly premium ciaries must pay before Medicare begins to and the annual deductible they pay for pay 80% of doctors bills, would rise from doctors' services. The five-year plan also S75 currently to $100 on Jan. 1, $125 in 1992, calls for cuts of $30 billion in planned pay- and $150 in 1993-1995. The negotiators ments to hospitals and doctors, resulting in dropped an earlier proposal to index the total savings of $60 billion from Medi- deductible to inflation after it reaches $150. care. The change, which would bring in $6 billion And to bolster Medicare's hospital in- over five years. would be the first increase surance trust fund, workers and employers in the deductible since 1982, when it rose each would pay an additional 1.45% of from $50. earnings on income between $51,300 and -The monthly Part B premium would $73,000. rise to cover 30% of Part B costs from the "What I hear from my district is that current 25%. This would boost the current you've got to do a lot more in terms of cut- $28.60 monthly premium to about $34 on ting than look just at the seniors," said Jan. 1 and to around $55 in 1995, and would Rep. Harris Fawell (R., Ill.). A deficit-re- raise $20.17 billion over five years, the Of- duction package that seniors think de- fice of Management and Budget calcu- mands too much from them is "an explo- lates. Between 1965 and 1974, the Medicare sive pre-election move that may be as im- law required premiums to cover 50% of possible a political task as any one might Part B cost. If current law, which limits pick. I think there will be a wholesale re- Part B premium increases to the rise in volt," Rep. Fawell said. the cost of living, remained in place, pre- Today, a coalition of senior citizens mium coverage would fall to 21.5% of cost groups and labor unions plans to launch a by 1995. campaign against the proposed Medicare -Seniors would be required to pay 20% increases. "We want to make it clear that of laboratory costs; currently Medicare those who wage a budget war against se- pays the entire cost. The change would re- niors shouldn't expect pacifism on election store a co-payment in place until 1984 and day," said Ron Pollack, the executive di- raise $3.88 billion over five years, the OMB rector of Families USA. which represents estimates. the elderly. The package contains about billion in Martha McSteen, president of the Na- proposed new spending to help elderly ben- tional Committee to Preserve Social Secu- eficiaries near the poverty line bear the rity and Medicare, which led the success- higher costs. Medicaid, the health program ful fight to repeal a catastrophic-illness in- for the poor, already pays the Medicare surance plan that many seniors considered deductible and premiums for beneficiaries too expensive, called the proposals unfair. below the poverty line. "When half of the proposed budget savings Over time, the combination of the 30% from entitlement programs comes from a premium coverage requirement and the single program-Medicare well, that's not fair," she said. 20% co-payment for lab fees could change the dynamic of Medicare by making se- But officials at the American Associa- niors more attentive to medical-cost con- tion of Retired Persons, the largest senior tainment, administration officials say. The citizens group. said the negotiators aban- faster medical costs rise, the faster their doned other proposals that would have hurt payments will increase. the elderly-higher taxes on Social Secu- Of the additional $30 billion of Medicare rity benefits. a postponement in the cost-of- savings produced by slowing payments to living increase for Social Security benefits. Medicare providers, $16.5 billion would and a big increase in Medicare premiums come- from hospitals and most of the rest for wealthy beneficiaries. "You have to would come from reducing payments to judge a package like this not just by doctors for such "overpriced procedures" what's in it but by what's not in it," said as radiology, anesthesiology and diagnostic Martin Corry, the AARP's director of fed- tests. Hospitals, arguing that inner-city eral relations. and rural hospitals already face a financial In a statement yesterday, the AARP crisis, successfully argued against admin- congratulated the negotiators for reaching istration efforts for bigger cuts. an agreement, but said it was withholding The extension of the 1.45% hospital in- judgment until it reviews the entire pack- surance tax to earned income between $51,- age. 300 and $73,000 would boost the revenues of One part of the overall budget agree- the trust fund that pays for hospitalization ment dims the prospect of future efforts, under Part A of Medicare. Without the in- increasingly favored by Democrats and crease, the Hospital Insurance Trust Fund Republicans alike, to fill gaps in the na- will go bankrupt early in the next century, tion's health care by expanding coverage according to government projections. Cur- to the poor. the uninsured or the elderly rently, the 1.45% levy. which is paid by who need long-term care. The five-year both workers and employers, like the 6.2% agreement provides that any new benefits Social Security payroll tax, is capped at in- must be enacted on a pay-as-you-go basis, comes of $51,300. Under the plan, the 1.45% meaning that expanded health care would tax would be paid by employees and em- trigger a dollar-for-dollar increase in reve- ployers alike on income up to $73,000, but nues or cuts in expenditures. The Bush ad- not on any income beyond that. The ministration is studying ways to improve change, which doesn't affect the Social Se- health coverage, but officials warn that fis- curity tax, would bring in $13 billion over cal realities rule out costly expansion. five years. THE WALL STREET JOURNAL. © 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 MilitarySpendingtoBeCut, But No Peace DividendSeen By BOB DAVIS survive, some liberals are bound to take And WALTER S. MOSSBERG aim repeatedly at the Pentagon budget in Staff Reporters of THE WALL STREET JOURNAL future years, especially if there is a re- WASHINGTON The budget agreement cession or the Persian Gulf crisis fades. would force the Bush administration to Rep. Patricia Schroeder (D., Colo. ), spend less on defense than it had planned chairwoman of the House subcommittee on at the beginning of the year, but also military installations, warned that "it may dashes remaining hopes for any sizable be we just don't give them that much peace dividend. money.' She said she had expected the The five-year figures agreed to by the Pentagon to receive less money for regular summit participants closely track a plan operations, provided Congress funded the put forward in April by Sam Nunn (D., Persian Gulf deployment separately. Ga. the Democrats' leading defense ex- "Now, it looks like they've got a win-win pert and chairman of the Senate Armed situation," with higher regular funding Services Committee. They are the highest than Democrats sought, plus a separate levels either party considered politically Persian Gulf fund. "I don't see any peace practical this year-a fact the White House dividend in it," Rep. Schroeder said. "The hopes will help sell the package to conser- peace dividend went to Saudi Arabia." vatives. The budget accord doesn't cut funding However, defense hardliners were al- considered necessary for the current mili- ready warning that the new figures could tary operation in the Persian Gulf. That result in a weaker military. And meeting operation, called Desert Shield, is expected the new levels is certain to unleash a fight to cost $15 billion in fiscal 1991, with for- over which programs to cut. The outcome eign countries likely to underwrite about could determine the fate of such weapons half of that amount. The remaining $7.5 programs as the Strategic Defense Initia- billion will be sought in special legislation tive and the B-2 bomber. over and above the regular Pentagon According to Frank Gaffney. a Reagan- budget. Those figures would balloon if war era Pentagon official who now heads the breaks out in the Persian Gulf. Center for Security Policy, "it will proba- bly result in a significant cut in money that Gordon Adams. director of the liberal- spends!out quickly-operations and main- leaning Defense Budget Project. praised tenance." That means, Mr. Gaffney says, the agreement because "the baseline is that readiness of U.S. forces outside the now headed down deeper than [Defense Persian Gulf, especially in Europe and Secretary I Dick Cheney anticipated.' South Korea, could suffer. "You get back However, Mr. Adams added, "This is to a hollow military," he said, using the certainly not the end of the world for the terms Republicans favored in the 1970s to Pentagon. My guess is that the Pentagon criticize shortages of spare parts and knew that [Sen. I Nunn's plan was about the training under the Carter administration. best they could do.' Under the summit agreement, the U.S. For fiscal 1991, which begins today, the would spend about $290 billion a year on budget agreement calls for Pentagon defense for the next three fiscal years. The spending authority of $288.5 billion and out- agreement cuts $67 billion in outlays and lays of $296.4 billion. Over the next two $107.4 billion in spending authority from years, spending authority would increase the administration's plans for a slowly to $290.9 billion and $291.1 billion. Outlays growing defense budget over three years. The result-an essentially flat level of de- would drop to $294.3 billion and $291.3 bil- fense spending-means that the Pentagon lion. Budget authority defines which pro- coffers won't be heavily raided to finance grams the government may carry out and social programs. sets spending ceilings for them. while out- Only six months ago, liberal lawmakers lays refer to money actually spent. had hoped to shift significant funds from The agreement didn't specify the reduc- Pentagon accounts to a host of domestic tion in spending over five years compared programs, including education. health in- with administration projections, but an in- surance for the poor, and highway repair. dividual close to the negotiations put the But the administration has bitterly op- figure at S173 billion. posed such moves, and the Persian Gulf The Senate and House have already crisis sharply reduced the odds that the passed defense authorization bills for fiscal liberals would succeed. 1991. The budget negotiators agreed to Democratic budget negotiators argued adopt the Senate's overall budget plan- until the last minute to cut Pentagon fund- which has $6 billion more in spending au- ing more sharply, and rank-and-file House thority than the House bill-but conferees liberals will probably be disgruntled that from the House and Senate Armed Service the Pentagon budget wasn't cut more. Committees must work out differences in Even if the first-year figures in the plan proposed funding for individual programs. THE WALL STREET JOURNAL. 1990 Dou Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Bush, Despite Losing Capital Gains War, Wins Tax Breaks for Small Companies By ALAN MURRAY companies whose principal activity is man- Staff Reporter of THE WALL STREET JOURNAL aging real estate and investments, or fi- WASHINGTON-While losing the capi- nancial businesses. tal-gains tax cut, President Bush did win a The biggest single item in the grab bag handful of face-saving. smaller tax breaks of incentives would allow investors. who designed to benefit small and medium- buy stock in one of the qualified companies sized entrepreneurial companies. to take a deduction of 25% of the purchase The White House praised the plans as price of the stock. The deduction would be strong incentives to growth. "The growth limited to $50,000. incentives in this package will be a power- A person who bought $200,000 of stock in ful boost to small, rapidly growing entre- one of these medium-size companies. for preneurial business," said Michael Boskin, instance, would be allowed to deduct $50,- chairman of the Council of Economic Ad- 000 of that amount. If the person is in the visers. 33% tax bracket, that would be a tax sav- But proponents of the capital-gains tax ings of $16,500. The provision is estimated cut were scarcely satisfied. "The capital- to cost the government $7.3 billion over the formation piece is suitable for- a banana next five years. republic, but not for the United States of In addition, investors who bought stock America, which has to compete with major in these companies wouldn't have to pay powers like Japan and others, with sub- taxes on gains due solely to inflation. stantially lower-capital costs," said Mark The tax breaks would expand the ability Bloomfield, head of the American Council of companies that fall into this special cat- for Capital Formation and a leader in the egory to "expense" certain investments- effort for a capital-gains tax cut. or write them all off in one year. They The tax breaks in the package are would also provide these companies a 30% aimed at helping corporations with less credit for research and development, al- than $50 million in equity that are engaged though that tax break would be in place for in "active" businesses. That would exclude calendar year 1991 only. The total package will cost the government $12.1 billion over the next five years. Tax Credits for Ethanol The changes marked a dramatic rever- Are Extended in Accord sal from the Tax Reform Act of 1986, which attempted to roll back the special-in- By a WALL STREET JOURNAL Staff Reporter terest tax breaks that permeated the tax WASHINGTON - Senate Minority code. Leader Robert Dole got his wish and Large corporations and tax-shelter pro- inserted into the budget accord the ex- moters are certain to put their account- tension of tax breaks totaling $500 mil- ants at work overtime to figure out ways to lion a year that prop up the market for qualify for the generous but specific tax corn-based ethanol, which is used to breaks. make gasohol. Administration officials say the Treas- The major beneficiary of the subsidy ury will be attempting to devise rules to is Archer-Daniels-Midland Co., which prevent such game-playing. But if past ex- makes 70% of the fuel component pro- perience is any guide, the creativity of pri- duced in the U.S. Sen. Dole long has vate accountants may prove to be too had personal and professional ties to much for government regulation writers. Dwayne Andreas. chairman of the Deca- Robert Greenstein of the Center on tur. III., commodities company. Documents released yesterday in Budget and Policy Priorities said the tax breaks were "some of the more lucrative connection with the budget pact indicate that the two gasohol tax credits would and more egregious new tax loopholes to be extended and modified. They aren't come down the pike in recent years," and scheduled to expire until the end of 1992. said they will "open the doors wide to ex- Other details weren't disclosed. and it's tensive tax sheltering by wealthy inves- tors." still uncertain- whether congress will en- act these extensions. "It's a typical move by politicians to The tax credits. one for excise taxes provide sops rather than substance," said and another for income taxes, amount to Eugene Steuerle, a senior fellow at the Ur- a 60-cent subsidy for each gallon of alco- ban Institute and a former Treasury tax hol used for fuel. Although the credits go official. "It basically ignores the notion of the '86 act that all income should be to companies that mix ethanol with gas- oline to make gasohol and not to ADM, treated equally." they benefit the company by creating a "There's no doubt there will be game- market for ethanol. playing with this type of thing," Mr. Steuerle said. THE WALL STREET JOURNAL. © 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY. OCTOBER 1, 1990 Consumer Excise Levies to Climb; Big Rise on Gasoline Tax Planned By HILARY STOUT Benz $4,000 more. Staff Reporter of THE WALL STREET JOURNAL Generally, the plan calls for increasing WASHINGTON The average American the federal excise tax on a bottle of wine consumer will foot a big chunk of the defi- by 22 cents from three cents and the tax on cit-reduction bill, mostly through higher a 750-ml. bottle of 80-proof liquor to about gasoline taxes. $2.22 from the current $1.98. Overall the The agreement would also boost govern- rise in alcohol taxes would garner $10 bil- ment revenue through a 10% tax on expen- lion in five years. sive luxury products, affordable largely to just the wealthiest Americans. But the $1.9 The current 16-cent-a-pack cigarette tax would rise by four cents in 1991 and four billion gain to the Treasury from the lux- ury tax over five years pales in compari- more-cents in 1993. That means a pack-a- son with the more than $45 billion to be day smoker would spend $14.60 more on cigarettes next year and $29.20 after 1993. raised through a proposed 12-cent increase in gasoline taxes. The increase is estimated to bring in $5.9 Overall, more than $74 billion of the billion over five years. proposed $134 billion increase in tax reve- Other excise taxes would probably af- nue in the five-year deficit-reduction pack- fect relatively few Americans-those rich age comes from consumer excise taxes. In enough to buy yachts, furs and $5,000 addition to the gas and luxury taxes, the rings. The accord calls for a 10% tax on accord also would raise taxes on alcohol the following "luxury" goods: cars with a and cigarettes. price tag over $30,000; private boats and "It's a consumer package," said Alice yachts over $100,000; jewelry and watches Rivlin, an economist at the Brookings In- over $5,000; and furs over $5,000, not in- stitution in Washington. "It's a very spe- cluding artificial furs. cial kind of consumer package, a series of "I don't think people care from a moral taxes on things we would like to discourage point of view whether we buy luxury the consumption of: gasoline. alcohol, cig- cars," Ms. Rivlin said. "But clearly if we arettes." need more money to reduce the deficit, The broadest and deepest impact would this hits things that are not really neces- come from a 12-cent-a-gallon increase in sary." the federal gasoline tax, the single largest Any increased revenue from luxury revenue-raiser in the budget package. The taxes, however, would be small. For exam- tax would be phased in over two years, ple, economists at DRI/McGraw Hill esti- with a five-cent-a-gallon increase starting mate that only about 5% of all automobiles in December and an additional five cents sold in the U.S. cost more than $30,000. starting July 1991. An additional two-cent- Budget negotiators considered other a-gallon petroleum tax would be imposed candidates for luxury taxes, which would on gasoline and other petroleum products have brought in several billion dollars over beginning Jan. 1. five years. A 10% levy on electronics "The average household in America equipment with price tags over $1,000 was consumes about 1.000 gallons of gas a year, dropped from the final package. SO that's an additional $120" on their gaso- Private airplanes were álso eventually line bills. estimates Edwin Rothschild. en- spared the luxury tax. Two big manufac- ergy policy director of Citizen Action, a na- turers of such aircraft, Cessna Aircraft tional consumer organization. Co., a unit of General Dynamics Corp., and If the entire budget package goes into Raytheon Co.'s Beech Aircraft Corp., are effect. a pack of cigarettes would cost four both based in Kansas, the state of Senate cents more next year. a six-pack of beer Republican Leader Robert Dole. a major 16 cents more. and a $40.000 Mercedes player. in the budget talks. THE WALL STREET JOURNAL. 1990 Dow Jones & Company, Inc. All Rights Reserved. MONDAY, OCTOBER 1, 1990 Savings Are to Be Achieved At the Cost of a Lot of Pain By DAVID WESSEL and JACKIE CALMES Staff Reporters of THE WALL STREET JOURNAL A couple with income of $200,000, for in- WASHINGTON - The budget accord, stance, wouldn't be permitted to deduct the cobbled together by administration and first $3,000 (3% of the difference between congressional negotiators at the 11th hour, $200,000 and $100,000) of their deductions. If is almost all pain. their deductions-for mortgage interest, Just about three-fifths of the $500 billion state and local taxes and the like- in projected deficit savings comes from in- amounted to $50,000, they would be permit- creasing the federal gasoline tax; squeez- ted to deduct only $47,000 ($50,000 minus ing Medicare beneficiaries and their doc- $3,000). A couple with income of $500,000 tors; slashing farm subsidy payments, and would be forced to exclude the first $12,000 cutting the defense budget. in deductions (3% of the difference be- tween $500,000 and $100,000). And by limiting tax deductions taken by those with incomes above $100,000, the plan In tallying deductions for this purpose, would effectively raise marginal income taxpayers wouldn't have to include medi- tax rates by as much as one percentage cal expenses or investment-related interest point for some taxpayers. payments; these remain fully deductible. No taxpayer would lose more than 20% "This is all real," contended White of their total deductions under the plan. House Budget Director Richard Darman, his eyes red from lack of sleep. Economists said that, in fact, this amounts to an increase in marginal tax Well, almost. The package purports to rates for those earning over $100,000, some- reduce the projected federal deficit by thing that Republicans pledged to avoid. $40.1 billion in fiscal 1991, which begins For those facing a 33% marginal tax rate, today, to an estimated $253.6 billion, a rec- it amounts to a one percentage point in- ord. But it does that only by ignoring the crease; for those in the 28% bracket, it costs of Operation Desert Shield. Negotia- works out to an increase of about eight- tors estimate that will shave the first tenths of one percentage point. But the year's deficit reduction to $34.4 billion- published income-tax rates aren't altered. even after contributions from U.S. allies. White House Chief of Staff John Sununu in- And though the agreement relies less on sisted yesterday: "The rates have not been smoke and mirrors than did its predeces- changed." sors, it still has a few. In the first year Other big tax increases include: alone, the accord assumes $3 billion from -Increasing the gasoline tax by five the impact of intensified Internal Revenue cents a gallon on Dec. 1, 1990, and another Service collection, and $9.4 billion over five five cents a gallon on July 1, 1991. That years. Moreover, much remains to be de- alone raises $45 billion over five years. An cided. Congressional agriculture commit- additional two-cents-a-gallon tax on all re- tees, for instance, have yet to decide how fined petroleum products, including gaso- to cut by 25% their recently passed 1990 line but not home-heating oil, would be im- farm bill. posed Jan. 1. This raises $11.8 billion more Approved Last Night over five years. -Applying the 1.45% Medicare payroll The House and Senate last night ap- tax to the first $73,000 of wages, up from proved a measure to fund the government the current $51,300 ceiling, to raise $13 bil- through Friday and put off until then the lion over five years. automatic spending cuts due to take effect today. The two houses also extended the -Increasing the airline ticket tax to Treasury's borrowing authority, due to ex- 10% from 8%, and raising other aviation pire tomorrow, until that day. By then, taxes to yield about $12 billion over five Congress is supposed to have approved a years. resolution that embodies the accord. If it -Requiring state and local employees does, then all sides agreed to put off the to pay Social Security and Medicare pay- automatic spending cuts again Oct. 20; by roll taxes to raise about $17.2 billion over that date, Congress is supposed to have put five years. the whole package into law. -Increasing beer, wine and liquor The package would raise $18 billion taxes to raise $10 billion over five years, over five years with a new limit on item- with details still to be resolved. ized deductions for individuals or couples -Increasing tobacco taxes, now at 16 with incomes above $100.000 that is based cents a pack of cigarettes, by four cents a on a proposal by Rep. Don Pease (D., pack in 1991 and another four cents in 1993 Ohio). to raise $6 billion over five years. Here's how it works: Beginning in 1991, In all, tax increases are estimated to individuals and couples would be forced to produce $16.2 billion in the first year and reduce their deductions by $300 for every $133.8 billion over five years. That's after $10,000 in income over adjusted gross in- taking account of $5 billion in revenue-los- come of $100.000. ing tax breaks in the first year and $25 bil- lion over five years. Most of the tax breaks are aimed at stimulating investment, including $1 billion of new incentives for investment in eco- nomically depressed areas, known as en- terprise zones. But they also include about $7 billion aimed at the poor. On the spending side, negotiators al- lowed overall spending on foreign aid and domestic discretionary programs-annu- ally appropriated spending on everything from education to judges' salaries-to grow with inflation. Congressional appro- priations committees will divide the pot. But the defense budget will be cut. De- fense spending in 1991-other than the costs of Operation Desert Shield-will be $9.8 billion below what would be required to keep pace with inflation. Over three years, defense spending will be S67 billion less than needed to keep up with infla- tion. Government benefits, however, were hit hard. In all, the negotiators slashed $12.1 billion from projected spending on govern- ment benefits in fiscal 1991 and $119 billion over five years, the toughest part of the package for members of Congress and their constituents to swallow. Here are the highlights: -Spending on Medicare would be slashed almost $60 billion over the next five years with half that coming from re- duced payments to doctors and hospitals and the rest from the pockets of the el- derly. -Spending on farm subsidies will be cut by $13 billion over five years. -Spending on government retirees will be cut by about $8.1 billion over five years by denying them the right to withdraw some of their pension benefits in a lump sum when they retire-with a 30-day win- dow for those who chose to retire immedi- ately. -Postal service changes, details of which have yet to be worked out, would save another $4.2 billion. All the spending cuts are from projec- tions that assume that program spending would increase with inflation and changes in demography. In addition, the agreement would save about $4.6 billion by requiring jobless workers to wait two weeks before collect- ing benefits. Currently, 41 states require at least a one-week delay: the rest don't have any delay. r W AM-BudgetRdp 1stLd-Writethru 10-01 0704 ^AM-Budget Rdp, 1st Ld-Writethru, 0857 ( ^Bush, Congressional Leaders Begin Selling Painful Budget Plan< ^Eds: Updates with Bush comments, signing of order, inserting new 5th graf and inserting 1 graf after 10th graf pvs, 'Obviously it< ^By ALAN FRAM= ^Associated Press Writer= WASHINGTON (AP) - President Bush and congressional leaders of both parties began the tough election-year task Monday of selling their painful $500 billion deficit-reduction compromise to wary rank-and-file lawmakers. Democrats said the task of building support for the package of tax increases and spending cuts would be helped greatly if Bush would deliver a television address explaining to Americans why the nation's ailing economy needs such bitter budgetary medicine. 'We in Congress can't prepare them, said Sen. Wyche Fowler, D-Ga., a participant during most of the four months of budget bargaining this year. ' It is only the president going on national TV who can convince the public it is in their long-term best interest. ... If he convinces them of that, it will pass. Democrats had asked Bush at the White House Sunday to make the speech. participants in the meeting said. Rep. Silvio Conte, R-Mass., another budget bargainer, said the president has yet to decide. Bush, meanwhile, signed a stopgap spending resolution to keep the government going for five days while more work is done on the budget. He called the compromise ' 'the right package at the right time'' and 'our best chance to get the deficit under control. The leaders' sales effort was dealt a blow when one of Congress' leading conservatives, Rep. Newt Gingrich, R-Ga., announced he would oppose the proposed tax increases and spending cuts. Gingrich had left the White House Sunday shortly before Bush and congressional leaders announced their five-year agreement. Gingrich complained on Monday that the plan - the largest deficit-reduction package ever - would enact permanent tax increases while leaving spending cuts up to Congress to enact in the future. He was also upset that the plan did not contain enough measures to help businesses. We can do better for America, said Gingrich, the No. 2 House Republican. 'This package will lose jobs, raise taxes and deepen the recession. The plan's $134 billion in new taxes on gasoline, alcohol, tobacco, airline tickets, incomes of the wealthy and other items have angered many Republicans. They also complained that defense cuts of up to $182 billion were too deep, and that domestic programs were not pared enough. Numerous Democrats don't like the package's $105 billion in spending reductions for benefit programs such as Medicare and the fact that many of the taxes - such as those on gasoline and alcohol - take a deep bite out of poor peoples' incomes. 'Obviously it is not a proposal that most members of Congress want to rush out screaming in the streets with joy about, said Huse Speaker Thomas Foley, D-Wash. The president, in New York to give a speech at the United Nations, said, 'Like most compromises, it is certainly not going to satisfv everyone Rut this is the time to moye heyord these individual concerns and exercise leadership for the good of the country. Bush and Vice President Dan Quayle began telephoning GOP lawmakers in an effort to round up their support for coming votes on the budget package. One lawmaker, Rep. John Kasich, R-Ohio, said he had received a morning call at his home from Quayle. House Republican leaders huddled in the Capitol with administration officials, including the vice president. He's supporting it,'' said Conte. 'He's telling people what the consequences are if you don't support it - you go to sequester. Sequester is the technical name for the $85 billion in automatic spending cuts that would have been triggered Monday, the beginning of fiscal 1991, without a budget agreement. Those automatic cuts - enough to stagger many federal agencies - were only delayed for five days. The reductions will be postponed further if Congress begins passing legislation that implements the budget agreement. Bush and congressional leaders have said that to protect lawmakers from attacks by their political opponents, the budget legislation would need a majority of votes from members of both parties in both the House and Senate. As the sales job to the rank and file began, leaders were not brimming with confidence that they would meet their goal. 'All we can do is try,'' said House Majority Leader Richard Gephardt, D-Mo. This is a big decision for members. It's a very tounh call and = close call p0648 r W AM-BudgetRdp istLd-Writethru 10-01 0704 ^AM-Budget Rdp, 1st Ld-Writethru, 0857< Bush, Congressional Leaders Begin Selling Painful Budget Plan< ^Eds: Updates with Bush comments, signing of order, inserting new 5th graf and inserting 1 graf after 10th graf pvs, Obviously it( ^By ALAN FRAM= ^Associated Press Writer= WASHINGTON (AP) - President Bush and congressional leaders of both parties began the tough election-year task Monday of selling their painful $500 billion deficit-reduction compromise to wary rank-and-file lawmakers. Democrats said the task of building support for the package of tax increases and spending cuts would be helped greatly if Bush would deliver a television address explaining to Americans why the nation! $ ailing economy needs such bitter budgetary medicine. We in Congress can't prepare them,' said Sen. Wyche Fowler, D-Ga., a participant during most of the four months of budget bargaining this year. It is only the president going on national TV who can convince the public it is in their long-term best interest If he convinces them of that, it will pass.'' Democrats had asked Bush at the White House Sunday to make the speech, participants in the meeting said. Rep. Silvio Conte, R-Mass., another budget bargainer, said the president has yet to decide. Bush, meanwhile, signed a stopgap spending resolution to keep the government going for five days while more work is done on the budget. He called the compromise the right package at the right time'' and our best chance to get the deficit under control. The leaders' sales effort was dealt a blow when one of Congress' leading conservatives, Rep. Newt Gingrich, R-Ga,, announced he would oppose the proposed tax increases and spending cuts. Gingrich had left the White House Sunday shortly before Bush and congressional leaders announced their five-year agreement. Gingrich complained on Monday that the plan - the largest deficit reduction package ever - would enact permanent tax increases while leaving spending cuts up to Congress to enact in the future. He was also upset that the plan did not contain enough measures to help businesses. We can do better for America,' said Gingrich, the No. 2 House Republican. This package will lose jobs, raise taxes and deepen the recession. The plan's $134 billion in new taxes on gasoline, alcohol, tobacco, airline tickets, incomes of the wealthy and other items have angered many Republicans. They also complained that defense cuts of up to $182 billion were too deep, and that domestic programs were not pared enough. Numerous Democrats don't like the package's $105 billion in spending reductions for benefit programs such as Medicare and the fact that many of the taxes - such as those on gasoline and alcohol - take a deep bite out of poor peoples' incomes. 'Obviously it is not a proposal that most members of Congress want to rush out screaming in the streets with joy about, " said Huse Speaker Thomas Foley, D-Wash. The president, in New York to give a speech at the United Nations, said, Like most compromises, it is certainly not going to satisfy everyone. But this is the time to move beyond these individual concerns and exercise leadership for the good of the country. -contid- Bush and Vice President Dan Quayle began telephoning GOP lawmakers in an effort to round up their support for coming votes on the budget package. One lawmaker, Rep. John Kasich, R-Ohio, said he had received a morning call at his home from Quayle. House Republican leaders huddled in the Capitol with administration officials, including the vice president. He's supporting it,'' said Conte. ' 'He's telling people what the consequences are if you don't support it - you go to sequester.' Sequester is the technical name for the $85 billion in automatic spending cuts that would have been triggered Monday, the beginning of fiscal 1991, without a budget agreement. Those automatic cuts - enough to stagger many federal agencies -- were only delayed for five days. The reductions will be postponed further if Congress begins passing legislation that implements the budget agreement. Bush and congressional leaders have said that to protect lawmakers from attacks by their political opponents, the budget legislation would need a majority of votes from members of both parties in both the House and Senate. As the sales job to the rank and file began, leaders were not brimming with confidence that they would meet their goal. All we can do is try, said House Majority Leader Richard Gephardt. D-Mo. This is a big decision for members. It's a very tough call and a close call.'' Meanwhile, groups representing the elderly protested the budget deal's impact on Medicare, saying budget summiteers placed an unfair burden on older Americans through higher premiums and deduct bles for the health-care program. The budget summiteers have declared war on seniors and the disabled,' said Ron Pollack, director of Families USA, a lobbying group for senior citizens. Those that wage this war shouldn't expect older Americans to be pacifists on Election Day. Medicare spending would be reduced by $60 billion from the amount it would otherwise have grown over the next five years. AP-TV-10-01-90 1531EDT(+ The Wushington Post MONDAY, OCTOBER 1, 1990 Bush, Hill Leaders Approve Budget Package By John E. Yang Washington Post Staff Writer President Bush and congressional The accord cleared the way for leaders came together yesterday to last-minute congressional approval of embrace the largest deficit-reduc- an omnibus stopgap spending bill to tion agreement ever proposed and keep the government funded through vowed to work together to push the Friday and put off massive across- painful combination of tax increases the-board cuts at least until then. and spending cuts through a resis- The House voted 382 to 41 to tant Congress. pass the measure yesterday eve- The ambitious accord, reached ning. Nearly an hour later, the Sen- just hours before across-the-board ate approved it on a voice vote. spending cuts were set to be im- The deal envisions saving $40.1 posed today, would affect virtually billion from the deficit in the fiscal year that begins today, with the every government program, paring deficit now reestimated at a record health benefits to the elderly, rais- $293.7 billion. Even if all of the sav- ing excise taxes and making deep ings in the plan are achieved, the cuts in military spending. shortfall would still be more than "It is balanced, it is fair, and in twice as high as the Bush adminis- my view it is what the United States of America needs," Bush said tration had previously projected it would be without any action. in an afternoon Rose Garden cer- The bargainers sought at least emony that culminated five months of often combative, partisan nego- $50 billion in savings this fiscal year, tiations over the package. but lowered their sights in order to Bush and the bipartisan congres- phase in an increase in the federal sional leadership now face the for- gasoline tax because of the current midable task of persuading reluc- escalation of energy prices. tant lawmakers-especially conser- Of the projected five-year sav- vative House Republicans-to go ings, $133.8 billion would come against their natural inclinations from new taxes, much of it from and vote for spending cuts and tax excise taxes on gasoline and other increases just weeks before Elec- petroleum products, except home tion Day. The difficulty they face heating oil, and higher excise taxes on cigarettes, alcoholic beverages was underscored on Capitol Hill and airline tickets. yesterday, where the plan was As much as $18 billion of that greeted by a firestorm of criticism total would be raised by limiting the from conservative Republicans and benefit of federal income tax deduc- skepticism by many Democrats. tions for those earning more than [Details on Page A8.] $100,000 a year. This provision "Now comes the hard part," said would effectively raise marginal tax Senate Majority Leader George J. rates by one percentage point for Mitchell (D-Maine.). taxpayers-single or married filing The leaders urged lawmakers to jointly-who itemize deductions ignore the pain of individual provi- and have adjusted gross incomes of sions in the package and concen- $100,000 or more. Another $14.2 trate instead on the benefits of billion would be raised in new fed- soaking up $500 billion in federal eral fees, according to Bush admin- red ink over five years. "We owe istration estimates. more to the American people than The issue that had stalled the finding fault with what I consider to budget talks for SO long-Bush's be a good agreement that will campaign pledge to lower taxes on help the American economy," said capital gains-was not included in Senate Minority Leader Robert J. the deal at all. Neither was the Dole (R-Kan.). Democrats' counter-demand that "The alternative to this agree- income tax rates on the wealthiest ment is fiscal chaos," said House Americans be raised. Majority Leader Richard A. Gep- Bush did get tax incentives for hardt (D-Mo.). investment that can be portrayed as Economists said the plan should meeting his objective of trying to bolster the economy in the long run spur the economy. But the package's but is not likely to help ease the heavy reliance on excise taxes, which country's economic troubles in the hit lower- and middle-income earners short term. [Details on Page A11.] proportionately harder than the wealthy, makes it difficult for Dem- ocrats to argue that they had pro- tected those earners. The automatic cuts needed to meet In other key provisions of the the law's deficit-reduction targets accord, spending for benefit pro- would come only from the category grams would be cut by about that exceeds its limit. Currently, all $104.8 billion below what would be spending would be cut across-the- needed to keep pace with inflation, board if a deficit target is missed. including $59.9 billion from Medi- In addition, any new program care. One of the final decisions that would either spend or lose made as the talks drew to a close more money must be offset to avoid early yesterday morning was not to adding to the deficit. seek any savings from the Social Tucked away inside the package Security program. Negotiators con- are huge revisions in the forecasts cluded that the likely pain involved of the federal deficit, the adminis- in activating opposition by the po- tration's fifth this year. litically potent organizations of the About half of the increase, $30.4 elderly would not be worth the fis- billion, was due to the slowing econ- cal savings, officials familiar with omy, while $31.2 billion was attri- the proceedings said. buted to increases in the anticipated Military spending would be pared by nearly $180 billion. The costs of cost of the savings and loan cleanup and of increased costs related to operations in the Persian Gulf, problems in the commercial bank- projected at $11.5 billion for the ing system. next year, would not be included in the spending limit. Most non-mil- Having come to the precipice of itary spending would be held to the total government shutdown, admin- projected rate of inflation. istration officials and congressional "This is real," Bush said. "It is not leaders agreed as part of the accord a phony smoke-and-mirrors deficit- to keep moving the cliff to create cutting program." House Speaker pressure for enactment of the bud- Thomas S. Foley (D-Wash.) agreed: get deal with a series of deadlines "There's not a lot of budget maneu- that threaten government shut- down and default. vering here." The agreement does, however, "This is a marriage of conve- have questionable aspects. It pro- nience and if we take the shotgun jects, for instance, raising $9.4 bil- away, they might not do it," said lion over five years from stricter Sen. Phil Gramm (R-Tex.). Internal Revenue Service enforce- Staff writers Ann Devroy and ment, an outcome the nonpartisan Steven Mufson contributed to this Congressional Budget Office has report. always looked upon with skepti- cism. The deal also advertises $119 billion in benefit program cuts, but $14.2 billion of that would result from new federal fees. Further, the promised savings in programs sub- ject to annual appropriations were not allocated between military and non-military programs beyond the plan's third year, allowing lawmak- THE FEDERAL BUDGET DEFICIT ers to seek deeper cuts in Pentagon Following are changes in projections of the federal budget deficit stemming accounts in order to allow domestic from the budget agreement announced yesterday at the White House. spending to grow. Figures are in billions of dollars. Under the agreement, the Gramm-Rudman-Hollings Raw FY91 1992 1993 1994 would get its second overhaul. The July deficit projection 231.4 205.0 135.2 79.6 deficit law, set to expire in 1993, would be extended through 1995. Increases in deficit 62.3 101.1 92.1 36.2 The changes would establish projection due to weakening economy, three categories of spending: mil- S&L cleanup, etc. itary, domestic and international. Proposed saving in budget 40.1 76.7 97.9 132.5 agreement Adjusted deficit projection 253.6 229.4 129.4 -16.7 (surplus) SOURCE: Office of Management and Budget The mashington Post MONDAY, OCTOBER 1, 1990 Conservative Republicans Assail Budget Pact; Democrats Skeptical By Helen Dewar and Tom Kenworthy Washington Post Staff Writers House Republican caucus on the The budget agreement negotiated plan, Minority Leader Robert H. Mi- by President Bush and congressional chel (R-III.) declined to say whether leaders drew a firestorm of criticism he thought it would eventually win from conservative Republicans and considerable skepticism from many support by a majority of House Re- Democrats yesterday, as lawmakers publicans, who are considered the from both parties predicted that it key group in determining the pack- will be difficult to sell the plan to age's fate. "This is just the beginning Congress. of the process," he said, noting that Republicans assailed the deficit- opposition from anti-tax conserva- reduction package as a "cave-in" to tives came as no surprise. Democratic pressure for tax in- Other Republicans, mostly mod- creases as an alternative to deep do- erates, said it is still possible to pro- mestic spending cuts. Democratic duce a majority for the plan. But critics charged that both the tax and some said Bush must be willing to go spending provisions favored the to the mat with conservatives on the wealthy at the expense of the middle issue of taxes, which he had vowed to class. oppose-to the delight of the party's Particularly strong hostility from right wing-during his presidential House GOP conservatives, who campaign. "It's one thing to take pot- called the plan a "road map to reces- shots today and another when the sion" and "the fiscal equivalent of president talks to the people and to Yalta," cast doubt over whether the the members himself," observed White House and Republican con- Rep. Ralph Regula (R-Ohio), a mod- gressional leaders can persuade a erate who said it will be difficult but majority of House Republicans to not impossible to pass the plan. vote for the plan. The Democrats The mood also may change when have demanded that a majority of lawmakers "consider the alterna- GOP lawmakers in both houses vote tive," Regula said in a reference to for any deficit-reduction plan as the automatic across-the-board spending price for their support. cuts. Such cuts could eventually total Reiterating that demand. Senate $105.7 billion, disrupt government Majority Leader George J. Mitchell services and furlough more than 1 (D-Maine) said last night that "if we million federal workers. can't get a majority [of both parties But the initial response to the plan in both houses], then the agreement indicated qualms, if not opposition, can't pass." within senior GOP ranks in both Several leaders said they believe houses. Both House Minority Whip the five-year, $500 billion package of Newt Gingrich (R-Ga.) and Sen. Bob spending cuts and tax increases can Packwood (R-Ore.), ranking Repub- be passed, but only if the president lican on the Finance Committee, and congressional leaders make an pointedly skipped the unveiling cer- extraordinary bipartisan effort to sell emony in the White House Rose Gar- it to the public as well as Congress. den. Gingrich later said he was still "It won't be easy, but I think we studying the plan. can do it, although it will take strong To rally support for the plan, Bush bipartisan leadership-and especially assured Democrats that he will lay leadership from the president," said aside the kind of partisan attacks he Senate Finance Committee Chair- has been making in connection with man Lloyd Bentsen (D-Tex.), who the budget talks and try to "sell" the praised the plan's drafters for having plan to the American people. made "the necessary but politically For their part, Democratic con- unpopular choices." gressional leaders put Congress on a "It's going to be a real bear to get tight leash in dealing with the plan by it passed," said Rep. Henry J. Hyde agreeing to a schedule that effective- (R-III.). ly locks the budget plan to the fate of After briefing a largely hostile other must-pass measures needed for the government to retain legal spending authority. The problem for both parties is that the budget agreement hits di- rectly at some of their most cher- ished political tenets, including op- position to tax increases for Repub- lican conservatives and cutbacks or freezes in social welfare programs for Democrats. Many Democrats also criticized the tax components of the package, arguing that higher ex- cise taxes-especially the proposed 12-cents-a-gallon hike in taxes on gasoline-would have a largely re- gressive impact by hitting poor and middle-income people the hardest. But the strongest criticism came from members of the president's own party. "To me, this is the fiscal equiva- lent of Yalta," said Rep. Chuck Doug- las (R-N.H.), referring to the pact among Allied leaders in World War II that conservatives say was respon- sible for postwar Soviet domination of Eastern Europe. He said he would rather see the automatic spending cuts of the Gramm-Rudman-Hollings law take effect than the tax increases proposed in the plan. "It looks like a road map to reces- sion, as far as I'm concerned," said Rep. Dana Rohrabacher (R-Calif.). "I don't think it's a compromise. I think it's a cave-in to the Democratic lib- eral big spenders." Republican moderates also ex- pressed dismay. "If they're savaging Medicare, it's going nowhere," said Rep. Marge Roukema (R-N.J.). "Def- icit reduction on the back of the el- derly sick? This is madness." Although House Democrats were asked by their leaders during a cau- cus to hold their fire for at least 24 hours, some expressed strong mis- givings before the caucus started. "It just leaves the richest of the rich alone," said Rep. Charles B. Rangel (D-N.Y.). "Everybody I've talked to so far has been negative," said Rep. Bill Alexander (D-Ark.). "The disquiet I have comes from the impression that the investing side of society has come out ahead of the wage-earning side," said Rep. David R. Obey (D-Wis.). The problem with the package is that "Democrats think it's a Repub- lican budget and Republicans think it's a Democratic budget," said Rep. Charles E. Schumer (D-N.Y.). The Washington Post MONDAY, OCTOBER 1, 1990 Long-Term Growth May Get a Boost Budget Deal Is Little Help for Economic Problems in Short Run By John M. Berry :-Some financial market analysts Brookings's Schultze, chairman of Washington Post Staff Writer have warned. however, that long- the Council of Economic Advisers in term rates might fall only by a quar- the Carter administration, stressed The budget deal agreed to yester- day by President Bush and congres- ter percentage point or a third of a yesterday that he believes a budget sional leaders should help bolster percentage point because of the deal should go through as soon as pos- U.S. economic growth in the long- deal, particularly if there is any sible to reduce the drain of U.S. sav- run, but it is not likely to provide question about whether the deficit ings even though it carries with it reduction proposals will add up to as added short-term risks for the econo- much help in the short run for an much as negotiators claim. my. economy flirting with recession. By cutting into the amounts the Even with the announcement of At a conference here last week, federal government would have to an agreement, "the process is not Sidney L. Jones, assistant Treasury borrow to finance a growing deficit, over, "said Sam Kahan, chief econo- Department secretary for economic the budget agreement-if enacted mist of Fuji-Securities in Chicago. policy, said that during the 1980s the and enforced-would leave more "Whatever agreement they have, U.S. personal savings rate plummet- they will have to sell that to the ed. That decline, he said, was partly money available for private invest- ment and keep interest rates lower troops No matter what they responsible for "a significant erosion" publish, every one will wonder how of business investment in the United than they otherwise would be, econ- much is real and how much is States "despite borrowing $100 bil- omists said. The short-run question is whether Memorex." lion to $150 billion" abroad each year. Bush said at the White House that Schultze, Jones and many other the $40 billion in higher taxes and fees and cuts in federal spending unlike some past budget deals, there economists would like to see an in- were no smoke or mirrors this time. crease in business investment in proposed for fiscal 1991, which be- "With a half-a-trillion dollars in real hopes that would improve long-term gan today, will cause consumers and deficit reduction-and let me re- growth of productivity-how much businesses to cut their own buying and push the weak economy into a peat, the [congressional] leaders output is produced for each hour here and I think that these are real worked. This is the primary source of recession. deficit-reduction figures-long-term an increase in living standards. Over The problem is that any immedi- interest rates should be able to come the past two decades, Jones said, pro- ate reduction in interest rates paid down This package should be a ductivity has increased less than 1 by individuals on new cars and strong component of a positive, re- percent a year. homes or businesses financing new investments is likely to be small, fi- sponsible fiscal and monetary poli- Other analysts said a budget deal nancial market analysts said. cy." also was needed now because the higher interest rates in Japan, Germa- Underscoring the economy's vul- But come down from what? ny and some other major industrial nerability, the negotiators agreed on Rising interest rates in Japan and countries are encouraging foreign in- a new economic forecast that the na- Germany and financial market fears vestors, who have been helping fi- tion, already feeling the impact of of worsening inflation recently nance the U.S. federal budget deficit, tighter credit and higher oil prices, pushed interest rates on 10-year to put their money in those nations is facing more bad news. U.S. government bonds close to 9 rather than in the United States. The new official forecast shows percent. Even with a very soft econ- Investors will be focusing this week virtually no economic growth for the omy and the new budget deal, the on the credibility of the budget pro- rest of the year and a 1.3 percent in- administration now assumes those posals, including how much of it might crease in inflation-adjusted gross na- rates will average 8.3 percent next be reversed by future sessions of tional product in 1991. The forecast year. That is higher than the projec- Congress, Kahan said. At the same also shows the nation's unemploy- tion of 7.9 percent the administra- time, Federal Reserve officials will be ment rate, which was 5.4 percent in tion used in the July forecast. watching the market's reaction. August, rising to 6.4 percent by the In other words, the budget deal is end of 1991. not expected to mean dramatically The Fed's top policy-making group, "Of all the years they could have lower rates for home mortgages, the Federal Open Market Committee. done the budget deal, this is the new car loans or personal loans, or will hold a regularly scheduled meet- least appropriate," said economist for business borrowers. ing tomorrow to set monetary policy Charles L. Schultze of the Brookings While even modestly lower rates for coming weeks. If Congress ap- Institution. "But it still should be could give the economy a boost, the proves the budget deal. the Fed is ex- done. I only wish they had done it proposed increases in gasoline, ener- pected to bring short-term rates last year, even more the year be- gy and payroll taxes would mean down-unless "the market gives it a fore." consumers would have less income real thumbs down." Kahan said. Schultze and many other econo- left to spend for-other things. Simi- Whether because of mounting evi- mists have been urging for years larly, federal spending cuts would dence of a weak economy or news that steps be taken to slash deficits reduce another source of jobs and in- that a budget deal was near fruition, to reduce federal borrowing, which come for some Americans, particu- long-term interest rates fell late last they said was eating up too much of larly in the defense area. week. Yields on 30-year government the nation's limited amount of sav- The increase in gasoline and fuel bonds, which had been as high as 9.17 ings. As a result. they argue, inter- taxes, expected to raise about $12 percent recently, dipped to 8.93 per- est rates have been higher than they otherwise would have been and busi- billion a year when they are fully in cent Friday. effect. would add about 0.2 percent F. Ward McGarthy of Stone & Mc- ness investment, essential for long- to next year's inflation rate. Increas- term U.S. economic growth, has Carthy, a financial markets research es in taxes on airline tickets, ciga- firm in Princeton, N.J., attributed the been held down or financed by for- rettes, liquor and certain luxury drop in rates to "the rumors coming eign investors. items such as cars that cost more The proponents of deficit reduc- out of Washington. The market re- than $30,000 also would add to the tion are hoping that the prospect of sponded very favorably It looks inflation rate next year. lower budget deficits will bring down like the market is getting fairly excit- In the new administration fore- long-term interest rates. Federal ed about it." cast, prices are shown rising 5.2 Reserve officials have said they percent this year and 4.6 percent in would, in effect, lower short-term rates about as much as long-term 1991, compared with last year's 3.8 rates fall once Congress approves a percent rate. deal. The Washington Post MONDAY, OCTOBER 1, 1990 Most Americans Would Feel the Pinch By Steven Mufson Washington Post Staff Writer The budget agreement unveiled But the most immediate and most in the Rose Garden yesterday obvious cost would be higher taxes would pinch virtually every Amer- on gasoline, which would boost ican pocketbook by raising taxes on prices at the pump by a nickel Dec. gasoline, booze, cigarettes, boats 1 and by another five cents next and furs while shaving benefits paid July. The increased gasoline tax is out to farmers and Medicare recip- the biggest component of the tax ients. package agreed to by the White Even the wealthy get nicked, al- House and congressional leaders. beit not as much as some Demo- Gasoline also would go up Jan. 1 crats had hoped. Although the pack- because of a separate 2-cent-a-gal- age does not include an increase in lon tax on oil products, except for the top income tax rate, a complex heating oil. formula for reducing deductions for Edwin Rothschild. director of people who earn more than Citizen Action, said the gasoline tax $100,000 would have an effect sim- would cost the average household ilar to raising their income tax rates $120 a year. in addition to the $250 by about one percentage point. a year in price increases following President Bush said the deal "re- the Iraqi invasion of Kuwait. This quires that virtually everyone con- would particularly hurt people in tribute in some way." rural areas and western states. "This will be seen as sufficient The accord also would hit the pain from the standpoint of burden 33.3 million elderly and disabled sharing," House Speaker Thomas S. Americans who are recipients of Foley (D-Wash.) said yesterday on ABC's "This Week With David Medicare payments. The govern- ment expects to raise $13 billion by Brinkley." increasing to $73,000 the amount "There will be some taxes raised and we hope that they will go across of income subject to the 1.45 per- cent Medicare tax, which now the income spectrum of the United phases out at $51,300 along with States, so that there is a fair share the rest of the 7.65 percent payroll of burden sharing except for the tax that goes to Social Security. lowest income elements," Foley The agreement would cut antic- said. ipated Medicare spending by $59.9 The heavy reliance on excise billion. Half that would come from taxes to close the budget gap is ex- reduced reimbursements to hospi- pected to draw criticism from many tals and doctors. The other half who feel the package hits lower- would come by increasing from $75 and middle-income earners too to $150 the amount beneficiaries heavily. must pay before receiving benefits Such taxes are paid by people and by raising the premiums so that regardless of income. However, the they cover 30 percent of the cost of negotiators tried to target excise the program, up from 25 percent taxes at activities they specifically today. To offset that, lawmakers wanted to reduce, such as oil con- provided aid to poor elderly Medi- care recipients. sumption, cigarette smoking and Lawmakers have avoided touch- excessive alcohol use. To make the package more pro- ing the Social Security program, gressive, they increased the earned but the change in Medicare premi- ums and deductibles would affect a income tax credit for couples with incomes of less than $19,340. similarly vocal constituency and Leaving the White House yester- could prompt an outcry. There are two measures designed day, Senate Majority Leader 10 increase the burden on wealthier George J. Mitchell (D-Maine) still taxpayers. One is a 10 percent lux- expressed "disappointment that the tax burden is not as fairly shared as ury tax on the amount that the pur- chase price of new private boats and I would have preferred. That is yachts exceeds $100,000, on auto- one aspect that we have compro- mobile prices above $30,000 and mised." jewelry and fur prices that exceed If the accord is enacted into law. the biggest impact on individuals $5,000. Thus the surtax would apply to $20,000 of the purchase price for probably would be interest rates a $50.000 car. lower than they would have been The other is a limit on tax deduc- otherwise. helping to keep down tions. The measure would disallow business expenses and mortgage deductions equal to 3 percent of a payments for the nearly two-thirds of Americans who own their homes, person's or a couple's income in excess of $100,000. For an individ- ual earning $160,000 with deduc- tions of $40,000, the measure would take away $1,800 worth of deductions. This measure would affect the estimated 4.25 million returns of Americans who have over $100,000 in income and who itemize their deductions. Few people are expected to toast the package, especially because of a doubling of the tax on a six-pack of beer from 16 cents to 32 cents, a jump in the tax on a 750-milliliter bottle of wine from 3 cents to 25 cents, and a boost in the tax on dis- tilled spirits from $12.50 per proof gallon to $14. In the name of spurring economic growth, however, the package would give tax breaks to busi- nesses, especially those in the oil and gas industry. It would give $4 billion worth of tax credits for new exploration and production, tax in- centives for the development of oil that is difficult to extract because it is located in so-called tight sands and a limited exemption to the min- imum tax for oil and gas producers. "This package is aimed at produc- ers," said Sen. Phil Gramm (R-Tex.). The accord also extends tax cred- its to firms for research and devel- opment and increases the credit from 20 to 30 percent of the expen- diture. It adds tax incentives for buy- ing scientific equipment. The deal also helps out relatively small companies and their investors by giving a 25 percent deduction for up to $50,000 worth of stock pur- chases in relatively small, high- growth companies. This measure alone would cost $7.3 billion over the life of the five-year budget accord. Staff writer John E. Yang contributed to this report. The New York Tim NEW YORK, MONDAY, OCTOBER 1, 1990 ACCORD TO REDUCE SPENDING AND RAISE TAXES IS REACHED; MANY IN CONGRESS CRITICAL By SUSAN F. RASKY Special to The New York Times Democrats blocked the President on WASHINGTON, Sept 30 - President Bush and Congressional negotiators his pet issue, a cut in the tax on gains, the profits on the sale of assets, which agreed today to a deficit-cutting plan are currently taxed at the same rate as that includes major increases in taxes ordinary income. The Democrats had after Mr. Bush decided that the need insisted that any cut in the gains tax be for economic stability was worth the accompanied by an increase in tax sacrifice of his main policies on taxa- rates for the wealthy. That would have tion. put Mr. Bush at loggerheads with Re- Mr. Bush and a weary group of lead- publican House members, most of ers from both parties gathered in the whom have vowed to block any pack- Rose Garden to announce their accord age that includes rate increases. and to disclose that they now project The negotiators, who sealed the final the deficit for the fiscal year 1991 at deal at 3 o'clock this morning, decided $293.7 billion, up more than $60 billion at-the last minute that they were un- willing to take the political risk of in- from the estimate the Government made in July. cluding Social Security in the deficit- cutting package. Earlier plans had They said the plan would bring the called for either delaying cost of living Federal deficit down by $40 billion next adjustments for Social Security recipi- year and by $500 billion over five years. ents or increasing the portion of their But at the same time they agreed to ex- benefits now subject to income tax. tend the Gramm-Rudman-Holings The political strain that the negotia- deadline for a balanced budget to the tions have engendered was illustrated fiscal year 1996 from 1993. by the absence from the Rose Garden meeting of two top Republicans, Sena- Lower Interest Rates Expected tor Bob Packwood of Oregon and Rep- Mr. Bush said he expected that resentative Newt Gingrich of Georgia, who were upset over the tax policies in enactment of the plan would stimulate the agreement. the economy and lead to lower interest But the Democratic leaders, who rates. But White House officials later may face their own rebellion from the said the economic projections underly- liberal wing of their party, signed up to ing the plan also assume that oil prices sell the plan. will fall. Mr. Bush began selling the package 'Get This Deficit Under Control' to Congress, which took the first step As he announced the accord this af- today of approving a stopgap spending ternoon, Mr: Bush pledged, "I will do bill that will keep the Government in everything I can to lay aside partisan- operation through Oct. 5 and also avoid ship here and to take the case for this steep automatic spending cuts that deal to the American people in every were due to take effect on Monday. way can. Even Mr. Bush began his sales pitch, dozens of rank and file members of "Sometimes," Mr. Bush continued, Congress attacked the agreement. Re- "you don't get it just the way you want, and this is such a time for me. But it's publicans were angry by the tax in- time we put the interest of the United creases and Democrats by the cuts in States of America first and get this domestic spending. (Page B8.] deficit under control.' The compromise, a product of four The House Speaker, Thomas S. months of negotiations between the Foley, told the President, "We pledge White House and Congressional lead- our efforts with yours to convince our ers, would impose steep spending cuts colleagues in the country that this is a in popular domestic programs, particu- strong undergirding of our economic larly Medicare, while raising taxes on future, our national prosperity and joint national interest." petroleum products as well as gasoline, cigarettes, luxury items and alcoholic Both the President and the Congres- sional leaders noted that while the ne- beverages. But the Social Security pro- gotiations had been difficult, the hard- gram was spared. est task now lies ahead - getting rank The agreement, however, forced and file members of the House and Sen- tough political decisions upon Presi- ate to go along with the deficit-cutting dent Bush. He gave up his long-sought package. Despite the swift approval by goal of a cut in the capital gains tax the two chambers of the stopgap spend- rate and accepted a Democratic pro- ing bill and the delay in automatic posal that would decrease the amount spending cuts until Oct. 5, the absence of deductions that Americans with in- of Senator Packwood and Representa- comes over $100,000 can take on their tive Gingrich could foreshadow some Federal income tax returns. of the difficulties that lie ahead. Under the complicated procedure "The fact of the matter is that rates the negotiators have worked out to try nave not been changed," said the White to assure that the House and Senate ap- House chief of staff, John H. Sununu, prove the final package intact, law- who argued that the change did not makers will face a series of deadlines constitute a tax rate increase. over the next three weeks to consider the specific spending cuts and tax in- creases their leaders have recomend- ed. If the deadlines are not met, law- makers would be faced at each step along the way with the alternative of a Government shut down and the impos- tion of the automatic spending cuts. "This is not a marriage of love or convenience," Senator Phil Gramm, a Texas Republican, said, referring to the budget accord and the series of deadlines intended to force lawmakers to accept it. "I'm afraid if we take the shotgun away, they may not say I do." The Easy Vote Senator Bob Dole of Kansas, the Sen- ate Republican leader, warned that the "nay sayers and the nit pickers may have a field day because the easy vote in this case is to find something you don't like and vote no." But like the other senior Congressional leaders in- volved in the final negotiations, he called the package "a good, solid, posi- tive package" that would help the econ- omy and demonstrate that even a Con- gress and White House controlled by different political parties could work together. Over five years, the budget package would cut $170 billion from military programs and $120 billion from benefit programs like Medicare, farm subsi- dies and civil service retirement. The package would raise $134 billion in new revenue from higher taxes and user fees for various Government services during the same period. The main spending cuts in the agree- ment include increased premiums and a higher deductible for Medicare, cuts in farm programs, military spending and retirement benefits for Federal employees. The main revenue-raising provisions include a five-cent-a-gallon increase in the Federal gasoline tax, effective Dec. 1, 1990, and an additional five-cent- a-gallon increase effective July 1, 1991. There would also be a separate tax on petroleum that Mr. Darman said would increase per gallon gasoline tax an additional two cents. In addition, the package includes higher taxes on ciga- rettes, and a 10 percent tax on automo- biles with price tags over $30,000, boats with price tags over $100,000 and jew- elry and furs over $5,000. The package would also raise the limit on wages subject to a 1.45 tax that workers and their employers pay to fi- nance the hospital portion of the Medi- care program. The tax currently applies to the first $51,300 and would rise to $73,000. While the President did not get the capital gains tax cut, he did win a pack- age of more narrowly targeted tax breaks totaling about $25 billion over five years and aimed at increasing in- centives for investment in small busi- nesses. These included tax credits for business investment in economically depressed areas, partial deductions for stock purchases in small companies, more generous write-offs for small business equipment purchases and more generous tax credits for invest- ment in research and development. In addition, the negotiators agreed to extend for one year, tax breaks on re- search and energy investments and low-income housing investments that are due to expire at the end of this year. They also agreed to expand the earned income tax credit now available to lower income taxpayers. "This set of growth incentives should be judged on their own merits," Mr. Darman said. The budget director praised the budget deal as one that would "impose a tighter discipline system than than has ever been present in the Federal budget." Under the new system, details of which were still being negotiated to- night, legislation to increase spending above newly imposed limits would have to be accompanied by offsetting spending cuts or tax increases. The New York Times NEW YORK, MONDAY, OCTOBER 1, 1990 And the Victor Is: Bush? Endangered Incumbents some other Republican opted to bring Taking Punches Now "On balance," said a Democratic up it again next year. Senator, "this package is not helpful to Whatever the immediate conse- May Help Him Later Democrats politically. It helps resolve quences, the economic advantages the fiscal disaster the Republicans put over time could be manifold. us in with the notion that everybody The ever-increasing budget deficit, could have a free lunch." now $293.7 billion by the Administra- By DAVID E. ROSENBAUM The immediate political problem for tion's latest estimate, is draining away Special to The New York Times Democrats, who hold the majority in productive investment by Americans, WASHINGTON, Sept. 30 - It was an the Senate and House, is that it will be using Government funds for interest unhappy looking group that assembled incumbents who will be called on to payments instead of better roads, in the Rose Garden this afternoon. In vote for such unpopular measures as a schools and research and eroding the the politics of the moment, the budget higher gasoline tax and a cut in Medi- quality of life of the next generation. deal does not give any of them, Presi- care benefits, and then defend them on Benjamin M. Friedman, a Harvard the stump this fall. economist, asserts that failure to solve dent Bush or the Congres- Democratic leaders are trying to as- the deficit problem would lead to "a News sional leaders, a winning semble enough votes from representa- lower standard of living for individual hand. Analysis tives with safe seats and senators not Americans and reduced American in- As central question, up for re-election that lawmakers in fluence and importance in world af- though, is, who will win tough races can vote against the pack- fairs." politically in the longer term. The an- age. swer may well be the President. "I may have to vote against it and Is Deal Credible? Already today, he was taking a hope it passes," admitted one Demo- The White House chief of staff, John pounding from his right flank for losing cratic senator in a difficult re-election H. Sununu, reflected the view of all the his fight for a capital gains tax cut and campaign. budget negotiators today when he said, renouncing his "no new taxes" pledge But Democratic strategists saw ad- "The most important impact of this is to the tune of $134 billion over five vantages to their party as well. as a contributor to the overall eco- years. This may continue for weeks or First, they said, incumbents would nomic climate." have been held responsible if a budget The crucial question is whether the even months. compromise had failed and Govern- financial markets believe this is a cred- Pay Well Before Elections ment services had been cut back by ible budget deal, one the President and Congress will stick to through thick But Mr. Bush's eye was trained on across-the-board spending cuts re- and thin. If they do, interest rates prosperity and re-election two years quired by the Gramm-Rudman-Holl- should soon begin to fall, encouraging from now. With the economy on the ings budget-balancing law. That was companies and individuals to borrow averted by the budget agreement. verge of recession and the markets un- :. N spend, thus stimulating the econ- Second, they maintain that they were settled by events in the Persian Gulf, ony. the ones who protected Social Security, he chose to take his licks now rather The markets have every reason to be the strongest card in the Democratic skeptical. In the past, deficit-reduction than foster the economic chaos that hand. measures have amounted to little more would have resulted from a protracted Finally, and most important over the than what the Speaker of the House, fight with Congress, hoping that this long haul, they believe their refusal to Thomas S. Foley, today called "smoke will put him in a stronger position when budge in their stance against a cut in and mirrors." he really needs it. the capital gains tax reinforces the If the economy does slide into a re- traditional position of Democrats as cession, a fate that seems ever more the party that favors economic equity. Recent public opinion polls show that likely with each new release of eco- the Republican party is increasingly nomic statistics, Mr. Bush will be in a viewed as the party of fat cats, and position to deflect part of the blame to Democrats hope to burn that image into public consciousness. Democrats. They are the ones, he can say, who prevented the economic Capital Gains as Weapon stimulus that he argued would have come from the capital gains tax break Only 7.8 million of the 109.8 million tax returns that were filed in 1988 re- he strove for so hard and so long. ported capital gains, and most of those That could be especially important if profits from investments were claimed the economy is still weak as the 1992 by the richest 1 percent of taxpayers, election approaches, since Presidents those with incomes above $200.000. "They made a big mistake when they Continued on Page B8, Column I pushed for the capital gains cut for so long," said Senator Jim Sasser, a Ten- Continued From Page Al nessee Democrat "It has now been driven into the heartland that Republi- are inevitably held responsible for the cans were insisting on tax cuts for the state of the economy. wealthy.' And if the economy has improved Though the gains issue seems to be significantly by 1992, a turnaround his dead for this year, the Democrats economic advisers expect, Mr. Bush would be delighted if President Bush or can assert that it was his determina- tion to drive down the deficit that led interest rates to fall and the economy to rebound. The New York Times NEW YORK, MONDAY, OCTOBER 1, 1990 Shouts of Revolt Rise Up In Congressional Ranks By RICHARD L. BERKE Special to The New York Times WASHINGTON, Sept. 30 - Even be- people say, 'Boy, I did this vote for me.' fore President Bush and Congressional There is not a partisan gain in either leaders had finished their sales pitch party." for the budget compromise, dozens of Mr. Dole implored his colleagues on rank-and-file members today attacked the Senate floor this evening to "give it as unacceptable. Republicans were us an opportunity to explain it" before angry about the tax increases, and passing judgment on the plan. Yet few Democrats derided the cuts in domes- members seem interested in heeding tic spending. his plea. "It's dead in the water," said Repre- "It's going to be one hell of a de- sentative Nick Joe Rahall, Democrat of bate," Senator Daniel Patrick Moyni- West Virginia. "The package as I see it han, Democrat of New York, said on now does not go far enough in requiring the Senate floor this evening. the wealthy to pay their fair share." "Oh, I think more than that," Senator Emerging halfway through a brief- George J. Mitchell of Maine, the Demo- ing of House Republicans on the plan, cratic leader, responded with a smile. Representative Philip M. Crane of Illi- nois had his mind made up. "We are No Mood for Jokes being taxed at all-time high levels," he said. "This is the most inauspicious But most members were in no joking mood. time I can think of to raise taxes." Declaring that he was "totally op- "I think its lousy," Representative Charles B. Rangel, a Manhattan Demo- posed" to the package, Mr. Crane crat and one of the most liberal mem- added, "You bet it's an easy vote." bers, said of the compromise. "It im- While they emphasized the impor- pacts too heavily on the services to tance of passing a budget package, Medicare "recipients. It impacts too many members who are not part of the heavily on the lower and middle in- Congressional leadership were reluc- come recipients." tant to commit themselves to voting for it. Asked if he would vote against the package, he said, "That's without ques- 'Pledges Have Been Made' tion." "We are not the Radio City Rock- On the other side of the aisle, one of ettes that march in perfect precision," the most conservative members was- said Representative Henry J. Hyde of just as angry. Illinois, one of the more influential Re- "It looks like a road map to reces- publicans. "Every fiber in my being sion," said Representative Dana Roh- wants to support it. But at the same rabacher, a California Republican. "I time, pledges have been made, and I, think it's a cave-in to the liberal Demo- want to use my own judgment." Anticipating the opposition of rank- and-file members, Senate and House leaders at the White House ceremony Leaders tell the today sought to promote the package as too crucial to the nation's well-being to be undermined by partisan sniping. nay-sayers to act Representative Thomas S. Foley of Washington, the House Speaker, ac- responsibly. knowledged that finding majorities in both parties in both houses of Congress would be difficult. But he added, "we pledge our efforts with yours to con- crats. This is totally irresponsible, and vince our colleagues and the country the system has broken down." that this is strong undergirding of our Representative Robert S. Walker, a economic future, our national pros- Pennsylvania Republican, agreed. perity and joint national interests. "It's a package where the Republicans The nation's well-being was also the did the giving and the Democrats did centerpiece of a pitch by Bob Dole, the the taking," he said. "The fact is, the Senate Republican leader, Democrats turned out to be ruthless "The naysayers, the nit-pickers may bargainers. have a field day because the easy vote in this case is to find something you Gingrich Holds His Fire don't like and vote no," the Kansan said. "But in my view, we owe more to One of the few conservatives who did the American people than finding fault not attack the plan was Representative with what I consider to be a good Newt Gingrich of Georgia, the Republi- agreement." can whip. He was conspicuously absent Looking Past Cynicism from the White House ceremony where Mr. Bush and Congressional leaders Mr. Dole went on to say that the announced their agreement today. He package will "demonstrate to the refused to discuss the plan as he American people, who are sometimes walked in and out of a meeting with somewhat cynical, that the Congress House Republicans, saying only, "Still and the President of the United States looking at it, still looking at it." can work together, and we can look ahead, and we can do the right thing for But privately, members and aides our country." said Mr. Gingrich was furious about But the words of unity sounded hol- the agreement, notably the tax in- low to many lawmakers, coming after creases. months of bickering among the parties, "I think he's holding his fire," Mr. the White House and Congress over the Walker said. details of h a deficit-reducing budget. It was just a few days ago that President Representative Robert H. Michel of Bush was attacking Congressional Illinois, the Republican leader, refused Democrats for lack of an agreement, to discuss Mr. Gingrich's concerns, and the Democrats were assailing him saying, "He has his reasons." He said, for not negotiating in what they saw as however, that he had anticipated the good faith. conservative opposition and believed it "I think the leadership on both sides could be overcome. are going to have to do substantial lob- "That generic group of our mem- bying to get the package passed,' said bers, I would have expected that that Representative Ralph Regula, an Ohio would be the kind of response," Mr. Republican. "There are no pleasant Michel said. "I feel comfortable with choices. This is not something where what we've put together." The New York Times NEW YORK, MONDAY, OCTOBER 1, 1990 CREDIT MARKETS Budget Accord Is Played Down Pact Is Termed 'Just A Starting Point' By H. J. MAIDENBERG Other Forces Cited While Administration and Congres- But David M. Jones, chief econo- by their Government to restrict sional negotiators reached an 11th- mist at Aubrey G. Langston & Com- credit. which IS sharply reducing the hour budget deficit agreement ves- terday, the pact had been expected pany, primary dealers in Treasury liquidity in all their markets as well and discounted late last week by the securities, said he doubted whether as driving up their domestic interest the Fed can ease credit and held that rates." credit markets. other forces had caused the recent Last Friday, for example, the yield "Not only is the agreement just a decline in rates and yields. on 10-year Japanese Government starting point but the disgraceful As Mr. Jones explained: "We have bonds, their longest maturity, rose to spectacle gave the nation a fiscal re- sult that must still be hashed over in two distinct Treasury debt markets, 8.69 percent. from 8.60 percent the Congress," Donald H. Straszheim, the short term that consists of bills week before. The yield on West Ger- chief economist at Merrill Lynch & and two-year notes and is most easily many's 10-year long bonds rose to Company, said yesterday. "We still influenced by Fed operations, and the 9.12 percent. from 9.03 percent during longer maturities. The Fed, faced the week. By comparison. the yield on don't have a national fiscal policy." with the threat of an oil-fueled rise in the Treasury's 10-year long notes Last Friday, when Merrill Lynch inflation will probably stand pat. The dropped to 8.79 percent last Friday, added its mighty voice to the chorus of credit market analysts who say Fed remembers the surge in inflation from 8.97 percent the week before. they believe that the nation is already that attended the sharp rises in oil Erosion of Dollar Seen in a recession, it raised the prospect prices in 1974-75 and again in 1980- 82." A further decline in domestic inter- of a substantial decline in interest rates. How deep will the decline be, As for the recent drop in short-term est rates would further erode the rates, Mr. Jones said it reflected value of the dollar and dollar-denomi- and how soon will it become mani- strong moves by the Securities and nated securities for foreign investors. fest? Exchange Commission to sharply re- With domestic inflation currently Two Wild Cards strict the holdings of commercial running at an annual rate of just over "We believe the recession, which paper issued by smaller corpora- 6 percent, foreign as well as domestic probably began in late June, will not tions. This restriction has forced investors would want a real return of be as severe as the ones in 1974-75 and many of the funds to move out of com- at least 9 percent. 1980-82," Mr. Straszheim said. "And mercial paper and into Treasury While Mr. Jones noted that domes- we expect the Federal Reserve to re- bills. tic rates and yields were reduced late spond by easing credit within a last week in part by anticipation of Commercial paper is the unsecured month. Unless two wild cards turn up, the budget deficit agreement that debt of corporations, normally with was reached yesterday, "the most we can expect short-term rates to maturities of between 30 and 90 days, drop 1.5 percentage points and long immediate impact, if any, will prob- although an increasing amount of it is yields to fall half as much within six- ably be on the intermediate Treasury for periods of up to a year. Until re- months." sector, say, from the three-year to cent times, only the top blue-chip The two wild cards, Mr. Straszheim seven-year maturities." companies issued such paper, but said, were a further deterioration in Looking further ahead, Philip many lesser names have begun issu- Braverman, senior vice president the "fragile commercial banking in- ing such debt and paying attractive and chief economist at DKB Securi- dustry and a sharp rise in the debt interest rates because they have been ties Inc., the domestic arm of the levels of all sectors of the economy." unable or unwilling to borrow money As it was, the discount rate on 90- giant Dai-Ichi Kangyo Bank of Tokyo, from banks. day Treasury bills fell to 7.13 percent has given interest rates a sharply Friday from 7.37 percent the week be- "At the long end of the Treasury higher forecast. "Bond yields in the fore, while at the long end the yield on debt market," Mr. Jones said, "yields weeks and months immediately the benchmark 30-year bonds de- will continue to be influenced by the ahead." he said, will remain hos- clined to 8.93 percent from 9.12 per- Mideast situation and, increasingly, tage to the threatened destruction of cent. But the decline in short-term by the growing reluctance of Japa- the gulf oilfields in a hot war. That rates last week was clouded by the nese institutional investors to buy our threat, which continues to push oil usual "window dressing" that occurs ever-increasing volume of Govern- prices up, is forcing Treasury bond at the end of a quarter. when many in- ment debt. Not only are the Japanese yields toward 9.5 percent or even 10 vestment portfolio managers seek to money managers worried about the unload unprofitable investments and 46 percent plunge in their stock mar- percent. But once the threat of higher show large cash balances on their ac- ket thus far this year, but by moves oil prices is removed or dissipated, in- terest rates will plunge in response to counts. the deep domestic recession that has begun.' Mr. Braverman added that it was "primarily the uncertainty over oil supplies, and its inflationary conse- quences, that is preventing the Fed from recognizing the recession or reacting to it." He continued: "What we expect the Fed to do is abandon its practice of targeting interest rates and return to working with reserve aggregates. This would give the Fed greater flexibility and avoid the charge of being soft on inflation." Also preventing bond prices from rising and yields from falling further IS at least a risk of a financial panic stemming from those potential devel- opments and the cash-squeeze vul- nerability of business and financial institutions. he said. The New York Times NEW YORK, MONDAY, OCTOBER 1, 1990 Budget Pact Called Test Of Theories Continued From First Business Page Cuts Could Stimulate problems, some practical and some Economy or Increase theoretical. As Mr. Yardeni puts it, "I would not get fully invested in bonds Risk of a Recession or stocks just on this news." One of the problems is that Govern- ment spending on weaponry, high- ways, airports, Medicare, education, By LOUIS UCHITELLE Social Security and many other pro- grams sustains the economy by The long-awaited agreement on the creating jobs, income and wide- budget deficit, announced yesterday spread demand for the numerous in Washington, might finally test the products and materials produced by economic thinking that for the past the private sector. decade has driven the White House, In addition, the higher taxes on Congress and millions of Americans gasoline, cigarettes, alcohol and lux- to advocate a sharp reduction in the ury items that were announced as deficit. part of the agreement, cut into house- If the thesis behind budget-cutting hold income now dedicated to spend- is correct, then the interest rates that ing. This further reduces demand, consumers and businesses are and just at a time when the economy charged for a wide variety of loans is close to a recession. should fall - not this week or next, "The agreement announced today perhaps, but by the end of the year is a moment of truth," said Robert they should be in a steady decline. Eisner, an economist at Northwest- "Other things being equal - ignor- ern University. "If they go through ing for the moment the rising oil with this reduction, they will deal a prices, the banking system's weak- new blow to an economy already tee- ness and the sluggish economy - tering near a recession:" then the agreement to cut the budget The budget-cutters, in Congress, deficit should lower interest rates, the White House and the economics and eventually make stock prices profession, acknowledge the risks of rise," said Ed Yardeni, chief econo- shrinking demand at this moment. mist at Prudential-Bache Securities "It would have been much better to Inc., the investment banking firm. have had the deficit reduction just In the credit markets, the budget after Bush took office in 1989," said accord, which some analysts said had Lawrence Summers, a Harvard been expected, was played down as economist. "He had great political "just a starting point. [Page D9.] strength then and the economy was Choking of Economy Seen strong. Many economists, including Mr. Mr. Summers and others who ap- Yardeni, hold that the budget deficit plaud the budget agreement are chokes the economy. Their argument counting on the Federal Reserve to offset the weak demand and the re- is that the Federal Government, to fi- nance deficits that have ranged duced Government spending by above $200 billion a year sometimes, lowering interest rates, a power the must borrow too much from the na- Fed exercises by manipulating the tion's pool of savings. The heavy nation's bank reserves. Their hope drain leaves an inadequate amount might be in vain. for private borrowing, and the competition for limited funds drives Two Constraints Cited up interest rates. Alan Greenspan, chairman of the The new agreement is billed by the Fed, and others at the tentral bank Bush Administration as a big enough point to two constraints. One is the cut to reverse this process. As rates dollar, which has weakened in recent fall, the private sector, in theory at weeks; the other is the Mideast crisis, least, will increase its borrowing and which has pushed up the price of oil. spending, and this should stimulate Both developments are considered economic growth, eventually making inflationary and the Fed has been the stock market boom. countering their impact by freezing Certainly, the agreed-upon reduc- interest rates at current levels. tion of $500 billion over five years, if Strong rates help to keep a lid on approved by Congress, is a huge prices by discouraging the borrowing amount, representing a reversal of that makes possible robust spending the Government's spending practices and investment, but the medicine also that have prevailed for more than a tends to weaken the already weak decade. And the initial cut of $50 bil- economy. lion in the fiscal year that begins to- day dwarfs previous attempts to re- duce the budget deficit. The biggest one-year budget cut to date was $27 billion in the early 1980's. But the thesis on which cutting the deficit is based runs into several Los Angeles Times BUDGET: President, Top Lawmakers Reach Deficit Agreement MONDAY, OCTOBER 1, 1990 By TOM REDBURN and WILLIAM J. EATON TIMES STAFF WRITERS WASHINGTON President fit programs such as Medicare and The final compromise, forged in Bush and congressional leaders, farm subsidies for additional sav- an all-night session that lasted capping months of often-acrimoni- ings of $119 billion. until dawn, would slice $40 billion ous negotiations, reached agree- Under the agreement, the two off the deficit expected for fiscal ment Sunday on a sweeping pack- houses will have until Oct. 19 to 1991-a full $10 billion short of the age of tax increases and spending pass final compromise legislation $50-billion reduction that negotia- cuts designed to slash the federal needed to carry out the budget tors originally wanted to achieve. budget deficit by $40 billion this pact-including enactment of 13 Even with the agreement, the fiscal year and by a total of $500 appropriations bills that are neces- largest deficit-reduction plan ever billion over the next five years. sary to provide for government proposed, the deficit for the new The eleventh-hour agreement, spending in fiscal 1991, which be- fiscal year still is expected to hit a which heads off $85 billion worth gins today. record $253.6 billion-partly be- of automatic, across-the-board But the accord-which has al- cause of the slowdown in the spending cuts that would have ready set off howls of protest from nation's economy. gone into effect this morning if the dozens of affected interest In a briefing for reporters, Rich- talks had failed, was hailed both by groups-must still overcome wide- ard G. Darman, director of the Bush and top lawmakers as a spread resistance among lawmak- White House Office of Manage- historic breakthrough in the dec- ers, who fear that angry voters ment and Budget, acknowledged ade-long budget stalemate be- might retaliate by throwing them that a deteriorating economy and tween Republicans and Democrats. out of office this November. the growing cost of protecting "It is balanced, it is fair and in "I have great reservations about savings and loan depositors meant my view it is what the United supporting the agreement until I that officials had to struggle harder States of America needs at this look realistically at the alterna- and harder just to keep the deficit point in its history," Bush said, tives," said Rep. Julian C. Dixon from growing. surrounded by congressional lead- (D-Los Angeles). "The impact of Officials said that the big payoff ers and aides, in a midafternoon the gas tax is going to hit very hard under Sunday's accord, however. ceremony in the Rose Garden out- in Southern California. It's not a will come starting in fiscal 1993, side the White House. done deal." when most of the S&L bailout Bush interrupted a round of House Minority Whip Newt Gin- should be finished. meetings at the United Nations in grich (R-Ga.), also a participant in Under the plan, which assumes New York to return here for the the budget negotiations, boycotted that the economy will achieve only announcement. the White House ceremony and modest gains during the coming House Majority Leader Richard told reporters that he is "still year and rebound strongly in fu- A. Gephardt (D-Mo.), who had led looking at" the accord. Rebellious ture years, the deficit would fall to the closed-door bargaining ses- House Republicans criticized the $129.4 billion in 1993 and turn into sions since they began in May. package and vowed to try to defeat a modest budget surplus of $16.7 agreed. "The alternative to this it. billion in 1994. agreement is fiscal chaos," he said. In abandoning the old Gramm- "What delayed us for months is T he GOP lawmakers expressed their frustration at a closed- Rudman targets, which had called what has divided us for a decade," for a $64-billion deficit in fiscal door caucus that was SO raucous it he added. "The parties to these could be heard easily in the hall 1991, the budget negotiators set talks continue to have deep outside. new goals for future years, with disagreements over values, the Rep. C. Christopher Cox (R- hopes of balancing the budget by role of government and the fair- Newport Beach), a former aide in 1994 and building up substantial ness of our taxes. But we all made the Ronald Reagan White House, Social Security surpluses starting compromises in the national inter- in 1996. est." called the budget agreement "an The package, if approved by economic Yalta. This is a complete But if the economy plunges into Congress, would increase taxes on sellout. The American people a recession, the targets would be gasoline, cigarettes and alcoholic won't buy it and certainly the modified in March-so lawmakers Republican conference won't buy would not have to make additional beverages; raise Medicare premi- it." spending cuts or raise taxes further ums; impose a new tax on luxury But congressional leaders ex- to achieve the goals set under goods, and scale back itemized Sunday's accord. deductions for all taxpayers with pressed optimism that the initial incomes above $100,000. wave of opposition would diminish Initial reaction in Congress was Overall, taxes would rise $134 as lawmakers face an up-or-down positive. The two houses, meeting billion over the next five years. vote on whether to approve the in an extraordinary Sunday session deficit-reduction package intact or for the first time in nearly a Under the budget agreement, federal spending would be subject bring on the automatic cuts man- decade, quickly approved stopgap to firm caps, reducing government dated by the Gramm-Rudman def- legislation that would postpone the outlays for domestic and military icit reduction law. Gramm-Rudman cuts until Oct. 5 "The alternative to this package when another vote must be taken. programs by $182.4 billion-with is economic crisis," said Rep. Leon The House rammed through the the bulk of the savings likely to come out of the Pentagon's hide. E. Panetta (D-Carmel Valley), measure on a 382-41 roll call after At the same time, the new chairman of the House Budget less than an hour of debate. The budget pact is designed to restrain Committee, "not only from contin- Senate approved it shortly after- uing high interest rates ward. the growth of long-standing bene- but also from the disastrous Gramm-Rudman cuts that will I n the same bill, lawmakers agreed to continue federal take effect if the agreement is not spending roughly at current levels approved." for the rest of this week while Congress considers the compro- mise deficit reduction package hammered out at the budget sum- mit. Overwhelming votes in the House and Senate, however, did in depressed urban and rural areas not signal how lawmakers will will qualify for tax advantages. react when it comes to the final Overall, the Medicare program, showdown, which is scheduled to whose costs are growing by leaps occur before Oct. 19. and bounds, would be cut to pro- In one of the final disputes of the vide some $60 billion in savings- budget negotiations, Bush aban- split evenly between recipients and doned his effort to win a reduction physicians or hospitals. in the capital gains tax rate. The Farm support programs would White House was unwilling to be cut $13 billion over five years. accept higher income tax rates on Changes in the way payments are the wealthy, which Democrats de- made to civil service retirees and manded as the price for accepting a postal workers would save $12 lower tax on investment profits. billion. The two sides also agreed not to The top-level budget discussions tamper with Social Security bene- produced extraordinary political fits, often called the "third rail" of conflict over tax and spending American politics because those priorities, dramatically displaying who touch them risk almost certain the rival approaches of the Demo- political death. Proposals to in- cratic and Republican parties. crease taxes on Social Security or At first, shortly after the talks to restrain the growth in benefits started, Bush dismayed conserva- fell victim to both parties' fears of tive Republicans when he reneged well-organized elderly voters. on his famous "no new taxes" The most severe cuts would campaign pledge by acknowledg- affect the military-$10 billion ing, at Democratic insistence, that right away and up to $182 billion revenue increases would have to over five years. be part of any deficit-cutting Among the tax measures was a agreement. A t the outset of the serious sharp boost in federal gasoline bargaining, Democrats fa-, taxes from its current 9 cents per vored larger cuts in Pentagon out- gallon to 21 cents. The increase lays but, after the Persian Gulf would be phased in, starting with a crisis erupted, softened their posi- 5-cent-a-gallon gasoline tax hike tion and agreed that funds for, in December, a separate 2-cent- Operation Desert Shield should not. per-gallon tax applied to all petro- be included in the deficit-cutting leum fuels in January, and an package. additional 5-cent gasoline tax in- Both sides agreed almost imme- crease next July. diately that the Gramm-Rudman (California boosted its own gaso- deficit goal of $64 billion was out of line taxes by 5 cents a gallon last reach. August, and will raise them by 1 In addition to congressional cent a gallon each year beginning leaders of both parties, representa- next January.) tives of the budget, appropriations T axes on alcoholic beverages and tax-writing committees were would rise as well. included in the 21-member group Luxury items such as expensive that labored for months to achieve cars, jewelry and furs will be the budget deal. subject to a new 10% tax. And all taxpayers with incomes above $100,000 will find that they no longer will receive full credit for their itemized deductions. But the package contains some modest new tax reductions as well-which Republicans argued were needed to help the economy. Companies that explore for gas and oil, conduct research or do business Los Анц Times MONDAY, OCTOBER 1, 1990 Elderly Line Up to Fight Changes in Medicare Costs By ROBERT A. ROSENBLATT TIMES STAFF WRITER spokesman for the National Committee to Preserve Social Security and Medicare. "Let's share some of the WASHINGTON-The budget deal may have bipar- pain with the wealthy-those who had the greatest tisan support in Congress, but it seems certain to gain during the 1980s.' generate intense anger and a political backlash among And congressional opposition began stirring Sunday one of the most influential and vociferous groups of night. voters-the elderly. One of the congressional leaders on health care Congress could face a replay of the 1989 battle over issues, Rep. Henry A. Waxman (D-Los Angeles), said catastrophic care. Last year, elderly voters forced he would vote against the budget agreement when it repeal of the biggest increase in Medicare benefits reaches the House floor. since the program started in 1965 after they learned "What troubles me about the budget is that it asks that the more affluent among them would have to pay the elderly in this country to take a very hard hit," for the benefits. The catastrophic-care program would Waxman said. "It doesn't distinguish between those have provided unlimited days of hospital care and who can afford, it and those who can't. Many of the prescription drug coverage with financing coming elderly will have to make a choice between paying for from the 40% of persons over 65 who pay federal health care and rent." income taxes. Rep. Edward R. Roybal (D-Los Angeles), chairman On Sunday, the President and congressional leaders of the House Aging Committee and one of the more decided again that the elderly should pay more but this influential senior Democrats, said he will vote against time without even compensating them with increased the budget because of the impact on the elderly. benefits. Rep. John Bryant (D-Tex.) called the increase in payments by Medicare beneficiaries "a major nega- If Congress adopts the package proposed on Sunday, tive" in the budget package. the 34 million Medicare beneficiaries would be forced Medicare covers persons over 65 and disabled people to pay significantly more for the Part B coverage that of all ages. Part A covers hospital bills, and Part B helps pay doctor bills. The annual deductible, now $75, deals with payments to physicians. would climb to $100 next year, and level off at $150 in The budget agreement aims for savings of $60 billion 1993 and beyond. in Medicare outlays over five years. The Medicare insurance premiums, now $28.60 a Half would come from reduced payments to doctors month, would rise to about $33.50 next year and reach and hospitals, both of whom are already complaining $54.30 by 1995, according to estimates by the Ameri- that reimbursement levels are too low. About $30 can Assn. of Retired Persons. billion in budget savings would come directly from the Beneficiaries now pay 25% of the total cost of pockets of the beneficiaries. Medicare's Part B, which helps cover doctor bills. Some of the reduced spending by the government General tax revenues pay for the rest. Under the would result in higher costs to patients under 65 who budget agreement, the beneficiaries' share would rise are not covered by Medicare, because doctors and to 30% of the program's cost. This could mean a hospitals are likely to increase their charges to make significant increase in monthly premiums each year, up for the Medicare reductions. because inflation in doctor bills has been racing at The increase in the annual deductible would cost double-digit levels. beneficiaries $6 billion. For the first time, they would Advocacy groups for the elderly offered quick pay 20% of the cost of clinical laboratory fees, opposition. spending $3.6 billion. "We are concerned about the level of cuts in Medicare," said Horace Deets, executive director of the The biggest item, by far, is the boost in premiums to AARP. "We urge Congress to seek ways to ameliorate cover 30% of the fast-growing program. This would cost beneficiaries $20 billion. the effects on those for whom any increase in health care costs is unaffordable. We further urge Americans over 65 already spend about 18% of their Congress to ensure that any cuts in Medicare do not income on health and long-term care, according to a impede the access of older and disabled persons to study by the House Aging Committee. The proposed quality health care." increases would "aggravate an already unacceptable "We're going to work strongly against this package burden on elderly Americans," according to Roybal. to see that more fairness is put in it," said Bill Ritz, a The Part B Medicare premiums are automatically deducted from monthly Social Security checks. The average Social Security check this year is $594 a month, with a Medicare premium of $28.60. By 1995, the average Social Security check will climb to $713 monthly, but Medicare, rising much faster will be $54.30 a month. Los Angeles Times MONDAY, OCTOBER 1, 1990 Lawmakers Prepare to Sell Pact of Pain By PAUL HOUSTON and WILLIAM EATON C ongressional leaders know well the deficit problem, has said that TIMES STAFF WRITERS the difficulty they will face in Congress must be made to under- WASHINGTON-To reach the trying to hammer the package into stand that it faces the stark choice new bipartisan budget agreement law. between accepting a bipartisan that was completed Sunday, White "It will be very tough because it deficit-cutting package or allowing House and congressional negotia- has a lot of pain and a lot of crippling spending cuts to take tors had to go through five hellish sacrifice," said Rep. Leon E. Pa- place under the Gramm-Rudman months of bargaining, marathon netta (D-Carmel Valley), chair- deficit reduction law. talks at Andrews Air Force Base man of the House Budget Commit- "We can't give them any wig- and grueling late-night sessions at tee. "I'm afraid that not enough gle-room," Conte said he advised the Capitol. groundwork has been laid with House Speaker Thomas S. Foley But, as Senate Majority Leader either the public or the members." (D-Wash.). George J. Mitchell (D-Me.) said, "We'll know in a couple of days," Under the ground rules for rati- "Now comes the hard part": The Panetta said. fying the new accord that were leaders must sell their package of Leaders of both parties say Pres- agreed to by the President and pain to the American peoplè and to ident Bush must play a key role to Democratic congressional leaders, their representatives in Congress. get any agreement approved by a majority of each party in both the "Everybody wants something to Congress. And he will have to help House and the Senate must ap- pass, but very few people want to muster broad public support for the prove any deal or it will not take vote for it," said Sen. Phil Gramm package through a nationally tele- effect. (R-Tex.), whose 1985 Gramm- vised address aimed at persuading Achieving this result appears to Rudman law forced the deficit- lawmakers to vote for it. be more difficult in the House- reduction plan. "I think it's going to be difficult whose members all will face the The accord now must be put into to pass a deficit-reduction package voters in November-than in the legislation, passed by Congress and of this historic size unless there is Senate, only a third of whose signed by President Bush. The bipartisan support," said House members are up for reelection. But agreement gives the lawmakers Majority Whip William H. Gray III it will be tough in both chambers to until Oct. 19 to pass legislation (D-Pa.). "The President has got to get the necessary votes. enacting the specific spending cuts be out there leading. and it's going and tax changes called for in Sun- to be very, very difficult." day's budget pact. Bush, for his part, seemed to O ne wild-card in any ratifica- "We've got a lot of heavy lifting recognize that on Sunday, pledging tion process will be House to do," Gramm noted. that although "there will be tough Minority Whip Newt Gingrich (R- The proposed package will affect fights ahead," he would do "every- Ga.), a participant in the budget every American, or-perhaps more thing in my power to get this talks who has a large following important-every voter. And with passed in the United States Con- among conservative Republicans. November elections fast approach- gress." He had declared his unhappiness ing, it will be that much tougher Domenici agreed that there is "a with the White House negotiating for senators and House members to great question" as to whether the position. support the kinds of sweeping package could be pushed through. Gingrich aides said that he may changes that must be enacted in Lawmakers from more-affluent be able to influence more than half districts are concerned about tax, of the 175 Republicans to follow his the next few weeks. "Who wants to vote for Medicare Social Security and Medicare lead in any ratification process. cuts? Who wants to vote for Social. changes. Those from working- potentially threatening approval of Security cuts? Who wants to vote class areas are worried about pro- a package that he and his support- for a gasoline tax?" Sen. Trent Lott posed cuts in health care or tax ers do not accept. (R-Miss.) asked in voicing the increases on gasoline, beer and Some Democrats also are unhap- anxieties of many rank-and-file cigarettes. py with the course of the budget members of Congress. "If I go back to Atlanta and say talks. Such leaders as Sen. Pete V. we held the line on capital gains They argue that Democratic ne- but we did you in on Medicare, gotiators made concessions on such Domenici (R-N.M.), the ranking issues as Medicare that never Republican on the Senate Budget they'll say you're not bringing us would have been made in the Committee, are answering that good news," said Rep. John Lewis question with one of their own: (D-Ga.). normal legislative process, where "Can you support the entire Rep. Ronald V. Dellums (D- Democrats have a 3-2 edge over Berkeley), chairman of the Con- Republicans in the House and a package in order to fix the deficit of this country, get us on the right gressional Black Caucus, has urged 55-45 advantage in the Senate. track, get interest rates down and his colleagues to vote against any Two early battlegrounds in the bring the American economy back budget agreement that "further ratification process will be the savages already decimated pro- House Ways and Means Committee into a job-producing mode?" grams in housing, health care, and the Senate Finance Commit- Similarly, House Majority Lead- er Richard A. Gephardt (D-Mo.) education and job training." tee. Both panels have jurisdiction told fellow Democrats at a recent Rep. Silvio 0. Conte (R-Mass.), over not only tax matters but also caucus that "you've got to under- a negotiator in the talks that finally the politically explosive Social Se- stand-there is no pleasure in this ended in agreement and one of the curity and Medicare issues. package. But you've got to look at few Republicans who originally Thus, Rep. Dan Rostenkowski the positive side of getting it done." favored a tax increase to address (D-III.) and Sen. Lloyd Bentsen (D-Tex.), the panels' chairmen. will be prominent players in the battle known as "reconciliation"- the act of reconciling current laws with the spending cuts and tax increases in the proposed package. Los Angeles Times OCTOBER 1, 1990 Analysts Predict Deal Will Trigger Short-Term Damage to Economy By TOM REDBURN TIMES STAFF WRITER WASHINGTON-The new budget accord may be just what the doctor ordered for the "While things may not tomorrow morning get nation's ailing economy but the patient is likely better," Domenici added, "this package is ulti- to get a lot worse before it gets better. mately healthy for the American economy. government and private analysts said Sunday. I'm convinced. having worked on this kind of Although almost every economist has long thing, that we'd better do it because we won't prescribed a reduction in federal borrowing, get another chance." several expressed fears that the short-run The economic forecast that the budget nego- impact will be negative, nudging the economy tiators published Sunday shows precisely this ever closer to a recession. sort of pattern. "The economy is SO weak right now that the Economic officials now expect the U.S. econo- last thing you want to do is hit it over the head my to cke out a bare 0.7% gain in 1990-essen- with a massive dose of fiscal restraint-but tially an acknowledgement that a recession is that's what they've done," said Irwin Kellner, possible in the months ahead-before slowly chief economist at Manufacturers Hanover recovering at a 1.3% pace in 1991 and 3.8% in Bank in New York. 1992. They also show the inflation rate-expected "Y ou have to be honest and admit there will to reach 5.21% in 1990-slowing to 4.6% in 1991 be a modest short-term contractionary and 3.4% in 1992. effect," Benjamin Friedman, a Harvard econo- If the projections prove accurate, President mist who has long been a fervent proponent of Bush should benefit from the visibly improved cutting the deficit, said Sunday. economic situation in time for his reelection "The problem is that higher taxes and lower campaign in 1992. spending affect the economy immediately, while But a lot of conservatives are convinced that lower interest rates take time to boost economic Bush is making a fatal error in signing a investment," he explained. deficit-reduction pact that does not contain his Whatever the immediate damage to the long-sought capital gains tax cut. economy, however, budget negotiators here "This is a bad deal for the economy," said believed that they had no choice but to forge Jude Wanniski, known for his early advocacy of ahead. former President Ronald Reagan's "supply- Officials are hoping that their resolve-which side" tax program. "Getting the capital gains could easily have been diverted by arguments rate reduced and indexed is the only way of that the Persian Gulf crisis should let them off pulling the economy out of its slump." the hook once again-will assuage financial Many Republican lawmakers echoed Wannis- markets that have long urged Washington to ki's views. Rep. Dana Rohrabacher (R-Lomita) produce a credible long-run deficit-reduction termed the package "a road map to recession" pact. and added: "It's a cave-in to the Democratic big They also are hoping that the increased spenders. It's ridiculous. The system's leeway on the budget will prompt Federal broken down." Reserve Chairman Alan Greenspan to ease interest rates. M ost economists, however, said that the true "This is not a phony smoke-and-mirrors test of the deficit accord will come soon on program." said Senate Finance Committee Wall Street. Chairman Lloyd Bentsen (D-Tex.). "It ought to If investors think the budget agreement will signal the Federal Reserve to ease up in interest substantially reduce the federal government's rates and start stimulating the economy." long-term borrowing needs, opening up fresh But the Fed, which appears to be more credit for private investment, they could drive interest rates down in the bond market this worried about reviving inflation, is likely to week. move cautiously as long as the dollar remains weak and oil prices remain high. That will provide a glimmer of hope as To be sure, budget negotiators did not over- Congress debates whether to approve the budg- look the possibility that the harsh medicine et measure. contained in the budget agreement might prove "If financial markets believe this will put the risky. government on the track of smaller deficits in the future, they could provide a lot of latitude Sen. Pete V. Domenici (R-N.M.) conceded for the Fed to ease," said Jerry Jordan, chief Sunday that the new budget accord "has a lot of economist at First Interstate Bank in Los pain in it," but insisted that "the result is good Angeles. for the country." Los Angeles Times OCTOBER 1, 1990 UDGET: Small Business Gets Some Breaks By ROBERT A. ROSENBLATT TIMES STAFF WRITER WASHINGTON-Small and medium- WThe proposed new tax breaks sized businesses-and their investors-will apply only to companies in busi- reap some unexpected benefits if Sunday's ness for at least five years. And the last-minute budget agreement is approved firm must have a trade or business by Congress. producing a tangible product. President Bush abandoned his long- Banks, real estate agencies and sought goal of cutting capital gains taxes, :other financial services firms don't but he insisted on some pro-growth mea- qualify. sures that would give small business a The budget conferees also boost. agreed to have Congress adopt an The deal struck Sunday between the additional $600 million in unspeci- White House and congressional leaders fied "growth incentives." includes a cornucopia of benefits for firms Enterprise zones, an effort to with less. than $50 million in equity-a bring business back to economical- combination of paid-in capital and retained ly devastated neighborhoods, also earnings. would receive recognition under The tax deductions and credits total $25 the budget deal. billion over five years-a drop in the The idea of luring business back bucket in a $500-billion budget package but to the depressed inner-city is a a big boost for some modest-sized busi- favorite theme of the White House, nesses and the people who buy their stocks. but has never been embraced by "It's a triple sweetener, quite a deal," Congress. Sunday's agreement said a congressional staff aide. "The com- represents another effort to win panies themselves receive breaks, and the legislative approval. people who buy the stock get helped both The government would issue a when they buy and when they unload for list of areas qualifying as enter- profits." prise zones. A business operating in The investor gets a 25% income tax the area-with a factory, distri- deduction for stock purchased in one of bution center or other job-creating these firms. If he buys $100,000 in stock, for activity-would enjoy two tax example, he can deduct $25,000. The maxi- mum allowable deduction is $50,000. breaks. The investment would Taxes on capital gains from stock sales qualify for very fast depreciation by small companies would be linked to under the tax laws, and the compa- inflation. If the consumer price ny could claim tax credits for a has risen 10% during the time portion of the salaries for all work- the investor holds the stock, then ers in the zone. '90% of the profit on the stock sale The search for oil and gas also would be subject to taxes. This would get a boost if Congress technique is called indexing for approves the budget package. It inflation. includes a variety of technical but "The tax break is targeted to important tax changes. individuals to get them to invest in Tax credits would be increased these companies. The theory is for expenditures on exploratory that the economy is better off if we drilling. Capital spending for spe- plow money into the smaller busi- cial techniques to recover the rem- nesses," said another congressional nants of oil in existing fields would aide. receive expanded tax credits. And For the company, the budget taxes on investors in some of these agreement offers an array of eco- energy-related projects would be nomic goodies. eased slightly. The research and development The energy tax breaks, which tax Credit, now 20%, would be might have drawn strong opposi- boosted to 30%. A separate credit tion earlier from a Democratic- to encourage experimentation, due controlled Congress, have a much to expire, would be extended better chance of approval now through 1991. because of the surge in oil prices Expensing, which allows deduc- resulting from the Middle East Lion of the full price of some crisis. equipment in the year it is pur- "The President wanted some- chased, would be expanded to in- thing he could call a growth pack- stude two years. age, even though he lost the battle Companies also could get a rapid on capital gains," a congressional write-off for additional purchases aide said of the agreement between scientific equipment. the White House and congressional leaders. "This deal represented the best he could do, and it should be attractive to the conservative Re- publicans who are always talking about helping entrepreneurs." Los Angeles Times Bush's Popularity Failed to Provide Clout MONDAY. OCTOBER 1. 1990 By DAVID LAUTER TIMES STAFF WRITER dential campaign and one that he had pressed ever since. NEW YORK-With his approval But Bush could not budge Demo- rating topping 70% and the nation cratic leaders, who resisted on rallying around his Persian Gulf grounds that cutting the capital policy, President Bush seems at the gains taxes favored the rich. In the apex of his popularity. But to reach end, over the last week, key Re- an agreement on the federal budg- publicans, led by Senate Minority et, he was forced to make major Leader Bob Dole (R-Kan.), aban- concessions. doned him as well. Bush dropped his insistence on "Sometimes you just don't get it "no new taxes" just to get the just the way you want." Bush said budget negotiations started, and he as he announced the budget deal. was forced to abandon his plan to "This is such a time for me." reduce taxes on capital gains to Bush did obtain some items that bring them to a close. he and his advisers wanted. The In-between, he also gave in to agreement includes new tax breaks Democratic demands for some $33 for the oil industry. an issue for billion in increased taxes on upper- former oilman Bush, and new tax income taxpayers, including a credits for research and develop- complicated limit on tax deductions ment, which Bush and his aides and increased luxury taxes and an believe will increase economic pro- increase in tax charges for Medi- ductivity. care. The deal also provides an en- The result illustrates the limits forceable limit on spending for on how far a President can trans- domestic programs-a step that late popularity in foreign affairs will require congressional Demo- into political clout at home. And it crats to make difficult choices over' also demonstrates the marked dif- the next several years as constitu- ference between Bush and his encies clamor for more federal aid. predecessor, Ronald Reagan, who Above all, there is the deal itself; refused opportunities to take a which will substantially reduce the similar deal to reduce the deficit federal budget deficit and which, at because of his insistent opposition least for now, would break the to higher taxes. deadlock over fiscal policy that had Democrats also faced limits on threatened to paralyze federal de- their power. As Senate Majority cision-making. Leader George J. Mitchell (D-Me.) But the fact that getting the deal, noted, it remains unclear whether in the end, did come before every- leaders of either party will be able thing else underlines a central to get their followers to ratify the element of the Bush presidency. politically unpopular compromises Unlike Reagan, who had a set of that the budget deal comprises. issues in which he believed strong-" "Now comes the hard part," ly and on which he was unwilling- Mitchell said as the budget agree- to compromise, Bush, as his aides ment was announced in the White say, is basically interested in "pro- House Rose Garden. cess," not ideology. There are few Less than four weeks ago. when specific things the President will he spoke to a joint session of not sacrifice to achieve a compro- Congress, Bush tried to use support mise. for his Persian Gulf policy to That approach makes it far easi- leverage votes for his position on er to reach deals. But Bush's style the budget. Strength abroad re- has costs as well. More ideological quired strength at home, he told members of his own party already members of Congress. And are angry at the President for strength at home, he said, would giving up on causes they believe in. require a budget plan along the And the compromise on taxes- lines he wanted. which remains one of the most The gambit was chancy. Past potent political issues of the era- presidents had "never been able to will deprive Republicans of a po- translate support for foreign policy tent weapon as the fall congres- into support for a domestic agen- sional campaigns head into their da," conservative political analyst final five weeks. Kevin Phillips pointed out at the One indication of the problems time. President Franklin D. Roose- Bush may face was the conspicu- velt, for example, was forced to bus absence of Rep. Newt Gingrich give up much of his New Deal (R-Ga.). a leader of conservatives program during World War II.. in the House, as the budget agree- Bush fared no better. During his ment was unveiled Sunday after- speech, as on numerous occasions noon. Without the support of Gin- before and since, Bush specifically grich and his followers. Bush will said that a budget agreement have to rely ever more heavily on would have to include a capital the majority Democrats-a source gains tax cut-an issue he had of support that could prove in- advocated during his 1988 presi- creasingly shaky if Bush's overall popularity slips. Los Angeles Times MONDAY, OCTOBER 1, 1990 CONSUMERS: Cigarettes, Beer, Gas Would Cost More Under New Plan By EDWIN CHEN TIMES STAFF WRITER WASHINGTON-The budget levy is 9 cents per gallon. Califor- deficit reduction agreement that nia drivers would be especially President Bush and congressional hard hit, since state voters on June leaders signed Sunday will hit 5 approved a doubling of the state American consumers squarely in gas tax, to 18 cents per gallon. their pocketbooks. Separately, a 2-cent tax on each If Congress enacts the accord, gallon of crude oil would take cigarettes, liquor, gasoline and oth- effect Jan. 1. er fuels soon will cost more. The Joseph Lastelic, a spokesman for agreement also calls for a new the American Petroleum Institute, luxury tax on expensive consumer said that higher gas taxes in the products, ranging from cars and past have had very little impact on yachts to furs and jewelry. consumption and that the proposed Altogether, higher taxes would new hikes would be no different. bring in $134 billion in new reve- Lastelic also said that the higher nues over the next five years in a taxes would hurt consumers in the budget package designed to reduce West more than elsewhere around federal borrowing by $500 billion the country because they drive over that same period. greater distances. In addition to higher levies on The deficit-reduction package tobacco, alcohol and fuel, the pack- calls for a 4-cent-per-pack ciga- age would require higher-salaried rette tax increase on Jan. 1, and a employees to contribute more to second 4-cent increase in 1993. help finance the fast-rising costs of The Tobacco Institute, the the federal Medicare program. Washington-based lobbying group Currently, workers pay 7.65% of for the tobacco industry, said that their income up to $51,300 as Social the proposed hikes-coming on top Security withholding taxes, 1.45% of the current 16-cent-per-pack of which is for Medicare. The new federal excise tax-would be re- agreement would continue the gressive in that the increases 1.45% up to $73,000 in annual would disproportionately hit the earnings. middle class and poor, who make Employees of state govern- up most of the nation's 50 million to ments, who currently do not pay 60 million smokers. the Medicare tax or Social Security, The agreement also contains would be brought into the system. sharp tax increases for beer, wine Most individuals or families and distilled liquor. It calls for earning more than $100,000 would doubling the current 16-cent per pay more income taxes, with the six-pack federal beer tax, which government disallowing itemized will cost beer drinkers an addition- deductions equal to 3% of the al $1.5 billion a year, according to income above the $100,000 thresh- Jeff Becker, a spokesman for the old. For example, if a taxpayer had Beer Institute. an income of $150,000, the taxpayer The tax on wines would go up by would lose deductions equal to 3% 24 cents a bottle and on distilled of the $50,000 excess or $1,500 liquor by $1.20 per gallon. worth of tax writeoffs. According to the Distilled Spirits But the news isn't all bad. Council of the United States, the By reducing the federal govern- current federal taxes on hard liquor ment's borrowing needs, the new are about $2 on a fifth of liquor or budget plan is expected to bring more than 25% of the cost of an down interest rates. "Long-term average bottle. interest rates should be able to come down," the President said at The luxury tax calls for a 10% the White House Sunday after- levy on the portion of the retail price in excess of $30,000 for cars, noon. The budget pact includes $182 $5,000 for furs and jewelry, billion in cuts in government dis- $100,000 for private airplanes, cretionary expenditures, with de- boats and yachts. fense spending accounting for the "This is real, not a phony smoke single largest share, $67 billion, in and mirrors deficit-cutting pro- the first three years. gram," Bush said of the budget Cuts in popular benefit pro- agreement. grams, such as Medicare and farm Times staff writers Tom Redburn subsidies, would contribute anoth- and James Risen contributed to this er $119 billion in savings. story. If the package is adopted by Oct. 19, as the President and congres- sional leaders hope, a 5-cent gaso- line tax increase would take effect on Dec. 1, with an additional 5-cent hike next July 1. It is estimated that each penny increase in the gas tax will cost American drivers about $1 billion a year. The current The Philadelphia Thquirer Monday, October 1. 1990 Plan raises taxes,cuts U.S. spending By R. A. Zaldivar Inquirer Washington Bureau WASHINGTON - President Bush Congressional leaders said that the The increased excise tax burden and congressional leaders agreed President's role would be crucial. "I on the poorest taxpayers would be yesterday on a plan to cut the federal think it's going to be difficult to pass partly offset by a $5 billion expan- deficit by $500 billion over the next a deficit-reduction package of this sion of the earned income tax credit. five years. historic size unless there is biparti- The elderly poor would also be If approved by Congress, the pack- san support," said House Majority shielded from the higher cost of age would affect virtually every Whip William H. Gray 3d (D., Pa.). Medicare benefits. household in America, raising the "The President has got to be out The $60 billion in Medicare cuts cost of gasoline by 12 cents a gallon there leading, and it's going to be would be divided evenly between and the cost of a six-pack of beer by very, very difficult." care providers and beneficiaries. 16 cents, while reducing spending "If a senator is looking for a way Medicare enrollees would see a num- for Medicare, farm subsidies and un- out, there are a number of difficult ber of changes in the Part B cover- employment insurance. issues," said Sen. Pete V. Domenici of age, which applies to outpatient care. The agreement, which also in- New Mexico, the senior Budget Com- The annual deductible would rise cludes Pentagon cuts and some tax mittee Republican. "Those who do from $75 to $150 in yearly increments breaks for businesses, averted the not want to face up to this can find of $25, and monthly premiums would automatic spending cuts under the reasons, but I think the test is, what be increased from $28.60 to $34.30. Gramm-Rudman law that would would they propose?" Beneficiaries would also be required have sent more than a million fed- Rep. Newt Gingrich (R., Ga.), long to pay 20 percent of the cost of home- eral workers home as the 1991 fiscal a strident foe of higher taxes, did not attend the Rose Garden ceremony, health visits. year began today. Three hours after Bush announced despite his involvement in the nego- Bush asserted that the plan repre- the agreement from the Rose Gar- tiations. An aide said Gingrich was sented a break with the Washington den, the House passed, 382-41, a stop- having the package analyzed by a tradition of cooked-up budgets. "It is team of economists before he an- not a phony smoke-and-mirrors defi- gap spending bill to keep the govern- nounced his position. cit-cutting program," the President ment going while work on the 1991 On the Democratic side, Senate said. For example, the cost of the budget was finished. Senate approval by voice vote followed. Budget Committee Chairman Jim savings-and-loan bailout is included Congressional leaders agreed to Sasser of Tennessee expressed con- in figuring the deficit. complete the budget by Oct. 19, cerns that the deal did not do enough But the costs of Operation Desert though they acknowledged that the to address the issue of fairness in the Shield - estimated at $15 billion benefit cuts and new taxes will be a distribution of federal taxes. Studies next year - will not be counted in have shown that during the '80s, figuring the deficit. The temporary- tough sell to members just one taxes took a growing share of the financing bill Congress passed last month away from an election. shrinking incomes of those less well night included $2 billion in new The agreement would cut the 1991 deficit, projected at a record $293 off, while the rich saw their tax appropriations for the gulf opera- billion, by $40.1 billion. The Gramm- burden lessened. tions. Rudman law's goal of a balanced "Because of the administration's The budget plan also assumes that budget in three years would be put intractability on rates, and the neces- the government will get $9.4 billion sity of increasing excise taxes, it over five years from improved IRS off until after 1995. In January, the Bush administration was projecting leaves the overall package much less. enforcement, a promise that has not a $100 billion deficit for next year progressive than I would have paid off in the past. and a balanced budget by 1993. liked," Sasser said. Additionally, the economic as- Of the $133.4 billion in taxes, $73 sumptions underlying the package Domestic benefit programs would billion would come from excise predict that domestic oil prices will be cut by $119 billion over five years, with $60 billion of that coming from taxes, which affect lower-income average $21.15 a barrel this year and. Medicare and $13 billion from farm people disproportionately. Those in- $24.15 next year. Oil prices recently programs. Discretionary spending clude a 5-cent gasoline-tax increase, passed $40 a barrel, and budget direc- would be cut by $182 billion. most of with another 5 cents by next July; a tor Richard G. Darman acknowl- it from the Pentagon. 4-cent increase in the cigarette tax, edged that if prices stayed that high, Taxes would go up by almost $134 with another 4 cents by 1993; dou- his projections were out the window, bling the tax on a six-pack of beer Nevertheless, Domenici said this billion, with the biggest item being a from 16 to 32 cents; raising the tax on was the most serious effort at deficit 10-cent increase in the gasoline tax wine to 24 cents a bottle; increasing reduction he had seen in 14 years on that would bring in $45 billion. Sav. ings on interest costs - one payoff the tax on hard liquor by $1.20 a the Budget Committee. gallon, and a new tax on the petro- "I've been at it a long time. and I for such a deficit reduction 1S OX- pected to be lower long-term interes' leum content of manufactured goods have never seen a package that at- that would add 2 cents to the price of tacks the deficit that is as credible as rates would add nearly S65 billion Bush's long-sought reduction 1: a gallon of gas on Jan. 1. this or as significant as this," Dome- the capital-gains tax rate was Tax increases aimed at the wealthy nici said. account for $33 billion of the reve- dropped Saturday, along with the Democrats insistence on higher nue package. Those include a new luxury tax on expensive cars and taxes for the wealthy and plans la trim Social Security benefits items such as boats and private planes, limits on income tax deduc- "It is balanced. 1: IS fair. and in my view it is what the United States of tions and subjecting incomes of up to $73,000 to the Medicare tax. Current- America needs at this point in its ly, the Medicare tax applies only to history," Bush said in announcing the first $51,300 of income. the agreement, which concluded The package includes $12.1 billion budget talks that began in May. in tax breaks for smaller businesses With congressional leaders at his and those who invest in them, $4 side, Bush said, "I do not welcome" billion in tax incentives for oil and the tax increases." But he said they gas exploration, and $1 billion in were needed to help the economy, enterprise-zone credits for busi- and "I will do everything I can to lay nesses going into economically de- aside partisanship and to take the pressed areas. case for this deal to the American people in every way that I can." The Philabelphia Thaquirer Monday. October 1. 1990 Deal offers both pain and benefits By Robert A. Rankin Inquirer Washington Bureau WASHINGTON - Americans would And if financial markets believe pay higher taxes and get reduced the deal truly will lower federal bor- federal benefits under the budget rowing by $500 billion over five agreement announced yesterday, but years and possibly end federal defi- if the deal works as expected, they cits, as negotiators claim - that also would gain lower interest rates happy prospect in itself should push on car loans and home mortgages, as interest rates down immediately, well as a healthier economy. economists, bankers and market ana- Taxes would rise for gasoline, to- lysts agreed. bacco and alcoholic beverages. Peo- "The bond market is going to be ple who buy luxury goods such as the true sounding board, the true yachts and expensive autos, or who arbiter of [the deal's] ultimate impact spend more than $5,000 on furs and on the economy," said William Sulli- jewelry, would pay a stiff new tax on van, senior vice president for Dean those items. Witter Reynolds in New York. If financial markets find the deal Medicare beneficiaries would pay credible, long-term interest rates higher fees, farmers would get should drop by half a percentage smaller subsidies. state and local point, most experts agree, and some government workers would be re- see even greater reductions. quired to pay Social Security taxes "I think that's worth a full percent- and federal workers would lose a big, age-point (drop) on rates across the sweet pension perk - all if the defi- spectrum," said Jay Woodworth. vice cit deal becomes law president of Bankers Trust in New The agreement would be good for York. the American economy, independent Such rate cuts would make homes, experts agreed - but several big appliances and autos cheaper. For ex- questions remain unanswered. ample, a $100,000, 30-year mortgage that Will Congress enact it? Will finan- carries a 10 percent interest fee pro- cial markets believe the numbers are duces a monthly payment of $877.57 to and not "blue smoke-and-mir- service principal and interest. ror" budgetary fictions? If the interest rate drops to 9 percent, Will there be war in the Persian the monthly payment would fall to Gulf or deep recession here at home? $804.62, said David Smith of Mount Will oil prices stay at $40 a barrel, go Vernon Realty in Alexandria, Va. higher, or fall? Federal Reserve Board Chairman The answer to any of those ques- Alan Greenspan repeatedly has said tions could swamp the deal, or se- that a credible deficit-cutting deal verely reduce its effect on the U.S. would lead to lower interest rates - economy. and the Fed controls short-term in- Bush's budget director, Richard G. terest rates. Darman, conceded that if oil prices stayed near their current $40-per- But a one-point drop in short-term barrel range long, "it would be seri- rates would provide only modest ously disruptive" to all calculations benefits to consumers. For example, in the budget agreement. This a 48-month car loan for $10,000 now budget assumes that the Persian Gulf carries an 11.25 percent interest rate and costs $259.67 a month. crisis will be resolved and oil prices will fall soon, Darman said. At 10.25 percent interest, the But if negotiators' calculations are monthly payment would drop only to $254.82 and interest costs over the borne out, the federal goverment could stop borrowing private funds life of the loan would fall $233.20, said Darren Zetena of Sovran Bank to pay for current operations by fis- cal 1994. in suburban Washington. That would end a massive, decade- Falling interest rates would spur business investment as well as con- long federal drain on America's shal- low pool of savings, freeing markets sumer spending, perhaps enough to to channel that money instead into lift the slumping U.S. economy past productive private investment at recession this year, some experts lower lending fees. said; all agreed a credible deal that pushes rates down would set Amer- ica on a firmer economic foundation for the future. "The drop in rates should offset the impact of the cutback in govern- ment spending and the hike in taxes," said Norman Robertson, chief economist of Mellon Bank, of Pitts- burgh, Pa. "I certainly have no hesitation in thinking this will be good for the economy over the long term." said Rudolph Penner, former director of the Congressional Budget Office. The Washington Times MONDAY, OCTOBER 1, 1990 Big fight expected on Hill By Frank J. Murray Democrats responded coolly to and Major Garrett new fiscal year's budget gap to not the deal yesterday. Republicans exceed $74 billion. THE WASHINGTON TIMES voiced potentially lethal objections. Because the economy is so frag- President Bush and congressional "What is it that we've gotten," said ile, only $40.1 billion of savings negotiators ended the budget dead- Rep. Mickey Edwards, Oklahoma would be felt in the budget for the lock yesterday by agreeing to wipe Republican and chairman of the fiscal year beginning today. out the deficit in five years with a House Republican Policy Commit- The $500 billion deficit reduction $134 billion tax boost and spending tee. "There are enough demerits to would be achieved over five years cuts that would save $366 billion. advocate defeat of the package. I through $134 billion in tax increases, The president abandoned his pro- must use a microscope to find discretionary cuts of $182.4 billion, posal for a cut in the capital gains enough merits." mandatory cuts of $119 billion and tax, a centerpiece of his 1988 cam- Rep. Jerry Lewis, Califor nia Re- spending reductions of $64.8 billion paign, and agreed to new taxes on a publican and chairman of the House in interest. wide variety of items. Conference Committee, estimated Mr. Bush won in another area, The agreement, which must get that 55 percent of the House Repub- growth incentives for small busi- House and Senate approval, would licans oppose the deal and 45 per- nesses. The plans would.cost $12.1 increase taxes on cigarettes, alco- cent support it. billion over the five years but even- hol, gasoline, airplane tickets, fur "A lot of work needs to be done at tually would produce income and coats, jewelry and luxury cars. It the highest levels of the administra- jobs. There also would be $1 billion raises income taxes and Social Secu- tion [to sell the package]," he said. earmarked for enterprise zones and rity premiums for the wealthy and "At best, the people carrying this $4 billion in energy incentives. increases medical expenses for the package are on eggshells." Mr. Bush interrupted a round of disabled and elderly while cutting Sen. Connie Mack, Florida Repub- private meetings with world leaders back unemployment insurance pay- lican, said, "I cannot support this at the United Nations for a five-hour ments and student loans. budget because it hurts taxpayers, round trip to the White House for the "[It] requires that virtually every- hurts the economy and hurts senior announcement. When he returned to one contribute in some way," a sour- citizens." New York he told the world leaders faced President Bush said in an- Rep. Dana Rohrabacher, Califor- he hoped the budget plan and deficit nouncing the deal in the Rose nia Republican, called it "a road map reductions would lower interna- Garden surrounded by equally grim to recession." tional interest rates. negotiators from both parties who Rep. Charles Rangel, New York A number of citizen groups re- reportedly thrashed out details Democrat, said it left "the richest of acted harshly to the budget plan. through the night. the rich alone." He doubted he would The National Association of Coun- "It is balanced, it is fair and in my support the package. ties complained bitterly about the view it is what the United States of One sweetener available to Con- proposed increase in gas taxes and America needs at this point in its gress is that more than half of the provisions to limit the federal in- history," Mr. Bush said. $500 billion in deficit reduction will come tax deduction for state and lo- Shortly afterward, Congress not take effect until 1994-95. cal income and property taxes. acted to avert $105 billion in spend- "You threaten people with execu- "We are strongly opposed to this ing cuts and furloughs of thou- tion, and when you only cut off their budget package," said NACo Pres- sands of rederal workers - which thumb, they're supposed to be ident D. Michael Stewart. "It is un- would have taken effect this morning happy," said Rep. Larry Smith, a fortunate that we have to oppose the under the Gramm-Rudman-Hol- Florida Democrat whose South Flor- entire package because of these two lings deficit-reduction law. ida district includes thousands of el- proposals, but we have been given no On a 382-41 vote, the House ap- derly residents. other choice." proved a stopgap spending bill, "A majority of House Republicans Alan L. Keyes, president of a known as a continuing resolution, need to support this," he said. "We're 400,000-member taxpayer advocate that allows the government to fund not carrying their water." group called Citizens Against Gov- all services until Oct. 5. The Senate Although Mr. Bush already had ernment Waste, called the package wien passed the measure on a voice abandoned his campaign pledge not "a terrible deal for taxpayers." vote. The resolution also includes $2 to raise taxes, he said, "Sometimes "Just as with so many budget billion in new appropriations for Op- you don't get it just the way you deals in the past decade, the taxpay- eration Desert Shield in the Persian want, and this is such a time for me." ers have absolutely no guarantees Gulf. He even signed off on a page from that spending cuts will materialize The congressional leadership in- Michael Dukakis' presidential cam- and every assurance that taxes will volved in the negotiations now must paign that Mr. Bush had ridiculed. go up," Mr. Keyes said. sell the agreement to rank-and-file Mr. Dukakis suggested easing the Ron Pollack of Families USA, a lawmakers who were largely ex- deficit without taxes by increasing non-profit group that advocates on cluded from the budget talks, which IRS enforcement. That plan was in behalf of the elderly poor, said the began in May. November elections the bipartisan deal, with a $9.4 bil- negotiators "have declared war on will make the task more complicated lion estimate of its value. our grandparents" and warned that amid higher taxes and cuts in pro- Technically, yesterday's agree- those who back the plan "shouldn't grams such as Medicare. ment produced a postponement of expect older Americans to be paci- "It's going to be very painful for a drastic budget cuts only until Friday, fists on Election Day." lot of people," said Senate Minority giving Congress a week to pass a Edwin Rothschild, head of Citizen leader Robert Dole of Kansas. "The budget resolution adopting the Action, a non-profit national con- naysayers, the nit-pickers may have broad outlines of the agreement. sumer organization, complained a field day." Congress likely will pass a second that the gasoline tax is a regressive House Speaker Thomas Foley of continuing resolution to extend gov- measure that will hit poor and Washington said "it's not going to be ernment spending until Oct. 19. That middle-income people hardest. easy or simple" to win congressional would allow the various committees passage. to draft legislation and specific ap- "Now comes the hard part," said propriations bills that meet the Senate Majority Leader George spending targets within the budget Mitchell of Maine. "This agreement agreement. is a compromise. Both sides can ac- The agreement would waive the curately say that it includes provi- current Gramm-Rudman deficit tar- sions they don't like, We have al- gets, which would have required the ready debated too long. Now we must act decisively." The Washington Times MONDAY, OCTOBER 1, 1990 Democrats rolled us tax-cutters say of deal By Donald Lambro attended the meetings. more important is a budget deal that THE WASHINGTON TIMES At one point in an exchange with works." Sen. Malcolm Wallop of Wyoming, Last week, with the chances dim- The Republicans who fought for who chairs the Senate Republican ming for any capital gains tax cut, the capital-gains tax cut, a center- Steering Committee, which is a several conservative Republican piece of the President Bush's 1988 group of conservative senators, Mr. senators, such as Bob Kasten of Wis- campaign, reacted last night with Sununu angrily told him: "If you consin, shifted to a fallback position, bitter anger and sour frustration. don't like what we're doing, you pushing for indexing of capital gains "We let the Democrats roll us on come up with your own plan." for inflation. capital gains," said a budget aide to Mr. Sununu has over the past sev- In the end, even that modification one Republican senator who has eral weeks turned aside repeated re- could not win enough support among been in the forefront of the fight. quests from the conservative group negotiators, when Democrats, un- "We let them get away with mur- to meet with Mr. Bush to discuss ruffled by the deadline pressure, der: There were some very good ar- their concerns about how the capital stuck to their position that any re- guments to be made for our position gains and budget negotiations were duction in capital gains taxation and we didn't make them. being handled. must be accompanied by raising the "We let the enemy have the field." The president's chief adviser was rates on the wealthiest taxpayers. In the end, some Republicans quoted as telling Mr. Wallop: "If you Supporters of the capital-gains said, President Bush and his chief don't have a solution of your own in tax cut, such as Sen. Connie Mack, lieutenants wouldn't make the eco- hand, then there is no point in com- Florida Republican, insisted over the nomic case for the president's own ing up here and telling him that you weekend that despite their defeat in don't like his." the budget talks, they would press proposal, which the president ar- The growing acrimony between ahead in the weeks to come to offer gued in 1988 would stimulate busi- ness investment and jobs in the the White House and Republican their own capital-gains cut propos- midst of a declining economy. senators appeared to worsen at last als on the Senate floor as an amend- "Our people up here feel that the Tuesday's closed Senate Republican ment to a piece of legislation. "He's not throwing in the towel," White House has not defended the Policy Committee meeting. said an adviser to Sen. Kasten who, capital-gains case in the face of the "They ganged up on him [for] not with Mr. Mack, is sponsoring an Democrats' attacks and has not de- being as effective as the Democrats amendment to cut the present 28 fined the issue as a major economic in framing the debate and keeping percent capital-gains tax rate to 15 growth measure," the budget aide the party on the offensive," said a percent. "We still want to go for a said. Senate budget aide. "The message rate cut and a separate vote on this Many of the Republicans blamed that the senators gave Sununu was issue." Sen. Robert. Dole of Kansas, the for the president to get on the stick Nevertheless, the critical ques- leader of the Republican minority, and start blaming the Democrats. tion on Capitol Hill last night was and Rep. Robert Michel of Illinois, "But he ganged right back, re- whether the White House and Demo- his counterpart in the House, for minding everybody that when Bush cratic leaders could persuade their abandoning the issue as budget- was criticized for attacking the troops in the House and Senate to deadline pressure grew. Democrats last August for the im- support the budget agreement. "It's really hard when you are bat- passe over the budget talks, there Aides to several conservative Re- tling not only [Senate Democratic weren't many Republicans in Con- publican senators said they believed leader] George Mitchell, but your gress who backed him up." many on their side would "walk own Republican leaders," com- White House political director away from the agreement" because plained a chief budget adviser to a David Carney dismissed reports of of its tax components. On the Demo- Southern Republican senator. Republican dissatisfaction with the cratic side, one House aide close to "There's a great deal of trustra- administration's handling of the the budget talks said Speaker tion toward the Republican leader- capital gains issue as "inside-the- Thomas S. Foley "would have trou- ship in the Senate which they 1GOP Beltway stuff" that carries little or ble selling the package" to Demo- senators] are close to calling no lead- no weight with the voters. crats "because of the entitlement ership," said another party officer "The budget deal is 100 percent cuts." who works closely with conserva- more important than any one cam- tive senators. paign platform political point of But it was the White House's view and from an economic point of handling of the capital-gains issue view." Mr. Carney said. "The Amer- that was the chief focus of com- ican people want to know, did they plaints made in recent weeks by Re- get the job done? And if not, why publican senators during closed not? meetings with White House Chief of 'Capital gains is an important Staff John Sununu and other admin- growth mechanism. but it's not the istration officials, say sources who only growth mechanism. What's ALEXANDE BY NI, HAMILTON OF NEWYORKPOST METRO EDITION MONDAY, OCTOBER 1, 1990 / Sunny, upper 60s today; partly cloudy, low 50s tonight / Details, Page 2 FED BUDGET DEAL: $134B IN TAX HIKES By DEBORAH ORIN Washington Bureau Chief President Bush and congressional leaders yesterday families earning over $100,000, unveiled an 11th-hour budget deal that would mean in a state such as New York - $134 billion in tax hikes on everything from gasoline, which has both higher incomes booze and cigarettes to fancy cars. and higher costs-of-living - The deal would also slash tax deductions for families that could affect a husband and earning over $100,000 - meaning some wealthy individu- wife who both are civil servants. als could lose 80 percent of their deductions, including Critics also contend the deal local and property taxes and charitable contributions. would encourage wealthy corpo- Aides to both Gov. Cuomo and Mayor Dinkins said rate executives to move their the deal would zap New York especially hard. companies out of New York to Cuomo is "adamantly opposed" to what he regards lower-tax states - hurting the city's economy and the real-es- as a "very regressive" plan and tate market. intends to fight it, said his Wash- "It's also very regressive - to ington lobbyist, Brad Johnson. seek just $2 billion in luxury It wasn't immediately clear taxes doesn't balance the equa- whether the package will pass tion;" added Johnson, Cuomo's Congress - President Bush ac- man in Washington. knowledged "there will be some He contended the $2 billion to tough fights ahead," and conser- be raised in "luxury taxes" on vative Republicans were report- items likes Xancy cars is nothing edly furious. compared with the $45 billion in After the deal was announced, gas taxes and $10 billion in Congress passed stop-gap fund- booze taxes that would hit Joe ing to avoid layoffs as the new Sixpack. fiscal year starts today. Con- Cuomo himself is expected to gress will have until Oct. 19 to denounce the plan today. vote on the deal. Mayor Dinkins' press secre- Most New York congressmen tary, Albert Scardino, noted that described the proposal as "iffy" New York City now gets back - but several voiced relief that just 77 cents on every dollar it doesn't hurt Social Security "We already bear a dispropor- payments, although it raises tionate share of the cost of the Medicare costs to seniors. federal government and get less The five-year plan doesn't in- than our share of the benefits - clude the capital-gains tax cut this would only exacerbate the President Bush ardently sought. situation," Scardino said. That idea died when Demo- The complicated proposal for crats insisted it be accompanied slashing deductions would af- by higher income-tax rates for fect any individual or family the rich. with adjusted gross income Conservative Republicans re- over $100,000. portedly were furious over the The amount of eligible deduc- absence of a capital-gains cut as tions would be reduced by well as over some of the tax 3 percent of the amount of ad- hikes - in fact, House GOP whip justed income over $100,000. Newt Gingrich (R-Ga.) boycot- A family with $200,000 in ad- ted Bush's Rose Garden press justed gross income and $40,000 conference durinn which he an- in deductions would have in- nounced the deal. come $100,000 over the three The plan calls for defense cuts hold, which means a $3,000 re- of at least $67 billion - possibly duction - so only $37,000 could more - and a freeze in domestic be deducted. programs. As family income rose, as Cuomo's staff denounced the much as 80 percent of deduc- package as a "partial repeal" of tions could be lost. deductibility of state and local taxes - a erucial issue in New York, which has some of the highest state taxes in the nation. Although the deal hits only DAILY NEWS NEW YORK'S PICTURE NEWSPAPER® Monday, October 1, 1990 Read it here: new taxes By JEROME CAHILL News Washington Bureau WASHINGTON - President Bush and Con- gress agreed yesterday on a five-year, $500 bil- lion package of spending cuts and tax hikes that will hit nearly every American but saves most of a tax break important to New Yorkers. The plan, which heads off the shutdown of government But about 2.5 million up- services threatened for to- per-income taxpayers - cou- day, calls for a total of $134 ples and individuals with in- billion in higher taxes over comes higher than $100,000 the period, with the biggest - would lose a part of their increase coming from a 12- itemized deductions. As a re- cent-a-gallon hike in the gas- sult, someone at the top 28% oline tax - 5 cents effective tax rate earning $150,000 a this year and 7 cents next year would pay about $420 July. more in income taxes, offi- Defense spending would cials said: face a three-year, $67.2 bil- Although Bush campaigned lion cutback. Government for the White House in 1988 spending on benefit pro- on a "no new taxes" platform grams such as Medicare and for months bitterly op- would be slashed, and other posed the idea of using tax domestic programs would increases to reduce the bud- held down. get deficit, he promised to Bush, who flew back to fight hard to get the package Washington from the United approved by Congress. Nations yesterday morning to "Sometimes you don't get it bless the agreement, urged just the way you want, and swift congressional approval. this is is such a time for me," Bush said. But he said the 'Balanced': Bush time had come "to lay parti- Underscoring his adminis- sanship aside" and compro- tration's hopes that the plan mise to bring the deficit un- will lead to lower interest der control. rates and boost the sluggish Democratic leaders agreed. economy, Bush told a Rose "The alternative to this Garden ceremony attended agreement is fiscal chaos," by top congressional leaders said House Majority Leader that the plan was "balanced Richard Gephardt (D-Mo.) fair and in my view it is In the marathon round of what the United States of weekend talks that finally America needs at this point produced an agreement early in its history." yesterday, the budget negoti- On key pocketbook items, ators shelved two of the most the plan calls for higher taxes controversial issues facing on cigarets, beer, wine, li- them - proposals to cut capi- quor, airplane tickets and tal gains taxes and Social Se- luxury items such as jewelry curity benefits. and high-powered autos. Mid- Bush dropped his demand dle and upper-income tax- for a capital gains tax reduc- payers would pay more in tion and Democrats gave up Medicare taxes, the govern- on their insistence on raising the 28% tax rate for the ment's health insurance pro- gram for the elderly. wealthiest taxpayers, who In a victory for Gov. Cuomo, would benefit most from a the plan retains the full de- lower rate on capital gains - ductibility for state and local those from sales of stocks, income tax payments for bonds and other assets. most middle-income taxpay- Negotiators, fearful of a ers. The White House had voter backlash by senior citi- sought to wipe out much of zens in the November elec- the deduction, but backed tions, rejected any delay in down in the face of opposi- cost-of-living raises for Social tion led by Cuomo and New Security retirees. The negoti- York's congressional delega- ators also had second tion. thoughts about increasing the tax bite on retirement bene- fits received by the middle and upper-income elderly. DAILY NEWS NEW YORK'S PICTURE NEWSPAPER® Monday, October 1, 1990 Deficit plan is called painful By STEVEN KOMAROW The Associated Press WASHINGTON - Pres- ident Bush's budget deal with Congress would dig deep into American pock- etbooks. "It's going to be very painful for a lot of peo- ple," said Senate GOP Leader Bob Dole of Kan- sas, predicting a tough fight for enough votes to approve the agreement. Taxes on gasoline and diesel fuel, now 9 cents a gallon, would more than double, to 21 cents by next July. The 16-cent federal tax on a pack of cigarets would rise 4 cents Jan. 1 and 4 cents in 1993. Middle-income and; wealthy taxpayers, not just the elderly, would pay for Medicare. Cur- rently, the payroll tax of 1.45% stops after a tax- payer's income hits $51,300. The budget deal would keep workers - and employers - paying until a $73,000 income cap. Medicare, Soc Sec State employes who currently don't pay the Medicare tax or Social Security would be brought into the system. The annual Medicare deductible would double, from $75 to $150; cover- age for clinical testing would drop from full to 80%, and monthly premi- ums would rise from $28.60 to about $34 next year. Buyers of new cars, boats, jewelry and furs would pay a national sales tax on luxury goods. The fee would be 10% on the portion of car pur- chases above $30,000, boats and yachts above $100,000 and jewelry and furs above $5,000. Most individuals or families with incomes in excess of $100,000 would pay higher taxes, with the government disallowing 3% of itemized deduc- tions. Medical expenses or investment interest would not count. Taxes on beer, wine and other alcoholic bev- erages would rise. Richmond Times-Dispatch Monday, October 1, 1990 Accord averts automatic cuts WASHINGTON - President Bush The negotiators, who sealed the ous government services during the and congressional negotiators final deal at 3 o'clock yesterday same period. agreed yesterday to a deficit-cutting morning, decided at the last minute The main spending cuts in the plan that includes major increases in that they were unwilling to take the agreement include increased premi- taxes. political risk of including Social Se- ums and a higher deductible for Bush and a weary group of leaders curity in the deficit-cutting package. Medicare, cuts in farm programs, from both parties gathered in the Earlier plans had called for either military spending and retirement Rose Garden to announce their ac- delaying cost of living adjustments benefits for federal employees. cord and to disclose that they now for Social Security recipients or in- project the deficit for fiscal 1991 at creasing the portion of their benefits The main revenue-raising provi- $293.7 billion, up more than $60 bil- now subject to income tax. sions include a 5-cent-a-gallon in- lion from the estimate the govern- crease in the gasoline tax, effective The political strain that the nego- ment made in July. tiations have engendered was illus- Dec. 1, and an additional 5-cent in- They said the plan would bring the trated by the absence from the Rose crease effective July 1. There would Garden meeting of two top Republi- also be a separate tax on petroleum federal deficit down by $40 billion that Richard Darman, the budget di- next year and by $500 billion over cans, Sen. Bob Packwood of Oregon and Rep. Newt Gingrich of Georgia, rector, said would increase the per- five years. But at the same time they gallon gasoline tax an additional 2 agreed to extend the Gramm-Rud- who were upset over the tax policies cents. man deadline for a balanced budget in the agreement. In addition, the package includes to fiscal 1996 from 1993. But the Democratic leaders, who higher taxes on cigarettes and a 10 Bush said he expected that enact- may face their own rebellion from percent tax on automobiles with ment of the plan would stimulate the the liberal wing of their party, price tags over $30,000, boats with economy and lead to lower interest agreed to sell the plan. price tags over $100,000 and jewelry rates. But White House officials later As he announced the accord, Bush and furs over $5,000. said the economic projections under- pledged, "I will do everything I can (Ray D. Pethtel, commissioner of lying the plan also assume that oil to lay aside partisanship here and to the Virginia Department of Trans- prices will fall. take the case for this deal to the portation, said "we'll have to take a Bush began selling the package to American people." careful look at the agreement" to Congress, which took the first step Both the president and the con- determine, among other things, if the yesterday of approving a stopgap gressional leaders noted that while additional revenues will be used en- spending bill that will keep the gov- the negotiations had been difficult, tirely for deficit reduction. ernment in operation through Friday the hardest task now lies ahead - ("I haven't seen the details," Peth- and also avoid steep automatic getting members of the House and tel said, but "we are concerned that spending cuts that were to take ef- Senate to go along with the package. any increase in the price of gasoline fect today. Despite the swift approval by the could affect consumption and that Even as Bush began his sales two chambers of the stopgap spend- would affect our revenue base." pitch, dozens of rank and file mem- ing bill and the delay in automatic bers of Congress attacked the agree- spending cuts, the absence of Pack- (The highway department, heavily wood and Gingrich could foreshadow dependent on gasoline taxes and oth- ment. Republicans were made angry some of the difficulties. er fees such as titling and sales tax- by the tax increases and Democrats by the cuts in domestic spending. Under the complicated procedure es, has already been hit hard by reve- the negotiators have worked out to nue projections that will fall about The compromise, a product of four try to assure that the House and $131 million less than anticipated months of negotiations between the Senate approve the final package in- this biennium.) White House and congressional lead- tact, lawmakers will face a series of The package would also raise the ers, would impose steep spending deadlines over the next three weeks limit on wages subject to a 1.45 per- cuts in popular programs, particu- to consider the specific spending cent tax that workers and their em- larly Medicare, while raising taxes cuts and tax increases their leaders ployers pay to finance the hospital on petroleum products as well as have recomended. portion of the Medicare program. gasoline, cigarettes, luxury items If the deadlines are not met, law- The tax applies to the first $51,300 and alcoholic beverages. But the So- makers would be faced at each step and would rise to $73,000. cial Security program was spared. along the way with the alternative of The 3-cent-per-bottle wine tax will The agreement, however, forced a government shutdown and the im- increase to 24 cents, the 16-cent tax tough political decisions upon Bush. position of the automatic spending on a six-pack of beer will go to 36 He gave up his long-sought goal of a cuts. cents and the $12.50-per-gallon li- cut in the capital gains tax rate and Over five years, the budget pack- quor tax will grow by $1.20. accepted a Democratic proposal 'age would cut $170 billion from mili- While the president did not get the that would decrease the amount of tary programs and $119 billion from capital gains tax cut, he did win, a deductions that Americans with in- benefit programs like Medicare, package of more narrowly targeted comes over $100,000 can take on farm subsidies and civil service re- tax breaks totaling about $25 billion their federal income tax returns. tirement. The package would raise over five years. $134 billion in new revenue from higher taxes and user fees for vari- Richmond Times-Dispatch Monday, October 1, 1990 Massive shortfall remains despite deal Despite deal, big deficit remains Analysis By Tom Raum Associated Press writer WASHINGTON - Once again, an that the economy doesn't totter into 11th-hour budget compromise has a recession. delayed fiscal chaos. But the agree- So the final figures could be much ment that President Bush insisted worse. yesterday was not "smoke and mir- Compare the $253 billion level rors" will still leave a gaping budget with the target in the Gramm-Rud- deficit. man budget balancing law of $64 For it to work, the agreement's billion. major initial impact must be psycho- It would. take -spending cuts of logical. It must give financial mar- some $130 billion to get spending in kets enough confidence that interest line with that target - not the $40 rates will begin to drop. billion of the agreement or the $100 Even though the plan announced billion talked about over the past few weeks. at a hastily arranged Rose Garden ceremony holds out the promise of Thus, the balanced budget that deeper savings down the road, it will President Reagan once promised by not prevent the fiscal 1991 deficit 1983, and which the current Gramm- from setting a record. Rudman law required by 1993, is once again receding from grasp. Ironically, even as congressional Now, budget negotiators don't en- and White House budget negotiators vision a budget in balance until near were putting the finishing touches on the end of the century. the deal to pare the federal deficit by "The markets are not looking at $40 billion in the new fiscal year, the Gramm-Rudman-Hollings tar- budget officials were raising the es- gets as if that's reality, the ones in timate of the deficit by a similar current law," Darman said. amount. No one really believes "we're on a Just a week ago, budget negotia- path to meet those targets," he con- tors were talking about a $250 billion ceded. "That's been obvious for shortage in the absence of spending months if not more than a year." cuts and tax increases. Bush made two major concessions Now, even with the budget agree- in the course of the talks: first agree- ment, a deficit of $254 billion is ing, in July, to back away from his forecast. "no new taxes" pledge; and then, just That's because yesterday, Budget within the past few days, abandoning Director Richard Darman increased his insistence on a lower capital the estimate for the fiscal 1991 defi- gains tax rate. cit to $293.7 billion. Did Bush give up more than he That's up from the $100 billion he gained? "I don't think we're going to estimated in January and the $231 get into the hot rhetoric of what gain billion he estimated in July. He or loss there is in terms of - politi- blamed economic performance and cal terms," White House chief of the spiraling costs of the savings and staff John Sununu said Sunday. loan bailout for the latest revision. And that new figure assumes that oil retreats from $40 a barrel to $21 to $24; that a shooting war doesn't break out in the Middle East; and The Washington Times WASHINGTON, D.C. FRIDAY, SEPTEMBER 28, 1990 Budget bargainers seem inches closer By Major Garrett closer on the thorny issue of capital FOUR BUDGET and Frank J. Murray gains tax cuts, pushed by President THE WASHINGTON TIMES Bush. SCENARIOS Officials said Republicans 1. Near miss. Budget negotiators reported no- dropped the demand to cut the rate ticeable progress yesterday, but from 33 percent to 15 percent in ex- Budget summit produces a deal, Congress still was forced to call a change for indexing capital gains to which Congress passes. rare Sunday session to consider a President Bush signs a temporary protect profits from the effects of omnibus spending bill called a temporary law that would spare the inflation. continuing resolution. The bill nation drastic cutbacks in govern- Democrats countered that the waives the $105 billion in ment services. rate would be acceptable only if tax Gramm-Rudman cuts and funds White House negotiators and the rates for wealthy Americans were services until the deal is enacted congressional leadership ex- raised enough to compensate for the through normal legislation, a changed new proposals that nar- loss in revenue indexing would process that could last up to two rowed differences in the area of do- weeks bring. mestic spending cuts. Capital gains taxes are paid on the 2. Bush's call. "It looks pretty close right now," profits of stocks, bonds, land and Budget summit crumbles and said White House Chief of Staff John other assets from the time of pur- government heads to Sununu. "The chances of us getting chase to the time of sale. With index- Gramm-Rudman spending cuts. an agreement today are 3 in 8. It's ing, taxes would apply only to pre- Congress fails to pass an like Jell-O, it's not ready until it's inflation profits. alternative budget package now ready." House Democrats have prepared being drafted by House If a deal is not reached by Monday, an omnibus spending bill that would Democrats. Bush employs a the start of fiscal year 1991, more 10-year-old legal opinion to fund delay Gramm-Rudman cuts for 20 "essential government services" than $105 billion in spending cuts days while Congress implements the and allows budget cuts to hit other under the Gramm-Rudman-Holl- 1991 budget. The president has programs harder. Airplanes fly ings deficit-reduction law will com- vowed to veto that proposal unless it and meat is inspected. mence. Congress called the Sunday contains a budget agreement pro- 3. Furlough fallout. meeting to pass a budget deal - duced by the summit. should one emerge - or an alter- Budget summit fails, Democrats Regarding budget talks, Mr. Bush nate, temporary funding bill to keep push to delay Gramm-Rudman toned down his anti-Democratic the government afloat. cuts but Bepublicans defeat the rhetoric yesterday while cam- measure and allow only a bill that Negotiators talked long into last paigning in the Midwest. maintains key government night. But it was clear that even if an At a Cleveland fund-raiser for gu- services. Other cuts go into effect agreement were reached early this bernatorial candidate George Voino- and thousands of government morning, Congress would be unable vich, Mr. Bush inexplicably omitted employees are sent home on to consider it fully today. Congress is references to the Democratic Party. unpaid furloughs. set to adjourn by 2 p.m. in obser- Just a day before he had blamed 4. Government goes bust. vance of Yom Kippur. the budget impasse on congres- Officials said pesky differences Budget summit fails, no sional Democrats and promised to short-term spending bill is remained on tax policy and methods take that message to "every state in passed, and Gramm-Rudman is to enforce the massive budget deal, the union." He even erroneously ac- not waived. Under this, the most which is designed to trim spending cused them of failing to offer a bud- unlikely scenario of all, the sun by $50 billion in 1991 and $450 billion get package, an assertion he later rises Monday and the government more over the next four years. has no money to operate and retracted. Said Budget Director Richard shuts down until a legislative "You can't do it every speech," said Darman: remedy is found. Press Secretary Marlin Fitzwater "Maybe tomorrow [we'll get an ag- when asked to explain the new tone. reement]," he said. "I just can't tell Meanwhile, House Democrats ac- last night. you. Who would have thought that it cused the president of ducking the "You're witnessing the most ex- would be going on this long." talks, claiming his presence was pensive circus on the face of the Democratic officials close to the necessary to seal a deal. earth," countered Rep. Jim Light- talks expressed optimism that Rep. Robert Wise Jr., West Vir- foot, Iowa Republican. "The amount agreement could be reached before ginia Democrat, appeared on the of horse manure spread around the Sunday session. If that occurred, House floor with a milk carton plas- would put the fertilizer industry out the budget package would be at- tered with a likeness of Mr. Bush, of business." tached to a short-term omnibus similar to carton notices describing Angry rank-and-file members of spending bill Congress likely would missing persons. Raising it, Mr. both parties decried the seemingly pass to block Gramm-Rudman cuts. Wise asked: endless negotiating process. Some "People are optimistic at this "Have you seen this man? It's declared open warfare on the budget point," said House Speaker Thomas George Bush. Mr. President, get to deal, which, when announced, likely Foley. "The odds are we're going to the summit where you belong," he will include cuts to Medicare and succeed." said. farm subsidies, and tax increases on Both sides appeared somewhat Mr. Bush returned to Washington fuel, alcohol and cigarettes. The Washington Times WASHINGTON, D.C. FRIDAY, SEPTEMBER 28, 1990 Workers' wallets feel fear of furlough By Matt Neufeld THE WASHINGTON TIMES A 20-year government secretary afford even one day every two went to buy two pairs of shoes she weeks," said Richard O'Gara, 38, a really needed. But she told the store transportation industry analyst with to hold the second pair; she just the Maritime Administration for 14 couldn't afford to spend the extra $50 years. "I'm not sure the people ma) right now ing the decisions are aware of that. Another federal secretary, Paula The people making thedecisions are Chandler, supplements her pay- not in that bracket." check with a part-time job at a de- Mr. O'Gara, however, said talk of partment store. But that's looking budget cuts even affects his spend- less reliable now, she said, because ing habits. "For myself, I have to go fewer people are shopping. into some savings," he said. Federal workers, upset at the Mrs. Chandler, 27, has worked in prospect of being furloughed, are al- the office of the secretary of trans- ready changing their habits. They portation for six years and makes are cutting out spending for any- about $22,000 a year. She said thing other than essentials and try- dipping into savings is an option - ing to save whatever they can. if a person has any savings While budget negotiations contin- far as savings, I don't have ued yesterday on Capitol Hill and anything to fall back on," she said. A federal lawyer said that many congressmen took to the floors of fellow workers have already started their respective houses to complain about the pace, talks were expected telling their children to expect a leaner Christmas. to continue through the weekend. Tens of thousands of government "Everybody I know has been sav- workers could be automatically fur- ing for at least a month, deferring loughed if no budget agreement is bill payments, getting as liquid as possible," said the trade commission reached by Monday. In random in- lawyer, who asked not to be identi- terviews outside the Department of fied. "Frankly, it's been my experi- Transportation in Southwest yester- day, workers fretted about the finan- ence that not that many people in the cial hardship the furloughs could federal government have much in cause. the way of savings." Richard Toye, an employee for Budget shortfalls have led to fur- eight years in the transporation sec- loughs of some workers for a day or retary's personnel office, said dis- two in the past, and furloughs have been threatened each year since the cretionary spending has to be cut or Gramm-Rudman-Hollings deficit- stopped totally. reduction law took effect. But fed- "You cut out extra things: going to eral workers now seem genuinely the movies, going out to get some- worried. thing to eat," said Mr. Toye, 27, who The secretary, who works for the makes about $26,000 a year. "I've been trying to save up for a house. Urban Mass Transportation Admin- istration, said the shoes are no lux- Maybe I'll have to delay those plans ury for her. "I need them," she said. a little bit." But with the prospect of a 20 per- Mr. Toye had sharp words for leg- cent cut in her paycheck, "I'm not islators: "I'm kind of upset the Con- spending any money - just for what gress and the president are in this I need. It's hard when you're living budget battle and they're not going within your income as it is. Being to be affected. Maybe if they took a threatened with losing a few days' few days' cut in pay? I've only heard pay is hard - even one day." one or two congressmen say they'd Mrs. Chandler, who works part take a cut in pay. They'll still be get- time at a Hecht's store, said: "People ting their $100,000 salaries." aren't buying like they used to. They He said that while he cuts out "ex- have sale after sale after sale, and tra activities," single-family house- people aren't coming in to buy." holds "cut out things like clothes for Employees said the impending their children." cuts would cause the most harm to Such situations are ironic to the lower-level secretaries and clerks UMTA secretary, who joined the fed- who annually make $18,000 to eral government because "this is $22,000. Many of those workers are supposed to be a secure job. It defi- single, minorities and parents of nitely wasn't because of pay, because young children, they said. the government gets paid less than private industry." "These are the people who can't A co-worker, a DOT employee for 22 years, had a suggestion: "To me it would make better sense right now to put most of the restrictions on the programs we fund, rather than on the individual employees." The Washington Times WASHINGTON, D.C. FRIDAY, SEPTEMBER 28, 1990 Even Sunday dinner wouldn't escape budget cuts By Joyce Price and Atmospheric Administration, THE WASHINGTON TIMES said arrangements have been made Expect meat and poultry short- to keep all weather stations open un- til Oct. 15. ages, a staggering disruption of air travel and even contaminated blood The FAA's flight reduction plan supplies if no budget deal is reached would not start up until Oct. 4. by Monday, government officials "Meanwhile, you can expect extra- and industry analysts warn. ordinary delays on those first three It could also mean 1.6 million chil- days," said William Jackman, a dren would not be vaccinated spokesman for the Air Transport As- against contagious diseases, elderly sociation of America. patients would face long delays in Airlines will be canceling flights processing Medicare claims and that do the least business, he said. hundreds of thousands of students But many tickets for those flights from low-income families would be already have been sold. denied a college education. It's certain the flight reduction These are real possibilities if Con- plan will "result in real inconve- gress and the president fail to reach nience for everyone," not just be- a budget agreement by Monday, the cause of the cancellations, but "be- first day of fiscal 1991. The cuts cause the basic schedule has to be averaging 32.4 percent for most changed," Mr. Jackman said. agencies - would be automatic un- The automatic budget cuts also der the 1985 Gramm-Rudman- would mean furloughs of meat and Hollings law. The deadline could be poultry inspectors for the U.S. De- extended through a continuing res- partment of Agriculture, who must olution, but President Bush has said inspect every meat carcass and bird he would veto such a measure. to be sold in interstate commerce. If the cuts are imposed and con- Dennis Kaplan, a USDA spokes- tinue for a long time, they would man, said the nation's 7,800 meat and have "disastrous consequences for poultry slaughterhouses and pro- consumers," said Michael Waldman, cessing plants would have to be director of the Congress Watch divi- closed four days in the first two sion of Public Citizen, a consumer weeks of the fiscal year because of advocacy group. an absence of inspection services. Norman Ornstein, resident "And we estimate we'd have to close scholar and congressional analyst them an additional 133 days over the for the American Enterprise Insti- rest of the year," he said. tute, put it this way: "If taken to ex- The net effect, Mr. Kaplan said, treme, it could make the embargo of would be a meat and poultry Iraq look like a vacation." shortage. "The meat and poultry in- Mr. Ornstein and others doubt the dustry could not operate for a third situation would continue for more of the year, so a third of the meat and than a few days. Mr. Waldman said poultry on the market today wouldn't no member of Congress running for be there. Assuming demand is still re-election could expect to retain his there, there would be major price seat if the chaos was not eased by increases." election time. "People already are Sara Lilygren, spokeswoman for mad at incumbents," he said. the American Meat Institute, said: Rep. Jerry Lewis, California Re- "Fresh meat would probably be im- publican and chairman of the House pacted first, but processed meat also Republican Conference. said would be heavily impacted later. vers or Congress "are beginning to Everything our industry makes is realize there will be screaming from consumed. We don't have stockpiles the rooftops" over Gramm-Rudman of meat products." cuts and that "the screams will be Mr. Ornstein observed. "In just immediate." three weeks to a month, there would Airports and supermarkets would be no meat or poultry." feel the immediate effect, experts A 32 percent budget cut also said. would force the Food and Drug Ad- Furloughs of air traffic control- ministration to "severely curtail all lers would force the Federal Avi- its inspection and review oper- ation Administration to cancel a to- ations," according to Kevin Moley, tal of 6,000 daily flights at 39 of the assistant secretary for management nation's busiest airports. and budget for the Department of "This would be done to get the Health and Human Services. In a traffic down to a level that could be memo to HHS Secretary Louis Sulli- safely handled by the air controllers van, Mr. Moley said this "opened the on the job," said FAA spokesman possibility of contaminated blood" Fred Farrar. The number in the and delays in reviewing new drug tower on any given day, he said, applications. would be about 80 percent of the FDA inspections of blood banks norm. have been "essential in keeping At one point it appeared that a blood banks up to snuff," said budget impasse would shut down Thomas Asher, chairman of Hema- 250 weather stations, eliminating all Care, a commercial blood services night flights. But Reed Boatwright, organization in Sherman Oaks, Calif. spokesman for the National Oceanic Major Garrett contributed to this report. The New York Times NEW YORK, FRIDAY, SEPTEMBER 28, 1990 AGREEMENT NEAR, BUDGET TALKS TURN TO SOCIAL SECURITY By SUSAN F. RASKY Special to The New York Times WASHINGTON, Sept 27 - White The Democrats have proposed an in- ize any tax break on their asset sales House and Congressional budget nego- crease in the tax that Social Security until they file their returns in April tiatiors, in substantial agreement on recipients now pay on a portion of their 1992. Capitial gains, the profits on the most elements of a budget deal, today beneifts, arguing that this would re- sale of real estate, stock, timber and returned to the politically explosive quire wealthier retirees to bear a big- other assets, are currently taxed at the subject of cuts in Social Security in a ger share of the burden. Under current same rate as ordinary income, or 28 search for the final savings needed to law, Social Security beneficiaries who percent for most taxpayers. meet their deficit reduction goals. are single and have incomes above While Democrats continue to insist Both sides have agreed that savings $25,000 a year are taxed on 50 percent that the indexing must be offset by in Social Security are needed, but dif- of their benefits, while married recipi- some tax increase for the wealthier ents with incomes of more than $32,000 Americans, who would benefit most ferences remain on how to apportion are taxed on 50 percent of their bene- from it, they note that Republicans the burden. The decision to even look fits. Democrats are discussing raising may have an easier time finding such for savings in the Social Security pro- that level to 85 percent. an offset under indexing because the gram is so perilous for both parties, "Increasing the tax is one giant step amount of revenue involved would be particularly in an election year, that it towards making Social Security a SO much smaller. could risk any chance for compromise. means tested program," said Repre- Democrats have suggested an offset- sentative Bill Archer of Texas, the sen- ting tax increase that would place a Differences Are Narrowed ior Republican on the House Ways and floor on deductions for wealthier tax- The negotiators, who planned to Means Committee. Such a tax increase payers, a proposal SO far rejected by meet late into the night, have narrowed may prove nearly as unpoular with Republicans who say it amounts to a their differences to two basic issues: rank-and- file Democrats, which is one tax rate increase. Conceptually, the of the reasons the Democratic leaders the Social Security savings and a way proposal accomplishes the same thing spent much of today huddled in meet- as a ceiling on itemized deductions, es- to pay for an Administration proposal ings trying to decide if they were pre- sentially reducing the amount of de- that would exclude the portion of the pared to even contemplate it. ductions to which higher income tax- profit on capital gains attributable to The discussion of increasing taxes on payers would otherwise be entitled. inflation. Social Security benefits represents a The Democratic proposal is based on White House negotiators formally sharp turnaround from discussions a suggestion by Representative Don advanced the proposal, known as in- only a few months ago about cuts in So- Pease, a liberal Democrat from Ohio dexing, today as an alternative to the cial Security taxes. Senator Daniel Pat- and a member of the Ways and Means outright cut in the capital gains tax rick Monynihan, a New York Demo- Committee. Mr. Pease offered it to the rate that President Bush has long crat, caused a political firestorm in negotiators in June as a way of raising both parties earlier this year with a sought. The emergence of the indexing revenue and increasing the tax burden proposal. yesterday injected a new proposal to reduce the payroll taxes for wealthier Americans without an that finance the Social Security sys- outright increase in tax rates. mood of optimism into negotiations tem. A deduction ceiling was, in fact, sug- that had come to a virtual deadlock on Mr. Moynihan has long complained gested at one point in the negotiations the tax issue. that surpluses in the Social Security by the White House Budget Director, Foley Is Optimistic trust fund that were intended to pay Richard Darman. But Mr. Pease and benefits to the generation of babies other Democrats see the notion of a The House Speaker, Thomas S. Foley born after World War II in the early floor on deductions as more politically of Washington, said he hoped a deal part of the 21st century were being im- palatable for both parties than a ceiling was imminent, telling reporters that proprerly used to mask the size of the because it would not discourage contri- the negotiators have "tentatively Federal deficit. He has argued that un- butions to charities or raise the anger agreed" to much of the budget pack- less the Government removes the So- of the housing industry. age. Democratic leaders have sched- cial Security trust fund from its deficit Assuming the proposal applied to uled a rare Sunday session of Congress calculations, the surplus should be re- married taxpayers with taxable in- to hold votes on a stop-gap spending bill turned to workers in the form of a cut come of more than $100,000, $50,000 for needed to keep the Government run- in the Social Security payroll taxes. single taxpayers, it would work like ning after Sept. 30, the end of the fiscal Looking for $50 Million Cut this: A married couple with taxable in- come of say $200,000 would subtract year, with or without a budget agree- Officials close to the deliberations $100,000 from that amount. They would ment. said Democrats cannot meet the then take 5 percent of the remaining However, Social Security cuts were budget neogtiators' goal of reducing $100,000, or $5,000, which would become so unpopular with elderly voters in the domestic spending by $120 billion over their deduction floor. 1982 and 1986 Congressional elections five years unless they find savings in They would thus be able to deduct that no one on Capitol Hill was flatly the Social Security program. Over all, from their income anything in excess predicting that a deal would take place the negotiators are seeking to cut the of the $5,000 deduction floor. or that Social Security would be in the deficit by $50 billion in the fiscal year Budget negotiators have been dis- final package. 1991 and $500 billion over five years. cussing a number of variations on the Democrats must also decide whether formula to determine which income But the Democrats, who have held a stop-gap spending bill would also in- levels and deduction percentages themselves up as champions of Social clude a delay in huge automatic spend- produce the most revenue and the most Security, are under great pressure. Of- ing cuts that take effect on Oct. 1 under desirable distribution of the additional ficials involved in their deliberations provisions of the Gramm-Rudman- tax burden. said the Senate majority leader, Hollings budget-balancing law. Presi- George J. Mitchell of Maine, told his dent Bush has said that in the absence House counterparts today that he was of a budget accord, he will veto a bill not certain that he could deliver that calls for such a delay. enough votes from Democratic sena- Negotiators spent part of the day wrestling with the Administration's tors to assure passage of an alternative Democratic budget. Democrats had latest proposal, the indexing capital gains for inflation. The proposal would hoped that if negotiations with the permit investors who sell assets to ex- White House failed, they could get a clude from their income tax the portion plan of their own through Congress. of profits solely attributable to infla- The Republicans' Social Security tion. Officials close to the the delibera- proposal is a one-time delay of two tions said the indexing plan would cost months in the annual cost-of-living ad- the Treasury about $4.5 billion in lost justment in Social Security benefits. revenue over five years, considerably less than the $21 billion revenue loss for But Democrats argue that such a delay the actual cut in the capital gains tax is unfair because it would amount to rate that Mr. Bush had sought. lower benefits for even the poorest reti- The officals said that as currently rees. structured, the proposal would begin the indexing arrangement on Jan. 1, 1991. That means that while it would apply to both current and newly ac- quired assets, investors would not real- The New York Times NEW YORK, FRIDAY, SEPTEMBER 28. 1990 Capital Gains: Plus, Minus or Neither? By PETER PASSELL To President Bush, cutting taxes on families whose incomes have aver- capital gains is a matter of common aged $200,000 or more over the last sense: a lower rate, he says, would five years. Just $4.8 billion in capital mean more investment without sacri- gains income will go to families with ficing tax revenue. To most Congres- incomes of less than $50,000. sional Democrats, a break in the tax That raises the prospect of stretch- rate on capital gains would amount to ing an income gap that widened a windfall for the rich and a giant step sharply during the Ford, Carter and back from the goal of taxing all forms Reagan Administrations. For some of income equally. experts, that is more than enough But economists are generally less reason not to change. eager to assign the capital gains initi- "Any kind of differential for capital ative a permanent place in heaven or gains," said a senior adviser to Sena- hell. A cut in the capital rate would in- deed distort economic incentives and tor Bill Bradley of New Jersey, "would erode the carefully balanced enrich wealthy Americans at the ex- reform of 1986 and lead to increased pense of the Treasury Department, tax rates on ordinary income." many argue. But there is still a plau- But others said the current treat- sible case to be made for special ment of capital gains income did not treatment of capital gains as part of a really meet a rigorous test of tax neu- broader change in the tax system. trality. Taxing capital gains income Until 1986 only a portion of the in- at regular rates penalizes those who come from profits on the sale of as- hold assets in periods of inflation. For sets were taxed as income, effec- example, someone who bought an tively reducing the maximum rate on asset for $25,000 in 1978 and sold it to- capital gains to 20 percent. But when day for $50,000 would pay taxes on the the maximum income tax rate was $25,000 gain. But since prices have reduced, the capital gains preference doubled in 12 years, the entire gain is was dropped. The effective maxi- an effect of inflation. That is why mum bracket is now 33 percent. budget negotiators are said to be con- The architects of the Tax Reform sidering a compromise of adjusting Act of 1986 considered this move to- gains for inflation, or indexing. ward tax neutrality as a shining achievement. No longer, they argued, One giant catch, says Henry Aaron, would decisions about investment be an economist at the Brookings Insti- distorted by considerations of how in- tution in Washington, is that indexing come would be realized or when. would offset only one bias, leaving in- tact another that effectively reduces Taxes As Incentives the tax on long-held gains. Under cur- But like many other Americans, rent law taxes are deferred until George Bush never abandoned the property is sold, allowing gains to idea of using taxes as incentives. compound untouched. Equally impor- From his first days on the campaign tant, the law gives investors leeway trail, he has been pressing for capital to realize capital gains in years when gains tax relief as an inducement to their incomes (and tax rates) are invest. low. A tax cut would induce investors to Mr. Aaron offers a more general take profits, the Treasury contends, objection to indexing capital gains. increasing tax revenue in the short Taxes are affected by inflation in run. And in some instances it would myriad ways, he says. Changing one induce investors to sell assets during without changing all could produce their lifetime, generating revenue major distortions in the system. that would otherwise be lost entirely Tax brackets have been indexed because heirs never pay taxes on capital gains. By the Administra- since 1986, ending "bracket creep" that automatically increased reve- tion's reckoning, a 30 percent exclu- nues by billions a year. But taxes on sion - the equivalent of a maximum interest income have not been in- 23 percent bracket - would generate dexed. This year an investor who an additional $12 billion in revenue over the next five years. earns 8 percent on a bank deposit will The staff of Congress's nonpartisan pay taxes on the entire 8 percent, even though three-quarters of the re- Joint Tax Committee disagreed, say- ing that while revenue would increase turn will already have been wiped out by inflation. in the first two years, over five years, losses would exceed $11 billion. But inflation works in both direc- Other economists are skeptical that tions. Interest paid by homeowners a general tax break on profits from has not been indexed, effectively dou- sales of assets would stimulate in- bling the tax break on the average vestment in the sort of high-risk inno- mortgage deduction. By the same vations that President Bush wants to token, inflation artifically increases encourage. James Poterba, an econo- the value of business deductions for mist at the Massachusetts institute of interest and depreciation. Technology, points out that the bulk If capital gains are indeed indexed, of capital for risky new ventures now Mr. Aaron said, interest deductions comes from sources that would not be had better be indexed, too. Otherwise affected by tax changes - notably investors would be able to buy prop- pension funds. Thus to be effective, the tax break would have to draw in erty with borrowed money, get the benefit of inflated interest deductions investors with little experience in the for years and then pay little tax when area of venture capital. they sell the property for a profit. Hardly anyone, though, disputes the charge that most of the direct benefits from a capital gains break would go to an affluent minority. By the Administration's estimate, $27 billion of the $49 billion in capital gains this year will be realized by New Bork Times NEW YORK, FRIDAY, SEPTEMBER 28, 1990 Social Security: A Tinderbox Both Parties Handle Gingerl By MICHAEL ORESKES Special to The New York Times WASHINGTON, Sept. 27 - There are At least 39 million Americans re- few subjects more perilous for politi- ceive regular benefit checks from So- cians, particularly in an election year, cial Security, and million more have than the suggestion that they might be parents or grandparents who receive tampering with Social Security. benefits and plan to receive benefits That is the reality that budget nego- themselves some day. tiators were dealing with as they gin- The subject is so sensitive that many gerly searched for budget savings to- Democrats rebuffed the suggestion of day in this most sacred of all American cutting the payroll tax imposed to pay benefit programs. Social Security because pollsters told "We've seen that in the past to be a them that it made many Americans very explosive subject," said Gov. nervous that the tax cut might endan- Richard F. Celeste of Ohio, chairman ger their Social Security payments. of the Democratic Governors' Confer- Tony Coelho, a former Representa- ence. "We've been up and down that hill tive from California, was a leading ar- many times," said Representative Bill chitect of the Democratic strategy to Archer of Texas, the ranking Republi- invoke Social Security as an issue. can on the Ways and Means Commit- "In 1982 we were looking for an issue tee. "There's a concern about doing to run the campaigns to try to offset anything to the elderly." Reagan," Mr. Coelho said, "and we de- In the course of the 1980's the issue cided to take on the issue of Social Se- curity." was highly partisan as well. In both 1982 and 1986 the Democrats depicted Democratic candidates tried to tie the Republicans as a threat to Social Republicans wherever they could to a Security and made big gains in the budget plan, offered in 1981 by David A. elections those years. kman, a budget director under President Ronald Reagan, that would Indeed, Republicans often cite the have cut Social Security. 1982 campaigns Democrats ran That issue, combined with a reces- against Republicans on Social Security sion that developed in the final weeks as the start of the cycle of negative of the campaign, led the Democrats to campaigning that came to dominate a gain of 26 seats in the House, politics in the decade. But there was a downside, Mr. "The Republicans feel as burned on Coelho said. "It became a motherhood this issue as the Democrats feel burned issue much stronger than we ever ex- on the tax issue," said Anita Dunn, pected,' he said. "You couldn't even communications director of the Demo- tinker with the system when you cratic Senatorial Campaign Commit- needed to. tee. In a political sense, for the Demo- On Capitol Hill there is a growing an- crats to agree to changes in Social Se- ger toward the elderly and their lobby- curity, and thus weaken one of their ists. Last year, some older people best issues, is the rough equivalent of staged an uprising against a program President Bush's willingness to aban- to provide insurance against the soar- don his no-new-taxes pledge. ing costs of catastrophic illnesses. With 40 days until the midterm elec- They were happy to receive benefits, tions, there are few members of Con- but many objected to premiums. In gress who would voluntarily want to go Chicago, some threw themselves in to their districts to explain any curtail- front of the car carrying Representa- ment of Social Security benefits. tive Dan Rostenkowsi, chairman of the America's older citizens are among Ways and Means Committee. The pro- the nation's most potent constituencies. gram was repealed. They vote at higher rates than most Representative Leon E. Panetta, other Americans. Indeed, their partici- chairman of the House Budget Com- pation rate went up while for younger mittee, said the debacle of the cata- Americans it went down. In addition, strophic health care program was a their organizations, lead by the Amer- warning of the storm that would greet ican Association of Retired Persons, any changes in Social Security. "What- swing great weight on Capitol Hill. ever happened on catastrophic," he said, "multiply that by two." The Philavelphia Thaquirer Friday, September 28, 1990 Budget agreement reported near By R.A. Zaldivar Inquirer Washington Bureau WASHINGTON - Congressional Leader Robert H. Michel (R., III.), and administration negotiators Treasury Secretary Nicholas F. Bra- closed in on a budget deal yesterday dy, and budget director Richard G. amid signs that the logjam over Pres- Darman. ident Bush's proposal on a capital- The two sides are looking for a gains tax cut was breaking up. combination of spending cuts and "We're in the last two minutes," tax increases that would bring the said White House chief of staff John 1991 deficit down by $50 billion and H. Sununu. "This is where it is. It's save $500 billion over five years. like basketball." The five-year package would in- Rumors swept the Capitol and the clude about $130 billion in new taxes, credit markets last evening that a $170 billion in reduced military deal had been reached, prompting a spending and $100 billion to $120 denial from House Speaker Thomas billion in cuts from benefit programs S. Foley (D., Wash.). such as Medicare and farm subsidies. "The odds are we are going to The two sides have agreed on succeed," said Foley. "But there is no about $60 billion in new revenues, truth to the suggestion we have es- including higher taxes on beer, sentially succeeded." wine, liquor, cigarettes and gasoline. Said one Democrat: "It's a teetering Democrats were initially insisting process now." on a new top income tax rate, but Republicans said there were still they are now putting forward a plan differences over the means for en- to limit deductions for wealthy tax- payers. forcing a five-year agreement, and over the Democrats' reluctance to At a closed Republican strategy ses- sion yesterday, discussion centered cut benefit programs. on how to make sure future Con- Bush's proposal to cut the capital- gresses honor-any agreement. gains tax rate had recently snarled "If it's clearly not enforceable, the the talks, but a source familiar with Republicans are not going to support GOP strategy said the President has it, said Sen. Bob Packwood told his negotiators that he wants a (R., Ore.), who attended the meeting. budget deal more than he wants capi- "It's a bilateral contract between tal gains. Congress and the administration, Negotiators were considering a va- and each side has to have the means riety of "pro-growth" alternatives to to enforce it," Packwood added. the tax cut, including tax breaks for Republicans want tougher auto- entrepreneurs, tax-advantaged "en- matic spending cuts than under the terprise zones" in economically de- Gramm-Rudman-Hollings deficit-re- pressed areas, and some form of in- duction law, and fixed annual spend- dexing capital gains to adjust for ing caps on domestic programs, de- inflation. fense and foreign aid. The indexing approach has little A failure to reach a deficit agree- support among Democrats. A Con- ment by the start of the new fiscal gressional Budget Office study con- year on Monday would mean that cluded that, since much of the gain automatic spending cuts of more on assets like property and stocks is than $85 billion would take effect. due to inflation, indexing may cost But a deal reached in the budget more than an outright tax cut. talks is not assured of approval on The talks resumed shortly before the House and Senate floors. Mem- 4:30 p.m. in a conference room in bers are wary of voting for spending Foley's office suite at the Capitol. cuts and tax increases on the eve of For the last two weeks, negotia- an election. tions have been conducted by a Said Sen. Trent Lott (R., Miss.): group made up of Foley, Sununu, "Anything that's draconian will have House Majority Leader Richard A. difficulty passing." Gephardt (D., Mo.), Senate Majority Leader George J. Mitchell (D., Maine), Senate Minority Leader Bob Dole (R., Kan.), House Minority Los Aug Times FRIDAY, SEPTEMBER 28, 1990 BUDGET: An Accord May Be Near By WILLIAM J. EATON TIMES STAFF WRITER WASHINGTON As Rudman law to Oct. 20 and provide Even so, Democrats had a field optimistic rumors swept funds to keep the government day in the House, demanding that the capital, White House operating when the new fiscal year Bush stop campaigning for Repub- and congressional budget begins Monday, even if there is no licans in the Midwest and return to negotiators were reported budget deal. Washington to deal with the budg- Thursday to be moving President Bush has threatened et crisis. closer to a deficit-cutting to veto any such legislation, how- "If the President spent as much agreement that would ever, to keep the heat on the time raising money for the country avert a $100-billion cut- negotiators to produce an accord as he does for Republicans, there'd back in federal outlays on that they have been working on for be no deficit at all," said Rep. Monday. more than four months. Lawrence J. (Larry) Smith (D- Even as the bargaining "We're a little bit in the pre- Fla.). teams raced against the cincts of reaching a conclusion, GOP speakers replied in kind, clock, however, Democrat- rather than in the wrap-up stage," with Rep. Jim Lightfoot (R-Iowa) ic and Republican sources said House Speaker Thomas S. declaring: "The amount of horse cautioned that major issues Foley (D-Wash.). "A good deal manure we're spreading here this still must be resolved be- has been agreed to tentative- morning could put the fertilizer fore the two sides can ly. We still hope to succeed- industry out of business." achieve the bipartisan goal the odds favor it-but there's still of a five-year, $500-billion deficit- the possibility of failure." Rep. Jerry Lewis (R-Highland), By afternoon, however, there reduction package. was an atmosphere of expecta- Moreover, rank-and-file mem- chairman of the House Republican tion on Capitol Hill as rumors bers of both parties who heard Conference, said that the negotia- circulated that a deal had been tors appear to be "on the brink" of initial reports of tax increases and an agreement but still far from struck, prompting Foley to deny spending cuts already tentatively approved said that the proposals wrapping up the entire package. that any agreement had been Unresolved issues include the reached. could run into a buzz saw of extent of cuts in federal benefit And when House Majority Lead- opposition once the package comes to the House and Senate floors. programs such as Medicare and the er Richard A. Gephardt (D-Mo.) nature of the hotly debated tax announced the Sunday session, he Congressional sources said that provisions, he added. Rather than said: "We're still working in this the negotiating teams discussed a Democratic plan to raise income pushing its original capital gains summit, trying to produce an proposal, Lewis said, White House agreement. I don't know whether taxes on more affluent Social Secu- there will be one or not." rity recipients and a Republican officials were talking about "growth incentive elements," But, Gephardt added that if there proposal to delay cost-of-living adjustments for those who get without defining them precisely. is a breakthrough, both Democrats federal benefit checks. Lewis, however, said that many and Republicans will want to out- Republicans would have problems line the details to members of resident Bush's representa- with the prospective final package Congress firsthand rather than let P because it appears to "tax more and them read secondhand accounts in tives, who earlier had insisted spend too much" from their view- the newspapers. on a sharp cut in capital gains point. taxes, altered their position to back House Democrats scheduled a a concept called "indexation," Similarly, Rep. Ronald V. Del- caucus this morning to get a prog- which would exempt from taxation lums (D-Berkeley) said that the ress report from their negotiators 24-member Congressional Black only that part of an investment on the latest developments in the profit attributable to inflation. Caucus opposes the prospective budget discussions, which began Democrats, however, insisted budget agreement on grounds that last May 15 but only began to show that Indexation would still cost the it "further savages already deci- real movement this month. government substantial revenue mated programs in housing, health and advocated an increase in the care, education and job training." top income tax rate from the exist- "I think both [Republican and ing 28% to about 33% to offset it, Democratic] caucuses will have the sources said. trouble swallowing this," said an The talks were spurred by a aide to a key Democratic senator. bipartisan desire to avoid a crush- "The only way it's going to work is ing blow to government services if the President sells it to the that otherwise would take place if American people and takes the automatic spending cuts take effect politics out of it." Monday, reducing outlays on de- Meantime, Bush toned down his fense and many domestic programs rhetoric, after having placed the by about one-third. blame on Democrats for blocking a The House and Senate will meet budget summit agreement in cam- in extraordinary Sunday sessions paign appearances Wednesday. to consider a Democratic plan to But he continued to press for a delay cuts required by the Gramm- settlement before the scheduled slash in federal spending Monday. "It isn't too late to act," the President said. "Don't delay one day longer. Prove to the American taxpayer once and for all that we can deal with this impossible defi- cit." The Detroit News Thursday SEPTEMBER 27,1990 Impact: All will feel it if there's no budget deal By Richard A. Ryan Monument and the Statue of Liber- Cutbacks in the Veteran Affairs' NEWS WASHINGTON BUREAU ty, will be open only five days a week medical care funds would be limited instead of the usual seven. to two percent, a reduction that VA WASHINGTON - If the federal Without a budget agreement, the director Donald Smith said would budget mess bores you, consider this: Gramm-Rudman law requires federal not affect medical care delivery at By Monday, it could hit home spending to be cut by at least $85 VA hospitals. Even so, cutbacks in with canceled flights at Detroit Met- billion. Because nearly two-thirds of administrators and maintenance ro Airport, a shutdown of Michigan federal expenditures, including So- workers might force the hospitals to meat plants, slower services at many cial Security payments and other limit admissions. federal offices, and shorter hours at entitlement programs, are exempt The VA operates a medical center national parks. from the automatic cuts, the remain- in Ann Arbor, and hospitals in Allen Those are just a few of the disrup- tions expected to begin if a budget ing one-third of the budget must take Park, Battle Creek, Saginaw and hard hits. Iron Mountain. deadlock between Congress and President Bush is not resolved by "The American people don't need James Verdier, deputy director of this weekend. Without a budget this," Bush said Wednesday. "A cut- the Michigan Department of Man- agreement, automatic spending cuts back of this scope is going to hit agement and Budget, said Michigan will go into effect across the federal hard. It's going to hit home and its is preparing for a $290 million dollar going to hit many, many people." loss in federal aid next year if the bureaucracy when the government's new fiscal year starts next week. Morton Edelstein, a spokesman budget impasse is not resolved. Talks on Capitol Hill continued for the Federal Aviation Administra- The loss would affect Michigan's Wednesday-amid reports that Bush tion's regional office in Chicago, said ability to provide child care, assis- airline arrivals and departures will be tance to the elderly, low income may be willing to drop his insistence sharply curtailed at the nation's home energy assistance, job training, for a cut in the capital gains tax, a demand that has been the major busiest airports because air traffic alcohol and drug abuse treatment, obstacle to a budget deal. controllers and federal airline inspec- and to administer unemployment Hundreds of federal workers ral- tors will be sent home. compensation programs. "This kind of reduction in federal lied outside the Capitol at noon to At Detroit Metropolitan Airport, demand a quick solution. They car- he said, the 104 scheduled airline spending is a further hit on the ried signs reading, "Congress, you do arrivals between 2 p.m. and 6 p.m. national economy," Verdier said, in- your jobs so we can do ours. "Federal weekdays will be slashed to 56. The creasing the odds of a recession. workers also protested in Detroit. scheduled departures for the same In the Senate, lawmakers voted hours will be cut from 88 to 38. overwhelmingly to apply the spend- Because U.S. Weather Service stations also are scheduled to shut ing cuts to the salaries of members of down at night, commercial flights Congress and top executive branch after 6 p.m. will be prohibited. officials, including Vice-President "People are calling and asking us Quayle and Cabinet members - if they can take a trip," Edelstein items now exempt under the said. "We tell them go ahead, but Gramm-Rudman budget-cutting there may be tremendous delays. We law. are not going to jeopardize safety." Federal officials cited these as Jim Green, a spokesman for the examples of the impact on Michigan: Food Safety and Inspection Service, Flights into and out of Detroit said the Department of Agriculture is Metro Airport during daylight hours mailing a letter to its 7,300 meat and will be sharply curtailed. Flights after poultry inspectors today, telling 6 p.m. will be canceled. them to take four days off beginning All 277 Michigan meat and poultry Oct. 9. processing plants will be forced to Without inspectors present, the shut down for four days - Oct. 9 nation's 6,700. meat and poultry through 12 - because U.S. Depart- slaughter and processing plants, in- ment of Agriculture inspectors will cluding the 277 in Michigan, will be put on unpaid furlough. have to stop production. All 23 Internal Revenue Service Sarah Wreford, a spokeswoman offices in Michigan will be closed for for the IRS in Detroit, said Michi- one to five days in early October. gan's 2,000 IRS employees will be forced to take one to five days off, There may be long lines at Michi- forcing delays in tax collections, au- gan's unemployment compensation dits, and tax trials in which IRS centers. agents are scheduled to testify. Social Security offices will work Federal drug and custom agents shortened hours Monday through will be similarly affected. Thursday, and close Friday. But pen- And the Social Security Adminis- efit checks should not be delayed, tration has ordered all 63,000 em- and won't be cut. ployees across the country to go on Michigan's national parks will unpaid furloughs 16 hours a week, have shortened hours, while more starting Monday. Michigan's 794 employees in 34 Social Security of- famous sites, such as the Washington fices would be affected. THURSDAY, SEPTEMBER 27, 1990 (3) President Noting that sequestration would force a $100 billion cut in federal spending, Bush said: "A cutback of this Softens On scope is going to hit hard, and it's going to hit home and it's going to hit many, many people. The president said he had done his Gains Tax part to produce a budget agreement, even scrapping his 1988 campaign pledge of "no new taxes." He added: "I took a lot of political heat." By Robert L. Koenig The president said that "emotions and Lawrence M. Rourke on this budget debate are running Post-Dispatch Washington Bureau high." And with that, he placed the WASHINGTON With the dead- blame for the budget impasse on the line fast approaching for mandatory Democrats. federal budget cuts, negotiations to Before delivering this attack on the produce a compromise budget intensi- Democrats, Bush said aboard Air fied Wednesday as President George Force One: "We're still working hard Bush seemed to soften his demand for in a good bipartisan spirit there." a cut in the capital-gains tax and Dem- ocrats delayed a showdown vote. The president said the Democrats The moves indicated that Bush and had not offered their own budget plan the Democrats, who control both - a statement immediately rejected houses of Congress, were finally mak- in Washington by Foley. ing progress toward a package of tax While Bush was on the road attack- increases and spending cuts that ing his opponents, he seemed to be would avoid the reductions that other- following a different tactic back in wide would be required on Monday. Washington. But nothing was guaranteed, as What appeared to be a major con- House Majority Leader Richard A. cession by the president came when Gephardt, D-Mo., announced that ne- Senate Minority Leader Bob Dole, R- gotiations were continuing into Kan., said Bush might be willing to Wednesday night behind closed doors stop insisting upon a cut in the capital- in Speaker Thomas S. Foley's office on gains tax rate. Capitol Hill. Dole said Bush was signaling his The core group of budget negotia- willingness to compromise through a tors included the Senate and House deal that would drop the capital-gains Democratic and Republican leaders plan he championed for months in and White House Chief of Staff John exchange for other methods that he H. Sununu, Treasury Secretary Nicho- believed would stimulate the las F. Brady and Budget Director economy. Richard G. Darman. Under current law, capital gains - Meanwhile, Bush was in Chicago on profits realized on the sale of assets a political trip. He told reporters held for investment are taxed aboard Air Force One that Democrat- ordinary income rates. Bush wants ic and Republican budget negotiators preferential treatment i: the range of know "if my presence there would be helpful, I'm available." a 17 to 20 percent top rate. The highest ordinary rate is now 33 percent. The negotiations took on an air of frenzy, as both Democrats and Repub- House Minority Whip Newt Ging-- licans maneuvered to put blame on rich, R-Ga., said the president might the other if the negotiations were un- accept corporate tax breaks designed successful. They also laid the ground- to encourage businesses to expand in depressed urban and rural areas and work for blaming one another for whatever might come out of negótia- to encourage research and reinvestment. tions in the way of spending cuts and tax increases. With the possibility of a compro- While speaking at a political rally in mise developing, House Democrats Akron, Ohio, Bush painted a bleak pic- postponed until today a debate on a ture of what sequestration, as re- resolution that would delay the se- quired by the Gramm-Rudman bud- questration date beyond the Oct. 1 get-balancing law, would do to the deadline. country. The Dallas Morning News Dallas, Texas, Thursday, September 27, 1990 Budget deadline nears as parties argue over blame By Susan Feeney Washington Bureau of The Dallas Morning News WASHINGTON - The White However, he said, "We have yet. fect. House and congressional Demo- to see a comprehensive plan" cover- With the November elections crats swapped accusations Wednes- ing spending cuts, incentives for slightly more than one month away, day over who was to blame for the economic growth and changes in lawmakers weighed the potential federal budget impasse as pressure the budget process. political fallout from a failure to mounted to meet Monday's dead- During the eighth frenetic day reach an agreement. Would massive line. of the latest round of intensive cuts or a deadline postponement in- Both sides in the budget talks of- talks between the White House and crease voter anger? Would Demo- fered separate proposals to circum- the Democratic-controlled Con- crats, Republicans or both be vent or blunt the effects of the mas- gress, both sides held out hope that faulted? sive, $105.7 billion spending cuts an agreement could be reached. But "There is no way to say with any that could take effect Monday un- some suggested it might come after certainty who gets blamed," der the Gramm-Rudman-Hollings several days of the automatic spend- lamented a top aide involved in the deficit reduction law if no accord is ing cuts, in a process called seques- budget issue. reached. tration. "We are getting down to the end Still, House Majority Leader Dick of the game," said Rep. Bill Frenzel Gephardt of Missouri promised: of Minnesota, ranking Republican "We' Going to use every available on the Budget Committee. hour to reach a solution before Wednesday began with a Monday, the start of the new fed- glimmer of hope when Republican eral fiscal year. He said Congress lawmakers emerged from a meeting may be called back Sunday. after with President Bush saying he the Friday-Saturday Yom Kippur might accept substitute provisions Jewish holy day, to continue work. geared to bring economic growth Meanwhile, Democratic leaders instead of his proposed reduction in vowed to bring to the House floor the capital gains tax rate - a main on Thursday a stopgap plan to delay stumbling block in the budget nego- the Gramm-Rudman cuts until Oct. tiations. 20 and allow the federal govern- But Mr. Bush, speaking later at a ment to operate normally while political fund-raiser in Akron, Ohio, talks continue. infuriated Democrats when he said, Republicans, who believe the "The hang-up is not on capital threat of the automatic cuts is nec- gains. the hang-up is with the Dem- essary to bring about a budget ocrats on Capitol Hill." "If and when the ax falls," the agreement, vowed to fight any post- ponement. And Mr. Bush, en route president said, "the Democratic to Akron, accused Democrats of Congress knows it will be held ac- wanting "to kick the can down the countable. and I will take that mes- road." sage to every state in the union. It is their fault." If Mr. Bush vetoes the Demo- Democrats called two successive crats' plan - as he has threatened Capitol Hill news conferences to - and lets the severe cuts take ef- blast the president. fect, "everybody should know it's : House Speaker Tom Foley of George Bush doing it, not the Con- Washington and Senate Majority gress," said Rep. Ronald Coleman, Leader George Mitchell of Maine D-El Paso. said .Mr. Bush was "badly mis- Democrats also began working informed," when he made the accu- Wednesday on a separate, independ- sations. "A series of proposals and ent budget plan and threatened to dounterproposals" have been made push to Mr. Bush's desk if no agree- and continue to be made, Mr. Mitch- ment is reached. ell Democrats have opposed Others on Capitol Hill called for any origenge in the capital gains tax, forging an agreement exclusively arguing that it would benefit only between Democratic and Republi- the rich, can lawmakers - without the The complaints led Mr. Bush to White House - and then present- apologize later during a speech in ing it to Mr. Bush. Chicago: "They say they have put a Also, Republicans offered legis- package, or at least a series of pro- lation that would give the president posals, on the table in private nego- greater leeway in spending to pro- tiations. I accept the fact that in pri- tect citizens' health and safety if vate negotiations there have been the Gramm-Rudman cuts take ef- such proposals. I apologize for mispeaking on that point." The Dallas Morning News Dallas, Texas, Thursday, September 27, 1990 Texans' layoff plans are few By Scott Hunt Washington Bureau of The Dallas Morning News WASHINGTON - While as many as a million federal workers face fur- "We are perfectly willing to plan (for cuts), and if it happens, we're loughs if a budget stalemate persists, willing to bear our fair share of the most members of the Texas congres- reductions," said Carlton Carl, the sional delegation say they haven't spokesman for the Dallas Democrat. planned for salary cuts or layoffs in "We'll make whatever adjustments their offices. are necessary consistent with every Most of the 29-member delegation other branch of government." said it still was too early to plan for the automatic spending cuts that will In the Senate, a spokesman for come Monday, if Congress and the Sen. Lloyd Bentsen, D-Texas, said the White House do not reach a budget senator was "trying to reach an accord. Still, a few Texas congressmen agreement on the budget so that have decided to suffer along with (sequester) doesn't happen." And the the federal employees who face fur- spokesman, Jack DeVore, said Mr. loughs under the cuts - officially Bentsen did not expect the negotia- tors "to fail." called sequestration - required by the Gramm-Rudman law. Other members of the Texas dele- A Dallas Morning News survey of gation said they were waiting to as- the delegation found that Reps. Joe sess the outcome of the budget talks Barton, R-Ennis; Steve Bartlett, R- and for guidelines from House and Dallas; J.J. "Jake" Pickle, D-Austin; Senate leaders before making any Dick Armey, R-Euless; and Charles contingency plans. Stenholm, D-Stamford, supported "I don't know of any offices that pending legislation to cut congres- are doing anything except trying to sional salaries. avert these Gramm-Rudman cuts," Rep. Jack Fields, R-Humble, said said Jeff Patterson, spokesman for he was considering such a move. Rep. Mike Andrews, D-Houston. "I feel an obligation to live under And Paul Rogers, a spokesman for the law," Mr. Barton said. "I will not Rep. Ron Coleman, D-EI Paso, agreed, keep the money. Some of us think we saying: "It's premature to have con- ought to practice what we preach." tingency plans for Gramm-Rudman. And, Mr. Fields noted: "We're con- We can come up with an agree- ment." stitutional federal employees. I support the concept that we should Rep. Albert Bustamante, however, be no better or no worse than other said he had no plans to sequester his federal employees." own salary if federal employees are Mr. Pickle said he was even con- furloughed as a result of across-the- board cuts. sidering "voluntarily" cutting his own salary if the Gramm-Rudman "I just need to pay the rent," the cuts occur. San Antonio Democrat quipped. "The "I think members of the execu- rent is half my paycheck. There are tive branch and members of Con- other guys who can afford it - the millionaires." gress ought to be affected by seques- As for his staff, Mr. Bustamante tration and furlough," he explained. said, "If worse comes to worse, we A spokesman for Rep. John might have to eliminate a position." Bryant, D-Dallas, however, said such legislation amounted to "political posturing" by Republicans, who are the main sponsors of the legislation. The Dallas Morning News Dallas, Texas, Thursday, September 27, 1990 U.S. budget cuts would put crimp in air travel By Martin Zimmerman Staff Writer of The Dallas Morning News States." Imagine you're sitting in a DC-10 on the That stopgap measure of systemwide flight taxiway at Dallas/Fort Worth International delays will last for three days. Then, at 3 a.m. Airport, 18th in line for takeoff while a Oct. 4, the FAA's program of forced flight can- thunderstorm snarls traffic into and out of cellations will begin. At D/FW, that will mean the airport. 288 fewer arrivals and departures per day. At Now, imagine that same thunderstorm is Love Field, it will cause 92 cancellations a day. sitting over every airport in the country, Exactly how the airlines intend to manage delaying thousands of flights and pushing the disruption is a mystery at present. the nation's air travel system to the brink FAA officials say the flight delays will be ap- of chaos. portioned among the airlines according to It sounds like the script to Airport 1990. their share of each airport's passenger board- But it could happen Monday if federal ings. It will be up to the carriers, the FAA says, budget cuts force the Federal Aviation Ad- to determine which flights will be canceled and which cities will see air service curtailed. ministration to begin furloughing air traf- The FAA has asked the airlines to report by fic controllers around the United States. noon Friday how they intend to revise their "Everybody is going to feel it," said Bill schedules. Until then, the airlines are with- Jackman, spokesman for the Air Transport holding most details. Association. "There's going to be disrup- American Airlines Inc., the nation's largest tions for millions of Americans." carrier, says only that it plans to accommodate It was unclear Wednesday whether the all passengers, even if flights are canceled. FAA and other federal agencies will indeed Delta Air Lines Inc. said it intends to maintain be forced into major cutbacks Monday. some level of service in all of its markets. There remains hope a budget compromise As a consolation for the airlines, the disrup- could be worked out between Congress and tion comes in the midst of their annual post- the administration before the automatic. Labor Day travel slump with plenty of empty cutbacks stipulated by the Gramm-Rudman seats to accommodate passengers bumped from law. canceled flights. But if the cutbacks occur, the impact will be But, asked Mr. Turk, "what are you going to severe. The FAA plans to reduce its air traffic do at Thanksgiving and Christmas? Look at it controller workforce by 25 percent. That alone this way: No air traffic controllers, no Santa will force cancellation of 3,000 departing Claus." If the air traffic control disruptions are flights daily, the association estimates, out of a daily scheduled total of 18,000 nationwide. short-lived, the impact on air fares should be Worse, anticipated cutbacks at the National minimal. Although canceling flights will make Weather Service will sharply curtail the flow of airline seats a scarce commodity, most discount weather information to controllers and pilots. tickets for travel next week were purchased That will further disrupt flights, particularly at weeks ago and will still be good for travel at night, and could result in an overall reduction reduced prices. of scheduled air service of 40 percent, analysts However, if the crisis drags on, the airlines could sharply curtail the number of discount say. fares offered. "I would expect to see horrendous delays "The law of supply and demand is certainly during the peak periods of the day, like five in at work in the marketplace, and tickets will go the afternoon," said Paul Turk of the consult- for a premium," Mr. Turk said. "If a flight's run- ing firm Avmark Inc. "You'll also see a substan- ning, you can bet it will be full, and there will tial curtailment in night operations." be no reason to discount seats." Beginning Monday, assuming the cutbacks go into effect as scheduled, air traffic controll- While a headache for travelers, the possible ers will hold flights on the ground at airports schedule cutbacks would severely affect air- around the country, attempting to even the line finances, which are already reeling from flow of aircraft on the airborne highways that sharply higher fuel costs following Iraq's inva- sion of Kuwait. link U.S. cities. It will be similar to the system the FAA uses "It'll be nothing but a disaster," said Scott when bad weather shuts down certain airports Hamilton, co-editor of the Commercial Aviation and flights are held until the weather clears. Report newsletter. The difference, notes Southwest Airlines Co. "The strong carriers like American and counsel Jim Parker, is that "it will be like one Delta will lose a lot of money depending how big thunderstorm over the whole United long this thing goes on. As for the weak carri- ers like Pan Am, TWA and Eastern - this con- ceivably could spell life or death for them." Mr. Hamilton drew a parallel with the air traffic controllers strike in 1981, which drasti- cally curtailed air traffic. The walkout was "an- other nail in the coffin" for struggling Braniff Airways, which the next year filed for bank- ruptcy, he said. The Dallas Morning News Dallas, Texas, Thursday, September 27, 1990 Workers worry jobs will suffer, bills will mount By Tracy Everbach A government employee for 21 Staff Writer of The Dallas Morning News years, Ms. Vandever said she has Three federal auditors huddled budget crisis is resolved. Weather been threatened with furloughs for around a lunchroom table Wednes- forecasters - vital to flight opera- as many years as she can remember. day, penciling in their work sched- tions - also would be furloughed. But this year, "I'm not spending any. ule for the next few weeks. They The result, some experts fear, could extra money on anything. carefully marked X's through days be a 40 percent reduction in sched- Other government employees uled airline flights. said they have been preparing for they wouldn't get paid. Initially, flights would be de- years for a possible furlough. The auditors and most of the layed. But at 3 a.m. on Oct. 4, the "I hate for my salary to be cut, other 40,000 federal employees in the Dallas-Fort Worth area - like FAA would impose a massive flight but I've been expecting this for four their colleagues across the nation cancellation program at big air- or five years," said Myrtle Walker, a - will face unpaid furloughs start- ports around the country. secretary-typist for the Labor De- ing Monday if Congress fails to The airlines are expected to tell partment. "I have money saved, and agree on tax increases and spend- the FAA on Friday how they would I've talked to my landlord and oth- apportion those cancellations ers I owe. They said they under- ing cuts. among their markets. stand." The auditors in the Earle Cabell On Wednesday in the federal "But I'm not worried," she said. Federal Building cafeteria didn't building cafeteria, three employees "There are many times they (Con- concern themselves Wednesday with the specifics of the Gramm- of the Internal Revenue Service col- gress) have made this decision lection division traded furlough overnight." Rudman-Hollings Act of 1985, which would force huge budget cuts in worries. Federal agencies across Texas most federal agencies. They were "I'm down here as a single par- are preparing to slash their budgets worried about how they would pay ent," said Debra Tate, who said she if Congress doesn't resolve the situ- their bills if their salaries are cut supports two of her three children. ation by Monday. by as much as half. She said that if she is fur- In San Antonio, which is home to And they were frustrated about loughed, she will try to find jobs on five major military installations, how their work would suffer if fur- her unpaid days off through a tem- Air Force and Army officials have notified more than 17,000 civilian loughs are imposed. porary agency. "It seems like it would be such a "We're already cutting into our employees that they may be fur- waste," said one of the auditors, savings," Ms. Tate said. loughed. who declined to give his name be- Her lunch companion, Sandra "If all civilian employees were cause he was worried about reper- Wolfe, said the uncertainty of the furloughed, the government would cussions from his supervisor. "It situation bothers her. realize a savings of $2 million in sal- (furloughs) would put everyone so "We're in the Middle East and I aries each day," said Phoebe Brown, far behind. And we're going to have can understand helping other coun- public affairs director at Kelly Air to make it up sooner or later by tries, but we need help here," Ms. Force Base. working overtime. They're (the Wolfe said. "We're just hanging in In Houston, Johnson Space Cen- government) going to give us the the balance. Something has to ter officials said they do not expect money back one way or another." give." furloughs to interfere with the Oct. The auditors, among about 300 Members of Congress "don't un- 6 shuttle mission. The mission will who work for the Defense Depart- derstand what it's doing to people," carry a sun-orbiting solar science ment in Dallas and Fort Worth, said their co-worker, Marsha Spen- probe called Ulysses. have been told that they may be fur- cer. "We need to get Ulysses flying," loughed without pay for 40 hours Ironically, if she and other IRS said space center spokesman Jeff every two weeks through Novem- collection agents aren't able to col- Carr. ber. lect and process checks because of The space center's plan, if the "It makes it hard to make any the furloughs, the government cuts go into effect, is to furlough kind of plans," the auditor said. won't receive money it is owed, she every civil service employee for "Are the congressmen getting cut? said. one day in the first two weeks of the Is (President) Bush getting cut? It "That money just will be sitting fiscal year. seems like we're all in this to- there," she said. U.S. Customs Service officials gether." About 2,300 IRS employees in the said crossings on the Texas-Mexico This isn't the first time federal Dallas area are represented by border and international trade will employees have been warned about Chapter 46 of the National Treasury be bogged down if the spending possible furloughs. Several workers Employees Union. Vice president cuts take place. recalled having to take half-days off Thomas Fishell, a tax examiner, without pay in years past to meet said the union is worried that if the "All 2,248 customs employees in furloughs are lengthy, workers will the Southwestern region have budget requirements. But this year, the projected cuts leave the agency for jobs in the pri- received furlough letters," said are massive - up to $100 billion of vate sector. spokeswoman Judy Thompson. "As the $1.2 trillion federal budget for a result, we are looking at a 40 per- "These people are going to have cent reduction in services and a ter- the fiscal year beginning Monday. to go out and find work," Mr. The cuts would add up to about a rific impact on the ability to do our Fishell said. "They don't have the third of the budget in many agen- jobs efficiently." luxury of taking unpaid leave." cies. And the deadline Oct. 1 is The Border Patrol may have to Judy Vandever, a secretary for inching closer without a resolution. cut operating hours and close some the Treasury Department, said the The budget cuts would affect ports temporarily, she said. Also, threat of two- to four-day furloughs more than just federal employees. customs may have to reduce fuel every week couldn't come at a They pose the worst threat to the purchases for airplanes and agents" worse time. She and her husband U.S. airline industry since the 1981 cars. just bought a new house. air traffic controllers strike. Officials at U.S. Border Patrol of- The Federal Aviation Adminis- "Where will we get the money to fill in the void?" she asked. "It's just fices along the Texas-Mexico border tration has said it will cut its work- a day-to-day situation." said employee reductions would re- force by 25 percent unless the sult in fewer patrols and fewer in- vestigations to round up illegal aliens and participate in drug inter- dictions. BOSTON HER Thursday, September 27, 1990 President may compromise to win budget pact WASHINGTON - Pres- Nov. 6, Election Day," and Georgia, the No. 2 House ident Bush may be willing "Congress, you do your Republican, said the al- to drop his demand for a jobs so we can do ours." ternatives could include cut in the capital gains The rally was organized corporate tax breaks de- tax, Republican congress- by the American Federa- signed to prod businesses men said yesterday, a tion of Government Em- to operate in ailing urban compromise that could ployees, which represents and rural areas. spur a budget agreement 700,000 federal workers. The developments OC. and avert disruptive cuts Inside the building, the curred as negotiators re- in government services. Senate voted overwhelm- sumed their search for a Bush said nothing about ingly to apply the spend- package of tax increases his reported change in po- ing cuts to the salaries of and spending cuts that sition as he campaigned members of Congress and could reduce the deficit by for GOP candidates in top Executive Branch of- $500 billion over five Ohio. Instead, he said "the ficials, including Vice years. hangup is with the Demo- President Dan Quayle and Hanging over them was crats," whom he accused members of the Cabinet the prospect of $85 billion of refusing to do their part - items now exempt in potentially disruptive to cut the deficit. under the Gramm-Rud- cuts set to take place au- "If and when the ax man budget-cutting law. tomatically Monday - re- falls, the Democratic Con- After a morning meet- ductions that could result gress knows that it will be ing at the White House, in furloughs for as many held accountable," he GOP lawmakers said as 2.1 million federal said. "And I will take that Bush might accept items workers and curtail gov- message to every state in he believes would spur the, ernment programs from the union." economy instead of a air traffic control to food Hundreds of unionized lowered capital gains tax. inspections. federal workers rallied "He might be willing to If the cuts are put in outside the Capitol at look at other alternatives place, affected domestic noon to demand a quick in the growth area," said programs would be solution to the crisis. They Senate Minority Leader slashed by 32.4 percent carried signs reading, Robert Dole (R-Kan.). and defense programs by "Your furlough begins Rep. Newt Gingrich of 35.3 percent.