Tax Day – Monday, April 15 – is fast approaching. Don’t forget to claim the federal and state “Earned Income Tax Credit,” if you qualify. The federal credit ranges from $519 to $6,431 this year, depending on income and number of children. (Though you do not need to have children to qualify, nor do you have to be married.) The Californian Earned Income Tax Credit (CalEITC) ranges from $232 to $2,879. Here is an example of how it generally works: A married couple earning less than $54,884 with three children may qualify for up to $6,431.

Week of March 4th

Various Purpose General Obligation Bonds ($2.3B)

The bonds will provide funding for projects/programs under various bond acts and will refund outstanding bonds.

Week of March 11th

The Regents of the University of California General Revenue Bonds ($500M, tax-exempt & taxable)

The bonds will provide funding for 14 projects across the UC system and the rollover of taxable notes.

Meet the people in the State Treasurer’s Office whose public service inspires us and is making a difference.

Meet our February employee of the month, David Palsha! David is a PACE analyst with the California Alternative Energy & Advanced Transportation Financing Authority (CAEATFA).

The State Treasurer’s Office (STO) is focused on providing more affordable housing in California.  Shaped by a sense of urgent necessity and personal priority, we immediately created a forum for the STO and affordable housing stakeholders to connect and engage with a statewide “Affordable Housing Listening Tour.”

Dear Fiona,

Congratulations on your new position! I recently attended your Affordable Housing Listening Tour and heard you mention the CalVet Loan Program. I am a veteran and want to know if I’m eligible for this program. Can you please give me more information regarding eligibility requirements?

David

Dear David,

Helping cannabis businesses establish secure footholds in the now legal adult-use recreational market is a critical focus for Treasurer Ma. She wants to offer these businesses the same fair chance to succeed any start-up industry would receive. So she has been working with legislators to reduce financial stressors that can inhibit the new industry’s growth.

https://www.treasurer.ca.gov/cpcfa/

Are you interested in retrofitting your home or business to make it earthquake safe? Do you own a business and want to install electric vehicle charging stations?

February 2019

Welcome from Treasurer Fiona Ma

I am proud and honored to serve you as California’s 34th State Treasurer. Every day I am fighting hard on your behalf for shared prosperity for all, as is my dedicated team at the State Treasurer’s Office. We are focused on sound investing that safeguards public funds, expands jobs, improves education, and helps combat climate change.