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California Legislature · 2017-2018 Regular Session

AB 989

Amended Assembly

Income tax: health savings accounts.

Author: Jim Cooper (D-AD09)
Show 2 co-authors
Sebastian Ridley-Thomas (D-AD54) Jay Obernolte (R-AD33)
Latest action: Amended Assembly (Apr 6, 2017) Current location: CX25 · Desk
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Also in: 2025-2026 (Introduced) · 2023-2024 (Introduced) · 2021-2022 (Amended Senate) · 2019-2020 (Amended Assembly)

Version history

2 versions — latest: Amended Assembly (Apr 6, 2017)

Action history

  1. Feb 16, 2017 Read first time. To print. Assembly
  2. Feb 17, 2017 From printer. May be heard in committee March 19. Assembly
  3. Mar 2, 2017 Referred to Com. on REV. & TAX. Assembly
  4. Mar 27, 2017 In committee: Set, first hearing. Hearing canceled at the request of author. Assembly
  5. Apr 5, 2017 From committee: Amend, and do pass as amended and re-refer to Com. on APPR. (Ayes 8. Noes 1.) (April 3). Assembly
  6. Apr 6, 2017 Read second time and amended. Assembly
  7. Apr 17, 2017 Re-referred to Com. on APPR. Assembly
  8. Apr 26, 2017 In committee: Set, first hearing. Referred to APPR. suspense file. Assembly
  9. May 26, 2017 In committee: Held under submission. Assembly
  10. Jan 31, 2018 Died pursuant to Art. IV, Sec. 10(c) of the Constitution. Assembly
  11. Feb 1, 2018 From committee: Filed with the Chief Clerk pursuant to Joint Rule 56. Assembly

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention AB 989, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

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Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
01/01/2019–03/31/2019 Employer Report AMERICAN ASSOCIATION OF UNIVERSITY WOMEN - CALIFORNIA — Legislature: AB 9, AB 31, AB 51, AB 59, AB 140, AB 170, AB 171, AB 218, AB 271, AB 381, AB 758, AB 922 AB 767, AB 989, SB 24, SB 142, SB 171, SB 493 #2371386
01/01/2019–03/31/2019 Employer Report CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS — AB 8, AB 16, AB 39, AB 48, AB 177, AB 197, AB 218, AB 221, AB 314, AB 346, AB 354, AB 462, AB 468, AB 500, AB 543, AB 575, AB 934, AB 967, AB 989, AB 1021, AB 1028, AB 1214, AB 1505, AB 1507, AB 1508, SB 126, SB 217, SB 223, SB 265, SB 328, SB 468, SCA 5, #2376691
01/01/2019–03/31/2019 Employer Report CALIFORNIA COALITION AGAINST SEXUAL ASSAULT EL CAMINO HOSPITAL AB 122, 135, 164, 166, 218, 303, 358, 381, 444, 538, 543, 547, 574, 602, 611, 624, 628, 640, 643, 656, 786, 828, 884, 917, 928, 941, 989, 1094, 1221, 1385, 1449, 1496, 1510, 1598, 1599, 1603, 1735; SB 22, 144, 145, 233, 273, 275, 360, 375, 459, 493, 654, 678, 705, 709 #2376946
10/01/2017–12/31/2017 Employer Report CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS AB 156, 205, 211, 251, 265, 447, 989, 1107, 1140, 1534, 1601; SB 17, 172, 374, 538, 562, 581, 788; Covered California, Department of Insurance re: grandfathered plans #2209243
07/01/2017–09/30/2017 Employer Report CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS AB 156, 205, 211, 251, 265, 447, 989, 1107, 1140, 1534, 1601; SB 17, 172, 374, 538, 562, 581, 788; Covered California, Department of Insurance re: grandfathered plans #2189629
07/01/2017–09/30/2017 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 206, AB 506, AB 989, AB 1140, AB 1373, AB 1398, AB 1460, AB 1584, AB 1696, SB 255, SB 425, SB 562, SB 569, SB 788 #2187592
04/01/2017–06/30/2017 Employer Report CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS CALIFORNIA ASSOCIATION OF HEALTH UNDERWRITERS AB 205, 251, 447, 989, 1107, 1140, 1601; SB 17, 172, 374, 538, 562, 581, 788; Covered California, Department of Insurance re: grandfathered plans #2174999
04/01/2017–06/30/2017 Employer Report CALIFORNIA ASSOCIATION OF JOINT POWERS AUTHORITIES CALIFORNIA ASSOCIATION OF JOINT POWERS AUTHORITIES AB 44, 182, 221, 241, 265, 383, 568, 570, 670, 913, 989, 1008, 1024, 1028, 1029, 1140, 1250, 1295, 1298, 1548; SB 205, 210, 302, 467, 496, 524, 562, 577, 617, 632, 772; Department of Industrial Relations: Annual Employer Assessment Update #2175001
04/01/2017–06/30/2017 Employer Report California School Employees Association California School Employees Association AB 14, 45, 52, 102, 119, 234, 273, 275, 291, 306, 406, 568, 621, 670, 674, 834, 848, 859, 885, 949, 950, 989, 1174, 1220, 1224, 1250, 1310, 1311, 1360, 1429, 1434, 1454, 1478, 1528, 1565; ACA 15; AJR 8; SB 2, 17, 32, 66, 138, 201, 220, 258, 285, 298, 379, 407, 422, 454, 502, 527, 550, 562, 585, 590, 601, 681, 728, 731, 765, 768, 806, 808; SCA 1, 8, 10 #2176415
04/01/2017–06/30/2017 Employer Report CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENTITY CALIFORNIA TAX FOUNDATION — CALIFORNIA STATE LEGISLATURE REGARDING: AB 102, AB 195, AB 433, AB 449, AB 454, AB 479, AB 525, AB 600, AB 747, AB 804, AB 805, AB 989, AB 1003, AB 1171, AB 1347, AB 1356, AB 1512, AB 1613, SB 66, SB 86, SB 567, SB 703 AND ACA 4. #2174094
04/01/2017–06/30/2017 Employer Report Independent Insurance Agents and Brokers of California, Inc. (IIABCal) INSURANCE BROKERS & AGENTS OF THE WEST, INC. (IBA WEST, INC) AB 44, 206, 221, 889, 989, 1295, 1460, 1679; SB 33, 189, 562, 788. CA Dept of Insurance - AB 1460 - Insurance agent-broker trust accounts. #2174591
04/01/2017–06/30/2017 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 206, 506, 989, 1140, 1373, 1398, 1460, 1584, 1696; SB 255, 425, 562, 569, 788 #2175504
01/01/2017–03/31/2017 Employer Report AETNA INC. AETNA INC. AB 157, 315, 595, 989; SB 17, 199, 538, 562 #2156571
01/01/2017–03/31/2017 Employer Report California School Employees Association California School Employees Association AB 14, 45, 52, 273, 275, 291, 406, 568, 670, 859, 885, 949, 950, 989, 1174, 1224, 1250, 1310, 1311, 1360, 1429, 1434, 1478; SB 2, 17, 32, 66, 138, 201, 220, 258, 285, 379, 407, 454, 550, 562, 585, 590, 601, 681, 728, 731, 806, 808; SCA 1, 8, 10 #2157528
01/01/2017–03/31/2017 Employer Report CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENTITY CALIFORNIA TAX FOUNDATION — CALIFORNIA STATE LEGISLATURE REGARDING: AB 195, AB 288, AB 433, AB 449, AB 454, AB 525, AB 747, AB 804, AB 989, AB 1140, SB 9, SB 11, SB 66, SB 289, SB 375, SB 434, SB 703 AND SCA 3 #2156376
01/01/2017–03/31/2017 Employer Report CONSUMER REPORTS, INC. — Bills: SB 1159, SB17, SB538, SB16, SB64, SB33, SB297, SB1636, SB242, SB505, SB546, SB199, SB222 AB38, AB1109, AB784, AB461, AB1636, AB1491, AB1609, AB989, AB1140, AB595, AB315, AB889, AB470 #2155773
01/01/2017–03/31/2017 Employer Report HEALTH ACCESS CALIFORNIA HEALTH ACCESS CALIFORNIA AB 156, 157, 180, 205, 315, 340, 391, 417, 470, 595, 651, 782, 989, 1092, 1140, 1353, 1520; HR 4, 5; SB 17, 31, 152, 171, 199, 222, 223, 288, 300, 643; SR 7, 26; LEGISLATURE, GOVERNOR'S OFFICE, DEPT OF MANAGED HEALTH CARE, DEPT OF INSURANCE, COVERED CA RE: HEALTH CARE, HEALTH REFORM; DEPT OF HEALTH CARE SERVICES RE: HEALTH CARE, HEALTH REFORM, MEDI-CAL #2155659
01/01/2017–03/31/2017 Employer Report Independent Insurance Agents and Brokers of California, Inc. (IIABCal) INSURANCE BROKERS & AGENTS OF THE WEST, INC. (IBA WEST, INC) AB 44, 206, 221, 989, 1140, 1295, 1460, 1679; SB 189, 562. #2157268
01/01/2017–03/31/2017 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 206, 255, 506, 989, 1140, 1373, 1398, 1460, 1584, 1696; SB 425, 569, 788 #2154616
01/01/2017–03/31/2017 Employer Report WESTERN CENTER ON LAW & POVERTY, INC. — AB: 3,15,60,71,72,73,74,160,205,236,285,340,342,344,345,346,387,412,470, 503,595,651,663,678,788,850,932,943,989,1092,1140,1156,1350,1397,1423, 1496,1505,1521,1526,1568,1585 SB: 2,3,6,34,35,54,152,164,166,167,171,185,190,191,218,219,222,239,241, 244,277,540,562,575,743,786 Other Assembly: Budget, AJR 8 Other Senate: Budget, SR 26 #2158216
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
07/01/2017–09/30/2017 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $75,599 AB 206, AB 506, AB 989, AB 1140, AB 1373, AB 1398, AB 1460, AB 1584, AB 1696, SB 255, SB 425, SB 562, SB 569, SB 788 #2191332
04/01/2017–06/30/2017 Firm Activity (payments) INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA, INC. NORWOOD ASSOCIATES LLC $62,400 $959 $63,359 $126,623 AB 44, 206, 221, 889, 989, 1295, 1460, 1679; SB 33, 189, 562, 788. CA Dept of Insurance re: AB 1460 - Insurance agent-broker trust accounts. #2174599
04/01/2017–06/30/2017 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $50,599 AB 206, AB 506, AB 989, AB 1140, AB 1373, AB 1398, AB 1460, AB 1584, AB 1696, SB 255, SB 425, SB 562, SB 569, SB 788 #2175835
01/01/2017–03/31/2017 Firm Activity (payments) AETNA INC. CLEAR ADVOCACY, LLC $24,000 $0 $24,000 $24,000 AB 157, 315, 595, 989; SB 17, 199, 538, 562 #2156570
01/01/2017–03/31/2017 Firm Activity (payments) CLEAR ADVOCACY, LLC (ON BEHALF OF AETNA, INC.) JK PEDROTTI, INC. GOV'T RELATIONS $24,000 $0 $24,000 $24,000 AB 157, 315, 595, 989; SB 17, 199, 538, 562 #2156584
01/01/2017–03/31/2017 Firm Activity (payments) INDEPENDENT INSURANCE AGENTS AND BROKERS OF CALIFORNIA, INC. NORWOOD ASSOCIATES LLC $62,400 $864 $63,264 $63,264 AB 44, 206, 221, 989, 1140, 1295, 1460, 1679; SB 189, 562. CA Dept of Insurance re: AB 1460 - Insurance agent-broker trust accounts. #2158242
01/01/2017–03/31/2017 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $599 $25,599 $25,599 AB 206, AB 506, AB 989, AB 1140, AB 1373, AB 1398, AB 1460, AB 1584, AB 1696, AB 255, SB 425, SB 569, SB 788 #2157732