2jesusandjohnwayne
Mary Ann Evans 360x1000
1lookingforthegoodwar
AlexRosenberg
Margaret Fuller5 360x1000
499
Richard Posner 360x1000
Thomas Piketty3 360x1000
6albion
Learned Hand 360x1000
11632
Betty Friedan 360x1000
2paradise
lifeinmiddlemarch1
2gucci
George F Wil...360x1000
1defense
5albion
Margaret Fuller 2 360x1000
3albion
Margaret Fuller1 360x1000
6confidencegames
199
Thomas Piketty1 360x1000
Brendan Beehan 360x1000
Office of Chief Counsel 360x1000
2defense
14albion
Margaret Fuller4 360x1000
3theleastofus
Anthony McCann1 360x1000
8albion'
1theleasofus
Adam Gopnik 360x1000
3defense
1paradide
1empireofpain
Edmund Burke 360x1000
299
Margaret Fuller 360x1000
1confidencegames
2transadentilist
1lauber
1gucci
1falsewitness
Tad Friend 360x1000
3paradise
12albion
Mark V Holmes 360x1000
10abion
Spottswood William Robinson 360x1000
Gilgamesh 360x1000
5confidencegames
4confidencegames
storyparadox3
Anthony McCann2 360x1000
Margaret Fuller3 360x1000
399
7confidencegames
1transcendentalist
2confidencegames
lifeinmiddlemarch2
2falsewitness
George M Cohan and Lerarned Hand 360x1000
Margaret Fuller2 360x1000
Susie King Taylor 360x1000
9albion
7albion
James Gould Cozzens 360x1000
4albion
Lafayette and Jefferson 360x1000
1lafayette
1jesusandjohnwayne
1trap
11albion
storyparadox2
Susie King Taylor2 360x1000
1madoff
Samuel Johnson 360x1000
Storyparadox1
2theleastofus
Thomas Piketty2 360x1000
2lafayette
2lookingforthegoodwar
Ruth Bader Ginsburg 360x1000
LillianFaderman
Stormy Daniels 360x1000
2albion
1albion
Maria Popova 360x1000
13albion
2trap
Maurice B Foley 360x1000
3confidencegames

This post was originally published on Forbes Oct 24, 2015

According to this story in the Sacramento BeeBryan Davies thought that Satan had planted the idea of opening a medical marijuana dispensary in his mind .  After praying about it though, he determined that it was a message from God.  So at his Canna Care dispensary even though you had to pay for your medical marijuana, the bibles were free.  There were also regular prayer services.  Unfortunately, God has not yet spoken to the IRS on the matter.   Even though medical marijuana is legal in California, it is still a schedule  I controlled substance under federal law and Internal Revenue Code Section 280E – Expenditures in connection with the illegal sale of drugs – holds:

No deduction or credit shall be allowed for any amount paid or incurred during the taxable year in carrying on any trade or business if such trade or business (or the activities which comprise such trade or business) consists of trafficking in controlled substances (within the meaning of schedule I and II of the Controlled Substances Act) which is prohibited by Federal law or the law of any State in which such trade or business is conducted.

Canna Care Inc was before the Tax Court challenging deficiencies totaling over $800,000 for the years 2006, 2007 and 2008.
It Is What It Is
 
Unless you can figure out a way to combine high margins and low operating expenses Section 280E will kill a business or force it underground.  Of course probably when TEFRA was passed in 1982, all illegal drug businesses were underground.  Presumably the legislation comes from the “That’s how they got Al Capone” syndrome reflecting a desire to use the tax law as one more weapon in the War on Drugs.  Nancy Reagan, notwithstanding, people were often saying yes, rather than just saying no.  Unanticipated was the “kind of legal in some places” status of marijuana that our federal system has evolved.
The decision was pretty cut and dried. an illustration of Reilly’s First Law of Tax Planning – It is what it is.  Deal with it.  There are three elements to make Section 280E applicable.  There is a trade or business.  There is trafficking.  There is a controlled substance.
Trade or Business – Check

Whether petitioner was operated in accordance with California law’s restrictions on profiting from the distribution of marijuana is not an issue before us, and it does not affect our finding that petitioner was engaged in the business of distributing marijuana for purposes of section 280E. There is no doubt that Mr. Davies incorporated petitioner to produce income. In fact, it was clear from Mr. Davies’ testimony that he entered into the medical marijuana business in order to cure his family’s financial difficulties. Mr. Davies and the other shareholders received wages well in excess of those paid to petitioner’s other employees, and the payment of such wages would not have been possible if petitioner had not had income.

Trafficking – Check
 
For trafficking the Tax Court went to its decision in the case of Martin Olive.(That’s right this is not the Tax Court’s first time at this rodeo.)

We have previously held the sale of medical marijuana pursuant to California law constitutes trafficking within the meaning of section 280E. Olive v. Commissioner, 139 T.C. at 38 (” California medical marijuana dispensary’s dispensing of medical marijuana pursuant to the *** was `trafficking’ within the meaning of section 280E.”); CHAMP, 128 T.C. at 182. DOJ memoranda and FinCEN guidance released after the years at issue that represent exercises of prosecutorial discretion do not change the result in this case. Petitioner regularly bought and sold marijuana. This activity constitutes trafficking within the meaning of section 280E even when permitted by State law.

It seems to me that there should be an argument there, since trafficking has this negative connotation and DOJ has indicated that legal marijuana regulated by state law does not impact traditional federal enforcement priorities, that Congress would not consider what was going on at Canna Care to be trafficking.  In the Committee Report on TEFRA the rationale for 280E is:

There is a sharply defined public policy against drug dealing to allow drug dealers the benefit of business expense deductions at the same time that the U.S. and its citizens are losing billions of dollars per year to such persons is not compelled by the fact that such deductions are allowed to other, legal, enterprises. Such deductions must be disallowed on public policy grounds.

It does not seem to me that that rationale applies to medical marijuana in California.  The public policy is now quite a bit fuzzy.  Note the term “drug dealers”, which also has a very negative connotation.  I would have been inclined to let them have the deduction on that basis, but unfortunately my appointment to the Tax Court will not be coming anytime soon.

Controlled Substance-Check

This one is definitely is an “is what it is”.  Congress made a list and marijuana is on it.

Petitioner advances numerous arguments as to why marijuana should no longer be considered a schedule I controlled substance. We reject these arguments. Marijuana was a schedule I controlled substance during the years at issue. As recently stated by the Court of Appeals for the Ninth Circuit, to which an appeal in this case would lie: “he only question Congress allows us to ask is whether marijuana is a controlled substance `prohibited by Federal law.’ *** If Congress now thinks that the policy embodied in § 280E is unwise as applied to medical marijuana sold in conformance with state law, it can change the statute. We may not.” 

Another Way?
 
Given everything else that was going on at Canna Care Inc – the prayer meetings and bible distribution most notably – I would have been inclined to taking a shot at church status with the provision of medical marijuana being an integral part of the ministry.  That would take 280E out of the picture.
Does 280E Make Any Sense?
 

Don’t use the tax law to do anything other than measure income and collect taxes. Special carve-outs, whether punitive or beneficial, linger long after the moral panic surrounding their enactment passes. 

I wonder if Joe is feeling the Bern.
Probably not, but I can’t resist asking.  I agree with Joe’s analysis and as a matter of fact think that 280E violates Reilly’s First Law Of Tax Policy – Make tax policy the Switzerland of the culture war.
Lew Taishoff also covered the case.  Lew was taken with Bryan Davies being on a mission from God in his pot dispensing.

Well, after nearly forty-nine (count ‘em, forty-nine) years during which I’ve practiced law in a highly-urban environment, I thought I’d heard it all, but Tax Court is an endless “medley of extemporanea.”

Larry Brant also had something titled – A Real Bummer for The Marijuana Industry as did Russ Fox with – Up In Smoke, Again.