The final cut of the 9th episode of the Tesla Motors Club Podcast, featuring Chad Schwitters, the former president of Plug In America, is now available. You can watch it now on YouTube or listen to it on all major podcast networks.
July 1st begins Taxifornia's fiscal year. IMHO, the email we received from Tesla marketing was designed to encourage Model S orders from Californians sooner rather than later to keep the pipeline full. That's why there were no specifics about the new cap not coming into play unless a potential buyer's joint income >= $500K/year and it not going into effect until 7/1/2015.
The "tax" email is conventional marketing in the form of "compelling event."
Imagine the same information presented as "please consult a tax professional to consider your 2015 tax return."
If real information were conveyed to the consumer it would be "if you earn over $1200 per day, you won't care about the rebate, and you won't be getting it."
California is just like Tesla, they have not completely done all the stuff they need to do to have it go into effect. On the CARB web site it says this will go into effect 4 to 6 months from the approval date.