National Tax Association

2006 Ninety Ninth Annual Conference

NTA Proceedings from the 99th Annual Confernce in Boston Massachusetts

 

The 2006 Presidential Address, Joel Slemrod 

THURSDAY, NOVEMBER 16, 2006

ANNUAL MEETING OF THE NATIONAL TAX ASSOCIATION–TAX INSTITUTE OF AMERICA

GENERAL SESSION

On Globalization and the Possibility of Progressive Taxation

Moderator: George Plesko

Taxation in the 21st Century, The Honorable Lawrence Summers

CONCURRENT SESSIONS

Retirement Savings: Perspectives, Prospects, and Judgment Calls

Organizer: LeAnn Luna

Moderator: Raquel Meyer Alexander

Individual Savings Accounts Proposals: Budgetary and Economic Effects, Jane Gravelle

Are State Business Tax Incentives Good Public Policy?

Multidisciplinary Perspectives in the Wake of DaimlerChrysler Corp. et al. v. Cuno et al.

Organizers: Robert Chirinko and Daniel J. Wilson

Moderator: Daniel J. Wilson

A Defense of the Commerce Clause’s Role in Constraining State Business Tax Incentives, Peter D. Enrich

A Market for Jobs Approach for Analyzing the Competition for Capital, Ann Markusen

State Investment Tax Incentives: What Are the Facts? Robert S. Chirinko and Daniel J. Wilson

Comments, David Wildasin

New Perspectives on Tax Compliance

Organizer: Janet McCubbin

Moderator: Mark Mazur

Identity and Tax Evasion, Zhiyong An

An Analysis of Abusive Tax Shelters in California – Background, Issues, and Developments, Mark A. Ibele and Jon David Vasché

Interjurisdictional Fiscal Disparities and Intergovernmental Grants

Organizer/Moderator: Katharine Bradbury

Fiscal Disparities in Selected Metropolitan Areas, Howard Chernick and Andrew Reschovsky

Fiscal Disparities across States, FY 2002, Yesim Yilmaz, Sonya Hoo, Kim Rueben,Matthew Nagowski, and Robert Tannenwald

Value Added Taxation: Administration, Evasion, and Feasibility

Organizer/Moderator: William M. Gentry

Sources of Complexity in the Value Added Tax: A European Perspective, António Martins

From Accumulation to Distribution: Building Then Tapping the Retirement Nest Egg

Organizer/Moderator: Sarah A. Holden

Measuring Dissaving Out of Retirement Wealth, David Love and Paul A. Smith

Running 401(k): Keeping Pace from Accumulation to Distribution, Sarah Holden and Michael Bogdan

GENERAL SESSION

In Honor of Richard M. Bird, Recipient - 2006 Daniel M. Holland Medal

Organizer: Robert Ebel

Remarks about Richard M. Bird on the Occasion of His Receiving the Daniel M. Holland Award, Roy Bahl

Richard Bird and the Study and Practice of Public Finance: “You Must Play the Ball as It Lies,” Charles E. McLure, Jr.

Canadian Matters: A Tribute to Richard Bird, Enid Slack and François Vaillancourt

Roughing It? Richard M. Bird

FRIDAY, NOVEMBER 17, 2006

CONCURRENT SESSIONS

Four Economic Issues in Tax-exempt Bonds: Issuance Costs,

Arbitrage, Who Buys Them, and Effect on House Values

Organizer: Dennis Zimmerman

Moderator: Thomas Neubig

The Impact of Municipal Debt on House Values: Focusing on the Role of Referendum, Myungsoon Hur

Broadening the Definition of Arbitrage Bonds: The Case of Nonprofit Hospitals, Dennis Zimmerman and Kurt Seibert

Disasters: Implications for Public Finance and Public Policy

Organizer: David E. Wildasin

Moderator: Howard Chernick

Public-Private Partnerships and Homeland Security, Matt Clark, Joseph Cordes, and Bryan Roberts

Permits to Elicit Information, Erzo F. P. Luttmer, Richard J. Zeckhauser, and  Carolyn Kousky

Disaster Policy in the U.S. Federation: Intergovernmental Incentives and Institutional Reform, David E. Wildasin

Disasters and Public Policy: Can Market Lessons Help Address Government Failures? Erwann O. Michel-Kerjan

Topics in State Economic Development

Organizer/Moderator: W. Robert Reed

Are Impact Fees a Deterrent to Development? Douglas Campbell and James Alm

Tax Culture and Tax Morale

Organizer/Moderator: Birger Nerré

Tax Morale in Germany in the 90s, Lars P. Feld and Benno Torgler

Shadow Economy, Institutions, and Tax Morale, Benno Torgler and Friedrich Schneider

Tax Bribes in Transition Countries, John E. Anderson

Property Valuation, Burden Assignment, and Differential Taxation

Organizer/Moderator: Richard F. Dye

Tax Incentives for Conservation Easement Donations, Jeffrey O. Sundberg and Richard F. Dye

Taxes, Labor Supply, and Entrepreneurship

Organizer/Moderator: Robert Triest

State and Local Tax Policy: Evidence of Its Effect on Entrepreneurship, Donald J. Marples

Evolving State Business Tax Policies

Organizer: Laura Kalambokidis

Moderator: Paul Wilson

The Effects of Business Property Tax Incentives, Dagney Faulk

Have Recent Changes to Corporate Income Apportionment Formulas Contributed to the Decline of State Corporate Income Taxes? Jim Landers and Diane Powers

Issues in Education Finance

Organizer/Moderator: William Fischel

The Feasibility of Streamlining Aid for College Using the Tax System, Susan M. Dynarski and Judith E. Scott-Clayton

New Insights in the Mortgage Interest Deduction

Organizer/Moderator: Kelly D. Edmiston

The Income Geography of Tax Incentives for Homeownership: Evidence from the Kansas City Metropolitan Area, Kelly D. Edmiston and Kenneth Spong

Comments, John E. Anderson on Making Tax Incentives for Homeownership More Equitable and Efficient,” Adam Carasso, C. Eugene Steuerle, and Elizabeth Bell

Tax Expenditures for the Low-Income Population: Medicaid, Food Stamps, and the EITC

Organizer: Stacy Dickert-Conlin

Moderator: Scott Houser

Federal Fiscal Policy and the Speed of States’ Conversions from Institutional to Community- Based Mental Health Service Settings, Elizabeth T. Powers and Nicholas J. Powers

Frontiers of Public Finance

2006 NTA Outstanding Doctoral Dissertation Award Winners

Organizer/Moderator: Monica Singhal

Regional Incentives for Investment in Mexico: The Accelerated Depreciation Reforms, Arturo Ramirez Verdugo

The Effects of Welfare Time Limits: What Do We Know? Francesca Mazzolari

Taxes and Migration

Organizer/Moderator: Ranjana Madhusudhan

Do Taxes Affect Interstate Location Decisions for High-Income Households? Tami Gurley-Calvez and Katherine Harper

Comments, Yolanda K. Kodrzycki on “Do Americans Move for Lower Taxes? The Tax Reform Act of 1986 as a Natural Experiment,” Ming-Feng Hsieh and Hui-chen Wang

Issues in the Choice of Tax Base and the Structure of Revenue

Organizer: Deborah Carroll

Moderator: Bruce A. Wallin

State Income Tax Revenue Volatility: Causes and Effects, Ray Nelson

Demographics, Competition, and State Tax Progressivity, Jason M. Fletcher and Matthew N. Murray

International Tax Competition—Results from the Special Research Area

Organizer/Moderator: Martin Zagler

Hybrid Instruments and the Indirect Credit Method - Does It Work? Nadine Wiedermann-Ondrej

Some Further Evidence on the Role of Effective Corporate Income Taxes as Determinants of Foreign Direct Investment in Central and East European Countries, Christian Bellak and Markus Leibrecht

National Tax Policy, the EC Directives, and Hybrid Finance, Eva Eberhartinger and Martin Six

SATURDAY, NOVEMBER 18, 2006

CONCURRENT SESSIONS

Taxation and Economic Growth

Organizer: John W. Diamond

Moderator: George R. Zodrow

Modeling Tax Reform in an International Setting, Joyce Tung, John W. Diamond, and George R. Zodrow

Long-Run Tax Rates and Long-Run Growth: Macroeconomic Effects of the Aging Baby Boomers and of the Changing Federal Tax System, Nicholas Bull and Timothy Dowd

Tax Policy for Education: Financial Aid and College Savings Incentives

Organizer: Raquel Alexander

Moderator: Gerald Auten

College Financial Aid Rules and the Allocation of Savings, Jessica Wolpaw Reyes

An Analysis of Individual Investor’s Response to New 529 College Savings Plans’ Disclosures, Raquel Meyer Alexander and LeAnn Luna

Inclusion in College Savings Plans: Program Features and Savings, Margaret Clancy, Chang-Keun Han, Lisa Reyes Mason, and Michael Sherraden

Tax Benefits and Administrative Burdens: Recent Research from the Internal Revenue Service

Organizer/Moderator: Janet McCubbin

Factors in Estates’ Utilization of Special Tax Provisions for Family-Owned Farms and Closely Held Businesses, Martha Eller Gangi, Kimberly A. Henry, and Brian G. Raub

Corporation Life Cycles: Examining Attrition Trends and Return Characteristics in Statistics of Income Cross-Sectional 1120 Samples, Matthew L. Scoffic

An Analysis of the Free File Program, Michelle S. Chu and Melissa M. Kovalick

Local Public Finance

Organizer/Moderator: Birger Nerré

Local Public Utilities’ Profits and Municipal Expenses in Germany: An Empirical Analysis, Peter Haug and Birger Nerré

Geographically Based Taxes and Tax Incentives

Organizer: Andrew Hanson

Moderator: Robert Wassmer

What Do Business Improvement Districts Do for Property Owners? Amy Ellen Schwartz, Ingrid Gould Ellen, and Rachel Meltzer

Comments, John E. Anderson

Comments, Leslie Papke on “Employee Use of the Empowerment Zone Tax Credit,” Andrew Hanson