Tax Analysts
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Tax Analysts is a
nonprofit A nonprofit organization (NPO) or non-profit organisation, also known as a non-business entity, not-for-profit organization, or nonprofit institution, is a legal entity organized and operated for a collective, public or social benefit, in co ...
publisher offering the Tax Notes portfolio of products, including weekly
magazine A magazine is a periodical publication, generally published on a regular schedule (often weekly or monthly), containing a variety of content. They are generally financed by advertising, purchase price, prepaid subscriptions, or by a combinatio ...
s featuring commentary, daily online journals featuring news and analysis, and research tools, all focused on
tax A tax is a compulsory financial charge or some other type of levy imposed on a taxpayer (an individual or legal entity) by a governmental organization in order to fund government spending and various public expenditures (regional, local, or n ...
policy and administration. Tax Analysts also promotes transparency in tax policymaking and holds regular conferences on key tax issues.


History

Thomas F. Field founded Tax Analysts in 1970 as part of an effort to expose tax policymaking to the general public at a time when it was being heavily influenced by special interests. The organization provided analysis on prominent policy debates, offered congressional testimony on proposed
legislation Legislation is the process or result of enrolled bill, enrolling, enactment of a bill, enacting, or promulgation, promulgating laws by a legislature, parliament, or analogous Government, governing body. Before an item of legislation becomes law i ...
and published op-eds that could reach a broader audience. But within 10 years, the group had shifted focus and become the country's foremost provider of unbiased tax information with a style that has since come to be regarded by tax professionals as "the epitome of hard-nosed impartiality." The organization underwent a restructuring at the end of 2001 as it sought to deal with
globalization Globalization, or globalisation (Commonwealth English; see spelling differences), is the process of interaction and integration among people, companies, and governments worldwide. The term ''globalization'' first appeared in the early 20t ...
, technological advances, and increased competition in the tax publishing arena. In 2004, Field retired from Tax Analysts and was succeeded by Christopher Bergin, who had until then been the editor of ''Tax Notes'', the organization's
flagship A flagship is a vessel used by the commanding officer of a group of naval ships, characteristically a flag officer entitled by custom to fly a distinguishing flag. Used more loosely, it is the lead ship in a fleet of vessels, typically the fi ...
publication. Cara Griffith succeeded Bergin as CEO in August 2017. The organization currently has 173 employees, most of whom are based out of its Falls Church, Virginia, headquarters, as well as a network of more than 250 domestic and international tax correspondents. Since its inception, the organization has grown dramatically in size and scope, moving from a relatively small nonprofit to a publisher with
correspondent A correspondent or on-the-scene reporter is usually a journalist or commentator for a magazine, or an agent who contributes reports to a newspaper, or radio or television news, or another type of company, from a remote, often distant, locati ...
s across the country and around the globe providing information to more than 150,000 readers worldwide.


Mission, staffing, and governance


Mission

To shed light on tax policy and administration through aggressive, unbiased reporting and informed commentary from the leaders in the field.


Management team

*Cara Griffith - President and CEO *Jeremy Scott - Chief Content Officer *Michael Berkeley - Chief Information Officer *John Ring - Chief Financial Officer *Peter Billingsley - Chief Growth Officer *Ellen Kidwell - Chief People Officer


Board of directors

*Ameek Ashok Ponda, chair – a partner at Sullivan & Worcester LLP in Boston and former member of the firm’s management committee. *Sharda Cherwoo – Independent board director, start-up mentor, digital transformation leader. *Eli J. Dicker – managing director of national markets at Crowe LLP. *Karen Hawkins – a former chair of the
American Bar Association The American Bar Association (ABA) is a voluntary bar association of lawyers and law students, which is not specific to any jurisdiction in the United States. Founded in 1878, the ABA's most important stated activities are the setting of acad ...
Section of Taxation. *Joseph Huddleston – an executive director in EY’s National Tax Department serving the indirect and state and local tax practices. * David J. Kautter – Federal Tax Specialty Leader for RSM and former Assistant Secretary of the Treasury for Tax Policy who served as acting commissioner of the IRS from November 2017 until October 2018. *Tom Neubig – a founding member of the Tax Sage Network, a group of tax policy economists and former director of quantitative economics and statistics at EY. * Nina Olson – the executive director of the Center for Taxpayer Rights and former
National Taxpayer Advocate The Office of the Taxpayer Advocate, also called the Taxpayer Advocate Service (TAS), is an office within the Internal Revenue Service (IRS) of the U.S. Department of the Treasury, reporting directly to the Commissioner of Internal Revenue. The o ...
. *Danielle Rolfes – partner and co-leader of the international tax group within
KPMG KPMG International Limited (or simply KPMG) is a multinational professional services network, and one of the Big Four accounting organizations. Headquartered in Amstelveen, Netherlands, although incorporated in London, England, KPMG is a net ...
's Washington National Tax office. *H. David Rosenbloom – member of Caplin & Drysdale in Washington and the James S. Eustice Visiting Professor of Taxation and director of the international tax program at New York University School of Law. *Sam Sim – Senior adviser, Vienna University Global Tax Policy Center and member of the International Association of Tax Judges. *Samuel C. Thompson, Jr. – the Arthur Weiss Distinguished Faculty Scholar and the director of the Center for the Study of Mergers and Acquisitions at Penn State Law.


Publishing

The organization publishes: *''Tax Notes Federal'': Tax Analysts' flagship publication, published weekly, provides news and in-depth commentary on federal tax developments *''Tax Notes Today Federal'': daily online publication providing comprehensive federal tax news and analysis *''Tax Notes State'': published weekly, provides news and in-depth commentary on state and local tax issues *''Tax Notes Today State'': daily online publication providing comprehensive state and local tax news and analysis *''Tax Notes International'': published weekly, provides news and in-depth commentary on international tax issues *''Tax Notes Today International'': daily online publication providing comprehensive international tax news and analysis *''Tax Notes Today Global'': daily online publication providing multinational tax news and analysis from a U.S. perspective *''The Exempt Organization Tax Review'': published monthly, provides news and in-depth commentary on the latest issues facing
tax-exempt Tax exemption is the reduction or removal of a liability to make a compulsory payment that would otherwise be imposed by a ruling power upon persons, property, income, or transactions. Tax-exempt status may provide complete relief from taxes, redu ...
organizations *Insurance Expert: daily online publication focusing on insurance taxation *BEPS Expert: daily online publication providing news, analysis, and insight on
base erosion and profit shifting Base erosion and profit shifting (BEPS) refers to corporate tax planning strategies used by multinationals to "shift" profits from higher-tax jurisdictions to lower-tax jurisdictions or no-tax locations where there is little or no economic ...
(BEPS) *Tax Practice Expert: weekly update on federal taxation designed for tax practitioners who work with individuals and small businesses *Exempt Organizations Expert: daily online publication focusing on nonprofit taxation The organization also produces several research tools and reference sources, including: *Tax Notes Research: a free federal tax law library containing the
Internal Revenue Code of 1986 The Internal Revenue Code (IRC), formally the Internal Revenue Code of 1986, is the domestic portion of federal statutory tax law in the United States, published in various volumes of the United States Statutes at Large, and separately as Title 26 ...
,
IRS The Internal Revenue Service (IRS) is the revenue service for the United States federal government, which is responsible for collecting U.S. federal taxes and administering the Internal Revenue Code, the main body of the federal statutory tax ...
regulations,
Treasury A treasury is either *A government department related to finance and taxation, a finance ministry. *A place or location where treasure, such as currency or precious items are kept. These can be state or royal property, church treasure or i ...
decisions and other primary sources *Worldwide Tax Treaties: a database of more than 12,200 tax
treaties A treaty is a formal, legally binding written agreement between actors in international law. It is usually made by and between sovereign states, but can include international organizations, individuals, business entities, and other legal pers ...
with comparison tools *Transfer Pricing Center: a comprehensive research tool featuring the latest OECD, U.S., and international transfer pricing rules, guidance, news, and analysis. *The Tax Directory: a directory of corporate tax professionals in the U.S. and the government officials who write, implement, and interpret tax laws in the U.S. and abroad


Other activities


FOIA advocacy

Tax Analysts has devoted extensive time and effort to ensure public access to key documents in tax policy and administration. When necessary, it has sued the IRS for access to documents through which the agency provides guidance to its staff and individual taxpayers. Using the
Freedom of Information Act Freedom of Information Act may refer to the following legislations in different jurisdictions which mandate the national government to disclose certain data to the general public upon request: * Freedom of Information Act 1982, the Australian act * ...
, Tax Analysts fought for access to key documents in tax policy and administration. In 1972, the organization successfully sued the IRS for access to private letter rulings (PLRs) and technical advice memorandums (TAMs) — crucial guidance documents that provided legal advice to specific taxpayers and IRS field agents. Over the years, those had become sort of "secret laws" whereby the IRS decided how to apply the law to particular taxpayers and then refused to make the terms public. This practice left other taxpayers at a disadvantage, since the IRS relied on existing secret guidance when deciding subsequent cases. At the same time, it gave an unfair advantage to a few large law and accounting firms that had joined forces to create a private library of these undisclosed materials. The courts gave Tax Analysts access to PLRs, and Congress soon required public disclosure of TAMs as well. Those were the foundation for almost 40 years of subsequent litigation by the firm to defend disclosure and tax transparency. The organization continues to work for transparency in the administration of tax law and recently forced the IRS to disclose guidance being sent to its field agents via email.


Conferences

The organization hosts policy forums and roundtable discussions to examine issues in federal, state, and international taxation.


Tax History Project

In 1995 Tax Analysts created the Tax History Project to provide information about the history of American taxation to scholars, policymakers, students, citizens, and the media. The project provides access to web-based documentary publications, original historical research
tax returns filed by U.S. presidents and presidential candidates
and other archival data. Joseph J. Thorndike is the director of the project.Domenico Montanaro
3 Reasons We Care About Politicians' Taxes
NPR National Public Radio (NPR, stylized in all lowercase) is an American privately and state funded nonprofit media organization headquartered in Washington, D.C., with its NPR West headquarters in Culver City, California. It differs from other ...
(August 12, 2016).


References


Further reading

*


External links


Tax Analysts official website

Tax History Project official website
{{Authority control Freedom of information in the United States Government watchdog groups in the United States Magazine publishing companies of the United States Non-profit organizations based in Falls Church, Virginia Organizations established in 1970 Tax policy Publishing companies established in 1970 1970 establishments in Virginia