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December 15, 2008
Top 100 Products
Accounting Today
"The OneDisc Premium Federal Research Library on DVD has 3 gigabytes of source documents in more than 40 databases, including the Internal Revenue Code of 1986; final, temporary and proposed regs; revenue rulings and procedures; announcements and notices; private letter rulings; all chief counsel advice, including technical advice memorandums; tax legislation, including bill text, committee reports and JCT explanations; IRS publications; the Internal Revenue Manual; U.S. tax treaties and related documents; and 100,000-plus full-text court cases (including every Tax Court decision) with parallel citations. It also offers numerous easy-to-use search options."
November 30, 2008
Harbours of Resentment
Financial Times
"Turning tough talk into real action will require considerable political will. Any reform of US tax to stop offshore fiscal planning is sure to face fierce opposition from US multinationals worried about being put at a disadvantage to foreign competitors. Martin Sullivan of Tax Analysts, a non-profit US publication, says: 'Nothing will sail through. It will be much diluted.'"
November 16, 2008
Next President Confronts Staggering To-do List
USA Today
"Economist Martin A. Sullivan, a former Treasury and Capitol Hill staffer, calculates in an article posted last week at taxanalysts .com that the deficit for 2009 could reach $914 billion — 6.2% of the gross domestic product, a post-World War II record."
November 10, 2008
A Quiet Windfall for U.S. Banks
The Washington Post
"'It's just like after September 11. Back then no one wanted to be seen as not patriotic, and now no one wants to be seen as not doing all they can to save the financial system,' said Lee A. Sheppard, a tax attorney who is a contributing editor at the trade publication Tax Analysts."
November 10, 2008
Obama Plans Swift Policy Changes; Another AIG Bailout; New Wave of Layoffs; Country is Unhappy
CNN
"I don't think it should be OK with anybody right now. You know I -- Congress should want to know. The Fed is not, even though we want it to be independent, it's not you know it's not a power unto itself that makes its own laws."
November 2, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Lab Business Week
"Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
November 2, 2008
Sacrifice Theme Returns to US Politics
The Christian Science Monitor
"In 1944, 90 percent said the amount of income tax they paid was 'fair,' according to Joseph Thorndike, coauthor of 'War and Taxes' and visiting scholar at the University of Virginia in Charlottesville."
November 1, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Healthcare Mergers, Acquisitions & Ventures Week
"Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
November 1, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Law & Health Weekly
" Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
November 1, 2008
IRS, Justice Target Undisclosed Assets In Swiss Accounts
The Washington Post
"Washington lawyer Martin Lobel, chairman of the Tax Analysts information service, said the Swiss government appears to be 'using the legal process to delay until people forget about it,' and he predicted that 'nothing much is going to happen.' Even if the IRS got the names of 19,000 UBS depositors, the agency couldn't handle the volume, Lobel said."
October 31, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Lab Law Weekly
"Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
October 31, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Health Business Week
"Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
October 31, 2008
U.S. Government Weighs Plan to Curtail Tax Tactic
The International Herald Tribune
"A spokesman for the IRS declined to comment Wednesday on a report in a prominent industry publication, Tax Analysts, which quoted a senior IRS official as telling a tax conference Tuesday that current regulations could be tightened as early as next month."
October 30, 2008
I.R.S. May Tighten Rules That Send Profits Abroad
The New York Times
" A spokesman for the I.R.S. declined to comment Wednesday on a report in a prominent industry publication, Tax Analysts, that quoted a senior I.R.S. official as telling a tax conference on Tuesday that current regulations could be tightened as early as next month."
October 29, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Healthcare Finance, Tax & Law Weekly
" Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
October 28, 2008
Does Sarah Palin Have a Tax Problem? Read What Lee Sheppard, of Tax Analysts, Has to Say
Science Letter
"Contributing editor Lee A. Sheppard of Tax Analysts, the nonprofit publisher of Tax Notes and other print and online publications, raises the thorny question in "Palin's Reimbursement Problem" in this week's Tax Notes (see also Tax Analysts)."
October 21, 2008
Bailouts Spur Calls to End Tax Dodges
The Boston Globe
"Between 1997 and 1999, corporations reported paying an average tax rate of 34 percent - just below the 35 percent corporate income tax rate, according to a study by Martin Sullivan, an economist with Tax Analysts, a Virginia-based nonprofit publisher of tax information. But from 2004 to 2006, corporations paid taxes at a rate of 30 percent, he said."
October 1, 2008
Outrageous: Runaway Taxes
Reader's Digest
"'The U.S. tax code is set up so that if I am a U.S. corporation trying to decide whether to create jobs in Ohio or in Ireland, it will point me toward Ireland,' says Martin Sullivan, a contributing editor at Tax Analysts, a nonprofit organization that tracks tax policies worldwide."
September 18, 2008
The Plank: Taxes as Patriotism: Not a Goofy Idea!
The New Republic
"I got this quote from an Urban Institute book called War and Taxes, written by Joseph J. Thorndike, Steven A. Bank, and Kirk J. Stark."
September 10, 2008
How to Know When a Tax Deal Isn't a Good Deal
The New York Times
"Ms. Sheppard, a tax lawyer who writes for Tax Analysts, a widely read trade publication, said affluent investors were being offered questionable tax deals that were dressed up to look like legitimate investments, when, in fact, they required no upfront investment and were abusive tax shelters."
September 8, 2008
Stop the War on Windfalls
Barron's Online
Joseph J. Thorndike is a contributing editor with Tax Analysts.
September 6, 2008
Rescue Cost: The Big Unknown
CNNMoney.com
"'It will no doubt cost more than Bear - it's a lot bigger,' said Lee Sheppard, a contributing editor at Tax Analysts.
August 28, 2008
Spring Gives the Economy a Much Needed Bounce
NPR's Nightly Business Report
Martin Sullivan, Tax Analysts contributor, comments on President Obama's tax plan: "We're going to noodle around on the sides, give a few tax breaks here and close some loopholes there, but the overall complexion of business taxation is not going to change."
August 28, 2008
Spring Gives the Economy a Much Needed Bounce
Nightly Business Report on PBS
"Martin Sullivan, Economist, Tax Analysts: We're going to noodle around on the sides, give a few tax breaks here and close some loopholes there, but the overall complexion of business taxation is not going to change."
August 27, 2008
Obama/Biden -- Left and Lefter
Investor's Business Daily
"As Tax Analysts' Chuck O'Toole noted on Tuesday, 'on taxes, Biden has followed a path more overtly populist than the one Obama has walked, pushing for a more progressive tax code that shifts the tax burden away from lower and middle-income families and onto high earners and businesses.'"
August 13, 2008
Private Heiress and Philanthropist
National Public Radio
"It's never been made public, but tax attorney Lee Sheppard, who writes for the non-partisan publication Tax Notes, says there could only have been one reason for it: Cindy had money and John didn't."
August 13, 2008
Most Firms Paid Zero Taxes From '98 to '05
The San Francisco Chronicle
"Peter R. Merrill, a principal at PricewaterhouseCoopers, wrote an article in the publication Tax Analysts, underscoring this paradox."
August 3, 2008
Disconnect Cell Taxes
The Press Enterprise
"Consumers are now taxed, in many cases, more than twice as much on wireless services as they are on other competitive goods and services, as Scott Mackey makes clear in his recent State Tax Notes paper, 'Excessive Taxes and Fees on Wireless Services: Recent Trends.'"
July 16, 2008
Fannie, Freddie: Taxpayers on the Hook
CNNMoney.com
"'Stuff's happening to the portfolio that we don't know about,' said Lee Sheppard, a contributing editor at Tax Analysts."
July 13, 2008
Tax Analysts
Lab Business Week
"With today's column, Johnston inaugurated 'Johnston's Take,' a regular feature that he will produce for Tax Analysts, the nonprofit publisher of Tax Notes and other premier print and online tax publications."
July 4, 2008
Ex-Banker Investigated in Transfers of Money
The New York Times
"Tax Analysts, a trade publication, said Thursday that the Argentine news media had followed the Arbizu story closely, with one Buenos Aires newspaper recently publishing at least 120 names from his client list."
June 26, 2008
Putting a Price Tag on Your Polluting
CNNMoney.com
"'Most Americans aren't sure what they pay in payroll taxes, but they're acutely aware of what they pay at the pump,' says Joseph Thorndike, director of the Tax History Project. 'It's hard to just say 'We promise it will even out.'"
June 23, 2008
Grim Numbers, Little Hope
MyWebTimes.com
"David Brunori, a contributing editor for State Tax Notes based in Falls Church, Va., said Illinois has shortchanged itself in two ways -- by not adopting a progressive income tax that taxes wealthier people at a higher rate and by not applying a sales tax on services."
June 20, 2008
Capital Gains Tax: How High Can Obama Go?
CNNMoney.com
"'They've been debating this question for at least 70 years,' said tax historian Joseph Thorndike."
June 12, 2008
Some Who Earn $200,000+ Avoid Paying Income Tax
USA Today
"'There was no excuse for not restricting it to the affected area,' said Joann Weiner, a former Treasury Department employee who analyzed the changes in her current job as a contributing editor at Tax Analysts, a non-profit publisher of tax information and data.
June 11, 2008
Billing The Grandkids
The Washington Post
"As Steven Bank, Kirk Stark and Joseph Thorndike show, presidents and lawmakers have not always been eager to impose taxes to pay war costs."
June 9, 2008
Tax Havens in U.S. Cross Hairs
The Christian Science Monitor
"Tax economist Martin Sullivan suspects that Senator Obama will go for the 'low-hanging fruit' first – that is, chasing down wealthy tax evaders, individual and corporate."
June 1, 2008
GlaxoSmithKline and the IRS Finally Find Relief with Zantac
The CPA Journal
"Very little information is available from the various advance pricing agreements executed by the IRS. The SmithKline Beecham advanced pricing agreement, which was obtained by Tax Analysts (Tax Notes Today, Sept 18, 2006), was a major factor in the recently settled litigation between GSK (the successor entity) and the IRS."
May 20, 2008
Symantec Tax Stand-off Reflects Regulatory Friction
MarketWatch
"In March, Tax Notes Magazine reported that corporate tax revenues dropped by $17.4 billion from 1999 to 2004, and noted that 'the IRS is losing its battle to rein in aggressive transfer pricing abuse.'"
May 19, 2008
Tax Storms Ahead
National Underwriter
"Lobel, who is also chairman of Tax Analysts, which publishes Tax Notes Today, sees a mandate for the next Congress to raise revenue."
May 16, 2008
Take a Timeout on Unfair Cell Phone Taxes
Copley News Service
"This is more than double the average of taxes you pay on other goods and services - about 7 percent, according to economist Scott Mackey in the journal State Tax Notes."
May 2, 2008
Historian Details Roots of Windfall Profit Tax
NPR
"Joseph Thorndike, director of the Tax History Project, talks about the tax's origins"
April 30, 2008
Bush-Era Tax Cuts Depart From History Of America War Finance
States News Service
"The idea of consciously and aggressively reducing federal tax revenues while simultaneously pursuing a war abroad is new to the American experience, write Joseph J. Thorndike, Steven A. Bank, and Kirk J. Stark in a new analysis of war finance in United States history."
April 22, 2008
Tax on Talking
The Wall Street Journal Online
"A recent analysis by economist Scott Mackey in the journal State Tax Notes shows that the average monthly tax burden on wireless customers is more than 15% – double the average sales tax burden."
April 15, 2008
All The Buzz: Not Just Tax Day
Patriot News
"If you don't file your income tax returns by 11: 59 p.m. today, you officially will be classified a late filer. So to lessen the dread surrounding the day, may we remind you (compliments of taxhistory.org) the date is not all about taxes."
April 12, 2008
You Decide: Federal Income Tax: Credits
KQED
"Special thanks to Chris Bergin and Joseph Thorndike of the Tax History Project."
April 9, 2008
One Week Left and Counting
The Oklahoman
" Oklahoma's Northern Federal District, based in Tulsa, is among the top in the nation in obtaining convictions based on referrals from the Internal Revenue Service, according to an analysis by Tax Analysts and the Transactional Records Access Clearinghouse."
April 2, 2008
DC Pumps Oil Leaders on Gasoline
The Houston Chronicle
"Simon said that Exxon Mobil's effective tax rate in 2007 was 44 percent, compared with 30 percent on average for 80 U.S. companies surveyed by Tax Notes, a print and online news service covering tax issues."
April 1, 2008
Tax Research on the Cheap
Accounting Technology
"Last year, Tax Analysts, a nonprofit tax information publisher, revamped its online Federal Research Library."
March 26, 2008
Obama's Release of Full Tax Returns Pressures Clinton
Bloomberg.com
"Obama's action 'makes a statement,' said Joe Thorndike, who tracks presidential-tax returns at Tax Analysts, a Falls Church, Virginia-based publisher. 'They've clearly drawn some battle lines here with the Clinton campaign. Obama is looking for an edge in the openness front here, and I think he's successfully claimed it.'''
March 21, 2008
Does Tax Code Encourage U.S. Companies to Cut Jobs at Home? Presidential Candidates Target Corporate Tax Breaks for Offshoring
USA Today
"'The U.S. tax system does provide an incentive to locate production offshore,' says Martin Sullivan, a contributing editor to Tax Notes, a non-profit publication that tracks tax issues."
March 21, 2008
Utah's Cell-Phone Taxes are Among Nation's Highest
The Salt Lake Tribune
"In a new report released by Tax Analysts, Utah ranks high, but has seen a recent reduction in taxes for cell phones."
March 13, 2008
New CFO: Mickey Mouse
HeraldTribune.com
"In an article published in the March 3 issue of State Tax Notes, a weekly publication for wonky tax attorneys and officials, Florida’s fumbling tax history was generally derided."
March 4, 2008
Clean the Tax Code
Miller-McCune.com
"An estimate of tax evasion, tax haven by tax haven, can be found in a series of articles by Martin Sullivan in Tax Notes"
March 3, 2008
Report: Wireless Taxes, Fees more than Double Goods, Services
RCR Wireless News
"The study, conducted by economist Scott Mackey and commissioned by the cellular industry, found wireless consumers pay a combined 15.2% in federal, state and local taxes and fees, more than twice the 7.1% rate imposed on other competitive goods and services that are taxed. In addition, the study - published in the periodical State Tax Notes - revealed taxes and fees on cellphone service increased four times faster than taxes on other goods and services the past four years. "
February 23, 2008
Clintons' Tax Returns Would Cast a Wider Light
The Wall Street Journal
"Candidates -- even presidents -- are under no legal obligation to release their tax returns. Since the 1990s it has been standard practice for party nominees to do so, said Joseph Thorndike, a tax historian for Tax Analysts, a Falls Church, Va., nonprofit provider of tax information."
February 12, 2008
I.R.S. Said to Flout Orders To Yield Data About Audits
The New York Times
"In a separate case, Tax Analysts, the nonprofit publisher of Tax Notes magazine, said Monday that it was negotiating with the I.R.S. to make public all e-mail messages in which tax auditors in the field were given advice on how to apply the law. Only a small number of the messages have been released . . . 'We won a unanimous court of appeals decision that they can't hide this stuff,' Tax Analysts' president, Christopher Bergin, said, 'but instead of complying with the orders to produce it, they are playing games.'"
February 12, 2008
U.S. Tax Authorities Scrutinize a Tactic of the Wealthy
The International Herald Tribune
"The bank gets 'all the benefits and burdens of ownership in the pledged shares,' making it a true sale and thus taxable to the executive, according to the technical paper, which is dated Feb. 6 and was published by Tax Analysts, a trade publication, on Friday."
February 11, 2008
U.S. Wonders If Stock Deal Is Tax Abuse
The New York Times
"The bank gets 'all the benefits and burdens of ownership in the pledged shares,' making it a true sale and thus taxable to the executive, according to the technical paper, which is dated Feb. 6 and was published by Tax Analysts, a trade publication, on Friday."
February 2, 2008
Wesley Snipes Fights Taxman To a Draw; Action Star Found Guilty Only of Lesser Charges
The Washington Post
"'The few tax protesters like Kuglin who have been successful in court,' says Jon Almeras, editor of Tax Notes, a Falls Church-based tax analysis journal, 'have won on the criminal arguments, usually by asserting that they sincerely believed or that they were misled into thinking they didn't have to pay taxes, thereby nullifying an element of the crime. What they haven't won on are the tax arguments.'"
February 1, 2008
State Lost $643 Million in Corporate Tax Money
Wisconsin State Journal
"The figure comes from a publication called State Tax Notes , published Nov. 26, which contends that nationwide, states are missing out on $14.5 billion in corporate income tax revenue."
January 3, 2008
Bill on Tax Disclosure is Worthy
JS Online
"Research over the past two years has unearthed some discouraging facts. Corporations avoided $643 million in Wisconsin income taxes in 2006, according to a recent study in the tax journal State Tax Notes."
January 3, 2008
Law Amended to Shield Tax-Exempt Groups
The New York Times
"Lee Sheppard, a tax commentator for Tax Analysts, a trade publication, said, 'No one who is doing a Silo will get off.'"
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