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National Tax Journal

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The foreign source income repatriation patterns of US parents in worldwide loss.
INTRODUCTION On average 40 percent of US corporations with foreign source income are not taxable because they are in loss, and annually these loss firms are responsible for about 13 percent of . . .

What can we learn about uncertain tax benefits from FIN 48?
INTRODUCTION What are public corporations recording and disclosing about their tax expense during 2006 in advance of the effective date of Financial Interpretation No. 48's Accounting for . . .

Why do firms offer risky defined-benefit pension plans?
INTRODUCTION In the aggregate, private defined-benefit (DB) pension plans in the United States are underfunded by a considerable margin. The Pension Benefit Guaranty Corporation (PBGC), the . . .

What is the effective Social Security tax on additional years of work?
INTRODUCTION In the U.S., Social Security system retirement benefits are based on the average of the highest 35 years of earnings during an individual's working life. This . . .

Turning workers into savers? Incentives, liquidity, and choice in 401(k) plan design.
INTRODUCTION Company-sponsored defined contribution (DC) plans are now at the heart of the US private-sector retirement system, with nearly 60 million private sector employees holding $2 trillion . . .

Health Savings Accounts: will they impact markets?
INTRODUCTION In the over 30 years since the passage of the Employee Retirement Income Security Act of 1974 (ERISA), retiree income security risk burdens have shifted steadily from employers to . . .

The president's proposed standard deduction for health insurance: evaluation and recommendations.
INTRODUCTION President Bush's FY 2008 budget proposed major changes in tax incentives for health insurance and health care. His plan would eliminate most current tax exclusions and deductions for . . .

The economic effects of the president's proposal for a standard deduction for health insurance.
INTRODUCTION Health care costs continue to rise rapidly in the United States. The growth in health care costs has been exceeding GDP growth by two percentage points annually since 1940. In 1960, . . .

Can America afford to get sick?(health care spending)
INTRODUCTION Eighteen years ago, Henry Aaron, Barry Bosworth, and Gary Burtless posed the question, "Can America afford to grow old?" That study was seminal because the long-term budget . . .

The AMT: what's wrong and how to fix it.(alternative minimum tax)
INTRODUCTION The original minimum tax was an add--on tax intended to ensure that high-income people paid at least some tax. It has morphed and mutated into what is now the individual alternative . . .

Estate planning under the Bush tax cuts.
SUMMARY OF TRANSFER TAX CHANGES MADE BY EGTRRA EGTRRA phases out and temporarily repeals the estate and GST tax (but not the gift tax) by reducing rates, increasing the amount of unified credit . . .

Individual income taxes after 2010: post-permanence-ism.
INTRODUCTION Tax policy changes during the last six years have been significant. A dozen tax bills with gross revenue changes in excess of $1 billion have been enacted into law and the total . . .

State education spending: current pressures and future trends.
INTRODUCTION Since the 1983 report A Nation at Risk, states have increased their focus on almost all aspects of education. For example, states on their own or in response to federal mandates . . .

Public pension plans: myths and realities for state budgets.
INTRODUCTION Public employee pension issues are high on the policy agenda in many states. There are, of course, traditional funding problems. But there are newer issues as well, such as attempts . . .

Medicaid expenditures and state budgets: past, present, and future.
INTRODUCTION Medicaid is one of several major components of the nation's health care system. It has grown dramatically over time and now provides health benefits for approximately 52 million . . .

Marginal tax rates facing low- and moderate-income workers who participate in means-tested transfer programs.
"The possible work disincentives and other efficiencies created by the existence of multiple transfer programs is one of the most important, and one of the oldest, issues in the economics . . .

Simulating the dynamic macroeconomic and microeconomic effects of the FairTax.
INTRODUCTION This paper uses a life-cycle general equilibrium model developed in Fehr, Halder, Jokisch, and Kotlikoff (2003), Fehr, Jokisch, and Kotlikoff (2004a, 2004b, 2005a, 2005b) and Jokisch . . .

Earned income tax credits and labor supply: new evidence from a British natural experiment.
INTRODUCTION During recent years, earned income tax credits (EITCs) have been introduced or expanded in many developed nations. EITCs generally have three goals: to boost labor supply, "make work . . .

Growth, taxes, and government expenditures: growth hills for U.S. states.
INTRODUCTION Do taxes and government expenditures enhance or impede economic growth? This question lies at the heart of public finance and taxation policy, both at the national and sub-national . . .

Using bilateral advance pricing agreements to resolve tax transfer pricing disputes.
INTRODUCTION Income earned by a multinational enterprise can be subject to double taxation if multiple tax authorities assert the right to tax the income. In particular, double taxation arises to . . .

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