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National Tax Journal

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Are property tax limitations more binding over time?
INTRODUCTION In July 1991, Illinois enacted a limit on the growth rate of property tax revenues for some, but not all, local jurisdictions in the Chicago metropolitan area. The "tax cap," as it . . .

Participation and compliance with the earned income tax credit.
INTRODUCTION As the nation's largest cash transfer program for low and moderate income families, the U.S. Earned Income Tax Credit (EITC) delivers over $38 billion annually to nearly 22 million . . .

The estate tax and charitable bequests: elasticity estimates using probate records.
INTRODUCTION The federal estate tax allows a deduction for every dollar bequeathed to charitable organizations. By effectively lowering the relative price of charitable bequests, the deduction . . .

How should a subnational corporate income tax on multistate businesses be structured?(Forum: state corporate income taxes)
INTRODUCTION Declining corporate income taxes as a share of total state tax revenues since the late 1980s, combined with a perception on the part of some that tax planning is growing rapidly and . . .

The disappearing state corporate income tax.(Forum: state corporate income taxes)
INTRODUCTION The corporate income tax has been an important source of federal tax revenue since it was created in 1909, but has been less important to states and even less important to local . . .

On the determinants of subnational tax progressivity in the U.S.
Differences across states in tax progressivity are substantial and have important effects on the equity of state and local finance. This paper presents an empirical model to explain these . . .

A new approach to taxing financial intermediation services under a value-added tax.(European Union)
Integrating the financial sector into the invoice-credit mechanism of a value-added tax (VAT) is the remaining major outstanding issue in VAT design. The crux of the problem is that many financial . . .

Multiple modes of tax evasion: theory and evidence.
Many theoretical and empirical studies examine the determinants of tax compliance; however, these models typically assume a single mode of tax evasion, such as underreporting income. In reality, . . .

Retirement effects of proposals by the president's Commission to Strengthen Social Security.
The President's Commission to Strengthen Social Security has proposed a number of changes in Social Security, each of them introducing personal accounts funded from a portion of payroll . . .

The Supplemental Security Income program and incentives to claim social security retirement early.
Participants of one government program often participate in others as well. The collective impact of program rules can differ from the intended impact of any one program when their design is . . .

Valuing assets in retirement saving accounts.
INTRODUCTION The rising importance of assets in tax-deferred accounts has changed the way U.S. households prepare for retirement. Assets in Individual Retirement Accounts and 401(k) plans, which . . .

Top wealth shares in the United States, 1916-2000: evidence from estate tax returns.
INTRODUCTION The pattern of wealth and income inequality during the process of development of modern economies has attracted enormous attention since Kuznets (1955) formulated his famous inverted . . .

Estate and gift tax incentives and inter vivos giving.
INTRODUCTION Policy makers and the American public have strongly supported elimination of the estate and gift taxes, or "death taxes" as they have been termed by some. A recent CBS News/New York . . .

The alternative minimum tax and effective marginal tax rates.
INTRODUCTION The Alternative Minimum Tax (AMT) is a provision of the U.S. income tax code that traces its history to the Tax Reform Act of 1969. That tax legislation included a minimum tax, which . . .

Employee stock purchase plans.
INTRODUCTION There has been great interest recently in the use of stock-based compensation in American companies. Although there is an older literature on employee stock ownership plans (ESOPs) . . .

Who benefits from the education saving incentives? Income, educational expectations and the value of the 529 and Coverdell.(Cove
INTRODUCTION In the past few years, a new breed of tax-advantaged savings vehicle has emerged. The federal Coverdell Education Savings Account (ESA) allows annual, after-tax deposits of up to . . .

Introduction.
The United States' personal saving rate as measured in the national income and product accounts has declined for nearly two decades, and it is currently near historic lows. During the same . . .

Note from the editor.
The National Tax Association is pleased to publish this supplemental special issue of the National Tax Journal. The six papers in this special issue are revised versions of papers presented at . . .

Richard Musgrave Prize: for outstanding paper published in the National Tax Journal.
Since 1999 the Richard Musgrave Prize has been presented each year to the author or authors of the most outstanding paper published in the National Tax Journal. With this award, the National Tax . . .

Taxation in a Global Economy.(Book Review)
Taxation in a Global Economy. By ANDREAS HAUFLER. Cambridge, MA: Cambridge University Press, 2001, pp. 340. This book discusses tax competition between countries, a topic of considerable . . .

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