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National Tax Journal

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State and Local Finances Under Pressure.(Book Review)
State and Local Finances under Pressure. Edited by DAVID L. SJOQUIST. Northampton, MA: Edward Elgar Publishing, Inc., 2003, pp. 340. Although the recession has officially ended, you would never . . .

Pension plan choice in the pubic sector: the case of Michigan state employees.(Forum on Pensions)
INTRODUCTION Public sector pension plans are a large, influential segment of the pension market. Pension plans for state and local employees in the U.S. include almost 13 million workers, pay . . .

Cash balance plans: what do they mean for retirement security?(Forum on Pensions)
INTRODUCTION The conversion of traditional defined benefit plans to cash balance plans and the rules governing these conversions are among the most controversial aspects of pension policy today. . . .

Company stock in pension funds.(Forum on Pensions)
INTRODUCTION "If I had not been so loyal to the company and left all of my 401(k) in Enron stock, if I'd diversified, then I would be in a lot better shape than I am now." --Enron retiree As . . .

Plan design and 401(k) savings outcomes.(Forum on Pensions)
INTRODUCTION Over the last 20 years, defined contribution pension plans have gradually replaced defined benefit pension plans as the primary privately-sponsored vehicle to provide retirement . . .

The institutions of federalism: toward an analytical framework.
INTRODUCTION: THE INSTITUTIONS OF FEDERALISM Ideally, the fiscal policies of state and local governments, and of subnational governments in countries throughout the world, should enable them to . . .

Morris Beck Paper.
Morris Beck, who died in 1983, was a distinguished professor of economics at Rutgers University and a long-time member of the National Tax Association. At his death, he left a fund to encourage . . .

Taxation and risk-taking with multiple tax rates.
INTRODUCTION Since Domar and Musgrave (1944) and subsequent literature, it has been known that taxpayers can make portfolio adjustments that effectively eliminate the portion of an income tax . . .

Audit selection and firm compliance with a broad-based sales tax.
INTRODUCTION The retail sales tax is a major revenue instrument of most state and local governments in the United States, accounting for roughly one-third of state and local own-source revenues . . .

An empirical examination of the impact of college financial aid on family savings.
INTRODUCTION Most colleges and universities in the United States adjust the prices they charge some of their students based on their ability to pay. Middle and lower income families are often . . .

Are all lotteries regressive? Evidence from the Powerball.
INTRODUCTION Currently in the United States 38 states either run their own lottery or participate in multi-state lottery consortiums. Lottery revenues amounted to $12 billion in 1998, and have . . .

Interstate competition and state lottery revenues.
INTRODUCTION Since 1964, 38 states and the District of Columbia have enacted lotteries. In many states lotteries were enacted with high approval ratings in statewide referenda, averaging better . . .

Note from the editors.
The papers in this issue's forum address recent issues and developments with public and private pensions. We are exceedingly grateful to Leslie Papke for her assistance in organizing the forum. . . .

Institutions, tax structure and state-local fiscal stress.(Forum: State and Local Fiscal Crisis)
INTRODUCTION In fiscal year 1999, state and local governments in the U.S. ran a current surplus of 32 billion dollars. By the first quarter of 2002 (2002 Q1), the sector had fallen into a deficit . . .

State revenue cyclicality.(Forum: State and Local Fiscal Crisis)
INTRODUCTION The recent fiscal crisis in state budgeting is, in part, related to the downturn in economic activity that has affected most states in the last several years. First, here is a brief . . .

The 2002 downturn in state revenues: a comparative review and analysis.(Forum: State and Local Fiscal Crisis)
INTRODUCTION Is the state budget crisis that had its origins in the economic expansion of the late 1990s and the recession that began in 2001 sui generis or simply a variant of recent state . . .

Do foreign multinationals' tax incentives influence their U.S. income reporting and debt policy?
Foreign multinationals have significantly expanded their operations in the United States. Despite their strong presence, the tax-reporting behavior of foreign-controlled corporations (FCCs) is not . . .

Charitable giving and charitable gambling: an empirical investigation.
Recent decades have witnessed a rapid increase in charitable gaming. Some have suggested that this means that conventional donations to charity will fall. Until now, no one has examined empirically . . .

Macroeconomic implications of the earned income tax credit.
The effectiveness of fiscal policy is typically assessed along two dimensions. One is the degree of macroeconomic stimulus associated with a particular plan to raise or lower taxes or spending, and . . .

Errors-in-variables and estimated income and price elasticities of charitable giving.
Many important tax policy debates hinge on how responsive individuals are to taxes. For example, the efficacy of the U.S. federal income tax deduction for charitable contributions depends, at least . . .

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