Operations Manual for ATA Officers, Trustees, and Committees

The links below are to the latest revision (2007, except where noted) of the initial 'Board Book' produced in 1993-94 by John Everett and Shirley Dennis-Escoffier. As Anna Fowler stated in the preface of the original document, "The purpose of this book is to provide information to the officers and trustees about the responsibilities of their positions and to give some history about the ATA and its activities and awards." This manual is intended to reduce the confusion that sometimes arises in a professional organization that meets only twice a year.

Because this is a dynamic organization and changes will always occur the decision was made not to produce a bound version of this handbook. This will allow for the timely update of any changes that are made to the handbook.


Table of Contents

Note:  All documents are PDF files
Parts I revised August 2017, Parts II and III posted March 5, 2007; Part IV revised August 2017; 

Title page

1.  ATA Governance and Operating Procedures

By-Laws

Policies and Public Statements

Statement I - Tax Policy Commenting Procedures

Statement II - Statement on Tax Education

President

President-Elect

Vice President

Vice President-Elect

Secretary

Treasurer

Trustees

Committee Chairperson

 

2.  ATA Committees

ATA/Deloitte Teaching Innovation Awards

ATA/PwC Doctoral Dissertation Award

ATA Tax Manuscript Award

Accreditation and Curriculum Issues

Annual Meeting Program

Awards

Computer Resources

Concerns of New Tax Faculty

External Relations

Graduate Tax Education

JATA Conference

Membership

Mid-Year Meeting Program

Nominations

Publications

Regional Programs

Research Resources and Methodologies

Tax Policy Research Oversight

Teaching Resources

 

3.  ATA Awards

ATA/Deloitte Teaching Innovation

ATA/PricewaterhouseCoopers Tax Dissertation

ATA Tax Manuscript

ATA Outstanding Service

Ray M. Sommerfeld Outstanding Tax Educator ( Ernst & Young Foundation)

 

4.  Handbook of the Publications Committee

Publication Committee Policies

Appendix A - JATA Policy Statement

Appendix B - ATA Newsletter Policy Statement

Attachment B-1 - Checklist for ATA Newsletter by Issues

Attachment B-2 - ATA Newsletter Advertising Information

Appendix C - ATA Website Policy Statement

Attachment C-1 - ATA Website Advertising & Info

Appendix D - Editorial Policy and Style Information for JATA


Letter from the President

Benjamin C. Ayers

Greetings!

The ATA continues to be successful largely because of its volunteers.  Many thanks to all of you who have given to this organization in the past and who have agreed to serve again this year.

The annual meeting marks the start of a new year and an opportunity to present our research and connect with long-time friends.  I want to thank Amy Hageman and her committee for developing a great set of ATA sessions at the 2018 Annual Meeting in San Diego.  The annual meeting also gave us the opportunity to celebrate our members’ achievements in research, teaching and service.  The following ATA members were recognized at the ATA lunch at the Annual Meeting:

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