American Taxation Association

ATA Operations Manual

 

Operations Manual for ATA Officers, Trustees, and Committees

The links below are to the latest revision (2005) 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.

Title page
1.  ATA Governance and Operating Procedures
By-Laws 1-1
Policies and Public Statements 1-8
Statement I - Tax Policy Commenting Procedures 1-15
Statement II - Statement on Tax Education 1-16
President 1-17
President-Elect 1-20
Vice President 1-23
Vice President-Elect 1-26
Secretary 1-28
Treasurer 1-30
Trustees 1-32
Committee Chairperson 1-33
2.  ATA Committees
ATA/Deloitte Teaching Innovation Awards 2-1
ATA/PwC Doctoral Dissertation Award 2-1
ATA Tax Manuscript Award 2-1
Accreditation and Curriculum Issues 2-2
Annual Meeting Program 2-2
Awards 2-2
Computer Resources 2-3
Concerns of New Tax Faculty 2-3
External Relations 2-4
Graduate Tax Education 2-4
JATA Conference 2-4
Membership 2-5
Mid-Year Meeting Program 2-5
Nominations 2-6
Publications 2-6
Regional Programs 2-6
Research Resources and Methodologies 2-7
Tax Policy Research Oversight 2-7
Teaching Resources 2-9
3.  ATA Awards
ATA/Deloitte Teaching Innovation 3-1
ATA/PricewaterhouseCoopers Tax Dissertation 3-3
ATA Tax Manuscript 3-6
ATA Outstanding Service 3-10
Ray M. Sommerfeld Outstanding Tax Educator ( Ernst & Young Foundation) 3-11
4.  Handbook of the Publications Committee - revised August 2006
Publication Committee Policies 4-1
Appendix A - JATA Policy Statement 4-10
Appendix B - ATA Newsletter Policy Statement 4-12
Attachment B-1 - Checklist for ATA Newsletter by Issues 4-15
Attachment B-2 - ATA Newsletter Advertising Information 4-19
Appendix C - ATA Home Page Policy Statement 4-20
Attachment C-1 - ATA Home Page Advertising & Info 4-23
Appendix D - Editorial Policy and Style Information for JATA 4-24
5.  Minutes of Past Board of Trustees Meetings and Business Meetings
1995 Minutes of the Midyear Meeting of Trustees (2/24/95) 5-1
1995 Minutes of the Annual Meeting of Trustees (8/13/95) 5-4
1995 Minutes of the Business Meeting (8/14/95) 5-8
1996 Minutes of the Midyear Meeting of Trustees (2/23/96) 5-12
1996 Minutes of the Annual Meeting of Trustees (8/14/96) 5-15
1996 Minutes of the Business Meeting (8/15/96) 5-20
1997 Minutes of the Midyear Meeting of Trustees (2/28/97) 5-23
1997 Minutes of the Annual Meeting of Trustees (8/17/97) 5-26
1997 Minutes of the Business Meeting (8/18/97) 5-29
1998 Minutes of the Midyear Meeting of Trustees (2/13/98) 5-32
1998 Minutes of the Annual Meeting of Trustees (8/16/98) 5-36
1998 Minutes of the Business Meeting (8/17/98) 5-38
1999 Minutes of the Midyear Meeting of Trustees (2/19/99) 5-41
1999 Minutes of the Annual Meeting of Trustees (8/15/99) 5-46
1999 Minutes of the Business Meeting (8/16/99) 5-51
2000 Minutes of the Midyear Meeting of Trustees (2/25/00) 5-54
2000 Minutes of the Annual Meeting of Trustees (8/13/00) 5-59
2000 Minutes of the Business Meeting (8/14/00) 5-63
2001 Minutes of the Midyear Meeting of Trustees (2/15/01) 5-67
2002 Minutes of the Midyear Meeting of Trustees (8/14/01) 5-94
2002 Minutes of the Annual Meeting of Trustees (8/15/02) 5-98
2003 Minutes of the Midyear Meeting of Trustees (2/28/03) 5-102
2003 Minutes of the Business Meeting (3/1/03) 5-103
2004 Minutes of the Midyear Meeting of Trustees (2/28/04) 5-103
2004 Minutes of the Business Meeting (3/1/04) 5-107
2003 Minutes of the Midyear Meeting of Trustees (8/3/03) 5-108
2003 Minutes of the Business Meeting (8/4/03) 5-112
2004 Minutes of the Midyear Meeting of Trustees (2/27/04) 5-117
2004 Minutes of the Midyear Meeting of Trustees (8/08/04) 5-121
2004 Minutes of the Business Meeting (8/09/04) 5-127
   
   
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