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;
ATA/Deloitte Teaching Innovation Awards
ATA/PwC Doctoral Dissertation Award
ATA Tax Manuscript Award
Accreditation and Curriculum Issues
Annual Meeting Program
Concerns of New Tax Faculty
Graduate Tax Education
Mid-Year Meeting Program
Research Resources and Methodologies
Tax Policy Research Oversight
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
Dear ATA Members and Colleagues,
The American Taxation Association (ATA) is home to a broad group of members with interests in tax research, policy, practice, and education. We are transitioning out of the pandemic and reconnecting in person with our colleagues. We are also focusing on expanding our outreach. Most notably, we should be proud that the ATA is a leader within the AAA by being the first section to establish a Diversity, Equity, and Inclusion (DEI) Committee to reach out to underrepresented minorities and PhD students, and encourage their attendance and participation at our conferences and association. I especially thank members Kirsten Cook and Erin Towery for their service in setting up the ATA DEI Committee. I also thank Shirley Dennis-Escoffier for her continued financial support through the Marty Escoffier Memorial Fund to support doctoral students broadly and, now, backing DEI initiatives as well through the fund. We are especially grateful to Shirley for her steadfast support as we expand our ability to ensure a bright and inclusive future for all our members.
The 36th Annual American Taxation Association (ATA) Midyear Meeting
Information about our 2024 Midyear Meeting will be posted here soon!
ATA Memorial Fund
The ATA created this fund to provide a vehicle for ATA members to contribute in memory of deceased ATA members and friends.
Tax Career Center
Visit the AAA Career Center to Explore Opportunities in Tax Positions
From Analytics to Auditing, or Corporate Tax to Tax Law, there are great career opportunities awaiting you in Tax related fields.
Learn More at the