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;
1. By-Laws
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
To ATA Members and Visitors,
The American Taxation Association (ATA) is home to a broad group of members with interests in tax research, policy, practice, and education. We are in a time of transition that includes the ongoing pandemic; both AAA’s and ATA’s Diversity, Equity, and Inclusion initiatives; and the CPA Evolution. I thank our members Kirsten Cook, Diana Falsetta, and Annette Nellen for their service in these endeavors. I also thank Tim Rupert for his service as AAA Director focusing on Segments.
Our last mid-year meeting was virtual and could not have happened without our excellent ATA leadership. Thank you to Jeri Seidman, Mollie Adams, Bridget Stromberg, and their respective committees for their flexibility and tenacity in organizing their portions of the conference...
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Anna Catherine Fowler
In Memoriam,
Anna Catherine Fowler received her BS in accounting from the University of Alabama, after which she practiced for several years as a CPA. After moving to Texas with her husband Jim, she earned her MBA and PhD from the University of Texas at Austin.
She joined the faculty of the business school of the University of Texas in 1977 as the first female tenure track professor hired by the accounting department. She remained at UT until she retired in 2004 as the John Arch White Emeritus Professor in Business.
During Anna’s distinguished academic career, her research and teaching interests focused on estate and gift taxation. She was an active member of the AICPA’s Tax Division and the American Taxation Association, for which she served as 1993-94 president.
In 2002, Anna received the American Taxation Association’s highest honor, the Ray M. Sommerfeld Outstanding Tax Educator Award. She also received the Texas Society of CPA’s Outstanding Educator Award.
Anna and Jim made the most of their retirement years, delighting in travel all over the world. They finally settled in a retirement community in Chapel Hill, North Carolina. Even after Jim’s death in 2019, Anna continued to travel with friends, root for her beloved Alabama football team, and live her life to the fullest. She passed away peacefully on October 19, 2021.
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