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.  By-Laws

 

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

Greetings!

I hope the new academic year is going well for all of you.

Over the summer, one of the first tasks as President is to assemble committees. Without hesitation, everyone accepted the invitation to participate and serve on one or more committees. I extend a heartfelt “Thank you!” to all of you. The ATA is truly an amazing group of individuals, who continually support each other to disseminate tax knowledge.

Many of us enjoyed reuniting at the AAA annual meeting in San Francisco. Special thanks to Kirsten Cook and his committee for organizing an excellent group of ATA sessions, as well as...

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ATA Memorial Fund

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ATA News

John Doyle Phillips, Jr.
August 7, 1958 - May 15, 2020

It is with great sadness that we share the news that John Phillips passed away on Friday, May 15, 2020. John received his BS and MPA from The University of Texas at Austin, and his PhD from The University of Iowa. He spent his entire career as a faculty member at the University of Connecticut, from 1999 until his early retirement in 2016.

John was a gifted researcher, teacher, and mentor. He was a recipient of the American Taxation Association/PricewaterhouseCoopers Outstanding Dissertation Award, the American Taxation Association (ATA)/Deloitte Innovation in Teaching Award, and served as the editor of The Journal of American Taxation Association. In 2015, he received the ATA’s Ray Sommerfeld Outstanding Tax Educator Award and directed the funds to help establish an endowment for the accounting PhD program at UConn. 

Please hold Amy Dunbar, and the rest of John’s family, in your thoughts. 

To read the John's obituary please CLICK HERE.

Amy has asked that in lieu of flowers you consider a donation to the John D. Phillips Doctoral Award https://uconn.networkforgood.com/causes/7792-the-john-d-phillips-doctoral-student-award.