Teaching Innovation Award Winners
2016
Should U.S. and Global Regulators Take a Bigger Tax Bite Out of Technology Companies? A Case on Apple's International Tax Minimization and Reporting Strategies
Mark A. Holtzblatt
John Geekie, Cleveland State University
Norbert Tschakert, Salem State University
2015
Sweetness and Spice: Tax Issues for Foodies
Susan Anderson, Elon University
Lynn Stallworth, Appalachian State University
2014
Creating and Executive Compensation Plan: A Corporate Tax Planning Case
Janell L. Blazovich (University of St. Thomas)
G. Ryan Huston (Arizona State University)
Janet M. Huston (Arizona State University
2013
Life's Two Certainties: An Estate and Gift Tax Consulting Case
G. Ryan Huston
Janet M. Huston, University of South Florida
2012
A Case Study for Teaching and Learning Corporate and Partnership Tax and Financial Accounting Planning and Compliance Concepts
Toby Stock
2011
Using Film, News Segments and Other Non-fiction Video Resources to Enhance Tax Course
Ross Bengel
2010
Income Taxes: Financial Reporting and Auditing; to access please go to:
http://sbmsa.business.uconn.edu/acct/ACCT_5583
John Phillips, University of Connecticut
username: UCONNFAS109; password: HUSKY
2009
Tax Court in the Classroom
Marguerite (Zite) Hutton, Western Washington University
2008
Service Learning in the Tax Curriculum
Raquel Meyer Alexander and Andi Witczak, University of Kansas
The Travels of a T-Shirt in the Global World of Taxation
Brigitte Muehlmann, Suffolk University
2007
How to put more strategy in your 'taxes and business strategy' course: A case-method approach
Mary Margaret Frank, University of Virginia
2006
Engaging Students in the Politics of Tax Policy: The Tax Equity Survey Project
Bryan C. Cloyd, Virginia Tech
Connie Weaver, Texas A&M
2005
Second Chance for Depreciation: A Case Study Analyzing Tax Planning Opportunities after Asset Disposition
Bill Duncan, Arizona State University
John Everett, Virginia Commonwealth Univ.
Sharon Lassar, Florida Atlantic University
Walfried Lassar, Florida International Univ.
2004
Improving Written Communication Skills of Tax Students (http://www2.gsu.edu/~accerl/)
Cleaveland, M. Catherine; and Larkins, Ernest R. "Web-Based Practice and Feedback Improve Tax Students' Written Communication Skills," Journal of Accounting Education, 22 (No. 3, 2004): 211-28.
Michael J. Calegari, Santa Clara University
2003
Active Learning through Tax Case Studies: Nine Cases for Principles of Taxation
Bryan Cloyd, University of Illinois
2002
Low Income Taxpayer Clinics
Susan Anderson
Chris Bauman
2001
Integrating Tax and Financial Accounting in the Tax Curriculum: The General Inertia Project and The Ford Motor Company Project
Edmund Outslay, Michigan State University
James E. Wheeler, University of Michigan
2000
Structuring a Tax Course to Develop Student Interaction and Analytical Skills: A Peer Review of Student Tax Memoranda
Marguerite (Zite) Hutton, Western Washington University
Individual Tax Planning: A Practical Project for an Advanced Class
Deborah Thomas, University of Arkansas
1999
Cases in corporate tax strategy: Seagram/Du Pont, WorldCom/MCI, and Quaker's Divestiture of Snapple
Merle Erickson, University of Chicago
Edward Maydew, University of Chicago
Shiing-wu Wang , University of Southern California
1998
Taking Your Students to the Movies
James E. Smith, College of William & Mary
Using Computer Simulations of Tax Research Tasks to Increase Students' Awareness of Information Search Bias
Bryan Cloyd, University of Illinois
Brian Spilker, Brigham Young University
1997
Integrating Tax History into the Introductory Tax Course
William D. Samson, University of Alabama
1996
1995
Using an Electronic Tutorial in Advanced Tax Accounting
James E. Parker, University of Missouri - Columbia
1994
A Project to Aid Students' Understanding of the Tax Law
Terry Crain, University of Oklahoma
Electronic Tax Research in the Introductory Undergraduate Tax Course
Will Yancey, Texas Christian University
ATA / Deloitte Teaching Innovation Award
Ray M. Sommerfeld Outstanding Tax Educator Award
(funded by the Ernst & Young Foundation)
2015: John Philips
2014: Lillian Mills, The University of Texas at Austin
List of all Outstanding Tax Educator Award Recipients
ATA / Deloitte Teaching Innovation Award
2016: Mark A. Holtzblatt, John Geekie, Cleveland State University, and Norbert Tschakert, Salem State University, "Should U.S. and Global Regulators Take a Bigger Tax Bite Out of Technology Companies? A Case on Apple's International Tax Minimization and Reporting Strategies"
2015: Susan Anderson, Elon University, and Lynn Stallworth, Appalachian State University
List of all Teaching Innovation Award Recipients
ATA / PricewaterhouseCoopers Outstanding Tax Dissertation Award
2015: Erin Henry "The Information Content of Tax Expense: A Discount Rate Explanation"
2014: Lisa De Simone, Stanford University, "Does a Common Set of Accounting Standards Affect Tax-Motivated Income Shifting for Multinational Firms?"
List of all Outstanding Tax Dissertation Award Recipients
ATA Tax Manuscript Award
2015: Ken Klassen and Stacie LaPlante "Are US Multinational Corporations Becoming More Aggressive Income Shifters?"
2014: Jennifer L. Brown (Arizona State University), "The Spread of Aggressive Corporate Tax Reporting: A Detailed Examination of the Corporate-Owned Life Insurance Shelter", The Accounting Review, volume 86, number 1, pp. 23-57 (2011).
JATA Outstanding Paper Award
2015: Sanjay Gupta, Lillian F. Mills, Erin M. Towry "The Effect of Mandatory Financial Statement Disclosures of Tax Uncertainty on Tax Reporting and Collections: The Case of FIN 48 and Multistate Tax Avoidance"
2014: Leslie Robinson (Dartmouth College) and Andrew P. Schmidt (North Carolina State University). "Firm and Investor Responses to Uncertain Tax Benefit Disclosure Requirements."
List of all JATA Outstanding Paper Award Recipients
JATA Conference Best Discussant Award
2015: C. Bryan Cloyd
2014: James Chyz (University of Tennessee) for the discussion of "Taxation and Executive Compensation: Evidence from Stock Options"
List of all JATA Conference Best Discussant Award Recipients
JLTR Outstanding Paper Award
2015: John Gamino "Taxing Nonrecourse Litigation Funding"
2014: Michelle Bertolini, (Nova Southeastern University) and Pamela Weaver (University of Hartford) "Mandatory Arbitration within Tax Treaties: A Need for a Coherent International Standard"
Marty Escoffier Hospitality Award (Learn more about this award)
2015: Diana Falsetta, Vice President, 2015 ATA Midyear Meeting Chair
2014: Charlene Henderson for outstanding work at the ATA Midyear Meeting
A Letter From Our President
Stacie Kelly
2024-2025
ATA Section President
Greetings ATA Members and welcome to the 2024/2025 academic year!
Thank you so much for providing me the opportunity to serve as your president this year. I am honored and extremely grateful for Jenny Brown’s (Past-President) help in navigating this important role. She provided outstanding leadership during the ATA’s 50th year and is absolutely wonderful!
Many members of the ATA, like Jenny, have been instrumental in my academic career over the past 25 years since I embarked on this adventure at the University of Washington as a PhD student. In addition to the excellent foundation I received at Washington, it was through various events provided by the ATA that I have met some truly remarkable people and enjoyed numerous rewarding opportunities.
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