Teaching Monograph 2001

In 2001, the American Taxation Association published the teaching monograph: Methods, Topics, and Issues in Tax Education: A Year 2001 Perspective, edited by Janet A. Meade. This monograph was funded by the Deloitte & Touche Foundation.

All files below are in pdf format.
Hardcopy editions of this monograph may be purchased on the American Accounting Association website's Marketplace.

Contents, Foreword, Preface, and List of Contributors

Part I: Tax Education Methods
Chapter 1: Applying Group and Team Learning Concepts in Tax Classes, John J. Masselli, Robert C. Ricketts, and Bobbie C. Martindale
Chapter 2: Active Learnng Exercises, Marguerite (Zite) Hutton
Chapter 3: Computer Presentations on a TV/VCR, Shirley Dennis-Escoffier
Chapter 4: Quick Tips to Enhance the Learning Process, Peggy A. Hite

Part II: Technological Applications
Chapter 5: An Introduction to the Tax Resources on the Web, Jerrold J. Stern
Chapter 6: Exchanging Information and Communicating with Students Using a University-Wide Intranet, Debra S. Callihan
Chapter 7: Interactive Tax Learning Using WebCT, Amy E. Dunbar
Chapter 8: Web-Based Information Management: Developing a 21st Century Career, Ronald R. Tidd

Part III: Distance Learning
Chapter 9: Teaching Tax Courses via Distance Learning, Richard L. Newmark
Chapter 10: Distance Education in the ATAX National Classroom: An Australian Case Study, Chris Evans and Paul Macmullen

Part IV: Microeconomic and Decision-Based Teaching Approaches
Chapter 11: Microeconomic Approach to Teaching Tax, Jerrold J. Stern
Chapter 12: Microeconomic and Decision-Based Tax Pedagogy: Canadian Applications, Alan Macnaughton and Daniel B. Thornton

Part V: Tax Curriculum Issues
Chapter 13: Designing Tax Curriculum for the Acquisition of Core Competencies, Richard A. Gore
Chapter 14: Revising the Tax Curriculum: Making the Transition from a Traditional Curriculum to the AICPA Model Tax Curriculum, Shirley Dennis-Escoffier and Karen A. Fortin
Chapter 15: A Checklist for Revising the Tax Curriculum, Deborah A. Thomas

Part VI: Lifelong Learning
Chapter 16: Teaching the Tax Professional, Gem Baltazar, Kimo E. Hemmes, and Michael L. Roberts

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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