SOI advisory panel meets

SOI advisory panel meets

The Fall SOI Advisory Panel Meeting was held on November 5 at The Urban Institute. Nearly 90 people attended from SOI, RAS (Research, Analysis, and Statistics), other IRS Divisions, The Brookings Institution, Bureau of the Census, Bureau of Economic Analysis, California Franchise Tax Board, Carleton College, Carnegie Mellon University, the Congressional Budget Office, Ernst and Young, Federal Reserve Board, Georgetown University, Georgia State University, the Heritage Foundation, IBM Business Consulting, Investment Company Institute, the Joint Committee on Taxation, Massachusetts Institute of Technology, Multi-State Tax Commission, National Agricultural Statistics Service, National Bureau of Economic Research, the Office of Tax Analysis, PricewaterhouseCoopers, University of Michigan, and the Urban Institute. SOI Director Tom Petska opened the all-day meeting by welcoming all participants and attendees and giving an overview of the day’s events. Two sessions followed the opening remarks.

The first session, “Branch Updates: What’s New in SOI,” included reports from all four SOI Division Branch Chiefs–Doug Shearer, Corporation Statistics Branch; Janet McCubbin, Special Studies Branch; Dave Paris, Individual Statistics Branch; and Mike Leszcz, Statistical Computing Branch–on significant accomplishments, process improvements, and new products or projects.

The second session, “Improving the Quality of Economic Statistics,” included presentations from Joel Slemrod, University of Michigan (“Needs for Data Improvement from a Research and Public Policy Point of View: A Report on the Progress of the American Economic Association Committee on Economic Statistics”) and Nick Greenia, SOI Division (“Tax Data for Statistical Use: At a Crossroads”).

The first afternoon session, “Quality Assessment of Administrative Records Data,” included three papers, which were originally presented at the Joint Statistical Meetings in Toronto in August 2004–Melissa Ludlum, Special Studies Branch (“Data Interpretation Across Sources: A Study of Statistics on Private Foundations Collected from Multiple Databases”); Martin David, The Urban Institute (“Statistics on Nonprofit Organizations: Fulfilling the Public Right To Evaluate Their Performance?”); and Kimberly Henry, Statistical Computing Branch (“Modeling the Effect of Editor Judgments in SOI’s Form 1120 Sample”).

In the final session of the day, “SOI Workgroup Progress,” SOI Staff presented progress reports on two of the five SOi/Panel workgroups as follows: Barry Johnson, Special Studies Branch, and Lucy Altounian, Corporation Statistics Branch (“Web Modernization Team: Where We Are and Where We’re Going”) and Kathy Green, SOI Director’s Office, (“Expanding Our Reach–A Report from the Training Subgroup”). A general discussion followed each session. After a brief wrap-up session with the Panel members at the end of the day, the meeting was adjourned. The SOI Advisory Panel plans to hold its next meeting at The Brookings Institution in April 2005.

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