VITA

Matthew N. Murray

 


CURRENT POSITIONS:

Director, Howard H. Baker Jr. Center for Public Policy

Associate Director, Boyd Center for Business and Economic Research
Professor of Economics and Ball Corporation Professor of Business

Director, Public Administration Major in Economics
Interdisciplinary Partner, Center for Educational Leadership, College of Education

MPPA Faculty Member, Department of Political Science

 

CONTACT INFORMATION:

Boyd Center for Business & Economic Research

717 Stokely Management Center

Knoxville, TN 37996-0570
Phone: (865) 974-6084
Fax: (865) 974-3100

 

Howard H. Baker Jr. Center for Public Policy

Knoxville, TN 37995-3340

Phone: (865) 974-6084

Fax: (865) 974-8777

 

EDUCATION:

Ph.D., 1986, Syracuse University
M.A., 1985, Syracuse University
B.A., 1982, University of Northern Iowa

Dissertation:  "A Theoretical and Empirical Analysis of Income Tax Evasion and Tax Avoidance"

FIELDS OF SPECIALIZATION:

Public Finance and Public Policy
Education and Labor
Applied Microeconomics

AWARDS:

Bank of America Leadership Award, 2009.

University of Tennessee Institute for Public Service Faculty Excellence Award, 2008.

Referee of the Year Award, National Tax Journal, 2006.

William B. Stokely Scholar, College of Business Administration, The University of Tennessee, 1995-1997.

Jeanne Mattersdorf Award of the National Tax Association, 1985.

 

RECENT ADMINSTRATIVE, PROFESSIONAL AND COMMUNITY SERVICE:

 

Member, TnScore SCORE Prize Committee (2013-current)

Member, Family Impact Seminars Expert Advisory Committee, UT Extension Service (2013)

Advisory Committee Member, Tennessee Advanced Energy Business Council (2012-current)

Member, University Honorary Degree Nominating Committee (2012/13)

Chair, Department Head Search Committee, Accounting and Information Management (2012)

President, National Tax Association (2011/12)

Member, College of Business Dean Search Committee (2011/12, 2012/13)

Member, University of Tennessee Presidential Search Committee (2010)

Vice President, National Tax Association (2010/2011)

Member, College of Business Promotion and Tenure Committee (2009/10)

Member, Baker Center Director Search Committee (2009/10)

Member, Baker Center Deans and Faculty Review Group (2009)

President and co-founder, Blount County Education Initiative (2009)

Member, Provost’s Task Force on Program Review, Reallocation and Reduction (2008-09)

Member, Faculty Senate Ad Hoc Legislative Task Force (2009)

Chair, Joint Operating Committee, Blount Partnership (2009-current)

Review Committee, Tennessee Legislative Internship Program (2007-current)

Board Member, East Tennessee Quality Growth Initiative (2007-2012)

Program Co-chair, Annual Conference of the National Tax Association (2008)

Chair, Graduate Council Task Force on Program Closures (2008)

Member, Assistantship Task Force of the Graduate School (2007-2008)

Director, Undergraduate Program in Public Administration (2007-current)

Member, Program Committee, National Tax Association (2007)

Director of Graduate Studies, Economics Department (2002-2007)

Member, University Graduate Council (2003-current)

Chair, University Graduate Council (2006-2008)

Member, Vice Chancellor for Research Search Committee (2007)

Chair, Fiscal Integrity/Long Range Planning Committee, UT Athletics Board (2006-07)

Member, UT Athletics Board (2005-07)

Member, Vice Provost Search Committee (2006)

Member, Director of Graduate and International Admissions Search Committee (2006)

Member, Graduate Studies Thesis Consultant Search Committee (2006)

Chair, Economic Development Board of Blount County (2006-2010)

Member, Blount County Chamber of Commerce Board of Directors (2006-current)

Chair, College of Business Graduate Policies Committee (2005-2006)

Chair, Academic Policy Committee of the Graduate Council (2005-2006)

Chair, Appeals Committee of the Graduate Council (2005-2006)

Member, Program Committee, National Tax Association (2005)
Former member, National Tax Association Board of Directors

Head, Economics Department (1997-2002)

 

TEACHING EXPERIENCE:

Professor, Department of Economics, The University of Tennessee, 1999-present:  Honors Seminar: Taxation of Electronic Commerce; Principles of Economics; Public Finance-Taxation; Intermediate Microeconomics; Graduate Public Expenditure Analysis; Labor Economics; Freshman Seminar on Educational Outcomes and Public Policy.

Associate Professor, Department of Economics, The University of Tennessee, 1993-1999:  Public Finance-Taxation; Principles of Economics; Health Care Economics; Graduate Seminar in Public Policy; University Honors (Whittle Scholars)-Introduction to Public Policy; Honors Economics.

Assistant Professor, Department of Economics, The University of Tennessee, 1986-1992:  Taxation (graduate); Public Finance-Expenditures; Public Finance-Taxation; Public Finance-Expenditures and Taxation; Labor Economics; Public Expenditures (graduate), Managerial Economics (MBA).

Instructor, Syracuse University, 1983-1984:  Intermediate Microeconomics and Principles of Macroeconomics.

Teaching Assistant, Syracuse University, 1982-1983:  Principles of Macroeconomics and Principles of Microeconomics.

STUDENT SUPERVISION

Dissertations Directed:

Jui-Chi Shen, Paula Dowell, Brian Hill, Laura Ullrich, Amata Diabate, Apichart Daloonpate

Bryan Shone, Maria Sarigiannidou, Todd Yarbrough, Justin Roush

 

Dissertation Committee Membership:

Albert Wijeweera, Donna Bueckman, Don Schunk, Michael Kelsay, Russell Dabbs, Kelly Edmiston, Patrick Poppert, Tom Sadler, Tom Yoder, Pete Maynard, Zhao Dong,

Jill Caviglia, Matt Metzgar, Karie Barbour, Yuki Takatsuka, Sanela Porca, Lydia Zhang,

John Deskins, Tami Gurley, Jill Phillips, Julie Marshall, Panos Kasterides, Zach Richards, Martin Tackie, Sherry Liu, Ali Al-Nadi, Kihyun Park, Ryan Otto (higher education management), Evren Aitker-Hus, Sarah Young (political science), Huarui Chen, Ahiteme Houndonougbo, Xiaowen Liu, Justin Roush, Dennis Peng, Michael Craig, Shannon Williams (political science), Shreekar Pradhan

 

Masters’ Theses:

George Raphael (committee member), Jonathan McKernan (chair), Edward Taylor (chair), Brandon Harrison (chair)

 

Undergraduate Supervision:

Ryan Russell, College Scholars; Jerome Smith, Ronald McNair Program; Janet Rodriguez, Ronald McNair Program; Kate Whitehead, University Honors Program; Elizabeth Tiller, Haslam Scholars Program; Will Jolly, Global Leadership Scholars Program; Emily Gettelfinger, Chancellor’s Honors; Kristin Ballenger, College Scholars (committee member); Abigail McKamey, College Scholars (committee member)

 

RECENT EXECUTIVE EDUCATION AND LEADERSHIP INSTRUCTION:

Tennessee Government Management Institute

Tennessee Government Executive Institute

Tennessee Local Government Leadership Program

Leadership Knoxville

Leadership Blount County

Leadership Roane County

 

INTERNATIONAL EXPERIENCE:

Public Finance Specialist:  Tax Policy and Tax Administration in Poland, 1993.  USAID sponsored mission to Poland to evaluate policy and administrative needs of the Ministry of Finance and local governments.

Public Finance Specialist:  Volunteer Association Development, Romania and Bulgaria, March 1992.  USIA Project, funded through the Alliance of Universities for Democracy.  Economic and political basis for volunteer associations; role of the public sector in a market economy; and managerial organization and development.

Public Finance Specialist:  Income Tax Noncompliance in Egypt, 1990-1991.  USAID Project, funded through KPMG Peat Marwick.  Tax compliance and tax reform in Egypt.

Public Finance Specialist:  Jamaica Payroll Tax Project, March 1990.  Project funded by USAID through Georgia State University.  Short-term technical assistance relating to sample design and data collection, March 1990.

Research Assistant:  Metropolitan Studies Program, Syracuse University, 1984-1986.  Jamaican Tax Structure Examination project, funded by USAID and the Government of Jamaica.  The structure and reform of the Jamaican personal income tax and payroll tax programs, with special reference to tax compliance.

PUBLICATIONS:

“State Tax Policy and Entrepreneurship” (with Donald Bruce and Xiaowen Liu).  National Tax Journal 68 (2015): 803-837.

“The Challenge of Operating and Maintaining Infrastructure” (with William F. Fox). In Jonas Frank and Jorge Martinez-Vasquez, eds., Decentralization and Infrastructure in the Global Economy: From Gaps to Solutions, Routledge, 2015.

“Vertical Competition, Horizontal Competition and Mobile Capital: An Empirical Investigation” (with Brian C. Hill and William F. Fox).  Public Finance Review 43 (2015): 431-457.

“Taxing Small Enterprises in Developing Countries” (with William F. Fox).  In Richard M. Bird and Jorge Martinez, eds., Taxation and Economic Development: The Weakest Link-Essays in Honor of Roy Bahl, Edward Elgar, 2014.

“The Laboratory of State and Local Public Finance.”  Presidential address, Proceedings of the 104th Annual Conference of the National Tax Association, forthcoming.

“Entity Taxation of the Business Enterprise” (with LeAnn Luna and Zhou Yang), Robert Ebel and John Peterson, eds., Handbook on State and Local Government Finance, Oxford University Press, 2012.

“The Effects of State Tax Structure on Business Organizational Form” (with LeAnn Luna).  National Tax Journal, LXIII (2010): 995-1021.

“The SSTP and Technology: Implications for the Future of the Sales Tax” (with Leann Luna and William F. Fox).  National Tax Journal LXI (2008): 823-842.

“Interactions Between Welfare Caseloads and Local Labor Markets” (with Brian Hill).  Contemporary Economic Policy 26 (2008): 539-54.

“What Factors Influence the Structure of the State Income Tax?” (with Jason Fletcher).  Public Finance Review 36 (2008): 475-96.

“Demographics, Competition and State Tax Progressivity,” (with Jason Fletcher), Proceedings of the Annual Conference of the National Tax Association, Boston, MA, November 2006.  (Forthcoming.)  (Also published in State Tax Notes.)

“The Effect of State Grants, ARC Grants and CDB Grants on County-Level Economic Growth (with Laura Ullrich), Proceedings of the Annual Conference of the National Tax Association, Miami, Florida, November 2005.

“Competition Over the Tax Base: The State Sales Tax” (with Jason Fletcher).  Public Finance Review 34 (2006): 258-281.

“Interstate Tax Uniformity and the Multistate Tax Commission” (with David Sjoquist and Bartley Hildreth).  National Tax Journal LVIII (2005): 575-590.

“How Should a Subnational Corporate Income Tax on Multistate Businesses Be Structured?” (with William F. Fox and LeAnn Luna), National Tax Journal LVIII (2005): 139-159.

“Sales Taxation in a Global Economy” (with William F. Fox), in Taxing the Hard-To-Tax edited by James Alm, Jorge Martinez-Vasquez and Sally Wallace, Elsevier, 2004.

“Do Economic Effects Justify the Use of Fiscal Incentives?” (William F. Fox), Southern Economic Journal 71 (2004): 78-92.

"Explaining Interjurisdictional Variations in Sales Tax Productivity" (with Richard Hawkins), Public Finance Review 32 (2004): 82-104.

“Competition, Complexity and Constraints: The Evolving Nature of State and Local Tax Systems” Proceedings of the Ninety-Fifth Annual Conference of the National Tax Association, Orlando, Florida, 27-33, 2003.   (Also published in State Tax Notes).

"To Tax or Not To Tax?  The Case of Electronic Commerce" (with Don Bruce and William F. Fox), Contemporary Economic Policy 21 (2003): 25-40.

"Stability and Equity in Education Finance Formulas" (with William F. Fox and Patricia Price), Journal of Education Finance 27 (2002): 1013-1028.

"The Effect of Fluctuating Water Levels on Reservoir Fishing" (with Paul Jakus and Paula Dowell).  Journal of Agricultural and Resource Economics, December 2000.

"Urban Malls, Tax Base Migration and State Intergovernmental Aid" (with Stanley Chervin and Kelly Edmiston).  Public Finance Review 28 (2000): 309-334.

"Would Tax Evasion and Tax Avoidance Undermine a National Retail Sales Tax?" in Tax Policy and the Real World edited by Joel Slemrod, Cambridge University Press, 1999.

"The Franchise Tax," in The Encyclopedia of Taxation and Tax Policy (Joseph Cordes, Robert Ebel and Jane Gravelle, editors).  Urban Institute Press, 1999.

"State Taxation of Telecommunications and Electronic Commerce," in The Encyclopedia of Taxation and Tax Policy (Joseph Cordes, Robert Ebel and Jane Gravelle, editors).  Urban Institute Press, 1999.

"Finances of Tennessee State Government (with Kelly Edmiston), in Tennessee Politics, edited by John Vile, Vanderbilt University Press, 1998.

"Fiscal Incentives and Local Economic and Fiscal Performance" (with William F. Fox), in Local Government Tax and Land Use Policies in the United States: Understanding the Links, edited by Helen Ladd, Edward Elgar, 1998.

"The Sales Tax and Electronic Commerce:  So What's New?" (with William F. Fox) National Tax Journal L (1997): 573-592.

"The Implications of Expanded School Choice" (with Sally Wallace).  Public Finance Review 25 (1997): 459-473.

"Administration and Compliance Aspects of a National Retail Sales Tax."  National Tax Journal L (1997): 167-182.

"Intergovernmental Aspects of Growth and Stabilization Policy (with William F. Fox), in Intergovernmental Fiscal Relations: Perspectives and Prospects, edited by Ron Fisher, Kluwer Press, 1997.

"The Tax Treatment of Housing Under a National Retail Sales Tax." Proceedings of the Ninety-First Annual Conference of the National Tax Association , pp.418-423, Chicago, 1997.

"Optimal Tax Considerations in Moving the 'Retail Sales Tax' to a Retail Tax," Chapter 16 in Sales Tax in the 21st Century, edited by William F. Fox and Matthew N. Murray, Praeger, 1997.

"Sales Tax Auditing and Compliance." National Tax Journal XLVIII (1995): 515-530.

"Using State Policies to Promote Economic Development." Proceedings of the Eighty-Sixth Annual Conference of the National Tax Association, pp. 158-163, St. Paul, 1993.

"Economic Development: Do State and Local Government Policies Matter?" (with William F. Fox). Chapter 12 in Economic Adaptation: Alternatives for Rural America edited by David L. Barkley and Mark S. Henry. Boulder, CO: Westview Press, 1993.

"Audit Selection and Income Tax Underreporting" (with James Alm and Roy Bahl). Journal of Development Economics 42 (1993): 1-33.

"Social Insurance in Developing Countries: Are There Net Benefits to Program Participation?" (with Donna Brueckner). Journal of Developing Areas 26 (1992): 193-212.

"Firm Size, Employment Risk and Wages: Further Insights on a Persistent Puzzle" (with John W. Mayo). Applied Economics 23 (1991): 1351-1360.

"An Evaluation of the Structure of the Jamaican Individual Income Tax," (with James Alm and Roy Bahl). Chapter 3 in The Jamaican Tax Reform, edited by Roy Bahl. Cambridge, MA: Lincoln Institute of Land Policy, 1991.

"A Program for Reform," (with James Alm, Roy Bahl and Bruce Riddle). Chapter 4 in The Jamaican Tax Reform, edited by Roy Bahl. Cambridge, MA: Lincoln Institute of Land Policy, 1991.

"Income Tax Evasion," (with James Alm and Roy Bahl). Chapter 5 in The Jamaican Tax Reform, edited by Roy Bahl. Cambridge, MA: Lincoln Institute of Land Policy, 1991.

"The Effects of Local Public Policy on the Location of Business Activity" (with William F. Fox). Chapter 6 in Industry Location and Public Policy, edited by Henry W. Herzog and Alan M. Schlottmann. Knoxville, TN: The University of Tennessee Press, 1991.

"Erosion of the Tax Base in Developing Countries" (with James Alm and Roy Bahl). Economic Development and Cultural Change 39 (1991): 849-872.

"Local Public Policies and Interregional Business Development" (with William F. Fox). Southern Economic Journal 57 (1990): 413-427.

"The Incentives Game: Win, Lose or Draw?" Proceedings of the Eighty-Second Annual Conference of the National Tax Association, pp. 268-274, Atlanta, GA: 1990.

"Tax Structure and Tax Compliance" (with James Alm and Roy Bahl). The Review of Economics and Statistics LXXII (1990): 603-613.

"Economic Aspects of Taxing Services" (with William F. Fox). National Tax Journal XLI (1988): 19-36.

"Sales Tax Compliance." Proceedings of the Eightieth Annual Conference of the National Tax Association, pp. 174-181, Pittsburgh, PA: 1987.

BOOK REVIEWS:

The Economic Consequences of State Lotteries by Mary O. Borg, Paul Mason and Stephen L. Shapiro, Praeger, 1991. In Forum for Applied Research and Public Policy 8 (1993): 140.

Economic Development Programs for Cities, Counties and Towns by John M. Levy, Praeger, 1990.  In Growth and Change 23 (1993): 539-540.

EDITED WORKS:

Sales Tax in the 21st Century (with William F. Fox), Praeger, 1997.

Survey of Business, vol. 28 (1993).  "New Directions: Reform and Choice in Education." Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, Spring 1993.

ACADEMIC WORK IN PROGRESS:

“The Local School District Response to State Education Reform” (with Laura Ullrich), under review.

Accountability Goes to College: Evaluating the Effectiveness of Institutions and Majors (with Celeste Carruthers, William Fox, Grant Thrall and David Wright).

“State Taxes and Entrepreneurship” (with Xiaowen Liu and Donald Bruce), under revision.

“Testing the Margins: Tradeoffs Between Evasion and Avoidance” (with Zhou Yang and Christian Vossler), to be presented at the NTA, November 2013.

“Supply-Side of Social Services: Distinguishing Policy from Individual Behavior” (with Tami Gurley-Calvez).

State Rainy Day Funds and the State Fiscal Mix” (with Todd Yarbrough).

Announcement Effects and Sales Tax Compliance: Amazon Says You Should Pay Your Taxes” (with Celeste Carruthers and William F. Fox).

 “Optimal Budget Stabilization Fund Rules, State Budgets and the Federation Business Cycle” (with Mohammed Mohsin and Ali Al Nadi).

“State Tax Amnesties: Policy Adoption and Revenue Effects” (with William F. Fox and Christian Vossler).

“Tax Policy with Other Regarding Preferences” (with Rudy Santore).

“Millionaires or Job Creators:  What Really Happens When You Stick it to the Rich?” (with Ahiteme Houndonagou).

“Federal Payroll Tax Holiday and State Revenue Performance” (with Nathan Murray).

MONOGRAPHS AND OTHER PUBLICATIONS:

“The Future of Roadway Funding in Tennessee” (with David Greene and Mark Burton).  Policy Brief 4.15, Howard H. Baker Jr. Center for Public Policy, The University of Tennessee,      November 2015. 

“An Evaluation of Connecticut’s Corporate Income Tax” (with LeAnn Luna).  Prepared for             Connecticut State Tax Panel, October, 2015.

“Taxing Manufacturers: Issues, Opportunities and Barriers” (with Donald Bruce and Tami Gurley-Calvez).  Prepared for the Indiana University School of Public and Environmental Affairs Workshop on U.S. Manufacturing and Public Policy: Road Map for the Future, October, 2015.

“A Missed Opportunity: The Economic Cost of Delaying Pro-business Tax Reform,” (with Donald Bruce and Tami Gurley-Calvez).  Prepared for the National Association of Manufacturers.  January, 2015.

 “Advanced Manufacturing in the American South: An Economic Analysis Supporting Regional Development” (with Cliff Waldman).  Prepared for the Southern Governors’ Association.  Manufacturing Alliance for Productivity and Innovation, September, 2013.

“Structurally Unbalanced: Cyclical and Structural Deficits in California and the Intermountain West” (with Sue Clark-Johnson, Mark Muro and Jennifer Vey).  Brookings Mountain West and Morrison Institute, Arizona State University, January 2011.

“Structurally Unbalanced: Cyclical and Structural Deficits in Arizona,” (with Kristin Borns, Sue Clark-Johnson, Mark Muro and Jennifer Vey).  Brookings Mountain West and Morrison Institute, Arizona State University, January 2011.

“Attracting Business We Want.”  Forum On Tennessee’s Future, Tennessee Advisory Commission on Intergovernmental Relations, June 2009. http://tn.gov/tacir/PDF_FILES/Forum/Attracting_Business_Murray.pdf

“Can States and Localities Export Their Tax Burdens?”  State Tax Notes 51 No. 1 (January 5, 2009): 25-30.

“State Business Tax Policy: More of the Same or Fundamental Change?” (with William F. Fox and Leann Luna).  State Tax Notes 44 No. 6 (May 7, 2007): 393-406.

“Demographics, Competition and State Tax Progressivity” (with Jason Fletcher).  State Tax Notes 44 No. 3 (April 16, 2007): 177-184.

“State and Local Tax Policy and the Growing Service Sector.”  Multistate Tax Commission Review XX (Winter 2007): 2-6.

“Commentary and Outlook: The State of Manufacturing in Tennessee.”  Tennessee’s Business 15 (2006): 20-23.

“The Multistate Tax Commission and Corporate Tax Uniformity” (with W. Bartley Hildreth and David L. Sjoquist).  State Tax Notes 38 (December 5, 2005): 827-862.

“Cooperation and Competition: The Multistate Tax Commission and State Corporate Tax Uniformity” (with W. Bartley Hildreth and David L. Sjoquist).  Fiscal Research Center Report N. 110, Andrew Young School of Policy Studies, Atlanta, GA, August 2005.

“A National Retail Sales Tax: Consequences for the States” (with William F. Fox).  State Tax Notes 37 (July 25, 2005): 287-304.  (Also published in a Special Supplement of State Tax Notes 38 (October 3, 2005): 17-34.)

“Competition, Complexity and Constraints: The Evolving Nature of State and Local Tax Systems.”  State Tax Notes 27 (January 20, 2003): 221-226.  (Also published in the Proceedings of the National Tax Association, 2003).

“Economic Overview,” Johnson City Business December 2002, 4, 23.

"Issues in the Design and Implementation of Production and Consumption VATs for the American States" (with William F. Fox and LeAnn Luna).  State Tax Notes 23 (January 21, 2002): 205-212.

"Tax Policy and Electronic Commerce:  What Do We Need To Know To Design Good Tax Policy?"  Sales Tax Report May-June 1998: 1-3.

"Will Technology Break the Sales Tax's Back?"  State Tax Notes 12 (January 27, 1997): 273-280.  (Also published in its entirety in Sales Tax Report January-February, 1997:1-8.)

"Insights to Incentives:  Its How You Play the Game."  Signs of Growth, Spring 1995:  7-9. Atlanta, GA:  Georgia Institute of Technology, Economic Development Institute.

"The Short-Term Tennessee Overview:  Modest Growth is Predicted" (with Daryll E. Ray, Daniel G. De La Torre Ugarte and Richard L. White).  Survey Of Business 30 (Winter 1995): 24-33.

"The Long-Term Outlook for Tennessee:  Three Trends Will Determine the State's Future." Survey of Business 28 (Winter 1994): 34-40.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee.

"Reform and Choice in Education: Fulfilling Our Expectations." Survey of Business, vol. 28 (Spring 1993): 2-3. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"The 24th Annual Business Attitudes Survey" (with Kenneth E. Quindry). Survey of Business, vol. 28 (Winter 1993): 3-13. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"The Long-Term Outlook for Tennessee: Will A New Pattern Emerge?" Survey of Business, vol. 28 (Winter 1993): 27-30. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic Effects of The University of Tennessee, Knoxville, Athletic Department on the Knoxville MSA" (with William F. Fox and Larry Blank). Survey of Business, vol 28 (Fall 1992): 20-23. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Expenditures in the Tennessee Budget: 1980-1990" (with Russell Dabbs). Survey of Business, vol 27 (Winter 1992): 34-39. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic Outlook for Tennessee" (with David M. Mandy and Russell Dabbs). Survey of Business, vol. 26 (Winter 1991): 19-36. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic Development Incentives and the Tennessee Valley Economy." Survey of Business, vol. 26 (Fall 1990): 23-31. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

Economic Development Incentives and the Tennessee Valley Economy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 1990.

"The European Community, 1992: Implications for Tennessee" (with Carlos Martins-Filho). Survey of Business, vol. 25 (Winter 1990): 52-63. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Influence of the International Sector on the Tennessee Economy." Survey of Business, vol. 25 (Fall 1989): 69-79. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Outlook for the Tennessee Economy" (with David M. Mandy and Burton English). Survey of Business, vol 24 (Winter 1989): 31-43. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Outlook for the Tennessee Economy" (with David M. Mandy and Burton English). Survey of Business, vol 23 (Winter 1988): 27-44. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Impact of The University of Tennessee on the Knoxville Economy." Survey of Business, vol 23 (Fall 1987): 23-28. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic Outlook for Tennessee" (with William F. Fox and David M. Mandy). Survey of Business, vol. 22 (Winter 1987): 29-40. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Estimating the Determinants of Underreporting in Jamaica" (with James Alm and Roy Bahl). College of Business Administration Working Paper No. 232, The University of Tennessee, June 1987.

"Income Tax Evasion in Jamaica" (with Roy Bahl). Staff Paper No. 31, Jamaica Tax Structure Examination Project, Metropolitan Studies Program, The Maxwell School. Syracuse, N.Y.: Syracuse University, November 1986.

REPORTS:

“An Economic Report to the Governor of the State of Tennessee.” Short-term and long-term state economic forecast, Project Director, 1994-present.

“Tennessee Business and Economic Outlook.”  State economic forecast update and analysis, Project Director, September 1994-present.

“Tennessee Valley Authority Regional Economic Outlook.”  Short-term and long-term economic forecast and analysis, September, 2011-present.

“Tennessee Advanced Energy Economic Impact Report” (with Becky Davis and Cortney Piper).  Prepared in cooperation with the Tennessee Advanced Energy Business Council.  Howard H. Baker Jr. Center for Public Policy, The University of Tennessee, June, 2015.

“Who Benefits Under Insure Tennessee?” (with William F. Fox and Matthew Harris).  Center for Business and Economic Research, The University of Tennessee, Knoxville, January, 2015.

“Student Progression in the Wake of First to the Top” (with Donald J. Bruce, Celeste Carruthers       and William F. Fox). Prepared for the Tennessee Consortium on Research, Evaluation,     and Development (TNCRED) and the Tennessee Department of Education, 2015

“Coal Mining and Tourism as Engines of Economic Development for Campbell County and Claiborne County, Tennessee” (with Charles B. Sims, Rebecca Davis and Bongkyun Kim).  Prepared for the Tennessee Department of Environment and Conservation.  Howard H. Baker Jr. Center for Public Policy, The University of Tennessee, Knoxville, January, 2015. 

“Economic Impacts on Tennessee Arising from Construction of the Uranium Processing Facility” (with Becky Davis).  Prepared for Consolidated Nuclear Services, LLC.  Howard H. Baker Jr. Center for Public Policy, The University of Tennessee, Knoxville, December, 2014.

“A Profile of the Energy Sector in Tennessee,” (with Becky Davis, Jean Peretz, Charles B. Sims and Bruce Tonn).  Prepared for the Tennessee General Assembly.  Howard H. Baker Jr. Center for Public Policy White Paper, The University of Tennessee, Knoxville, December, 2014.

“Economic Benefits for Tennessee from the U.S. Department of Energy” (with Jim Campbell, Ashley Hartman and Rebecca Davis).  Prepared for the U.S. Department of Energy.  Howard H. Baker Jr. Center for Public Policy and the East Tennessee Economic Council.  August, 2014.

“Energy Data Collection and Performance Calculation Project” (with Jean H. Peretz, Catherine Wilt and Rebecca Davis).  Prepared for the Tennessee Department of Environment and Conservation. Howard H. Baker Jr. Center for Public Policy, The University of Tennessee, Knoxville, May 31, 2014.

“Tennessee’s Manufacturing Sector Before and After the Recession” (with Lawrence M. Kessler and Vickie Cunningham).  Prepared for the UT Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, March 2014.

“Promoting Advanced Manufacturing Clusters in Tennessee” (with Lawrence M. Kessler).  Prepared for the UT Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, March 2014.

“Academic Program Supply and Occupational Demand Projections: 2010-2025” (with LeAnn Luna and Vickie Cunningham).  Prepared in cooperation with the Tennessee Higher Education Commission.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June, 2013.

“Policy Brief 2: Sustaining Mobility in Tennessee – Fuels, Roadway Use and User-Funded Alternatives” (with Mark Burton and Donald Bruce).  Prepared for the Tennessee Department of Transportation.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, July 2013.

“A Profile of the Automobile Industry in Tennessee” (with Melissa O. Reynolds).  Prepared for the Tennessee Department of Economic and Community Development, December, 2012.

“College Participation, Persistence, Graduation and Labor Market Outcomes: An Input-Adjusted Framework for Assessing the Effectiveness of Tennessee’s Higher Education Institutions” (with Celeste Carruthers, William Fox, Grant Thrall and David Wright).  Prepared for HCM Strategists and the Gates Foundation, 2012. 

“A Profile of Non-Completers in Tennessee Higher Education” (with Celeste Carruthers, William Fox and Angela Thacker).  Prepared for the Tennessee Higher Education Commission, 2012.

“Policy Brief 1: Foundation and Framework – The External Environment” (with Mark Burton and Matthew Morton).  Prepared for the Tennessee Department of Transportation.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December, 2011.

“The Tennessee Economy: Update and Outlook.”  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December, 2011.

“The Economic Impact of Habitat for Humanity in Tennessee” (with Donald J. Bruce and Ryan Sowell).  Prepared for Habitat for Humanity of Tennessee.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, August, 2011. 

“Assessing Business Leaders’ Attitudes Toward the Future of the Tennessee Manufacturing Sector” (with Vickie Cunningham).  Prepared for the University of Tennessee Institute of Public Service and the Tennessee Chamber of Commerce and Industry.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2011.

“Academic Program Supply and Occupational Demand Projections: 2008-2018” (with LeAnn Luna and Vickie Cunningham).  Prepared in cooperation with the Tennessee Higher Education Commission.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2011.

“Economic and Tax Revenue Effects of Electrolux’s Location of Its Appliance Assembly Plant in Memphis, Tennessee” (with William F. Fox and Todd Yarbrough).  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February, 2011.

 “The Tennessee Economy in 2010” (with Vickie Cunningham).  Prepared for the Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November, 2010.

“An Assessment of Construction Management at the University of Tennessee” (with Ed Taylor).  Prepared for the Office of the President.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, July 2010.

“Economic Impact of the Proposed Proton Therapy Center in Knoxville, Tennessee.”  April, 2010.

“Tennessee Economic Update and Outlook.”  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December 2009.

“Population Projections for the State of Tennessee, 2010-2030” (with Erin Middleton).  Prepared for the Tennessee Advisory Commission on Intergovernmental Relations.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 2009.

“The Future of Transportation Finance: Options for Sustaining Mobility” (with Mark Burton and Nathaniel Murray).  Knoxville, TN: Center for Business and Economic Research and Center for Transportation Research, July 2009.

"The Economic Benefits of the U.S. Department of Energy for the State of Tennessee, Fiscal Year 2008" (with Bryan Shone). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2009.

“Tennessee Economic Update and Outlook.”  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November 2008.

“The Local Government Response to the Basic Education Program: Equity, Spending and Local Tax Effort” (with Laura Ullrich).  Prepared for the Tennessee Advisory Commission on Intergovernmental Relations.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, October 2008.

“Economic and Sales Tax Revenue Effects of Volkswagen’s Location of Its Automobile Assembly Plant in Chattanooga, Tennessee” (with William F. Fox and Ann Boyd Watts).  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, August 2008.

“Business Attitudes Toward Education in Tennessee” (with Vickie Cunningham and Brian Shone).  Prepared for the Comptroller of the Treasury.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, July 2008.

“Economic Impact of the Energy, Technology and Environmental Business Association.”  Prepared for ETEBA.  March, 2008.

“Education Crossroads” (with CBER staff).  Prepared for the Comptroller of the Treasury.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December 2007.  (Includes web site www.educationcrossroads.com.)

“Looking for Opportunity in Tennessee’s Manufacturing Sector” (with Vickie C. Cunningham and Zachary W. Richards).  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November 2007.

“Transportation Infrastructure and Economic Development” (with Mark Burton).  Prepared for the Tennessee Department of Transportation.  Knoxville, TN: Center for Business and Economic Research and Center for Transportation Research, The University of Tennessee, June 2007.

"The Economic Benefits of the U.S. Department of Energy for the State of Tennessee, Fiscal Year 2006" (with Julie Marshall and Carey McCamey). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2007.

“The Economic Environment in Tennessee.”  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 2007.

“Exporting State and Local Taxes: An Application to Maine.”  Prepared for the Metropolitan Policy Program, The Brookings Institution, June 2006.

“A Profile of the Maine State and Local Tax System.”  Prepared for the Metropolitan Policy Program, The Brookings Institution, April 2006.

“A Commentary on the Property Tax in Maine.”  Prepared for the Metropolitan Policy Program, The Brookings Institution, June 2006.

“The State of Manufacturing in Tennessee” (with Vickie Cunningham and Brian Hill).  Prepared for the University of Tennessee Institute of Public Service.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November 2005.

“An Evaluation of the Tennessee Rail Plan’s Treatment of a Trans-Tennessee Rail Routing” (with Robert Bohm, Larry Bray, Mark Burton, Chris Dagger, Tara Robinson, Maria Sarigiannidou and Kara Smith).  Prepared for the Tennessee Department of Transportation.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, July 2005.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, February 2005.

“State and Local Government Finances:  Today's Structure and Tomorrow's Challenges” (with Don Boyd, Don Bruce and William F. Fox), prepared for the National Association of Realtors, February 2005.

 

“Economic Impact of the East Tennessee Environmental Business Association.”  Prepared for ETEBA.  March, 2005.

 

Tennessee Economic Overview.  Monthly economic indicator series for Tennessee and its metropolitan areas, Project Director, June 1994-2004.

 

"The Economic Benefits of the U.S. Department of Energy for the State of Tennessee, Fiscal Year 2003" (with Stacia Couch and Brian Hill). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2004.

 “Interactions Between Local Labor Markets and Families First Caseloads” (with Brian Hill).  Prepared for the Tennessee Department of Human Services.  Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June, 2004.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, January 2004.

“Population Projections for Tennessee Counties and Cities” (with Julie Marshall).  Prepared for the Tennessee Advisory Commission on Intergovernmental Relations.  Knoxville, TN: Center for Business and Economic Research, November 2003.

“Economic Effects of TVA Lake Management Policy on East Tennessee” (with Karie Barbour, Brian Hill and Steve Stewart).  Prepared under US HUD grant B-01-SP-TN-0758.  Knoxville, TN: Center for Business and Economic Research, May 2003.

"The Tennessee Economy" (with Daryll E. Ray, Kelly Tiller, Daniel G. De La Torre Ugarte and Sanela Porca). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, February, 2003.

“The Structure of State Taxes in Tennessee: A Fiscal Primer.”  A joint publication of the Tennessee Advisory Commission on Intergovernmental Relations and the Center for Business and Economic Research, February 2003.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, January 2003.

"Tax Policy and Economic Development in Maine: A Survey of the Issues." Prepared for the Margaret Chase Smith Center, University of Maine, Bangor, August 2002.

"The Economic Benefits of the U.S. Department of Energy for the State of Tennessee, Fiscal Year 2001" (with Paula Dowell). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2002.

"The Tennessee Short-Term Economic Outlook" (with Daryll E. Ray, Kelly Tiller, Daniel G. De La Torre Ugarte and Sanela Porca). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, February, 2002.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, January 2002.

"The Tennessee Short-Term Economic Outlook" (with Daryll E. Ray, Kelly Tiller, Daniel G. De La Torre Ugarte). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January, 2001.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc.  Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, January 2001.

“Appalachian Life Quality Initiative,” (with Hiram Rogers and Lynn Youngs), prepared for the B. Ray Thompson Trust.  Center for Business and Economic Research, spring 2001.

"The Tennessee Short-Term Economic Outlook" (with Daryll E. Ray, Kelly Tiller, Daniel G. De La Torre Ugarte). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February, 2000

"The Economic Benefits of the U.S. Department of Energy for the State of Tennessee, Fiscal Year 1999" (with Karie Barbour). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May, 2000.

"Infrastructure and the Tennessee Economy" (with Vickie Cunningham, Lee Greer, Michael Hicks and Sanela Porca). Prepared for the Tennessee Advisory Commission on Intergovernmental Relations. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, April 2000.

"Economic Analysis of Designating Outstanding National Resource Waters in Tennessee: Theory and an Application in Monroe County" (with Paul Jakus and Paula Dowell). Prepared for the East Tennessee Development District. Knoxville, TN: Department of Agricultural Economics and Rural Sociology, The University of Tennessee, March 2000.

"Strategic Options for Fostering the Development of the Automotive Cluster in Tennessee." Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, September 1999.

"The Role of DOE in the Tennessee Regional Economy" (with Paula Dowell). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, August 1999.

"Tennessee Economic Update." Prepared for Tennessee Tomorrow, Inc. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, 1999.

"A Profile of the Automobile Sector in the U.S. and Southeastern States" (with David T. Mayes and Kathleen Hoffman). Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 1999.

"The Location Decision of Automotive Suppliers in Tennessee and the Southeast" (with Paula Dowell and David T. Mayes). Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 1999.

"Examining Supply Gaps and Surpluses in the Automotive Cluster in Tennessee" (with Paula Dowell). Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May 1999.

"The Economic Benefits of the U.S. DOE for the State of Tennessee" (with Paula Dowell). Prepared for the U.S. Department of Energy. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, April 1999.

"Population Projections for Tennessee Counties and Municipalities: 2000-2020" (with Michael Hicks, Donald Schunk and Betty Vickers). Prepared for the Growth Policy Law Implementation Steering Committee, March 1999. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"The Tennessee Short-Term Economic Outlook" (with Daryll E. Ray, Stephen Slinsky, Kelly Tiller and Daniel G. De La Torre Ugarte). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February, 1999.

"Economic Growth and the Williamson County Economy," (with Paula Dowell). Prepared for the Williamson County Economic Development Commission, December, 1998. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic and Fiscal Consequences of TVA's Lake Draw-Down of Cherokee and Douglas Lakes," (with Vickie Cunningham, Paula Dowell, Paul Jakus and Sanel Porca). Prepared for the Land Owners and Users of Douglas, October, 1998. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee.

"Economic and Fiscal Benefits of David Jones Industrial Park" (with David T. Mayes). Prepared for the Melton Hill Regional Industrial Development Association, July 1998.

"Tennessee Short-Term Economic Outlook" (with Richard White). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1998.

"Economic Effects of the Spallation Neutron Source (SNS) and Joint Institute for Neutron Sciences (JINS) on the State of Tennessee" (with Paula Dowell). Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February 1998.

"Business Recruitment and Its Impact on the Knoxville and Knox County Economies." Prepared for the Greater Knoxville Chamber of Commerce. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, May 1997.

"Analysis of the Basic Education Formula: Stability, Equity and Adequacy" (with William F. Fox and Patricia A. Price). Prepared for the Tennessee Department of Education and the State Board of Education. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February, 1997.

"Economic and Fiscal Analysis of Industrial Development in Anderson County" (with Vickie C. Cunningham, David T. Mayes and Betty Vickers). Prepared for the Melton Hill Regional Development Association. The Knoxville, TN:  Center for Business and Economic Research, The University of Tennessee, January 1997.

"Occupational Wage and Benefit Survey." Prepared for the Tennessee Regional Industrial Development Authority. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, Knoxville, January 1997.

"Tennessee Short-Term Economic Overview" (with Daryl E. Ray, Daniel G. De La Torre Ugarte and Richard L. White). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1997.

"The Long-Term Outlook for Tennessee" (with Jerry Kettles). Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January, 1997.

"The Nature and Consequences of Economic Development in the Loudon County Economy" (with Vickie C. Cunningham, David Mayes and Betty Vickers). Prepared for the Loudon County Office of Planning and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1996.

"Tennessee Short-Term Economic Overview" (with Daryll E. Ray, Daniel G. De La Torre Ugarte and Richard White). Chapter 2 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1996.

"Theoretical and Empirical Dimensions of School Choice" (with Sally Wallace), Research Paper 55, Policy Research Center, College of Business Administration, Georgia State University, September 1995.

"Natural Gas Transportation Constraints in Tennessee" (with David Mayes). Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, August 3, 1995.

"The Short-Term Tennessee Overview" (with Daryll E. Ray, Daniel G. De La Torre Ugarte and Richard L. White). Chapter 2 in An Economic Report to Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1995.

"The Automobile Industry and the Economic Development of Tennessee and the Southeast" (with David Mayes). Chapter 4 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1995. (Edited version appears in Automotive Engineering, January 1997.)

"Practical Considerations in the Provision of Incentives by Local Government to the Private Sector." Prepared for the Blount County Chamber of Commerce. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December 7, 1994.

"Economic Impacts of the University of Tennessee System on the State of Tennessee: Academic Year 1992/93" (with David T. Mayes). Prepared for The University of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 3, 1994. (Also published as "Growing the State Economy," The University of Tennessee Publications Center, 1995.)

"Economic and Sales Tax Impacts of V-22 Empennage Production on the State of Tennessee." Prepared for Textron Aerostructures. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 1994.

"Fiscal Impact Analysis for Knox County." Prepared for the Development Corporation of Knoxville. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1994.

"The Long-Term Outlook for Tennessee." Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1994.

"Expansion of USG Assistance to Poland in the Areas of Tax Policy and Tax Administration." Prepared for the U.S. Agency for International Development, February 26, 1993.

"Tax Structure and Tax Administration in Poland." Prepared for the U.S. Agency for International Development, February 22, 1993.

"The Long-Term Outlook for Tennessee." Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February 1993.

"Incentives for Job Creation, Capital Investment and Training." Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November 1992.

"Factors to Consider in the Design and Evaluation of Economic Development Incentives." Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, September 1992.

"Considerations in Preparing and Reviewing Socioeconomic Impact Assessments for Low-Level Radioactive Waste Disposal Facilities" (with Mary R. English, Zoe Hoyle and Larry Blank). Prepared for the U.S. Department of Energy. Idaho Falls, Idaho: Idaho National Engineering Laboratory, EG&G Idaho, Inc., National Low-Level Waste Management Program, August 1992.

"Expenditures in the Tennessee Budget: 1980-1990" (with Russell Dabbs). Chapter 4 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February 1992.

"Economic Effects of the University of Tennessee, Knoxville, Athletic Department" (with Larry Blank and William Fox). Prepared for The University of Tennessee, Knoxville, Athletic Department. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, October 1991.

"The Penalty Structure and Income Tax Noncompliance in Egypt." Public Finance Administration Project, Egypt Ministry of Finance and USAID, 1991.

"Adequacy of Existing and Proposed Penalty Structures for Income Tax Noncompliance in Egypt." Public Finance Administration Project, Egypt Ministry of Finance and USAID, 1991.

"The Long-Term Outlook for Tennessee." Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February 1991.

"Including Expenditure Needs and Tax Capacity in Tennessee's Education Funding Formula" (with William F. Fox). Prepared for the Tennessee Department of Education. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1991.

"Taxation of the Hard-To-Tax Sector." Internal Working Paper 1990-9, Public Finance Administration Project, Egypt Ministry of Finance and USAID, 1990.

"Fiscal Cost Analysis of Plant Location on Franklin County Tennessee." Prepared for the Tennessee Department of Economic and Community Development. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, October 1990.

"Economic and Social Impacts of Chem-Nuclear's LLW Disposal Facility on Barnwell County, South Carolina" (with Mary English and Larry Blank). Prepared for the Low-Level Waste Program of the U.S. Department of Energy. Knoxville, TN: Energy, Environment and Resources Center, The University of Tennessee, November, 1990.

"Economic Impact of Four High Technology Spinoffs from the University of Tennessee." Prepared for The University of Tennessee Office of Research Administration. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, February 1990.

"The European Community, 1992: Implications for Tennessee." Chapter 4 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1990.

"Economic Development Incentives and the Tennessee Valley Economy" (with William F. Fox). Prepared for the Tennessee Valley Authority. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, September 1989.

"PCTILI: The Tennessee Industrial Location Impact Model, Version 1.1." Software documentation prepared for the Tennessee Advisory Commission on Intergovernmental Relations and The University of Tennessee Institute for Public Service. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1989.

"Influence of the International Sector on the Tennessee Economy." Chapter 4 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1989.

"Tennessee's Long Run Outlook." Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, January 1989.

"Economic Impact of the John Deere Facility on Greene County and the City of Greeneville." Prepared for Walters State Community College and JTPA District 2 Private Industry Council. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, September 1988.

"Impact on the State Economy of Tennessee Coal Sales to the TVA Bull Run Steam Plant" (with Timothy J. Essenburg and William F. Fox). Prepared for the Tennessee State Planning Office. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, September 1988.

"The Effects of Public Policy on the Location of Business Activity" (with William F. Fox and Susan E. Bott). Prepared for the Tennessee Advisory Commission on Intergovernmental Relations and The University of Tennessee Institute for Public Service. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, April 5, 1988. (This contract completion report also was published by the Tennessee Advisory Commission as a report to the Tennessee General Assembly.)

"Economic Analysis of Service Delivery Area 2" (with Timothy J. Essenburg). Prepared for Walters State Community College and JTPA District 2 Private Industry Council, Morristown, Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1988.

"The Long Term Outlook for Tennessee." Chapter 4 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, December 1987.

"Economic Impact of Whittle Communications on the Knox County Economy" (with William F. Fox and Kenneth E. Quindry). Prepared for Whittle Communications, L.P. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, June 1987.

"An Evaluation of the Economic Impact of The University of Tennessee on the Knoxville Metropolitan Statistical Area: 1985-1986." Prepared for The University of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, March 1987.

"Historical Trends and Long-Run Forecast" (with David M. Mandy). Chapter 3 in An Economic Report to the Governor of the State of Tennessee. Knoxville, TN: Center for Business and Economic Research, The University of Tennessee, November 1986.

CONFERENCE PARTICIPATION AND SELECTED INVITED PRESENTATIONS:

“An Evaluation of Connecticut’s Corporate Income Tax” (with LeAnn Luna).  Connecticut State Tax Panel, Hartford, Connecticut, October 2015.

“Millionaires and Job Creators: What Really Happens When You Stick it to the Rich?” (with Ahiteme Houndongou).  Presented at the Annual Conference of the National Tax Association, Santa Fe, NM, November 2014. 

“The U.S. Federal Payroll Tax Holiday and Consequences for State Government Revenues” (with Nathaniel Murray).  Presented at the Annual Conference of the National Tax Association, Santa Fe, NM, November 2014.

“Funding Transportation Infrastructure: A Revenue Forecasting Model.”  Presented at the Revenue Estimating Conference of the Federation of Tax Administrators, San Antonio, TX, September, 2014. 

“State Tax Policy and Entrepreneurship” (with Donald Bruce and Xiaowen Liu).  Presented at Conference on Subnational Competition, The University of Tennessee, April 2014.

“Testing the Margins: Tradeoffs Between Evasion and Avoidance” (with Zhou Yang and Christian Vossler).  Presented at the Annual Conference of the National Tax Association, Tampa, FL, November 2013.

“Advanced Manufacturing in the American South.” Southern Governors’ Association Annual Conference, Louisville, KY, September 2013.

“The Laboratory of State and Local Public Finance.”  Presidential Address to the National Tax Association, Providence, RI, November, 2012.

 “College Progression and Persistence” (with Fox, Carruthers, Thrall and Wright), HCM Strategists/Gates Foundation, DC, July 27, 2012. 

“The Challenge of Operating and Maintaining Infrastructure” (with William F. Fox).  Conference sponsored by the World Bank and Georgia State University, Stone Mountain, GA, September 2012.

“Structurally Unbalanced: Cyclical and Structural Deficits in California and the Intermountain West” (with Sue Clark-Johnson, Mark Muro and Jennifer Vey).  Presented to Special Committee of the Nevada Legislature, Las Vegas, NV, February 2011.

“Structurally Unbalanced: Cyclical and Structural Deficits in Arizona,” (with Kristin Borns, Sue Clark-Johnson, Mark Muro and Jennifer Vey).  Presented at Brookings Conference on State Structural Deficits, Phoenix, AZ, January 2011.

 “State Tax Amnesties” (with William F. Fox and Christian Vossler), ITAX annual meetings, University of Michigan, August 2011.

“Tax Policy with Other Regarding Preferences” (with Rudy Santore).  Presented at the Annual Conference of the National Tax Association, New Orleans, LA, November 2011.

“State Rainy Day Funds and their Countercyclical Effects on Macroeconomic Growth” (with Mohammed Mohsin and Martin Tackie).  Presented at the Annual Conference of the National Tax Association, Chicago, IL, November 2010.

“Forecasting Sales Tax Revenues.”  Presented at the Revenue Estimating Conference of the Federation of State Tax Administrators, Sun Valley, ID, September 2010.

“The Search for Revenues to Fill the Illinois Fiscal Gap.”  Presented at the Fiscal Futures Program sponsored by the Federal Reserve Bank of Chicago, June, 2010.

“Tennessee Economic Outlook.”  Presented at the Federal Reserve Bank of Atlanta LEARN Program, March, 2010.

“The Squeeze on the Sales Tax.”  Presented at the Future of State Business Tax Reforms conference sponsored by the Federal Reserve Bank of Chicago, September 2007.

“Reflections on the MTC.”  Presented at the annual conference of the Multistate Tax Commission, Minneapolis, MN, August 2007.

“What Makes States Attractive for Businesses and Families?”  Presented at Economic Perspectives on State and Local Taxes, sponsored by the Lincoln Institute of Land Policy for newly-elected New England legislators, Boston, January, 2007. 

“State Tax Policy in Maine.”  Special Maine legislative session to review Charting Maine’s Future, a report prepared by the Brookings Institution.  Augusta, Maine, January 2006.

“State and Local Tax Policy and the Growing Service Sector,” presented at the annual meetings of the Multistate Tax Commission, Topeka, KS, August 2006.

“Demographics, Competition and State Tax Progressivity,” (with Jason Fletcher), presented at the annual meetings of the National Tax Association, Boston, November 2006.

“Vertical Competition and Mobile Capital,” (with William F. Fox and Brian Hill), presented at the annual meetings of the National Tax Association, Boston, November 2006.

“The Effect of Grants on County-Level Economic Growth” (with Laura Ullrich), presented at the annual meetings of the National Tax Association, Miami, November 2005. 

“Bayesian Analysis of Amnesty Adoption and Effects on Revenue” (with William Fox and Murat Munkin), presented to the Fiscal Research Center, Georgia State University, October 2005 and at the annual meetings of the National Tax Association, Miami, November 2005.

“Interstate Tax Uniformity and the Multistate Tax Commission” (with Bartley Hildreth and David Sjoquist), presented at the State Tax Program of the National Tax Association, Washington DC, May 20, 2005.

“A National Retail Sales Tax: Consequences for the States” (with William F. Fox), presented at the Symposium on State Tax Implications of Federal Tax Reform, National Press Club, Washington DC, May 18, 2005.

“Tax Policy and Economic Development Incentives,” presented at the Poverty Institute, Rhode Island College, December, 2004.

“How Should a Tax On Multistate Businesses Be Structured?” (with Leann Luna and William F. Fox), presented at the Federal Reserve Bank of Chicago, September, 2004.

“Competition over the Tax Base: The State Sales Tax” (with Jason Fletcher), National Tax Association Annual Conference, Minneapolis, November 2004.

Program Organizer and Chair, “Mend it or End It: The State Corporate Income Tax,” National Tax Association Spring State and Local Tax Symposium, Washington, DC, May 2004.

“How Should a Tax On Multistate Businesses Be Structured?” (with Leann Luna and William F. Fox).  National Tax Association Spring State and Local Tax Symposium, Washington, DC, May 2004.

“Business Taxes in the Western States,” Utah State Taxpayers Association, Salt Lake City, May 2004.

“Incentives and Economic Development,” Lincoln Institute of Land Policy, Boston, May 2004.

Discussant, “Cross Cultural Comparison of Tax Morale and Tax Compliance: Costa Rica and Switzerland,” National Tax Association, Chicago, November 2003.

“Are There Better Ways to Design Economic Development Incentives?”  International Association of Assessment Officers and Lincoln Institute of Land Policy, Nashville, September 2003.

“Tax Policy and Economic Development in Maine.”  Greater Portland Chamber of Commerce, Portland, Maine, February 2003.

“Competition, Complexity and Constraints: The Evolving Nature of State and Local Tax Systems.”  National Tax Association, Orlando, November 2002.

"Tax Policy in Maine: The Critical Issues." Maine State Legislators’ Forum, Augusta, Maine, December 2001.

"Tax Base Erosion." National Governor's Association Fiscal Chairs Program, Lincoln Institute of Land Policy, Boston, November 2001.

Chair, "Sales Tax Productivity" and Presenter, "Revenue Response to Sales Tax Base Modification" (with Robert Bohm and Paula Dowell), National Tax Association, Baltimore, November 2001.

Presenter, "Issues in the Design and Implementation of Consumption and Production VATS in the American States" (with William Fox and LeAnn Luna), National Tax Association, Baltimore, November 2001.

Discussant, "Spatial Aspects of State and Local Public Finance," National Tax Association, Baltimore, November 2001.

Presenter, "Municipal Electric Utilities and Local Government Tax Policy" (with Paula Dowell), National Tax Association, Baltimore, November 2001.

"Analyzing State Tax Systems," University of Maine, October, 2000.

Presenter, "Optimal Taxation and Electronic Commerce" (with William Fox and Donald Bruce), National Tax Association, Santa Fe, November 2000.

"Causes and Consequences of State and Local Tax Base Erosion," National Conference of State Legislatures, Boston, December 2000.

Panelist and Moderator, "The Development of the Automotive Cluster in the Southeast Regional Economy," Automotive News New American Manufacturing Conference, Mini-Summit 3, Nashville, TN, May, 1999.

Invited Panelist, "The Sales Tax: Problems and Solutions," Multistate Tax Commission, Traverse City Michigan, July 1999.

Invited Panelist, “Electric Utility Deregulation and State and Local Finances,” Institute for Professionals in Taxation, Orlando, October 1998.

Invited Panelist, “Tax Reform Options in West Virginia,” West Virginia Tax Reform Conference, Charleston, West Virginia, November 1998.

Presenter, "Tax Policy and Electronic Commerce: Unanswered Questions," Conference on Telecommunications and Electronic Commerce, National Tax Association and Institute for Professionals in Taxation, San Diego, January 1998.

Presenter, "The Economic Impact of Large Firm Locations" (with William Fox), American Economic Association, Chicago, January 1998.

Presenter, "The Tax Treatment of Housing Under a National Retail Sales Tax" and Discussant, "Deregulation of Public Utilities," National Tax Association, Chicago, November 1997.

Presenter, "The Sales Tax and Electronic Commerce: So What's New?" (With William F. Fox), Spring Symposium, National Tax Association, Arlington, VA., May 1997.

Presenter, "Will Technology Break the Back of the Sales Tax?" Conference on Taxation of Telecommunications and Electronic Commerce, Boston, November, 1996.

Presenter, "Substitution Between Public, Private and Home Schooling: Extensions to Georgia and New York" (with Sally Wallace and Barbara Edwards), American Economic Association, San Francisco, January 1996.

Presenter, "Location of Automobile Supplier Firms in the Southeast" (with David Mayes), Southern Economic Association, New Orleans, November 1995.

Presenter, "Intergovernmental Aspects of Growth and Stabilization Policy (with William F. Fox); Discussant, "Tax Compliance." National Tax Association, San Diego, October 1995.

"Fiscal Incentives and Local Economic and Fiscal Performance" (with William Fox), TRED, Lincoln Land Institute, Cambridge, MA, September 1995.

"The Growth and Impact of the Automobile Sector in the Southeast." Georgia Institute of Technology, August, 1995.

"Job Displacement and Older Workers." Syracuse University, April, 1995

"To Use or Not To Use Incentives?" Georgia Institute of Technology, February, 1995.

Presenter, "Between Youth and Experience: Job Search Outcomes for Older Workers."

Presenter, "Further Insights on School Choice." Discussant, "Uncertain Wages and Housing Demand" and "Urban Growth and Industrial Restructuring." Southern Economic Association, Orlando, FL, November 1994.

Session Chairperson and Discussant, "Taxes, Incentives and Economic Growth." Southern Economic Association, New Orleans, November 1993.

Presenter, "Using State Policies to Promote Economic Development." National Tax Association-Tax Institute of America, St. Paul, MN, November 1993.

Discussant, "Business Taxation." Federal Reserve Bank of Atlanta, "Fiscal Policy in the Southeast," October 1993.

Presenter, "Demand for Public and Private Education." Discussant, "Using Jean Monnet's Balance Sheet Method to Measure Opportunity Costs of Inner City Problems." Southern Economic Association, Washington, D.C., November 1992.

Presenter, "Determinants of Net and Gross Employment Flows." Great Lakes Users and Producers of ES202 Data Conference, Federal Reserve Bank of Chicago, June 1992.

Session Chairperson, Moderator and Discussant, "Fiscal Decentralization in Developing Countries." American Economic Association, New Orleans, Louisiana, January 1992.

Session Chairperson, "Issues in State and Local Public Finance." Presenter, "Firm Dynamics and Employment Growth" and "Sales Tax Auditing and Compliance: Problems and Solutions." Southern Economic Association, Nashville, Tennessee, November 1991.

Presenter, "Firm Size, Employment Risk and the Structure of Interindustry Wages" (with John Mayo). Session Chairperson, "The Economics of Health Care Provision." Discussant, "Public Choice" (Session 1), Southern Economic Association, Orlando, Florida, November 1989.

Presenter, "The Incentives Game: Win, Lose or Draw?" National Tax Association-Tax Institute of America, Atlanta, Georgia, October 1989.

Presenter, "Erosion of the Tax Base in Developing Countries" (with James Alm and Roy Bahl). American Economic Association, New York, December 1988.

Presenter, "Local Public Policies and Interregional Business Development" (with William F. Fox). National Tax Association-Tax Institute of America, Des Moines, Iowa, September 1988.

Presenter, "The Impact of Local Government Policies on The Creation of New Firms" (with William F. Fox). Symposium on Industry Location and Public Policy, Knoxville, Tennessee, April 1988.

Presenter, "Tax Structure, Tax Reform and Tax Compliance" (with James Alm and Roy Bahl). Southern Economic Association, Washington, D.C., November 1987.

Presenter, "Sales Tax Compliance." National Tax Association, Pittsburgh, Pennsylvania, November 1987.

SELECTED TESTIMONY/EXPERT WITNESS WORK IN TENNESSEE:

Testimony before the Tennessee Fiscal Review Committee of the Legislature. Nashville, TN, November 2008.

Testimony before the Tennessee Fiscal Review Committee of the Legislature, Nashville, TN, December, 1998.

Testimony before the Tennessee Joint Select Committee on Business Taxes, "Economic Development Incentives," Nashville, TN, November 1997.

Testimony before the Tennessee Senate Finance Committee, "Tennessee's Revenue and Economic Picture," Nashville, TN, January 1996.

Testimony before Tennessee Joint Select Committee on Business Taxes, "Economic and Fiscal Overview," Nashville, TN, November 1995.

Testimony before Tennessee Joint Select Committee on Business Taxes, "Economic Trends for the State's Grand Divisions," Knoxville, TN, October 1995.

Testimony before the Tennessee House Finance Committee, "Economic and Revenue Prospects for Fiscal Years 1994/95 and 1995/96," Nashville, TN, February 14, 1995.

Testimony before the Tennessee Joint Legislative Business Tax Study Committee, "Evaluation and Design of Economic Development Incentives," Nashville, TN, October 26, 1992.

Expert Witness for Tennessee Attorney General, "Tennessee's Sales Tax Revenue Potential from the Taxation of Out-of-State Mail Order Sales," December 1990.

Testimony before the Tennessee Joint Legislative Business Tax Study Committee, "Beneficial Use Tax," Nashville, TN, August 17, 1990.

Testimony before the Tennessee State Senate Finance, Ways and Means Committee, "Efficient User Costs for Motor Vehicles in Tennessee," Nashville, TN, March 21, 1989.

REFEREE:

American Economic Review

Review of Economics and Statistics

Economic Inquiry
Review of Regional Studies
Public Budgeting and Financial Management
Public Finance Review
National Tax Journal
Journal of Post Keynesian Economics

Public Budgeting and Finance

Southern Economic Journal

Publius

 

PROFESSIONAL MEMBERSHIPS:

American Economic Association
National Tax Association

National Association for Business Economics