1. Intertribal Organization Tax Initiative - Joint Action Plan - 12/13/11 (IOTI) - Click here..
Issue #1 Ensure that tribal cultural and educational program benefits are exempt from taxation
> Performance Objectives and Measures Found Lacking at IRS Indian Tribal Government Unit - 3/27/13
> T. Geithner Letter - 11/20/12
> House IRS Letter - 11/20/12
> Application of the General Welfare Exclusion to Indian Tribal Government Programs That Provide Benefits to Tribal Members - Notice 2012-75
> Tax Reform IRS General Welfare Guidelines Webinar 12/12/12
> Advisory Committee on Tax Exempt and Government Entities (ACT) 6/6/12 Report of Recommendations
> Advisory Committee on Tax Exempt and Government Entities (ACT): 6/5/12 Meeting Notes
> Treasury & IRS Conference Call 5/30/12 - DRAFT Report
> IOTI General Welfare Doctrine Comments - FINAL 3/14/12
> The GWD Rezinar PowerPoint- FINAL 01/31/12
> General Welfare Assistance Key Points Outline 1/19/2012
> Advisory Committee on Tax Exempt and Government Entities (ACT): Report of Recommendations- June 2011 - 1/3/2012
> Briefing Paper on IRS Audits of Tribal Government Programs - 1/3/2012
> Getting Ready for Pow Wow Season 4/20/11
Issue #2 Expand the availability of tribal tax-exempt bond financing
> 2012 Guidelines for Tribal Economic Development (TED) Bond Reallocations - 7/20/12
> Promoting Job Creation and Economic Growth in Indian Country - NEW TED Bond Guidance - 7/16/12
> Intertribal Organization Tax Initiative- TEDB Volume Cap Comments 12/20/11
> Treasury Report to Congress- TEDB 12/19/11
Issue #3 Prevent state taxation of improvements to tribal trust land
Issue #4 Respect tribal rights to regulate Indian commerce (PACT Act/Tobacco Compliance)
> Social Security - Tribal Trust Accounting and Management Settlement - Emergency Messages - 6/13/12
> USDOJ-BATFE 07 03 12 PACT Act Letter - 8/22/12
> PACT Act Consultation Timeline - 6/6/12
> Intertribal Organization Tax Initiative- PACT Act Comments 3/21/12
> STOP Act under consideration in Senate - 2/07/12
> Why Indian Country Must Stop the STOP Act - 2/6/2012
> Seneca Nation PACT Act Comments 12/29/11
> Intertribal Organization Tax Initiative- PACT Act Comments 12/22/11
> PACT Act FAQ's 4/25/11
Other
2. IOTI Summary Updates
> December 7 tax initiative summary status
> September 27 tax initiative summary status
> August 24 tax initiative summary update
> July 27 tax initiative summary update
> June 15 tax initiative summary update
> May 11 tax initiative summary status
> April 5 tax initiative summary status
> Feb 24 tax initiative summary update
> Jan 25 tax initiative summary status
3. Tax Related Stories
> County, tribal interests claim spotlight in two state legislatures - County News - 4/16/13
> As momentum builds toward tax reform, lobbyists prepare for a fight - The Washington Post - 4/12/13
> Top tax-writer Baucus shows his hand with Senate budget vote - The Hill - 4/12/13
> Sen. Max Baucus moves to reshape tax code - The Washington Post - 4/12/13
> Tax Reform Is Very Much Alive and Doable - The Wall Street Journal - 4/11/13
> Tax-Writing Panel Sets Working Groups on Tax Code Rewrite - CQ News Article - 4/10/13
> Charles Boustany: Dave Camp has green light on tax reform - Politico - 3/27/13
> Fighting for Fairness in Indian Country - Indian Country - 1/8/13
> IRS Making Progress on Tax Issues - Pechanga.net - 1/4/13
> IRS official questioned about taxation of per capita payments - Indianz.com - 9/25/12
> Federal agents swarm Puyallup smoke shop during raid - The News Tribune - 9/20/12
> Federal Indian Country Tax Incentives Expire - Galanda Broadman - 9/5/12
> IRS asked to treat tribal commercial activities as government activities - CCH - 8/17/12
> Unbalanced Constitutional Federalism: IRS Taxation of American Indian Tribal Government Assistance Benefits and Bonds - Indian Country Today - 7/17/12
> Judge: State has ‘No legal Authority’ to Seize Untaxed Indian Cigarettes in Out-of-State Sales - Indian Country Today - 6/25/12
> Native Americans: IRS may tax tribal members social, cultural benefits, per capita payments - Washington Post - 6/14/12
> The U.S. Senate Committee on Finance: Newsroom - Chairman's News - Baucus & Tax Reform for Tribes - U.S. Senate Committee - 5/15/12
> WA--Documents Show Agency Insiders Questioned Great Wolf Lodge Tax Exemption - OPB News - 5/14/12
> Taxation of Indian Tribes: A Modern-Day Shakedown - Indian Country Today - 4/25/12
> Indian Tribes Make Own Cigarettes to Avoid N.Y. Tax - N.Y. Times - 2/22/12
4. Miscellaneous, Presentations, Memos, Reports and Testimonies
> LTR-HNA Caucus Tax Final Letter - Congress - 11/20/12
> Per Capita Act and Federal Treatment of Trust Per Capita Distributions - Athena Sanchey Yallup - Testimony
> Per Capita Act and Federal Treatment of Trust Per Capita Distributions - Ron Suppah - Testimony
> Per Capita Act and Federal Treatment of Trust Per Capita Distributions - John E. Sirois, Chairman - Testimony
> Per Capita Act and Federal Treatment of Trust Per Capita Distributions - Christie J. Jacobs - Testimony
> Congressional Research Service - memo/Internal Revenue Code Provisions that Provide Special Tax Treatment to State and Local Governments Not Available to Indian Tribal Governments - 7/24/12
> Letter from SCIA Chairman Akaka to SCF Chairman Baucus - 7/24/12
> IRS Taxation of Tribal Trust Per Capita Distributions - NCAI Mid-Year Conference - 6/19/2012
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - Christie J. Jacobs - Testimony
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - Athena Sanchey Yallup - Testimony
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - President Lomax - Testimony
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - Aaron Klein - Testimony
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - President John Yellow Bird Steele - Testimony
> SCIA - New Tax Burdens on Tribal Self-Determination -Tax Reform - 6/14/12 - Chief Lynn Malerba - Testimony
> SCF - What it could mean for Tribes and Territories - Tax Reform - 5/15/12 - President Porter - Testimony
> SCF - What it could mean for Tribes and Territories - Tax Reform - 5/15/12 - President Steele - Testimony
> SCF - What it could mean for Tribes and Territories - Tax Reform - 5/15/12 - Sarah H. Ingram - Testimony
> SCF - What it could mean for Tribes and Territories - Tax Reform - 5/15/12 - Lindsay G. Robertson - Testimony
> SCF - What it could mean for Tribes and Territories - Tax Reform - 5/15/12 - President Jefferson W. Keel - Testimony
> May 10, 2012 Self-Governance Conference
> March 5, 2012 Federal Tax Reform
> February 15, 2012 USET Impact Week/Tribal Tax Code Development
> September 20, 2011 National Intertribal Tax Alliance (NITA)
Upcoming Events/Items