CV

CURRENT POSITION
Financial Economist, Office of Tax Analysis; US Department of the Treasury (2010-present) 

EDUCATION
Ph.D., Economics; University of Michigan (2010)
M.A., Economics; University of Michigan (2007)
A.B., Economics, Public Policy Studies; University of Chicago, with General Honors (2002)
     
FIELDS
Public Finance, Macroeconomics, Applied Econometrics
 
PUBLICATIONS 
  • “The Persistent Anti-Poverty Gains to Filing a Tax Return” with Patricia Tong, Forthcoming AEJ: Economic Policy
  • "The impact of participation in employment-based retirement savings plans on material hardship" with Brad Heim, Journal of Pension Economics and Finance, October 2016, vol 15(4), pp. 407-428  


  • “Taxes and International Risk Sharing” with Brendan Epstein and Rahul Mukherjee, Journal of International Economics, September 2016, vol 102, pp. 310-326
  • The Impact of the ACA on Premiums: Evidence from the Self-Employed” with Brad Heim, Gillian Hunter, and Ithai Lurie, Journal of Health, Politics, Policy and Law, October 2015, 40(5), pp. 1061-1085
  • "Rising Inequality: Transitory or Permanent? New Evidence from a Panel of US Tax Returns" with Jason DeBacker, Brad Heim, Vasia Panousi, and Ivan Vidangos, Brookings Papers on Economic Activity, Spring 2013
  • "Taxpayers' Responses to Tax-based Incentives for Retirement Savings: Evidence from the Saver's Credit Notch" Journal of Public Economics, May 2013, vol 101, pp. 77-93
  • "A Re-balancing Act? Understanding Patterns in Refunds and Balances Due" with Laura Kawano and Patricia Tong, National Tax Association Proceedings from the 105th Annual Conference, National Tax Journal, November 2012
  • "Immigrant-Native Differences in Employment-Based Retirement Plan Participation" with Brad T. Heim and Ithai Z. Lurie, Journal of Pension Economics and Finance, July 2012, vol 11(3), pp. 365-388
  • "Long-Run Changes in Tax Expenditures on 401(k)-Type Retirement Plans" with Ithai Lurie, National Tax Journal, December 2011, vol 64(4), pp. 1025-1038
  • "The Acceleration in U.S. Total Factor Productivity After 1995: The Role of Information Technology" with John Fernald, Economic Perspectives, First Quarter 2004
  • "The Role of Information Technology and the Productivity Acceleration in the U.S" with John Fernald, Chicago Fed Letter, September 2003
 
WORKING PAPERS
  • "The Financial Feasibility of Delaying Social Security: Evidence from Administrative Tax Data" with Gopi Shah Goda, John Shoven, and Sita Slavov (revisions requested)
  • “The Impact of State Taxes on Small Businesses: Evidence from the 2012 Kansas Income Tax Reform” with Jason DeBacker, Brad Heim, and Justin Ross
  • Pathways to Retirement including an Examination of the Role of Self-Employment” with John Shoven and Sita Slavov
  • The Impact of the HIRE Act on Unemployment” with Patricia Tong
  • The Responsiveness of Retirement Distributions to Early Withdrawal Penalties” with Gopi Shah Goda and Damon Jones
  • "Beyond Taxes: Understanding the Labor Wedge" with Brendan Epstein and Rahul Mukherjee 
  • Earnings Responses to Incentives in the Affordable Care Act: Evidence from Tax Data" with Brad Heim Gillian Hunter, and Ithai Lurie 
  • Women’s Wages and Family Formation: Evidence from Administrative Tax Data” with Norma Coe and Patricia Tong
    • "Measuring the Incidence of the Personal Income Tax Through Pre-Tax Wage Changes" with Matthew Rutledge
    • "Extensive Margin Responses to the Saver’s Credit: Evidence from the Universe of Tax Data"
    • "Comparing Exclusions and Credits as Incentives for Retirement Savings" with Siva Anantham, Emily Lin, and Ithai Lurie

    FELLOWSHIPS
    • Robert V. Roosa Dissertation Fellowship in Monetary Economics (2009-2010)
    • Summer Research Assistantship (with Miles Kimball), University of Michigan (summer 2006) 
    • Regents Fellowship, University of Michigan (2004-2005)

    TEACHING EXPERIENCE
    • Head Graduate Student Instructor, Principles of Microeconomics, University of Michigan, Department of Economics (fall 2006- winter 2009)
    • Coordinator, Principles of Microeconomics Comprehensive Studies Program Workshop (fall 2006 – winter 2009)
    • Grader, Advanced Graduate Microeconometrics, University of Michigan, Department of Economics (fall 2007)
    • Graduate Student Instructor, Principles of Microeconomics, University of Michigan, Department of Economics (fall 2005, winter 2006)
     
    RESEARCH EXPERIENCE
    • Research Assistant to Professor James Hines, University of Michigan (summers 2006, 2007, and 2008)
    • Research Intern, Federal Reserve Bank of Chicago (summer 2005)
    • Associate Economist, Federal Reserve Bank of Chicago (2002-2004)
    • Research Intern, Federal Reserve Bank of Kansas City (summer 2001)

    OTHER WORK EXPERIENCE
    • Computer Consultant, Inter-University Consortium for Political and Social Research Summer Program in Quantitative Methodology, University of Michigan (summers 2007, 2008, 2009)

    SEMINARS AND PRESENTATIONS

    2017: American Economic Association ASSA Meetings (scheduled); University of South Carolina (scheduled)

    2016: Brookings (scheduled); Southern Economic Association; National Tax Association 109th Annual Conference on Taxation; SIEPR Working Longer Conference; NBER Meeting on State Taxation of Business Income

    2015: National Tax Association 108th Annual Conference on Taxation; George Mason University, Association for Budgeting and Financial Management Annual Research Conference

    2014: National Tax Association 107th Annual Conference on Taxation; Michigan Tax Invitational; Martin School of Public Policy and Administration, University of Kentucky 
    2013: National Tax Association 106th Annual Conference on Taxation; Federal Reserve Board
    2012: National Tax Association 105th Annual Conference on Taxation; LeBow College of Business, Drexel University
    2011: National Tax Association 104th Annual Conference on Taxation; Association for Public Policy Analysis and Management; International Institute of Public Finance; National Tax Association Spring Symposium
    2010: Congressional Budget Office; Joint Committee on Taxation; Office of Tax Analysis of the US Department of the Treasury; Government Accountability Office; School of Public and Environmental Affairs, Indiana University; Lake Forest College 
        
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