CV
EMPLOYMENT
Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago (2023-present)
Senior Economist, Federal Reserve Bank of Chicago (2021-2023)
Policy Economist, Federal Reserve Bank of Chicago (2019-2021)
Financial Economist, Office of Tax Analysis; US Department of the Treasury (2010-2019)
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 Long-Run Effects of California’s Paid Leave on Women’s Careers: New Evidence from a Regression Discontinuity Design and U.S. Tax Data” with Martha Bailey, Tanya Byker, and Elena Patel (conditionally accepted at AEJ: Economic Policy)
“Household Responses to Transfers and Liquidity: Evidence from Social Security Survivors Benefits” with Itzik Fadlon and Patricia Tong (forthcoming at American Economic Review)
"Who Cares? Paid Sick Leave Mandates, Caregiving, and Gender" with Tanya Byker and Elena Patel, National Tax Journal, September 2023, vol 76, no. 3, pp 649-677
"Set It and Forget It? Financing Retirement in an Age of Defaults" with Lucas Goodman and Anita Mukherjee, Journal of Financial Economics, 148, no. 1 (2023), pp 47-68
“Risk and Heterogeneity: Income Dynamics in the Non-Corporate Business Sector” with Jason DeBacker and Vasia Panousi, AEJ: Macroeconomics, January 2023, vol 15(1), pp 444-474
“Earnings Responses to Incentives in the Affordable Care Act: Evidence from Tax Data” with Brad Heim, Gillian Hunter, Adam Isen, and Ithai Lurie, Journal of Health Economics, 76 (2023)
“Temporary and Permanent Effects of Withdrawal Penalties on Retirement Savings Accounts” with Gopi Shah Goda and Damon Jones, Journal of Public Economics, November 2022, vol 215
“Pathways to Retirement including an Examination of the Role of Self-Employment” with John Shoven and Sita Slavov, Journal of Pension Economics and Finance, April 2021, 20(2), pp 232-251
“The Impact of State Taxes on Pass-through Businesses: Evidence from the 2012 Kansas Income Tax Reform” with Jason DeBacker, Brad Heim, and Justin Ross” with Jason DeBacker, Bradley Heim, and Justin Ross, Journal of Public Economics, June 2019, vol 174, pp 53-75
“Pass-through Entity Responses to Preferential Tax Rates: Evidence on Economic Activity and Owner Compensation in Kansas” with Jason DeBacker, Lucas Goodman, Bradley Heim, and Justin Ross, National Tax Journal, December 2018, vol 71(4), pp 687-706
“The Financial Feasibility of delaying Social Security: Evidence from administrative tax data” with Gopi Shah Goda, John Shoven, and Sita Slavov, Journal of Pension Economics and Finance, October 2018, vol 17(4), pp 419-436
“The Persistent Reduction in Poverty from Filing a Tax Return” with Patricia Tong, AEJ: Economic Policy, November 2017, 9(4), 367-94
“The Causes and Consequences of Low-Income Participation in Employment-Based Retirement Savings Plans” with Brad Heim, Journal of Pension Economics and Finance, October 2016, 15(4), 407-428
“Taxes and International Risk Sharing” with Brendan Epstein and Rahul Mukherjee, Journal of International Economics, September 2016, 102: 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), 1061-1085
“Income Inequality: Transitory or Permanent? New Evidence from a Panel of US Tax Returns 1987-2006” 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, 64(4), 1025-38
WORKING PAPERS
“Who Picks Up the Slack: Understanding Spousal Responses to Unemployment Spells” with Laura Kawano, Sara LaLumia, and Michael Stevens (under review)
“The Rise of Work Arrangements: Evidence and Implications for Tax Filing and Benefit Coverage” with Emilie Jackson and Adam Looney, OTA Working Paper 114, January 2017
"Inducing Labor: The Impact of Health Insurance on Post-Natal Labor Supply" with Ithai Lurie and Elena Patel
"Medicaid-ing Uninsurance: Evidence from the 2019 Virginia Expansion" with Brad Heim, Ithai Lurie, and Elena Patel
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
Instructor, Econometric Modeling and Forecasting, University of Maryland, Department of Economics; Masters in Applied Economics (fall 2018)
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)
CONFERENCES AND SEMINARS
2022: American Economic Association ASSA
2021: University of Wisconsin Department of Risk and Insurance
2020: UCLA Law School, Kent State University, National Tax Association 112th Annual Conference on Taxation
2019: Chicago Fed, National Tax Association 112th Annual Conference on Taxation
2018: American Economic Association ASSA Meetings; George Mason University School of Public Policy, University of Maryland School of Public Policy; FESAC Meetings; Middlebury College; National Tax Association 111th Annual Conference on Taxation
2017: American Economic Association ASSA Meetings; Montana State University; University of South Carolina; NBER Public Economics Meeting; American Bar Association; Association for Budgeting and Financial Management Annual Research Conference
2016: Brookings; 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; American Economic Association ASSA Meetings
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
PROFESSIONAL SERVICE
Board of Editors for National Tax Journal, 2020-
Elected Board Member of the National Tax Association, 2017-2020
Referee for: AEJ: Economic Policy, AEJ: Applied Economics, Journal of Labor Economics, Labour Economics, Journal of Pension Economics and Finance, Journal of Public Economics, Journal of Money Credit and Banking, National Tax Journal, Journal of Economic Behavior and Organization, Public Finance Review, Journal of Accounting and Public Policy, Industrial and Labor Relations Review