2018 Roundtable on Evaluating Economic Development Tax Incentives

10/11/2018

This page hosts the resources for the Roundtable on Evaluating Economic Development Tax Incentives, Oct. 18-19, 2018, in Washington, D.C.

 

thursday, Oct. 18
Sessions

Year in Review

  • Josh Goodman, The Pew Charitable Trusts

           Introduction PowerPoint | PDF

Session 1: Better Data—Accessing Existing Information

 

Moderator

  • Alison Wakefield, The Pew Charitable Trusts

Speakers

  • Craig Beck, Legislative Audit Office, Nebraska
  • Charlotte Otabor, Ph.D., Office of Revenue Analysis, Washington, D.C.
  • Emily Thompson, Legislative Council, North Dakota

          PowerPoint Presentation | PDF

Session 2: Better Data—Improving Business Reporting Requirements

 

Moderator

  • Melissa Maynard, The Pew Charitable Trusts

Speakers

  • Jon Clark, Legislative Finance Committee, New Mexico
  • Jen Henderson, Office of Performance Evaluation and Government Accountability, Maine
  • Dana Lynn, Joint Legislative Audit and Review Commission, Washington

           WA 2017 Annual Tax Incentives Report

           WA 2017 Annual Tax incentives Survey

  

Session 3: Better Data—Using Surveys and Case Studies

 

Moderator

  • Josh Goodman, The Pew Charitable Trusts

Speakers

  • Ryan Moltz, Ph.D., Office of the Legislative Auditor, Minnesota

           Presentation PowerPoint | PDF

  • Terry Rephann, Ph.D., Weldon Cooper Center, University of Virginia

           Presentation PowerPoint | PDF

 

           VA JLARC Economic Development Incentives Worksheet

     

Session 4: Introduction to a New Incentive Modeling Tool and Discussion with Tim Bartik

 

Moderator

  • Emily Maher, National Conference of State Legislatures

Speakers

  • Tim Bartik, Ph.D., W.E. Upjohn Institute for Employment Research

           Incentive Benefits and Costs

  • Mark Robyin, The Pew Charitable Trusts

Session 5: Getting Lawmakers and State Agencies to Pay Attention

 

Discussion Leader

  • John Hamman, The Pew Charitable Trusts
friDay, oct. 19

Session 6: Choosing the Right Methodology

 

Moderator

  • Mandy Rafool, National Conference of State Legislatures

Speakers

  • Heath Holloway, Office of Fiscal and Management Analysis, Legislative Services Agency, Indiana
  • Randhir Jha, Office of Fiscal Management Analysis, Legislative Services Agency, Indiana
  • Jim Landers, Ph.D., John Glenn College of Public Affairs, The Ohio State University

           Presentation PowerPoint | PDF

  • Eric Whitaker, Ph.D., Joint Legislative Audit and Review Committee, Washington

Session 7: Discussion Groups—Evaluating Common Types of Incentives

 

Moderators

  • Khara Boender, The Pew Charitable Trusts
  • Shane Benz, The Pew Charitable Trusts

            Assigned Reading:

            

            Research and Development Incentives 

            Maryland Evaluation of the Research and Development Tax Credit 2017

            Iowa Research Activities Tax Credit Evaluation Study 2016

 

            Historical Preservation Incentives 

            Oklahoma Historic Rehabilitation Tax Credit Final Report 2016

            Evaluation of Alabama's CAPCP Credit and Historic Rehabilitation Tax Credit 2017

 

            Geographically-Targeted Incentives

            Indiana Tax Incentive Report 2016

            Rhode Island Evaluation of Distressed Areas Economic Revitalization Act 2018

 

           Job Creation Incentives 

           Nebraska Advantage Act Performance on Selected Metrics 2016

           Oklahoma Tax Incentive Evaluation Report 2016

           

            Film/Entertainment/Tourism Incentives 

            Virginia JLARC Film Incentive Report 2017

            Pennsylvania Fiscal and Economic Analysis of Film Production Tax Credit 2013

            

             Entrepreneurship Incentives 

             Evaluation of the Minnesota Angel Tax Credit Program 2010-2012

             New Markets Capital Investment Program Maine 2017