1. Update on SOI’s Joint Research Program Research, Analysis and Statistics

2. 2012 Joint Research Program Highlights Submissions closed December 2011 o 51 research proposals: 31 – Individual income taxes 10 – Corporations 5 – Corporation and non-corporate businesses combined 5 – Estate taxes or the relationship between income wealth o Applicants from: Academia Non-profit research organizations Government agencies

3. 2012 Joint Research Program Highlights o SOI selected 16 projects: 4 Corporations (+1 deferred by the researcher) 3 Estate tax 8 Individual income tax o Office of Research selected 3 projects o Treasury’s Office of Tax Analysis is supporting 1 project

4. 2012 Joint Research Program Highlights Data access arrangements: o 9 projects are joint with staff handling all data access. Performed under a simple Memorandum of Understanding outlining project and products Many of these are well underway 2 will be presented at fall NTA meetings o 5 projects conducted under Intergovernmental Personnel Mobility Act arrangements Researcher becomes an unpaid employee of SOI for research project 1 underway, 3 in processing, ! on hold o 6 projects conducted under zero-dollar contractual agreements with research teams

5. 2012 Joint Research Program Highlights All projects are assigned to an SOI subject matter expert o Serve as technical resource o Monitor all aspects of the project to ensure compliance with: Applicable data access and security standards Agreed project scope o Review all interim and final products for compliance with data use and contract guidelines before release to the public

6. SOI Joint Research Program - Future o Committed to a robust, ongoing program of joint projects with researchers outside of RAS o Compiling best practices and lessons learned from 2012 program to improve administrative processes o Plan to announce new call for proposals in late FY2013, resources permitting

7. o Questions? o Contact: Barry.W.Johnson@irs.gov (202) 874-0316