Library

Democrats Abroad Taxation Task Force library documents:

2022

Date Subject
April 20 Submission for House Financial Services Committee Hearing on Oversight of the Financial Crimes Enforcement Network
April 6 Submission for Senate Finance Committee Hearing The IRS, the President's Fiscal Year 2023 Budget, and the 2022 Filing Season
March 17 Submission for Ways and Means Oversight Subcommittee Hearing with IRS Commissioner Rettig on the 2022 filing season
February 17 Statement for Senate Finance Committee Hearing on Spotlighting IRS Customer Service Challenges on February 
February 7 Comment for Ways and Means Oversight Subcommittee Hearing with the National Taxpayer Advocate on Challenges Facing Taxpayers
February 4 Comment Regarding Notice of Proposed Rulemaking for Policy Division Financial Crimes Enforcement Network
January 30 Comment Regarding Notice of Proposed Rulemaking for Policy Division Financial Crimes Enforcement Network

2021

Date Subject
January 4
Letter from Congress to Treasury and the IRS asking for improved delivery of EIPs
February 7 Submission to the Biden-Harris Treasury Transition team regarding tax issues of Americans abroad
March 3 Letter to Treasury Sec Yellen and IRS Commissioner Rettig requesting changes to the distribution of pandemic aid to Americans abroad
March 31 2021 submission to the Senate Committee on Finance on International Tax Policy and Americans abroad
March 31 Document Language for a statement to the Senate Finance Committee on International Tax Policy and American workers abroad
April 15 Campaign guide for participating in the Americans Abroad Caucus Crusade to build caucus membership
April 20 Resolution for May 2021 DA Annual Meeting proposing the development of a DA platform for activists to message Congress
April 20 Resolution for May 2021 DA Annual Meeting proposing federal filing relief for Americans abroad in the American Jobs Plan and American Families Plan
April 20 Resolution for May 2021 DA Annual Meeting proposing that DA join the RBT Coalition hosted by American Citizens Abroad
April 20 Submission to Senate Finance Committee on reforms to international taxation
April 25 Americans Abroad Caucus Membership Drive Participation Guide
May 4 Submission about FBAR reforms to FinCEN request for comment about Corporate Transparency Act implementation
May 6 Submission to Senate Finance Subcommittee on Fiscal Responsibility and Econ Growth, proposing reforms to expat taxation to create opportunity through a fairer tax system
May 19 Senate Finance Subcommittee on Taxation and IRS Oversight on "Closing the Tax Gap: Lost Revenue from Non-Compliance and the Role of Offshore Tax Evasion"
May 24 Statement for the Record for the House hearing on Reforming the Tax Code's Advantageous Treatment of the Wealthy
May 26 Letter to Sec Yellin and Commissioner Rettig seeking clarification and support with the Advanced and enhanced Child Tax Credit
May 26 Letter to Janet Yellen Secretary of the Treasury and Charles P. Rettig Commissioner Internal Revenue Service about Child Tax Credit eligibility
June 3 Letter to Treasury Secretary Yellen and IRS Commissioner Rettig about the potential harm of an expansion of FATCA Reporting
June 15 Participation guide for grassroots activists to join the 15 June 2021 CallStorm in support of tax reform for Americans Abroad
June 29 Information Sheet for Constituent participants in zoom calls with their members of Congress
June 30 Info for DA Leaders Constituents Abroad Zoom Project information sheet for DA Leaders to help to engage their members
July 1 Information Sheet Constituents Abroad Zoom Project Information Sheet for Congress
July 8 Letter to National Taxpayer Advocate recommending matters for inclusion in the 2022 Purple Book - report to Congress on reforms to the IRS and its practices
August 20 Phase II Constituents Abroad Zoom - Information Sheet (September)
September 2 Submission to the Senate Finance Committee - Comments on the International Tax Framework Discussion Document
September 2 Briefing Note - research on GILTI Tax and American Businesses Abroad
September 2 Research Report - GILTI Tax and American Businesses Abroad
September 2 American Citizens Abroad paper on the RBT Coalition
September 2 Datapack for the Democrats Abroad Research on GILTI Tax and American Businesses Abroad
September 28 Letter from Congress to Ways and Means Committee Chair Neal about tax relief for Americans abroad
October 15 Letter of Expression of Interest in becoming a member of the RBT Coalition
October 26 RBT Coalition Media Release announcing DA joining the RBT Coalition
November 20 Bill introduced by Rep. Don Beyer to simplify tax filing from abroad and expand the income allowed under the FEIE

2020

Date Subject
February 27 Grassroots campaign guide for participants in our Congressional outreach campaign targeting Rep Don Beyer (D-VA08)
February 27 A4 size, double-sided pamphlet about DA's tax advocacy work
February 27 A4 size, double-sided pamphlet about DA's Residency Based Taxation campaign
March 28 Third package of supports put in place by Congress to support Americans through the COVID-19 lockdown. Signed into law on Friday 27 March 2020.
March 28 Letter to Treasury Secy Mnuchin and IRS Commissioner Rettig regarding CARES Act provisions, implementation and Americans abroad
April 13 Letter to Treasury Secy Mnuchin and IRS Commissioner Rettig asking for changes to improve the accessibility of CARES Act aid for Americans abroad
April 16 Rep Don Beyer (D-VA08) letter to the IRS asking for the CARES Act aid to be accessible to Americans abroad
April 17 Letter to Treasury Secy Mnuchin and IRS Commissioner Retting regarding improvements to CARES Act resources for Americans Abroad
April 23 Congressional sign-on letter sponsored by Rep Dina Titus calling on the federal government to make urgently needed changes to tools for Americans abroad to access CARES Act aid
May 15 Letter to Treasury Secy Mnuchin and IRS Commissioner Rettig regarding problems faced by Americans abroad accessing CARES Act aid
May 27 23 Tax Problems for Americans Abroad with 3 Solutions
July 2 One page, layman's explanation of how GILTI affects American small business owners abroad
July 2 Resolution in Support of Residency Based Taxation
July 14 DA RBT DNC PLATFORM CAMPAIGN 2020
August 27 Grassroots campaign in support of Expat Tax Reform - send your Voice from Abroad with your Vote from Abroad
September 5 Grassroots outreach campaign to candidates for Congress about expat tax reform
November 29 Research into the experience of Americans abroad accessing the aid programs of the CARES Act, with recommendations for improving aid delivery
November 29 Summary of Findings and Recommendations.pdf Americans Abroad and CARES Act Research - summary of the report, research findings and recommendations for improving aid delivery
December 4 Letter to Secy Mnuchin and IRS Commissioner Rettig presenting Dems Abroad research on the CARES Act aid delivery to Americans Abroad with recommendations for reform
December 7 Datapack for the Democrats Abroad research on Americans Abroad and the CARES Act aid
December 9 Briefing for Biden Treasury Transition Team meeting 9 December 2020

2019

Date Subject
March 1 Expat Tax Reform Campaign Guide
March 4 Letter In support of Accidental Americans
April 4 GUIDE TO ORGANIZING A U.S. TAX SEMINAR
May 31 Letter requesting Rep Carolyn Maloney make a submission to the Ways & Means Committee Members' Hearing about the need for expat tax reform
May 31 Letter requesting Rep Dina Titus make a submission to the Ways & Means Committee Members' Hearing on the need for expat tax reform
May 31 Letter requesting Rep Jamie Raskin make a submission to the Ways & Means Committee Members' hearing on the urgent need for expat tax reform
June 3 Submission by Rep Raskin to the House Ways & Means Committee in support of expat tax reform
June 4 Submission by Rep Titus to the Ways and Means Committee Members Day Hearing on expat tax reform
June 5 Filing Day Congressional CallStorm Tax Reform Campaign Guide
June 25 Pamphlet about RBT campaign and how to participate
June 25 Non-PartisanPamphlet about RBT campaign and how to participate - Non-Partisan
September 12 2019 Non-Resident Taxpayer research report summary
September 12 Data generated in 2019 Non-Resident Taxpayer research project
September 12 2019 Non-Resident Taxpayer Research Report
September 12 Making the Case for a Switch to RBT March 2019 version
September 12 Grassroots Congressional outreach campaign to accompany the March Door Knock
September 12 Grassroots Congressional outreach campaign to accompany the May DA and TTF Door Knock
September 12 Making the Case for A Switch to Residency Based Taxation - September 2019 version
September 12 Grassroots Congressional Outreach campaign Guide for the September 2019 TTF Door Knock
September 15 Bill sponsored by Rep Maloney (D-NY) calling for the establishment of a Commission on Americans Abroad
September 15 Bill sponsored by Rep Maloney (D-NY) providing an exemption from all FATCA foreign financial account reporting for Americans abroad
October 8 Participation guide for the Congressional outreach campaign targeting members of the House Ways and Means Committee - 15 October, 2019
October 30 Guide for participants in the November grassroots campaign of outreach to Congress about expat tax reform
November 2 Making the Case for a Switch to RBT - November 2019
November 14 Reporting by Tax Notes on the 12 November 2019 EU Parliament hearing into FATCA
December 13 11 December 2019 Letter from EU Council President to Treasury Secretary Mnuchin regarding FATCA
December 17 Politico article on the tax problems of Americans abroad with interview of DA member

2018

Date Subject
March 12 Tax Reform Call Storm - campaign guide
March 12 Congressional Door Knock - Leave Behind Pack
April 13 Submission to the IRS in response to Guidance note on "Transition Taxes on Foreign Earnings"
April 26 Submission to the Senate Finance Committee hearing - "Early stage impressions of the 2017 tax act"
April 26 Sample language for grassroots activists writing to lawmakers and regulators in opposition to the "transition taxes" in the 2017 Tax Act
April 26 Tax Cuts and Jobs Act Transition Taxes and proposed remedies
April 26 Guide for grassroots activists to participate in the May 2018 Congressional CallStorm
April 26 Door Knock Leave Behind Pack - briefing on 2017 Tax Act "Transition Taxes"
April 26 Door Knock Leave Behind Pack - 23 Problems, 3 Solutions document
April 26 Door Knock Leave Behind Pack - Making the Case for a Switch to RBT
April 27 Congressional Door Knock Leave Behind Pack - Making the Case for RBT document (Black and White)
May 15 Submission to House Ways & Means Committee Hearing Series on Tax Reform: Growing our Economy and Creating Jobs
May 22 FAQs on the Foreign Account Tax Compliance Act (FATCA) and DA's advocacy work to reform it - updated to May 2018
May 23 Submission to House W&M Committee hearing on Tax Reform and Small Business - 23 May 2018
May 27 Calls upon the DNC to support RBT, FATCA Reform and FBAR reforms
May 28 Submission to HW&M Social Security Subcommittee hearing on SSN safety 17 May 2018
June 8 International Tax Filing Day Congressional CallStorm campaign guide
June 8 Congressional outreach guide for demanding an exemption from the TCJA "transition taxes" for Americans abroad
June 11 Simplified Transition Tax Campaign Tool - Exempt Americans Abroad from Repatriation and GILTI Taxes
June 28 July 4th and Summer Expat Tax Reform Campaign Participation Guide
July 13 Statement in Support of Accidental Americans
July 18 Tri-Fold Double Sided RBT Campaign Pamphlet July 2018
September 9 Tri-fold double-sided RBT campaign pamphlet - no logo
September 13 Sept/Oct 2018 Guide for outreach to Congress about Residency Based Taxation
September 24 Transition Tax Campaign - September updates
September 25 September/October Transition Tax Relief Campaign - language for writing to Congress
September 25 Repatriation Tax Relief - advice for writing to Treasury about the 1 August IRS Guidance on Repatriation Tax
September 25 IRS Guidelines of Sept 13, 2018 on Repatriation Tax
November 21 Letter to Senate Finance Committee and House Ways and Means Committee leaders asking for transition tax reforms in the TCJA technical corrections bill and for RBT
December 7 Letter to Dem Congressional Leaders seeking hearings on US laws and regulations that harm Americans abroad
December 14 Stop Tax Haven Abuse Act bill sponsors recommending a range of reforms