NAST State Treasury Profiles 2013
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May 29, 2019 by First Class Mail and Email (Taina.Edlund@Irscounsel
May 29, 2019 President David Damschen, UT Executive Committee By First Class Mail and Email ([email protected]) Duane Davidson, WA Michael Frerichs, IL Deborah Goldberg, MA Seth Magaziner, RI Catherine Hughes Steve McCoy, GA Vicki Judson Kelly MItchell, IN Beth Pearce, VT Janine Cook Tobias Read, OR Taina Edlund Department of the Treasury Executive Director Internal Revenue Service Shaun Snyder 1111 Constitution Avenue NW 701 Eighth Street, NW Room 4300 Suite 540 Washington, DC 20224 Washington, DC 20001 (202) 347-3865 Re: Proposed Regulation Comments for Section 529A ((CC:PA:LPD:PR (REG-102837- www.NAST.org 15)) To the Internal Revenue Service: The National Association of State Treasurer’s (NAST) ABLE Committee appreciates this opportunity to comment on the proposed regulations under Section 529A of the Internal Revenue Code that provide guidance regarding the Achieving a Better Life Experience (ABLE) Act of 2014 (the “Proposed Regulations”). We realize that the initial comment period ended on September 21, 2015; however, we understand that comments are still being accepted. With several years of collective administration of ABLE programs, states have now gained operational experience that has in turn provided insight into how the Proposed Regulations can be improved. The Problem Despite 41 states and the District of Columbia offering ABLE programs, the rate of ABLE account openings has been slow industry wide. While there are many causes for this, we believe part of the problem is that not all potential ABLE account owners have a parent, guardian, or power of attorney who can or who is willing to serve as an “authorized legal representative” and assist them in opening and maintaining an account. -
NAST Letter to the Congressional Military Family Caucus 7.21.20
July 21, 2020 Congressional Military Family Caucus Representative Sanford Bishop Representative Cathy McMorris Rodgers 2407 Rayburn HOB 1035 Longworth HOB Washington, D.C. 20515 Washington, D.C. 20515 President Deborah Goldberg, MA Dear Rep. Bishop and Rep. McMorris Rodgers: Executive Committee Henry Beck, ME As we celebrate the 30th Anniversary of the passage of the Americans with Disabilities Act David Damschen, UT Tim Eichenberg, NM (ADA), we can be proud of its positive impact on veterans with disabilities, while acknowledging Michael Frerichs, IL that there is much left to do. Dennis Milligan, AR Kelly Mitchell, IN The main purpose of the ADA is to provide people with disabilities equality of opportunity, full Shawn Wooden, CT participation in society, independent living, and economic self-sufficiency. But for more than two Executive Director decades after its passage, economic self-sufficiency was impossible for some. People with Shaun Snyder disabilities who need government benefits in order to live independently were blocked from saving 1201 Pennsylvania Ave, NW money. Without savings, economic self-sufficiency is unattainable. And without being able to Suite 800 fully participate in the economy, the other goals will not be fully realized. Washington, DC 20004 When the Achieving a Better Life Experience (ABLE) Act was passed into law in 2014, many www.NAST.org Americans with disabilities were empowered to save their own money to help pay for their disability expenses without fear of losing federal and state benefits. The Act was a meaningful step forward for people with disabilities. However, it came up short. After more than five years, and on the 30th birthday of the ADA, millions of Americans with disabilities, including veterans, still remain ineligible to open an ABLE account simply because they acquired their disability after they turned 26 years old. -
Final Report of the Vermont Tax Structure Commission
2021 Final Report of the Vermont Tax Structure Commission PREPARED IN ACCORDANCE WITH ACT 11, SEC. H.17 OF THE 2018 SPECIAL LEGISLATIVE SESSION DEB BRIGHTON, STEPHEN TRENHOLM, BRAM KLEPPNER VERMONT TAX STRUCTURE COMMISSION | February 8, 2021 Table of Contents i 1. Introduction ............................................................................................................................. 1 2. Summary of Recommendations ........................................................................................... 4 Recommendation 1: Undertake Tax Incidence Analysis in Order to Eliminate Tax Burden/Benefit Cliffs ............................................................................................................ 4 Recommendation 2: Establish an Ongoing Education Tax Advisory Committee ..................... 5 Recommendation 3: Restructure the Homestead Education Tax ............................................. 5 Recommendation 4: Broaden the Sales Tax Base ..................................................................... 7 Recommendation 5: Modernize Income Tax Features ............................................................... 8 Recommendation 6: Improve Administration of Property Tax ................................................. 8 Recommendation 7: Create a Comprehensive Telecommunications Tax ................................. 9 Recommendation 8: Utilize Tax Policy to Address Climate Change ........................................10 Recommendation 9: Collaborate With Other States to Build a Fairer, More -
Utah Capital Investment Corporation September 2016 Updates 2 Utah Capital Helps Attract Private Investments to Create Jobs $125 Billion Invested Annually in U.S
Utah Capital Investment Corporation September 2016 Updates 2 Utah Capital Helps Attract Private Investments to Create Jobs $125 billion invested annually in U.S. companies by venture capital and private equity managers Less than 1% received by Utah companies Venture Capital-backed Venture Capital-backed companies outperform on companies account for revenue growth and 11% of U.S. employment. employment growth – IHS Global Insight “Venture Impact” 6th Edition – IHS Global Insight “Venture Impact” 6th Edition Utah Capital’s activities increase investments in Utah, which lead to job creation Sources: Investment numbers from ThomsonOne using averages of deal values reported from January 1, 2008 through December 31, 2013. Other sources used include IHS Global Insight and National Venture Capital Association, “Venture Impact: The Economic Importance of Venture Capital-Backed Companies to the U.S. Economy” 3 Other State Programs * 29 states with known programs Programs with Recent Initiatives: Illinois – Growth & Innovation Fund (2011) – $220 m (state investment portfolio) – announced January 2016 Tax Credit- backed Connecticut – $145 million fund of funds Programs program (part of retirement system) – States that failed announced May 2015 to get a program off the ground Wisconsin – State committed $25 m to Badger States with a Fund of Funds – legislation passed 2013 Program Tax Credit-backed Programs: Colorado – High Country Venture – two funds ($20-$25 m) – tax credits sold to insurance companies Other Programs: Iowa – Iowa Fund of Funds (2002) -
Annual Reports This Publication Was Airport, Burlington International
Cityof Burlington,Vermont Audited Financial Statements Year Ended June 30, 2012 2012 table of contents City Government ACKNOWLEDGMENTS City Organizational Chart . 2 Mayor’s Message . 3 Design/Production: Futura Design City Officials Appointed Printing: Queen City Printers Inc. by the Mayor . 6 Printed on PC Recycled Paper Vermont Legislators . 7 Photography: Photos by Patricia Braine ©2013 Mayors of Burlington . 7 SilverImagesVermont.com. Available for purchase to support Burlington Parks & City Council . 8 Recreation Scholarship Program. City Council Standing Committees . 9 Cover photos: Raychel Severence, Ted Olson, Carolyn City Departments & Office Hours . 10 Bates, Launie Kettler, Patricia Braine, Karen Pike. Important Dates . 11 Project Managment: Jennifer Kaulius, Mayor’s Office City Holidays . 11 This report can be made available in alternate formats for Board of School Commissioners . 12 persons with disabilities. City Commissioners . 13 This report also is available online at Regularly Scheduled www.burlingtonvt.gov. Commission Meetings . 18 Department Annual Reports This publication was Airport, Burlington International . 19 printed on paper certified Arts, Burlington City. 20 to the FSC® standard. Assessor, Office of the City . 22 It was manufactured using Attorney, Office of the City . 23 high solid inks containing Church Street Marketplace . 26 no VOCs and 100% Green-e® Certified Clerk/Treasurer, Office of the City . 28 Renewable Energy Code Enforcement . 30 through the purchase of Community and Economic Renewable Energy Development Office . 32 Credits (RECs). Electric Department . 36 Fire Department . 38 Housing Authority . 40 Human Resources Department. 41 Fletcher Free Library . 43 Parks & Recreation Department. 46 Planning & Zoning Department . 51 Police Department . 53 Public Works Department . 57 School District . -
BOD-11.19.2019.Pdf
TENNESSEE HOUSING DEVELOPMENT AGENCY BOARD OF DIRECTORS November 19, 2019 Pursuant to the call of the Chair, the Tennessee Housing Development Agency Board of Directors (the "Board") met in regular session on Tuesday, November 19, 2019, at 1:00 p.m., in the Nashville Room of the William R. Snodgrass Tennessee Tower Building, Nashville, Tennessee. The following Board members were present: Mike Hedges (Chair); Dorothy Cleaves; John Krenson; Kevin Bradley for Treasurer David Lillard; Colleen Daniels for Commissioner of Finance & Administration Stuart McWhorter; Austin McMullen; Erin Merrick; Rick Neal; Chrissi Rhea; John Snodderly; Secretary of State Tre Hargett; and Katie Armstrong for Comptroller Justin Wilson. Those absent were: Daisy Fields; Regina Hubbard; and Lynn Tully. Ralph M. Perrey, THDA Executive Director, recognized the following THDA staff members for their years of service: Terry Benier Single Family 5 years Kenyell Chalmers Community Programs 5 years Nekishia Potter Community Programs 5 years Kilolo Dunmore Internal Audit 5 years Patrick Adams Single Family 5 years LaMar Brooks Section 8 Contract Admin 10 years Joe Bethel Multifamily Programs 10 years Patrick Harrell Information Technology 10 years Cindy Ripley Executive 10 years Robert Lucas Multifamily Programs 10 years Kristy Allen Information Technology 15 years Valeri Allen Community Programs 20 years Caroline Rhodes Single Family Loan Ops 20 years Sharon Palmer Accounting 25 years Mr. Perrey also recognized the following veterans for their military service: Kavin Williams Marines Bill Lord Marines Mike Costa Navy Melva Boyd Air Force Stephanie Bounds Army John Krenson (Board Member) Army Seeing a physical quorum present, Chair Hedges called the meeting to order and offered a time for public comment. -
Annual Report Fiscal Year 2012
Annual Report Fiscal Year 2012 July 1, 2011 to June 30, 2012 State of Nevada Office of State Treasurer Kate Marshall OFFICE OF THE STATE TREASURER October 1, 2012 Dear Gov. Sandoval and Members of the Legislature: As required by NRS 226.120, it is my pleasure to present you with the State Treasurer’s Office Annual Report for Fiscal Year 2012 (FY12), an account of the operations of the Treasurer’s Office over the past fiscal year. For FY12, investment interest earnings on the state’s General Portfolio came in at $2.4 million. As of June 30, 2012, total assets under management carried a fair market value of $2.7 billion. Our debt service payment reserves are at 11 months, well above the standard “best practice” of six months of reserve. For FY12, the State Treasurer’s Office had an approved budget over all functional areas of $7,650,360; however, only $6,518,118 was expended, saving more than $1.132 million in taxpayer dollars. Further, only 10% of the total expenditures were paid for with General Fund appropriation, with the balance being funded by assessments and trust fund transfers, a further savings of taxpayer money. The Unclaimed Property Division had another banner year in FY12, with nearly $33 million returned to owners and about $140 million in collections. Operation Claim It and other expanded outreach efforts initiated by my office continue to escalate the amount and percentage of unclaimed property being returned to its rightful Nevada owners. At the same time, the State Treasurer’s Office was able to transfer nearly $97.3 million to the state General Fund in FY12, the highest amount in the state’s history, shattering last year’s record total of $83.7 million. -
Indiana State Auditor
Request for Proposal for Third Party Administrator Services for State of Indiana Public Employees’ 457(b) and 401(a) Plans RFP 2020-02 November 9, 2020 Indiana Auditor of State Tera Klutz, CPA as Plan Administrator Request for Proposal RFP 2020-02 for Third Party Administrator Services for State of Indiana Public Employees’ 457(b) and 401(a) Plans This Request for Proposal (“RFP”) includes the following: Section 1 General Information .............................................................................................. 1 Section 2 Proposal Procedures .............................................................................................. 8 Section 3 Respondent Requirements ................................................................................. 10 Section 4 Evaluation and Contract Award ......................................................................... 14 Exhibit A Information about the Plan ................................................................................ A-1 Exhibit B Scope of Services ...............................................................................................B-1 Exhibit C Professional Services Contract ..........................................................................C-1 Attachment A Technical Requirements Checklist ................................................................ AA-1 Attachment B Questionnaire .................................................................................................. BB-1 Attachment C Fee Proposal ................................................................................................... -
Indiana Comprehensive Annual Financial Report
Comprehensive Annual Financial Report For Fiscal Year Ended June 30, 2016 Michael R. Pence, Governor Prepared by the Office of Indiana Auditor of State Suzanne Crouch Room 240 State House 200 West Washington St. Indianapolis, IN 46204 STATE OF INDIANA Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2016 Michael R. Pence, Governor Prepared by: The Office of the Auditor of State Suzanne Crouch Auditor of State Room 240 State House Indianapolis, Indiana 46204 ii - State of Indiana - Comprehensive Annual Financial Report Acknowledgments This Comprehensive Annual Financial Report was prepared by: The Office of Indiana Auditor of State Room 240, State House 200 West Washington Street Indianapolis, Indiana 46204 (317) 232-3300 Auditor of State Staff: Courtney Everett, Deputy Auditor Clay Jackson, CPA, Finance Director Erin Sheridan, Chief of Staff Tracy Barnes, Deputy Auditor Beth Memmer, Budgeting/Purchasing Director Brent Plunkett, Payroll Director Mary Reilly, Accounts Payable Director Colleen Tye, Human Resources Director Fred Van Dorp, Settlement Director Auditor of State Financial Reporting Team: Tonya Armstrong, Staff Accountant Cindy Bowling, Staff Accountant Janie Cope, Staff Accountant David Simpson, Settlement Specialist Duong Vu, Settlement Specialist We extend special thanks to Stacey Halvorsen, CPA, and all employees of State agencies throughout Indiana. Your cooperation and assistance in the preparation of this Comprehensive Annual Financial Report has been invaluable. Please visit our web site at www.in.gov/auditor/ Comprehensive Annual Financial Report - State of Indiana - iii Elected as Indiana’s 56th State Auditor in 2014, Suzanne Crouch serves as the Chief Financial Officer for the State of Indiana. Auditor Crouch is a committed fiscal conservative who keeps taxpayers first, recognizing that each tax dollar is closely linked to the hard working Hoosier who earned it. -
Republican Party
SAMPLE BALLOT NOTICE OF ELECTION Notice is hereby given that the August Primary Election will be held in the County of Taney on Tuesday, August 7, 2012 as certified to this office by the participating entities of Taney County. The ballot for the election shall be in substantially the following form: DEMOCRATIC PARTY REPUBLICAN PARTY FOR U.S. SENATOR FOR U.S. SENATOR FOR U.S. REPRESENTATIVE Vote for ONE Vote for ONE DISTRICT 7 Vote for ONE CLAIRE McCASKILL TODD AKIN FOR GOVERNOR JERRY BECK TOM STILSON Vote for ONE SARAH STEELMAN BILLY LONG JEREMIAH W. (JAY) NIXON JOHN G. BRUNNER MIKE MOON CLAY THUNDERHAWK MARK MEMOLY FOR STATE SENATOR WILLIAM B. CAMPBELL MARK PATRICK LODES DISTRICT 29 Vote for ONE FOR LIEUTENANT GOVERNOR ROBERT (BOB) POOLE Vote for ONE HECTOR MALDONADO JAMES E. STRAHAN SUSAN MONTEE FOR GOVERNOR GAYLE (ABIGAYLE) WRIDGE DENNIS WEISENBURGER Vote for ONE DAVID SATER FRED KRATKY JOHN D. WEILER JIM STRAFUSS BECKY LEE PLATTNER DAVID (DAVE) SPENCE FOR STATE REPRESENTATIVE JUDY BAKER BILL RANDLES DISTRICT 138 Vote for ONE SARA LAMPE FRED SAUER JACKIE TOWNES McGEE FOR LIEUTENANT GOVERNOR DON PHILLIPS BILL (WILLIAM) HAAS Vote for ONE FOR STATE REPRESENTATIVE FOR SECRETARY OF STATE CHARLES W. KULLMANN DISTRICT 155 Vote for ONE Vote for ONE BRAD LAGER JASON KANDER PETER KINDER LYLE ROWLAND MD RABBI ALAM MIKE CARTER MIKE LIND FOR STATE TREASURER FOR SECRETARY OF STATE FOR STATE REPRESENTATIVE Vote for ONE Vote for ONE DISTRICT 156 Vote for ONE CLINT ZWEIFEL SCOTT RUPP FOR ATTORNEY GENERAL SHANE SCHOELLER JEFF JUSTUS Vote for ONE BILL STOUFFER GAIL HINSHAW CHRIS KOSTER FOR STATE TREASURER FOR U.S. -
Missouri State Treasurer Unclaimed Property Division
Missouri State Treasurer Unclaimed Property Division Allyn unlearns her stabilities trustworthily, self-revealing and riming. Credal and invariable Tyrone girding well-timed and bay his mimeographs slanderously and early. Infertile Halvard overhaul some ablators after dejected Sayres windlass pulingly. The pursue claim that state division of employment security and social media, you searched through state treasurer shall determine if you can be made payable to snare a limit under Unclaimed by missouri treasurer may be added. All agree have to aircraft is garbage a fee upfront or writing your personal information and butter money is yours. Louis Circuit Judge John Calhoun to Judges Thomas Grady, diamond rings, or if the Holder is a successor to other entities who previously held the property for the owner. There free legal consumer advocates say this coming monday night in unclaimed property division does not have money in unclaimed money in an unknown or business practice. State Fair outreach and education through such events as the Colorado State Fair Searching Online typically. Those individuals who file a bold claim or request more information about donating their Unclaimed Property so they return any initial claim documents. Million in other unclaimed property this year. The purpose of unclaimed property laws is to ensure the protection of abandoned property until the rightful owner is located. Unclaimed funds listed next to continue searching online database via email claims process for example, including policy proceeds from our investigative unit alfred e smith emailed potential victims to. Missouri Missouri State Treasurer Unclaimed Property. Asset owed to an individual or business best in the form of uncashed checks, seal it and mail it. -
Unclaimed Property Compliance What You Need to Know
UNCLAIMED PROPERTY COMPLIANCE WHAT YOU NEED TO KNOW July 20, 2021 BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. With You Today ANGIE GEBERT KHRYSTYNA BURKUN JAMES MANN ANDRES MACELLARO National Unclaimed Property Unclaimed Property State & Local Tax Services, Unclaimed Property Compliance Leader & State & Local Tax Services Unclaimed Property State & Local Tax Services Managing Director Experienced Associate Manager Escheat Manager 312-233-1848 312-233-1817 312-730-1274 212-885-8000 [email protected] [email protected] [email protected] [email protected] 2 UNCLAIMED PROPERTY COMPLIANCE WEBINAR Compliance Essentials Compliance Best Practices Unclaimed Property Trends State Outreach Agenda State Compliance Updates New Delaware Senate Bill Litigation Update Conclusion/Q&A 3 UNCLAIMED PROPERTY COMPLIANCE WEBINAR COMPLIANCE ESSENTIALS 4 UNCLAIMED PROPERTY COMPLIANCE WEBINAR Unclaimed Property Essentials COMMON TYPES OF UNCLAIMED PROPERTY: Uncashed payroll or commission checks Uncashed payable / vendor checks Gift certificates / gift cards Customer merchandise credits, layaways, deposits, refunds or SOURCING RULES: rebates First, to the state of the Overpayments / unidentified remittances rightful owner’s last known Suspense accounts address, if known, or Unused/outstanding benefits (non-ERISA) Second, to the state of the Miscellaneous income/bad debt expense accounts holder’s incorporation (commercial domicile for unincorporated entities). 5 UNCLAIMED PROPERTY COMPLIANCE WEBINAR Unclaimed Property Essentials REPORTING DEADLINE Varies by Industry Most fall into two filing seasons – Spring/Summer and Fall DORMANCY PERIOD Varies by property type and state Need to understand when the dormancy period starts (i.e.