Institute on Taxation and Economic Policy (ITEP)

ITEP Work in Action

Florida Policy Institute: Amendment 3 Local Funding Cuts Calculator

FPI's online calculator, powered by the Institute on Taxation and Economic Policy, shows how Amendment 3 would impact funding in your neighborhood.

Massachusetts Budget & Policy Center: Strengthening the Foundation: 28 Progressive Revenue Options for Building a Better Massachusetts

This new tool describes 28 ways the Commonwealth could generate substantial new revenue in a manner that would fall least heavily on people with the least ability to pay.

Center on Budget and Policy Priorities: In Radical Departure From Long-Standing Policy and Federal Law, Trump Administration Proposes New Regulation to Take Tax Credits Away From Many Families That Include Immigrants With Lawful Status

The Treasury Department has proposed a rule that would take away the refunded portion of certain tax credits from many individuals with lawful immigration status.

Arizona Center for Economic Progress: What Does a Strong Arizona Economy Actually Look Like?

The Institute on Taxation and Economic Policy ranks Arizona as having the 13th most regressive tax system in the country. Colorado ranks 39th.

District of Columbia Tax Expenditure Report Cites ITEP Analysis

The District’s property tax circuit breaker program (also known as “Schedule H”) allows low-income homeowners and renters to claim a property tax credit applied to the taxpayer’s income tax liability

Audio: ITEP’s Sarah Austin Warns Against Swapping Income Taxes for Sales Taxes.

ITEP Senior Analyst Sarah Austin appeared on the Oregon Center for Public Policy’s “Policy for the People” podcast, discussing tax policy choices that would ask more from working families instead of the wealthy.

DC Fiscal Policy Institute: Five Principles for Strong DC Tax Policy

Lawmakers can use this moment to advance a more progressive and racially-just tax system by evaluating tax proposals across five dimensions: equity, adequacy and stability, simplicity, neutrality, and accountability.

North Carolina Budget & Tax Center: Income tax limits would deepen racial inequity in NC

This November, North Carolinians will vote on a constitutional amendment that would limit the state income tax rate to 3.5 percent both for personal and corporate income taxes, a significant decrease from 7 percent, which was the maximum rate approved by voters in 2018.

Responsible Statecraft: On This Labor Day, Trump Offers No Sympathy to Working Americans

The president's war has jacked up energy prices, including gas and the diesel used to transport goods, and his White House appears not to care. 

Critical Public Health: Fiscal Reform Under the “One Big Beautiful Bill” and It’s Public Health Implications

The ‘One Big Beautiful Bill’ is framed by its proponents as the largest middle-class tax cut in U.S. history and a catalyst for economic growth. Yet, beneath the marketing of ‘jobs, tax cuts, and American prosperity’, the legislation conceals sweeping rollbacks of Medicaid, food assistance, education, reproductive care, and expanded immigration enforcement, alongside tax windfalls for venture capital and immigration enforcement.

Institute for Policy Studies: A Perfect Storm: How Federal Policy Changes Are Increasing Economic Insecurity for America’s Families

This report examines how recent policy changes in healthcare, food assistance, housing, and immigration are affecting families and communities, while also outlining what to expect in the coming year.

National Conference of State Legislatures: The State of Sales Tax Holidays

It’s back-to-school time again, and for many families it’s time to start planning shopping trips to stock up on supplies and new clothes for the coming year. For many states, this means hosting sales tax holidays to assist parents and students with these annual purchases. Sales tax holidays are limited windows of time during which […]

ITEP Cited in Lawsuit Filed by Advocates and 18 State Attorneys General to Stop IRS-ICE Data Sharing

Several states filed a legal brief last week urging the courts to side with plaintiffs who have sued the Trump administration in an attempt to have the IRS-ICE data sharing agreement stuck down. The legal brief cites three ITEP reports (see pages 9-10 and 14). Read more

Center for American Progress: Americans Pay the Price for Trump’s War While Oil and Gas Companies Get Rich

August 7, 2026

As Americans pay more at the pump, five of the top oil and gas companies have brought in $65.5 billion in profit so far this year—up 65 percent from this time last year.

Idaho Center for Fiscal Policy: How the One Big Beautiful Bill’s Tax Changes Impact Idaho Families

The One Big Beautiful Bill Act (OBBBA) made major changes to public programs and the federal tax code. It included about $4.5 trillion in tax cuts, with most of the benefits going to higher-income households. To help pay for those tax cuts, the law also reduced funding for health care and food assistance and shifted some federal costs onto the states.

Economic Opportunity Institute: What the Millionaires Tax would mean for Washington

In fact, thanks to the legislation’s expansion of the state’s Working Families Tax Credit and elimination of sales taxes on several categories of items, 95% of Washington households will pay less in state taxes, according to an analysis by the Institute on Taxation and Economic Policy.

Senator Elizabeth Warren: Warren, King Seek Data on Tax Break for Ultra-Wealthy Expanded by Republicans in One Big Beautiful Bill

The QSBS exclusion allows investors who buy stock in a “qualified business” to write off as much as 100 percent of their capital gains when they sell that stock, in some cases delivering millions of dollars in tax breaks. 

Senator Chris Van Hollen: Van Hollen, Pettersen Lead Lawmakers in Introducing Legislation to Bring Transparency to Corporate Abuse of Tax Havens, Job Offshoring

U.S. Senator Chris Van Hollen and U.S. Representative Brittany Pettersen led their colleagues in reintroducing the Disclosure of Tax Havens and Offshoring Act, legislation to provide transparency around corporations’ use of tax havens and incentives to offshore jobs.

Center on Budget and Policy Priorities: Missouri Tax Amendment Likely to Seriously Harm Services, Shift Taxes Onto Working Families

In early August, Missouri voters will decide one of the most consequential state tax policy questions in recent memory: whether to eliminate their state’s personal income tax.

California Budget & Policy Center: Should Voters Approve Prop. 3? How Top Tax Rates Have Helped Californians

Proposition 3 will appear on the November 2026 statewide ballot, asking California voters whether to make permanent the higher-income tax rates on the state’s highest earners. 

Migration Policy Institute: Rooted in the Valley: Immigrants in Napa County’s Communities and Economy

Immigrants made up 29 percent of Napa County’s workforce as of 2019–23, with those working in the wine and hospitality industry generating an estimated $1.5 billion in county GDP.

The Bell Policy Center: Colorado Ballot Guide 2026

July 13, 2026 • By ITEP Staff

The Bell Policy Center: Colorado Ballot Guide 2026

According to the Institute on Taxation and Economic Policy, immigrants without documentation contributed $436.5 million in state and local taxes in Colorado in 2022.

CSG Midwest: Conform or decouple? Changes in federal tax policy stir debates in state legislatures

“Congress often tinkers with the tax code from one year to the next, so state conformity debates happen all the time, says Carl Davis, research director at the Institute on Taxation and Economic Policy. “But they’re usually much more minor considerations.”

Michigan Democratic Party: Michigan Democrats Slam GOP Billionaire Bailout Budget On One-Year Anniversary of OBBBA’s Passage

The Institute on Taxation and Economic Policy found the OBBBA “will increase taxes for most Americans, significantly expand income inequality, and add trillions to the national debt, while delivering substantial tax cuts to high-income households, corporations, and foreign investors.”

Stop Greed, Build Green | Climate and Community Institute: AI First: How the Federal Government is Prioritizing AI Over People and Planet

The recent explosion of artificial intelligence (AI) and the construction of data centers threatens to swallow the US economy and transform society. 

Advocates and policymakers at the state and federal levels rely on ITEP’s analytic capabilities to inform their debates on proposed tax policy changes. In any given year, ITEP fields requests for analyses of policies in 25 or more states. ITEP also works with national partners to provide analyses of federal tax policy proposals. This section highlights reports that use ITEP analyses to make a compelling case for progressive tax reforms.