James A. Zellner Papers, 1944-1983

Container Title
Subseries: Ufholz, Phil
Scope and Content Note: Phil Ufholz, a legislative assistant (1978-1980), worked on legislation before the Senate Finance Committee, of which Nelson was a member; the Select Small Business Committee, of which Nelson was chairman; and the Subcommittee on Social Security, which Nelson also chaired. The more significant legislation pertains to Social Security, capital gains tax, windfall profits tax, capital cost recovery, and small business tax reforms. Some of the files belonged to Richard Fay, who preceded Ufholz.
Box   188
Folder   14
Accelerated depreciation for small business, 1977-1979
Box   188
Folder   15
Anhydrous ammonia fertilizer, 1976-1977
Box   188
Folder   16
Anti-inflation program, President Carter's, 1978
Box   188
Folder   17
Artist's Equity Tax Relief (S.1384), 1977
Box   188
Folder   18
Auto fuel efficiency tax, 1975
Automatic Dividend Reinvestment (S.1543, S.3430)
Box   188
Folder   19
Correspondence, 1978-1979
Box   188
Folder   20
Notes and background, 1978-1980
Box   188
Folder   21
Statements/ testimonies, 1978-1979
Box   188
Folder   22
Automotive excise tax, 1979
Box   188
Folder   23
Beef Import Act (S.2895), 1978
Box   188
Folder   24
Black Lung Bill (S.1538), 1977
Box   188
Folder   25
Brenner tank problem, 1978
Box   188
Folder   26
Budget resolution, 1978-1979
Box   188
Folder   27
Buses, excise tax, 1974
Capital Cost Recovery Act (S.1435/ S.110)
General
Box   188
Folder   28
1979
Box   189
Folder   1
1979-1980
Box   189
Folder   2
Nelson testimony drafts (S.1435), 1979
Box   189
Folder   3
Statements/ testimonies, 1979
Box   189
Folder   4
Capital formation, 1977
Capital gains tax bills
Box   189
Folder   5
Background/ notes, 1978
Box   189
Folder   6
Correspondence with enclosures, 1978
Box   189
Folder   7
Kimberly-Clark, timber, 1976-1977
Box   189
Folder   8-9
Nelson amendments (S.3974/ S.3410), 1978
Box   189
Folder   10-11
Statements/ testimonies, 1978
Box   189
Folder   12
Chrysler Corporation, 1967, 1977-1979
Box   189
Folder   13
Coal conversion (S.977), 1977
Box   189
Folder   14
Consumer Financial Services Act (S.2055), 1977
Box   189
Folder   15
Consumer priority in bankruptcy proceedings (S.2266/ H.R.7330), 1978
Box   189
Folder   16
Cooperative Telephone Company Tax Exemption (H.R.7581), 1978
Box   189
Folder   17
Corman Tax Equity Act (H.R.1040), 1972, 1973
Box   189
Folder   18
Corporate rate proposal, 1978
Box   189
Folder   19
Crude oil equalization tax, 1977
Customs Procedural Reform Act (H.R.8149)
Box   189
Folder   20
Background/ notes, 1978
Box   189
Folder   21
Correspondence, 1978
Box   189
Folder   22
Hearing/ statements, 1978
Box   189
Folder   23
Deferred compensation plans, IRS regulation of, 1978
Box   189
Folder   24
Dole's IRA Cost of Living Adjustments (S.1981), 1977
Box   189
Folder   25
Dillman, James, nomination to President's Pension Study Commission, 1978
Electric Utility Rate Reform (S.2114)
Box   190
Folder   1
Background, 1977
Box   190
Folder   2
Correspondence, 1977
Box   190
Folder   3
Notes/ drafts, 1977
Box   190
Folder   4
Statements/ testimonies, 1977
Box   190
Folder   5
Emergency Energy Assistance, Office of, 1976
Box   190
Folder   6
Employee Education Assistance Programs (S.2388), 1978
Box   190
Folder   7-8
Employment Retirement Income Security Act (ERISA), 1979
Box   190
Folder   9-11
Employee Stock Ownership Plans (ESOPs), 1977-1978
Box   190
Folder   12
Energy, administration statements, 1975-1976
Box   190
Folder   13-14
Energy Conservation and Conversion Act, 1975-1976
Box   190
Folder   15
Energy prices, 1974
Box   190
Folder   16-21
Energy tax legislation, 1974-1977
Box   190
Folder   22
Estate and gift tax problems, 1977
Box   190
Folder   23
Excise tax on fishing tackle, payment of, 1977-1978
Box   190
Folder   24
Farmers' Cooperatives (S.2216), Curtis bill for, 1978
Box   190
Folder   25
Farmers' Home Administration, 1977
Box   190
Folder   26
Fay, Richard, Pension Benefit Guaranty Corporation appointment, 1978-1979
Box   190
Folder   27
Federal paperwork burden, 1977
Box   190
Folder   28-29
Foreign Relations Committee Hearings, United States-United Kingdom tax treaties, 1977
Box   191
Folder   1
Foreign Relations Committee Hearings, United States-United Kingdom tax treaties (continued)
Box   191
Folder   2
Foreign tax credit regulations, 1979
Box   191
Folder   3
Franchise Practice Act (S.2135), Rexnord, 1978
Box   191
Folder   4
Fuel efficiency tax, 1973
Box   191
Folder   5-6
Gas pricing, 1977
Box   191
Folder   7
Gasoline tax, 1973-1974
Box   191
Folder   8
Head of Households Tax Credit, Packwood amendment, 1977
Box   191
Folder   9
Income tax regulations, cemetery companies, 1978-1979
Box   191
Folder   10-11
Independent contractors' status, 1977-1978
Box   191
Folder   12
Individual income tax credit, 1971-1974
Box   191
Folder   13
Individual Savings Act (S.1488), 1979
Box   191
Folder   14
Industrial Development Bonds (S.2943), 1977-1978
Box   191
Folder   15
Insulation credit
Box   191
Folder   16
Internal Revenue Service reorganization proposal (S. Res. 475), 1978
Box   191
Folder   17
Internal Revenue Tax, Joint Committee on, 1971-1975
Box   191
Folder   18
Investment tax credit, 1973-1975
Box   191
Folder   19-20
Jobs tax credit, 1978
Box   191
Folder   21
Kimberly-Clark Corporation and investment tax credit to hydropower, 1979
Box   191
Folder   22
Kiplinger tax letter, 1974
Box   191
Folder   23
League of Women Voters and IRS rule, 1978
Box   191
Folder   24
Library of Congress, seminars in Taxation for Personnel of Congressional Offices, 1972-1973
Box   191
Folder   25
Loan guarantee for new energy, 1975
Box   191
Folder   26
Medicare and Medicaid anti-fraud amendments, 1977
Box   191
Folder   27
Miscellaneous, notes, correspondence, press releases, 1977, 1979
Box   191
Folder   28
Multiple employer trusts, state insurance regulation, 1977
Box   191
Folder   29
Mutual fund pension withdrawal
Box   191
Folder   30
National Family Business Preservation Act, 1980
Box   191
Folder   31
National Energy Conservation Act (S.2057), 1977
Box   191
Folder   32
National Research Service Awards, 1977-1978
Box   191
Folder   33
Natural gas, 1975
Box   191
Folder   34
New energy resources, incentives for developing, 1977
Box   191
Folder   35
New York City financial crisis, 1978
Box   191
Folder   36
New York City pension plan investment hearings, 1978
Box   191
Folder   37
Newspaper Preservation Act (S.3441), 1978-1979
Box   192
Folder   1
Non-qualified stock options, 1977
Box   192
Folder   2
Oil import fee hearing, 1980
Box   192
Folder   3
Outboard motor fuels, 1977
Box   192
Folder   4
Overseas income, taxation of (Sec. 911), 1975, 1977
Box   192
Folder   5
Overseas income proposal, repeal deferral of-Service Company Group, 1978
Pension reform
Box   192
Folder   6
Legislation, 1974, 1976-1977
Box   192
Folder   7-9
Pension Benefits Guaranty Corporation (PBGC), 1977-1978
Box   192
Folder   10-11
Pension plan filing requirements, state and local government, 1977
Box   192
Folder   12
President Carter's budget implications upon public debt, 1978
Box   192
Folder   13
Presto Foundation scholarship program, correspondence, 1978
Box   192
Folder   14
Product Liability Self-Insurance Act (S.3049), 1978
Box   192
Folder   15
Propane gas, 1976
Box   192
Folder   16
Protection of Domestic Oil Refiners (S.2012), 1977
Box   192
Folder   17
Private foundations (S.1514), 1977
Box   192
Folder   18
Public Assistance Amendments (H.R.7200), 1977
Box   192
Folder   19
Public debt hearing, 1978
Box   192
Folder   20
Railroads, retirement-replacement-betterment, 1979
Box   192
Folder   21
Refunding bonds, La Crosse, City of, 1978-1979
Box   192
Folder   22
Roth-Kemp tax cut proposal, 1978
Box   192
Folder   23
Self dealing (S.1514)
Box   192
Folder   24
Senior Citizens' Property Tax Relief (S.2138), 1977, 1979
Small business
Box   192
Folder   25
Advocacy hearings, 1977
Box   192
Folder   26
Innovation (S.1860), 1979
Box   192
Folder   27
Preservation Act, Haskell's, 1977
Box   192
Folder   28
Private Investment Act, Nelson proposal, 1978
Box   192
Folder   29
Tax, hearings, 1975
Box   193
Folder   1
Tax, hearings (continued)
Box   193
Folder   2
Tax, provision, 1973-1974
Box   193
Folder   3
Tax Reform (S.1815), 1977
Box   193
Folder   4-6
Small refiner's tax and bias, 1977
Social Security
Box   193
Folder   7
Deposits and reporting, 1974-1975
Box   193
Folder   8
Legislation, correspondence, 1974-1977
Box   193
Folder   9
General, 1974-1976
Box   193
Folder   10
Financing, 1977
Box   193
Folder   11-12
Nelson's testimony, 1978
State Social Security Deposit Act (S.1598)
Box   193
Folder   13-15
Background, 1975-1979
Box   193
Folder   16
Correspondence, 1978-1979
Box   193
Folder   17
Drafts/ hearing materials, 1978-1979
Box   193
Folder   18
National Conference of Social Security Administrators, resolution, 1979
Box   193
Folder   19
Notes
Box   193
Folder   20
Press releases, 1978-1979
Box   193
Folder   21
State and Federal paperwork examples, 1978
Box   193
Folder   22
Statements/ testimonies, 1979
Box   193
Folder   23
System, 1975-1976
Box   193
Folder   24
Taxes on elderly, 1973, 1975, 1976
Box   193
Folder   25
Solar energy, 1975-1977
Box   193
Folder   26
Tariff bill, 1977
Box   194
Folder   1-3
Tax bill hearings, miscellaneous, 1978
Box   194
Folder   4
Tax incentives for exports, 1979
Box   194
Folder   5
Tax Reduction Act, 1975
Tax reforms
Box   194
Folder   6
Amendments, 1978
Box   194
Folder   7
Articles, 1977
Box   194
Folder   8
Correspondence, 1977
Proposals
Box   194
Folder   9-10
General, 1977
Box   194
Folder   11
Haskell's (S.1989), 1977
Box   194
Folder   12
Hatfield's (S.1969), 1977
Box   194
Folder   13
Kennedy's, 1977
Tax simplification
Box   194
Folder   14
General, 1972-1973
Box   194
Folder   15
Installment sales
Box   194
Folder   16
Statements/ testimonies, 1979
Box   194
Folder   17
Taxation of foreign investment in the United States, hearing, 1979
Box   194
Folder   18
Taxation of foundations, 1977-1978
Box   194
Folder   19
Transitional rules for carryover basis, 1979
Box   194
Folder   20
Telephone tax (S.1774), 1977
Box   194
Folder   21
Tuition tax credit, 1972-1973
Tuition Tax Relief (S.2142)
Box   194
Folder   22-23
Background/ notes, 1977-1978
Box   194
Folder   24
Bills, amendments, statements, 1977-1978
Box   194
Folder   25
Correspondence, 1977-1978
Box   194
Folder   26-27
Statements/ testimonies, 1978
Box   194
Folder   28
Uniform (Actuarial Standards for Pension Plan) Accounting (S.2992), 1978
Box   195
Folder   1
United Airlines, individual income tax credit proposal, 1975
Box   195
Folder   2
United States-United Kingdom Tax Treaty, 1977-1978
Box   195
Folder   3
United Way proposal, charitable contributions deduction, 1977
Box   195
Folder   4
USDA Grain Reserve Program, problem concerning constituent, 1979
Box   195
Folder   5
Widow's tax amendment, 1978
Windfall Profits Tax Bill amendments
Box   195
Folder   6
Alcohol/ gasohol exemption, 1979-1980
Box   195
Folder   7
Alternative Energy Production credit (Wood pellet proposal), 1980
Box   195
Folder   8
Cogeneration amendment, 1979
Box   195
Folder   9
“Comparative Analysis of Two Bills,” 1979
Box   195
Folder   10
Conference, 1979-1980
Box   195
Folder   11
Crude oil response report, 1979
Box   195
Folder   12
“Dear Colleague” letters, 1979 November
Box   195
Folder   13
Decontrol of oil prices, 1979
Box   195
Folder   14
Foreign tax credit, 1979
Box   195
Folder   15-19
General, 1979-1980
Box   195
Folder   20
Hydropower, small scale (Low-head dams), 1979-1980
Box   195
Folder   21
Leahy amendment, percentage depletion, 1979
Box   196
Folder   1
National Citizens for the Windfall Profits Tax, 1979
Box   196
Folder   2
Nelson floor statement draft/ miscellaneous, 1979
Box   196
Folder   3
Options, 1979-1980
Box   196
Folder   4
Packwood amendment (renewable energy), 1979
Box   196
Folder   5
Passive solar energy tax credit, 1979-1980
Box   196
Folder   6
Proposed amendments, 1979
Box   196
Folder   7
Railroad rehabilitation amendment, 1979
Box   196
Folder   8-9
Solid waste disposal (recycling facilities), 1979-1980
Box   196
Folder   10
Wisconsin economic study, circa 1977
Box   196
Folder   11
Zero bracket increase, 1978