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Add blog post about PolicyEngine-NBER MOU for TAXSIM emulator development - #2746

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MaxGhenis merged 16 commits into
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nber-mou-blog-post
Sep 5, 2025
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MaxGhenis merged 16 commits into
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nber-mou-blog-post

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Summary

  • Adds blog post announcing the memorandum of understanding between PolicyEngine and NBER
  • Details the collaboration framework for developing an open-source TAXSIM emulator
  • Highlights ongoing development at github.com/PolicyEngine/policyengine-taxsim

Fixes #2745

Co-Authored-By: Claude noreply@anthropic.com

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Fixes #2745

Co-Authored-By: Claude <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings September 5, 2025 08:20
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Pull Request Overview

This PR adds a blog post announcing the memorandum of understanding between PolicyEngine and NBER for developing an open-source TAXSIM emulator. The post details the collaboration framework, development approach, and transition planning to ensure continuity of tax microsimulation capabilities for the research community.

  • Adds new blog post entry to the posts.json configuration
  • Creates comprehensive blog post content explaining the PolicyEngine-NBER partnership
  • Documents the technical collaboration and validation framework for TAXSIM emulator development

Reviewed Changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

File Description
src/posts/posts.json Adds new blog post entry with metadata for the NBER MOU announcement
src/posts/articles/policyengine-nber-mou-taxsim-emulator.md Creates the full blog post content detailing the partnership and development framework

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Co-Authored-By: Claude <noreply@anthropic.com>
- Add PolicyEngine-NBER cover image
- Remove 'emulator' from filename slug for consistency
- Update posts.json with new filenames
- Add links to MOU document, NBER.org, TAXSIM, and Feenberg/Coutts paper
- Add citation count (900+ on Google Scholar) and government usage information
- Update Feenberg's title to IT Director at NBER
- Remove formal Communications and Transparency section
- Remove MOU termination clause details for general audience
- Make content more suitable for blog format
- Change to first-person 'we' since authored by Max and Pavel
- Update text to 'We are working with Daniel Feenberg and James Poterba'
- Add 'CEO' to Poterba's title for clarity
- Make language more direct and personal throughout
- Complete rewrite with more conversational, company blog tone
- Use active voice throughout
- Add engaging opening and stronger conclusion with call to action
- Organize content around impact and benefits for researchers
- Remove overly formal sections and language
- Add bullet points for clarity and readability
- Emphasize the value proposition more clearly
- Add paragraph about identifying improvements to both TAXSIM and PolicyEngine
- Emphasize federal and state-level tax law accuracy improvements
- Fix markdown list formatting for linting compliance
- Correct citation count to 1,200+ from Google Scholar
- Add mention of 3+ years of validation work against TAXSIM
- Fix markdown linting issues with list formatting and blank lines
- Link directly to Google Scholar citations page
- Clarify that citations are for papers applying TAXSIM
- Reference the Feenberg and Coutts (1993) paper more precisely
- Remove mentions of 'enhancing' TAXSIM (we're building an emulator, not enhancing TAXSIM)
- Remove speculative dashboard feature that isn't built
- Clarify that the emulator uses PolicyEngine's existing tax models
- Focus on actual deliverables: compatibility, open-source, validation
- Add back the dashboard for comparing tax scenarios
- Dashboard is actually being built as part of the project
- PolicyEngine models cover 2021 onward, not historical years
- System will integrate TAXSIM (historical) with PolicyEngine emulator (2021+)
- Users get unified interface with backend routing based on year
- Researchers experience no disruption while gaining open-source benefits
- Remove unverified claims about CBO and JCT using TAXSIM
- Add verified BLS usage with citation to their 2015 article
- Add Census Bureau evaluation for Supplemental Poverty Measure
- Include direct links to government sources for verification
- Specify TAXSIM35 as current version with 35 input variables
- Detail outputs beyond tax liability (taxable income, credits, payroll taxes)
- Correct time coverage: federal 1960-present, state 1977-present
- Add think tank usage with Brookings citation (Sabelhaus et al.)
- Note that TAXSIM is not currently open source (important context)
@MaxGhenis
MaxGhenis merged commit ff33e6f into master Sep 5, 2025
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@github-project-automation github-project-automation Bot moved this from Todo to Done in policyengine-app Sep 5, 2025
@MaxGhenis
MaxGhenis deleted the nber-mou-blog-post branch September 5, 2025 16:47

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Blog post on MOU with NBER

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