Contents: Mortimer C. Caplin Collection | Archives & Special Collections

Series Mortimer M. Caplin Memorabilia
Item Commission as Ensign, United States Navy MSS 04-5, Box 1
Item Certificate of Satisfactory Service to Lieutenant Mortimer C. Caplin on active duty as member of the United States Naval Reserve during World War II MSS 04-5, Box 1
Item White House Letter dated October 6, 1961 and pen used by President John F. Kennedy to sign the account numbering legislation (heart of IRS computer system) MSS 04-5, Box 2
Item Two framed White House Letters dated October 17, 1962 and pens used by President John F. Kennedy to sign 1962 Revenue Laws H. R. 10620 and H. R. 10650 MSS 04-5, Box 2
Item Time Magazine, cover photograph MSS 04-5, Box 2
Item United States Treasury Department Alexander Hamilton Award in recognition of Distinguished Leadership in the Treasury Department MSS 04-5, Box 2
Item Tax Executive Institute Distinguished Service Award MSS 04-5, Box 2
Item Certificate of the Commonwealth of Virginia appointing Mortimer C. Caplin member of the Board of Visitors of the University of Virginia MSS 04-5, Box 2
Item George Washington University Resolution on Service on the Board of Trustees MSS 04-5, Box 2
Item Certificate of the Commonwealth of Virginia appointing Mortimer C. Caplin member of the Board of Visitors of the University of Virginia MSS 04-5, Box 2
Item The Judge Learned Hand Human Relations Award Plaque, Washington, D. C MSS 04-5, Box 2
Item Certificate of Service on University of Virginia Board of Visitors MSS 04-5, Box 2
Item Congressional Record Tribute to Mortimer C. Caplin on Caplin Pavilion Dedication, signed by Sen. John Warner MSS 04-5, Box 3
Item University of Virginia Law School Foundation Resolution on Service on Board of Trustees MSS 04-5, Box 3
Item Congressional Record Tribute to Mortimer C. Caplin on Jefferson Medal in Law Award MSS 04-5, Box 3
Item Plaque: “A man of purpose”, Washington Business Journal, Vol. 22, No. 15 MSS 04-5, Box 3
Item Congressional record Tribute to Mortimer C. Caplin on University of Virginia Commencement Speech, signed by Sen. Jon Warner MSS 04-5, Box 3
Item University of Virginia Law School: “Profiles in Philanthropy”. Tribute to Mortimer C. Caplin MSS 04-5, Box 3
Subgrp Photographs
- Item Photograph of Robert Kennedy and letter to Mr. Caplin. (Framed, signed) MSS 04-5, Box 4
- Item Photograph of Justice Earl Warren. (Framed, signed) MSS 04-5, Box 4
- Item Photograph of Secretary Treasurer Douglas Dillon. (Framed, signed) MSS 04-5, Box 4
- Item Photograph of U. S. Circuit Judge Armistead Dobie (Framed, signed) MSS 04-5, Box 4
- Item Photograph of Mr. Caplin introducing Sen. Robert Kennedy at the AAAS Israel Congregation in Washington, D. C., (Framed) MSS 04-5, Box 4
- Item Photograph of President John F. Kennedy’s visit to the Internal Revenue Service, with Treasury Secretary Douglas Dillon and Mortimer Caplin MSS 04-5, Box 4
- Item Photograph/ tribute to Mortimer Caplin. MSS 04-5, Box 4
- Item Photograph of President Lyndon B. Johnson and letter MSS 04-5, Box 4
- Item UVA boxing team member (Framed) MSS 04-5, Box 4
- Item Caplin UVA Board of Visitors Photograph MSS 04-5, Box 4
- File Five photographs of UVA Boxing Team MSS 04-5, Box 4
  - Item Mortimer Caplin. Southern Conference Championship Boxing Team MSS 04-5, Box 4
  - Item Mortimer Caplin K. O., North Carolina MSS 04-5, Box 4
  - Item UVA boxers and two coaches with Elissa Landi at M.G.M. Studio, Returning from National Intercollegiate Boxing Championship in Sacramento, CA MSS 04-5, Box 4
  - Item UVA Boxing Team MSS 04-5, Box 4
  - Item UVA First Year Boxing Team MSS 04-5, Box 4
- Item Photograph of 1952 Law School Faculty (framed) MSS 04-5, Box 4
Subgrp Articles
- Item Time, p.13 MSS 04-5, Box 4
- Item Newsweek, pp. 67-68 MSS 04-5, Box 4
- Item “IRS Boss Tries to Ease Nation’s Taxpayers into the Electronic Age”, Business Week, pp. 85-87 MSS 04-5, Box 4
- Item “Vim and Vigah on the Frontier. The President has Called for Vigor, and New Frontiermen Team in History Unless They Change Their Ways Quickly”, Sports Illustrated, pp. 16-19 MSS 04-5, Box 4
- Item Administrative Management, Cover page MSS 04-5, Box 4
- Item Time, The Weekly Newsmagazine MSS 04-5, Box 4
- Item “Your Friendly Tax Collector”, Life, pp.69-74 [We photocopy from a photocopy, and it was incomplete] MSS 04-5, Box 4
- Item “Mortimer Caplin: He Takes Your Money”, Post, The Saturday Evening Post, pp. 70, 72 MSS 04-5, Box 4
- Item “Commencement 1964. ‘Promises to Keep’”, Saint Michael’s Review, Saint Michael’s College...Alumni News Quarterly MSS 04-5, Box 4
- Item The Washington World, p. 17 MSS 04-5, Box 4
- Item “What’s Wrong with Today’s Income Tax. Interview with Mortimer Caplin, Just Retires as Nation’s Tax Collector,” U. S. News & World Report, pp. 66-70 MSS 04-5, Box 4
- Item Saint Michael’s College Bulletin, Vol. 61, No. 1 MSS 04-5, Box 4
- Item “The Nation’s Former Tax Chief Discusses 10 Ways to Reduce Your Company’s Taxes”, Business Management, pp. 38-43, 62 MSS 04-5, Box 4
Subgrp Oversized Items
- Item White House Letter and signed by President Lyndon B. Johnson, with autographed and signed photo (Framed) MSS 04-5, Box 4
- Item “Julius Caesar” Program and two photographs of the play with captions of Mortimer C. Caplin performances of Feb. 2-5, 1938. Presented to Mr. Caplin by University of Virginia President John Casteen, April 25, 2002. (Framed) MSS 04-5, Box 4
- Item Award of Medal of the Jubilee of Liberty from Regional Council of Normandy, along with excerpt from the Congressional Record memorializing the event MSS 04-5, Box 4
Subgrp Photographs in Special Collections Photograph Collection
- Item 5 copy photographs of Mr. Caplin with peers during World War II in Normandy, France Special Collections Photograph Collection
- Item Mr. Caplin as coach/ referee: Army-Navy Boxing Tournament, Plymouth, England Special Collections Photograph Collection
- Item Mr. Caplin Law School Professor Special Collections Photograph Collection
- Item Mr. Caplin at the Pentagon Gym, punching a boxing bag and jumping rope Special Collections Photograph Collection
- Item Caplin, Mortimer with family: Ruth and the kids Special Collections Photograph Collection
- Item Caplin Thomas Jefferson Medal in Law Special Collections Photograph Collection
- Item Mr. Caplin UVA Board of Visitors photo Special Collections Photograph Collection
Series Addendum to the Mortimer C. Caplin Collection [a]
- Item Goodrich, George Herbert Judge - Note to Mortimer Caplin with photo of Prof. Caplin hitting a home run during the faculty-student softball game on May, 3, 1952 Special Collections Basement Stacks
- Item Kennedy, Edward M. thank you note to Mortimer Caplin for giving the Erwin N. Griswold Lecture. Congressional Record, Vol. 151, June 7, 2005, no. 74 Special Collections Basement Stacks
- Item Internal Revenue Service Oral History Interview with Mortimer M. Caplin by Shelby L. Davis, IRS Historian and Kecia L. McDonald, Student intern. 93p. [Given to Special Collections by Law School Dean Robert C. Scott and added to Mr. Caplin Collection in 20 Special Collections Basement Stacks
- Item Mortimer Caplin. College of Arts and Sciences 1937, School of Law 1940. Presented to Mortimer M. Caplin with sincere appreciation from the University of Virginia. [Book given by Taylor Fitchett to Special Collections in Nov. 2011. Signed by Mr. Caplin] Special Collections Basement Stacks
Series Addendum to the Mortimer C. Caplin Collection [b]
- Subseries Speeches
  - Otherlevel Book 1 Special Collections Basement Stacks
    - Item American Bar Association: various speeches Special Collections Basement Stacks
    - Item American Hotel Association: outline and text Special Collections Basement Stacks
    - Item Automatic Data Processing Conference: outline Special Collections Basement Stacks
    - Item Internal Revenue Service: various speeches Special Collections Basement Stacks
    - Item Interview with Rep. Wayne Aspinall: annotated transcript Special Collections Basement Stacks
    - Item Interview with Sen. Jack Miller: transcript Special Collections Basement Stacks
    - Item University of Virginia Alumni Association Special Collections Basement Stacks
    - Item University of Virginia Honor System Orientation Special Collections Basement Stacks
    - Item University of Virginia Jefferson Society Special Collections Basement Stacks
  - Otherlevel Book 2 Special Collections Basement Stacks
    - Item American Bar Association: various speeches Special Collections Basement Stacks
    - Item B’nai B’rith: two speeches Special Collections Basement Stacks
    - Item Certified Public Accountant Societies: various speeches Special Collections Basement Stacks
    - Item Internal Revenue Service: various speeches Special Collections Basement Stacks
    - Item Machinery & Allied Products Institute: two speeches Special Collections Basement Stacks
    - Item Interview with Sen. Margaret Chase Smith and Sen. Edmund S. Muskie: transcript Special Collections Basement Stacks
    - Item University Speeches: UChicago, GWU, UMD, U Miami, UMich, NYU (2 speeches), UT Austin, UVa (Law Day) Special Collections Basement Stacks
  - Otherlevel Book 3 Special Collections Basement Stacks
    - Item American Bar Association: various speeches Special Collections Basement Stacks
    - Item Certified Public Accountant Societies: various speeches Special Collections Basement Stacks
    - Item Internal Revenue Service: various speeches Special Collections Basement Stacks
    - Item Interview with Rep. Frank Horton: transcript Special Collections Basement Stacks
    - Item Interview with Rep J. Vaughan Gary: transcript Special Collections Basement Stacks
    - Item Interview with Sen. Frank Moss Special Collections Basement Stacks
    - Item Memorial Session for Judge Armistead M. Dobie: speech transcript Special Collections Basement Stacks
    - Item University Speeches: Harvard, NYU, Penn, Rutgers, UVa (Catholic Center) Special Collections Basement Stacks
  - Otherlevel Book 4 Special Collections Basement Stacks
    - Item American Bar Association: various speeches Special Collections Basement Stacks
    - Item B’nai B’rith: two speeches Special Collections Basement Stacks
    - Item Internal Revenue Service: various speeches Special Collections Basement Stacks
    - Item Commencement speech at St. Michael’s College: annotated transcript Special Collections Basement Stacks
    - Item University Speeches: UC Berkeley, Duke, U Miami, UNC, Penn, UVa (Law Weekly), Yale Special Collections Basement Stacks
  - Otherlevel Book 5: Index Listed by subject. Special Collections Basement Stacks
- Subseries Articles
  - Otherlevel Vol. I Special Collections Basement Stacks
    - Item Protecting a Grantor of a Short-Term Trust Against Income Taxation, 18 TAXES 677 (1940) Special Collections Basement Stacks
    - Item Valuation and Earnings in Railroad Reorganization: A Consideration of the Proposed Amendment to Section 77, 27 VA. L. REV. 769 (1941) Special Collections Basement Stacks
    - Item Proxies, Annual Meetings and Corporate Democracy: The Lawyer’s Role, 37 VA. L. REV. 653 (1951) Special Collections Basement Stacks
    - Item Shareholder Nominations of Directors: A Program for Fair Corporate Suffrage, 39 VA. L. REV. 141 (1953) Special Collections Basement Stacks
    - Item Proxy Regulation and the Rule-Making Process: The 1954 Amendments, 40 VA. L. REV. 387 (1954) Special Collections Basement Stacks
    - Item Casualty Losses: Recent Developments, 12 N.Y.U. ANN. INST. ON FED. TAX’N. 525 (1954) Special Collections Basement Stacks
    - Item How to Treat Gifts to Minors, 13 N.Y.U. ANN. INST. ON FED. TAX’N. 193 (1955) Special Collections Basement Stacks
    - Item Trusts for Minors, 14 N.Y.U. ANN. INST. ON FED. TAX’N. 361 (1956) Special Collections Basement Stacks
    - Item Corporate Division Under the 1954 Code: A New Approach to the Five-Year “Active Business” Rule, 43 VA. L. REV. 397 (1957) Special Collections Basement Stacks
    - Item Corporate Separations: The 5-Year Business Rule, 15 N.Y.U. ANN. INST. ON FED. TAX’N. 623 (1957) Special Collections Basement Stacks
    - Item The Five-Year Business Rule for Corporate Separations, 35 TAXES 381 (1957) Special Collections Basement Stacks
    - Item Threats to the Integrity of Our Tax System, 44 VA. L. REV. 839 (1958) Special Collections Basement Stacks
    - Item The Caloric Count of a Thin Incorporation, 17 N.Y.U. ANN. INST. ON FED. TAX’N. 771 (1959) Special Collections Basement Stacks
    - Item Subchapter S vs. Partnership: A Proposed Legislative Program, 46 VA. L. REV. 61 (1960) Special Collections Basement Stacks
    - Item Subchapter S and its Effect on the Capitalization of Corporations, 13 VAND. L. REV. 185 (1960) Special Collections Basement Stacks
    - Item Partnership or S Corporation? A Check List of the Tax Factors in the Choice, 12 J. TAX’N 32 (1960) Special Collections Basement Stacks
    - Item Income Tax Pressures on the Form of Business Organization: Is It Time for a “Doing Business” Tax?, 47 VA. L. REV. 249 (1961) Special Collections Basement Stacks
    - Item The Travel and Entertainment Expense Problem, 14 TAXES 947 (1961) Special Collections Basement Stacks
    - Item A Status Report From the Commissioner, 14 TAX EXEC. 9 (1961) Special Collections Basement Stacks
    - Item Automatic Data Processing of Federal Tax Returns, 7 PRAC. LAW. 43 Special Collections Basement Stacks
  - Otherlevel Vol. II Special Collections Basement Stacks
    - Item Taxpayer Rulings Policy of the Internal Revenue Service: A Statement of Principles, 20 N.Y.U. ANN. INST. ON FED. TAX’N. 1 (1962) Special Collections Basement Stacks
    - Item The Role of the Commissioner, 14 MAJOR TAX PLAN. 1 (1962) Special Collections Basement Stacks
    - Item Responsibilities of the Tax Advisor – A Perspective, 40 TAXES 1030 (1962) Special Collections Basement Stacks
    - Item New Directions in Tax Administration, 11 PROC. ANN. TUL. TAX INST. 1 (1962) Special Collections Basement Stacks
    - Item Legislative Changes Affecting Federal Tax Administration, 55 PROC. OF ANN. CONF. ON TAX’N NAT. TAX ASS’N 10 (1963) Special Collections Basement Stacks
    - Item International Cooperation in the Field of Taxation, 14 TAX EXEC. 324 (1964) Special Collections Basement Stacks
    - Item What Is Good Tax Practice: A Statement of the Problem and the Issues Involved, 21 N.Y.U. ANN. INST. ON FED. TAX’N 9 (1963) Special Collections Basement Stacks
    - Item What is Good Tax Practice: A Panel Discussion, 21 N.Y.U. ANN. INST. ON FED. TAX’N 23 (1963) Special Collections Basement Stacks
    - Item The Taxpayer-Identifying Number System: The Key to Modern Tax Administration, 49 A.B.A. J. 1161 (1963) Special Collections Basement Stacks
    - Item Foundation Policy of Internal Revenue Service, 1963 TR. & EST. 867 Special Collections Basement Stacks
    - Item Current Developments in Taxation, 3 ANN. CORP. COUNS. INST. 287 (1964) Special Collections Basement Stacks
    - Item Pressing Tax Problems of the Day, 32 TENN. L. REV. 21 (1964) Special Collections Basement Stacks
    - Item Reflections on the Revenue Act of 1964, 112 U. PA. L. REV. 857 (1964) Special Collections Basement Stacks
    - Item A Code of Practice is Needed, 17 N.Y.U. CONF. ON CHARITABLE. FOUND. 237 (1965) Special Collections Basement Stacks
    - Item The Commissioner’s Reply: Reasonable Tax Administration and Current Policies of IRS, 20 J. TAX’N 110 (1964) Special Collections Basement Stacks
    - Item Limitations on Exempt Organizations: Political and Commercial Activities, 8 N.Y.U. CONF. ON CHARITABLE. FOUND. 265 (1967) Special Collections Basement Stacks
    - Item Federal Tax Policy – The Need For Reform, 56 GEO. L.J. 880 (1967-1968) Special Collections Basement Stacks
    - Item The Minimum Income Tax and Related Reforms, 55 VA. L. REV. 840 (1969) Special Collections Basement Stacks
    - Item Federal-State Tax Sharing vs. State-Local Income Tax Credits, 1969 TAX INCENTIVES SYMP. TAX INST. AM. 59 (1969) Special Collections Basement Stacks
    - Item Taxing the Net Margins of Cooperatives, 58 GEO. L.J. 6 (1969-1970) Special Collections Basement Stacks
    - Item How to Handle a Federal Income Tax Audit, 27 WASH. & LEE L. REV. 331 Special Collections Basement Stacks
    - Item How to Handle a Federal Income Tax Audit, 16 TAX COUNS. Q. 1 (1971) Special Collections Basement Stacks
    - Item The Washington Tax Lawyer, 38 GEO. WASH. L. REV. 621 (1970) Special Collections Basement Stacks
    - Item Minimum Tax for Tax Preferences and Related Reforms Affecting High Income Individuals, 4 IND. LEGAL F. 71 (1971) Special Collections Basement Stacks
    - Item Trading With Related Foreign Entities: Current American Tax Perspective, 9 AKRON L. REV. 223 (1975) Special Collections Basement Stacks
    - Item Outside Directors and Their Responsibilities: A Program for the Exercise of Due Care, 1 J. CORP. L. 57 (1975) Special Collections Basement Stacks
    - Item The I.R.S., Racketeers, and White-Collar Crime, 62 A.B.A. J. 865 (1976) Special Collections Basement Stacks
    - Item Educational Assistance Programs: A New Fringe Benefit for 1979-1983, 57 TAXES 75 (1979) Special Collections Basement Stacks
    - Item Congress Gears Up for 1979 Fringe Benefits Battle, 57 TAXES 281 (1979) Special Collections Basement Stacks
  - Otherlevel Vol. III Special Collections Basement Stacks
    - Item Should the Service Be Permitted to Reach Accountants’ Tax Accrual Workpapers? 50 J. TAX’N 194 (1979) Special Collections Basement Stacks
    - Item IRS Toughens Its Stance on Summoning Accountants’ Tax Accrual Workpapers, 52 J. TAX’N 130 (1980). Special Collections Basement Stacks
    - Item Government Access to Independent Accountants’ Tax Accrual Workpapers, 1 VA. TAX REV. 57 (1981) Special Collections Basement Stacks
    - Item Reflections on I.R.S. Criminal Tax Investigations of Corporations, 12 CUMB. L. REV. 233 (1981-1982) Special Collections Basement Stacks
    - Item Mortimer M. Caplin & Stuart L. Brown, Partnership Tax Audits and Litigation After TEFRA, 61 TAXES 75 (1983) Special Collections Basement Stacks
    - Item Mortimer M. Caplin & Richard M. Lent, Deducting Expenses Pertaining to Out-of-Town Residences Used as Business Accommodations, 58 J. TAX’N 270 (1983) Special Collections Basement Stacks
    - Item The Internal Revenue Service’s “Hart Wright Method,” 82 MICH. L. REV. 395 (1983) Special Collections Basement Stacks
    - Item How to Handle Gifts to Minors, 1 TAX IDEAS 13,271 (1983) Special Collections Basement Stacks
    - Item Accountants Lose Tax Work-Product Privilege, 62 TAXES 373 Special Collections Basement Stacks
    - Item How to Protect Outside Directors Against Liability Under the Securities Laws, 1 CORP. EXPLANATION 26,187 (1988) Special Collections Basement Stacks
    - Item Handling Tax Shelter Disputes and Litigation With the IRS, 31 TAX CONF. WM. & MARY 155 (1985) Special Collections Basement Stacks
    - Item Tax Administration and the Farmer, 48 A.B.A. J. 278 (1962) Special Collections Basement Stacks
    - Item Government Views on Automation, Withholding and Depreciation, 1962 TR. & EST. 552 Special Collections Basement Stacks
    - Item Foreword, 48 VA. L. REV. 1007 (1962) Special Collections Basement Stacks
    - Item Caplin on Proposed Regulations for T&E, 1963 NAT’L PUB. ACCT. 23 Special Collections Basement Stacks
    - Item What New Tax Law Will Mean, 1964 NATION’S BUS. 39 Special Collections Basement Stacks
    - Item Mortimer M. Caplin & Robert A. Klayman, Depreciation – 1965 Model, 1965 J. OF ACCT. 34 Special Collections Basement Stacks
    - Item How to Handle an Estate & Gift Tax Return Audit, 3 ANN. INST. ON EST. PLAN. ¶ 69.1400 Special Collections Basement Stacks
    - Item New Directions in Tax Fraud Investigations, 5 ANN. INST. ON EST. PLAN. ¶ 71.400 Special Collections Basement Stacks
    - Item Subchapter S--Election of Small Business Corporations, 51 KY. L.J. 308 Special Collections Basement Stacks
    - Item Mortimer M. Caplin & Richard E. Timbie, Legislative Activities of Public Charities, 39 LAW & CONTEMP. PROBS. 183 Special Collections Basement Stacks
    - Item Federal Income Tax Reform – 1976 Style, 1976 EMANUAL SAXE DISTINGUISHED LECTURES IN ACCT. 47 Special Collections Basement Stacks
    - Item Taxing Tax-Deferred Annuities: A Critique of the 1978 Carter Proposal, 665 INS. L. J. 329 Special Collections Basement Stacks
    - Item Supreme Court Decisions in Taxation: 1978 Term, 33 TAX LAW. 497 Special Collections Basement Stacks
    - Item Tax Shelter Disputes and Litigation With the Internal Revenue Service – 1987 Style, 6 VA. TAX REV. 709 Special Collections Basement Stacks
    - Item Threats to the Integrity of Our Tax System, 44 VA. L. REV. 839 (1958) Special Collections Basement Stacks
    - Item Not for Technical Excellence Alone, 10 PRAC. LAW. 17 (1964). Special Collections Basement Stacks
    - Item New Travel and Entertainment Regulations, 36 TEX. CERTIFIED PUB. ACCT. 3 (1963) Special Collections Basement Stacks
    - Item 10 Ways to Reduce Your Company’s Taxes, 1965 BUS. MGMT. 38. Special Collections Basement Stacks
    - Item Harold Hamil, NTEA Rides Again, THE COOPERATIVE CONSUMER, Nov. 30, 1965, at 4. Special Collections Basement Stacks
    - Item The Time for Lower, Fairer Taxes is Now!, READER’S DIGEST, Sept. 1969, at 1 Special Collections Basement Stacks
    - Item Hayes Johnson and Ronald Kessler, Nixon’s Taxes: An Interview With Mortimer Caplin, WASH. POST OUTLOOK, Dec. 16, 1973 Special Collections Basement Stacks
    - Item A Debt of Service, FOUNDER’S DAY CEREMONIES, U. VA. (T. Jefferson Mem. Found., Charlottesville, Va.), Apr. 14, 1975, at 3 Special Collections Basement Stacks
    - Item Trading With Related Foreign Entities: Current American Tax Perspective, 9 U. AKRON L. REV. 223 (1975) Special Collections Basement Stacks
    - Item Business Must Confront the Perquisites Issue, 28 TUL. TAX INST. (Sept. 27-79, 1978) (transcript available in the archives of the U. Va. Law Library) Special Collections Basement Stacks
    - Item Current Issues and Controversies for Tax Practitioners, 40 N.Y.U. ANN. INST. ON FED. TAX’N (Ch.36-39) Intro (1982) Special Collections Basement Stacks
    - Item Congressional and IRS Attacks on Abusive Tax Shelters, 6 GA. J. OF ACCT. 27 (1985) Special Collections Basement Stacks
    - Item Federal Income Taxation of Individuals, 9 VA. TAX REV. 791 (1990) Special Collections Basement Stacks
    - Item Two photocopies of articles written by Mortimer Caplin, inserted in beginning of volume Special Collections Basement Stacks
    - Item Mortimer M. Caplin, Book Review: Too Big by Morris L. Ernst, 27 VA. L. REV. 974 (1941) Special Collections Basement Stacks
    - Item Mortimer M. Caplin, Book Review: Cases and Other Materials on the Law of Taxation, Second Edition, by Robert C. Brown, 6 J. LEGAL EDUC. 273 (1953) Special Collections Basement Stacks
- Subseries Scrapbooks
  - Item Business Week Scrapbook, relative to article entitled IRS Boss Tries to Ease Nation’s Taxpayers into the Electronic Age (March 31, 1962) [Contains large, original photographs (under copyright) corresponding with article] [Placed on shelf after Zeckendorf Special Collections Basement Stacks
  - Item Correspondence of Mortimer M. Caplin, Commissioner of IRS, Nov. 1960-Jan. 1961. [Bound and annotated. Contains letters, telegrams, notes, etc. regarding appointment as IRS Commissioner and member of President-Elect John F. Kennedy’s Tax Force on Taxation, Special Collections Basement Stacks
  - Item IRS – Albany – 2/18/1963, NYC – 1/8/1964 [Photographs, articles, and memorabilia of Civic Luncheon in honor of Mortimer M. Caplin, sponsored by the Greater Albany Chamber of Commerce, Mar. 12, 1963; Photographs, articles, and memorabilia of Jan. 8, 1964 D Special Collections Basement Stacks
  - Item Mortimer Caplin, Chair, Advisory Board, THIS for Diplomats [Bound Shutterfly scrapbook commemorating M. Caplin’s service for THIS for Diplomats] Special Collections Basement Stacks
  - Item Scrapbook 1: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes congratulatory telegram from Edward Kennedy and Congress Special Collections Basement Stacks
  - Item Scrapbook 2: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes photograph with John F. Kennedy, an autographed photo wi Special Collections Basement Stacks
  - Item Scrapbook 3: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes photographs with Lyndon B. Johnson and Sen. Harrison A. Special Collections Basement Stacks
  - Item Scrapbook 4: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes correspondence with Edward Kennedy and several articles Special Collections Basement Stacks
  - Item Scrapbook 5: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes photo with Gov. John S. Battle, photos and articles rela Special Collections Basement Stacks
  - Item Scrapbook 6: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner. Includes correspondence from the Kennedy family following the ass Special Collections Basement Stacks
  - Item Scrapbook 7: Mortimer M. Caplin, Commissioner, Internal Revenue, 1961-1964 [Photographs, correspondence, articles, and miscellaneous memorabilia from M. Caplin’s tenure as IRS Commissioner] [Mar. – July 1964] Special Collections Basement Stacks
  - Item Scrapbook presented by Dr. Farhang Mehr, Deputy Finance Minister of Iran. Photographs and article relative to CENTO Symposium on Tax Administration held in Tehran, March 6- 12, 1965 [Chief U.S. delegate Mortimer M. Caplin] Special Collections Basement Stacks
  - Item Scrapbook presented by the Editors and Photographers of Life Magazine. [Contains several large, original photographs (copyrighted, Jan 22-24, 1963) relative to Life Magazine feature on M. Caplin: Your Friendly Tax Collector; also of note is original copy Special Collections Basement Stacks
  - Item Wall Street Job Search, Nov. 8, 1939 - May 15, 1942, [Photocopies of correspondence of M. Caplin. Collection covers Mr. Caplin’s search for employment following law school, clerkship with U.S. Circuit Judge Armistead M. Dobie, admission into the VA and NY Special Collections Basement Stacks
- Otherlevel Photographs
  - Item M. Caplin, official photograph as IRS Commissioner (Feb. 1961) Special Collections Photograph Collection
  - Item M. Caplin with President Kennedy, who is addressing the Joint Conference of Regional Commissioners and District Directors, at IRS Building, Room 3313, 10:30 a.m. [See Scrapbook #2] (May 1, 1961) Special Collections Photograph Collection
  - Item M. Caplin with Secretary of Treasury Douglas Dillon, presenting U.S. Treasury Minuteman Flag award (Aug. 3, 1961) Special Collections Photograph Collection
  - Item M. Caplin boxing. 2 Photographs, copyright by Life Magazine (Jan. 23, 1962) Special Collections Photograph Collection
  - Item M. Caplin with Secretary of Treasury Douglas Dillon and Vice President and Mrs. Johnson. Black Tie Reception. 2 photographs (early 1962) Special Collections Photograph Collection
  - Item M. Caplin presiding over international tax seminar. List of attendees is included with photograph (Jan. 29 – Feb. 2, 1962) Special Collections Photograph Collection
  - Item M. Caplin with Edgardo Urzua Goldenberg, Acting Chief Juridicial Department, Chile (Feb. 2, 1962) Special Collections Photograph Collection
  - File 3 photographs from National Civil Service League Award Dinner (Feb. 13, 1962) Special Collections Photograph Collection
    - Item M. Caplin with Douglas Dillon (Secretary of Treasury), Arthur Goldberg (Secretary of Labor) and Sen. Jennings Randolph (WV) Special Collections Photograph Collection
    - Item M. Caplin with James R. Watson (Executive Director, NCSL) and Eric Shefelman (Board of Regents, University of Washington, Seattle) Special Collections Photograph Collection
  - Item M. Caplin in a television interview with Sen. Harrison A. Williams, Jr. (NJ) (Mar. 28, 1962) Special Collections Photograph Collection
  - File 9 photographs included in a Newsweek scrapbook. All images copyrighted by Newsweek: Special Collections Photograph Collection
    - Item 2 photos of M. Caplin at Pentagon Gym Special Collections Photograph Collection
    - Item Cover of Newsweek magazine with Tax Return Form (Apr. 16, 1962) Special Collections Photograph Collection
    - Item 5 photos of M. Caplin as IRS commissioner (1962) Special Collections Photograph Collection
    - Item Official photo of M. Caplin sworn in as IRS Commissioner (Feb. 1961) Special Collections Photograph Collection
  - Item M. Caplin (1962). [In this photo, Mr. Caplin appears to be receiving a gift, which seems to be a small cage with a wheel, from colleagues. This may correspond with a 1962 card, presented on the one-year anniversary of Mr. Caplin’s role of Commissioner of Special Collections Photograph Collection
  - Item M. Caplin with Secretary of Treasury Douglas Dillon with Sen. Absalom Willis Robertson (VA) laughing while looking at computerized tax forms (c. 1961-1964). Special Collections Photograph Collection
  - Item Fowler, Henry H. “Joe,” Undersecretary of Treasury. Autographed photo (c. 1961-1964) Special Collections Photograph Collection
  - Item Carter, Jimmy. Autographed photo, addressed to M. Caplin (no date included) Special Collections Photograph Collection
- Item White House Letter and signed by President Lyndon B. Johnson, with autographed and signed photo, May 21, 1964. (Framed) MSS 04-5b, Box 6
- Item Award of Medal of the Jubilee of Liberty from Regional Council of Normandy, along with excerpt from the Congressional Record memorializing the event, September 26, 2000. (Framed) MSS 04-5b, Box 6
- Item Honorable Mortimer M. Caplin, United States Commissioner of Internal Revenue Addressed the Court [re: Judge Armistead M. Dobie], undated [mounted article] MSS 04-5b, Box 6
- Item President John F. Kennedy visit to the IRS May 1, 1961 MSS 04-5b, Box 6
- Subseries Printed Materials (non-bound) MSS 04-5b, Box 7
  - File 2 articles (photocopied) MSS 04-5b, Box 7
    - Item Caplin, Mortimer M., Automatic Data Processing of Federal Tax Returns, 7 Prac. Law 43 (1961) MSS 04-5b, Box 7
    - Item Porter, Sylvia. Strict Enforcer, Caplin Leaves Legacy of Integrity, Chicago Daily News, July 10, 1964 MSS 04-5b, Box 7
  - Item Administrative Management, Oct. 1962 [cover only, features M. Caplin] MSS 04-5b, Box 7
  - Item America’s Tax Collector: The Internal Revenue Service, The Washington World, Mar. 30, 1964, at 15 [M. Caplin also featured on cover] MSS 04-5b, Box 7
  - Item Caplin, Mortimer M. Commissioner Caplin Reviews His Record as IRS Chief, 29 Federal Taxes (Prentice-Hall, Englewood Cliffs, N.J.), July 16, 1964 MSS 04-5b, Box 7
  - Item Caplin, Mortimer M. Commisioner, Internal Revenue Service, Final Remarks of Commissioner Mortimer M. Caplin Before Regional Commissioners and Service Officials, Washington, D.C. (June 26, 1964) [photocopy] MSS 04-5b, Box 7
  - Item Caplin, Mortimer M. Promises to Keep. Saint Michael’s Review (1964) [Transcript of commencement speech] MSS 04-5b, Box 7
  - File Caplin, Mortimer M. Proxies, Annual Meetings and Corporate Democracy (Mar. 1953) (unpublished J.S.D. dissertation, New York University) MSS 04-5b, Box 7
  - Item Interview by Bertrand M. Harding, Mitchell Rogovin and Donald Lamont with Mortimer M. Caplin, Commissioner of Internal Revenue Service, 1964 [Interview for the Kennedy Memorial Library] MSS 04-5b, Box 7
  - Item IRS Boss Tries to Ease Nation’s Taxpayers Into the Electronic Age, Newsweek, Mar. 31, 1962, at 86 [cover feature of M. Caplin]. MSS 04-5b, Box 7
  - Item Mortimer Caplin, Commissioner of Internal Revenue, Time, Feb. 3, 1961, at 15 MSS 04-5b, Box 7
  - Item The Nation’s Former Tax Chief Discusses 10 Ways to Reduce Your Company’s Taxes, Business Management, July 1954, at 38 [M. Caplin also featured on cover] MSS 04-5b, Box 7
  - Item Newspaper Clippings, 1961-1964 [collection of several newspaper articles relative to M. Caplin’s position as Commissioner of IRS] MSS 04-5b, Box 7
  - Item Taxes: Mr. Collector, Newsweek, Feb. 6, 1961, at 67 MSS 04-5b, Box 7
  - Item Taxes - the Tax Magazine (March 1961) [Issue featuring M. Caplin on cover] MSS 04-5b, Box 7
  - Item Vim and Vigah on the Frontier, Sports Illustrated, Aug. 13, 1962, at 16 MSS 04-5b, Box 7
  - Item What’s Wrong With Today’s Income Tax: Interview With Mortimier Caplin, Just Retired as Nation’s Tax Collector, U.S. News & World Report, Aug. 17, 1964, at 66 MSS 04-5b, Box 7
  - Item Caplin Quizzed by Senate, Senate Finance Committee, Va. L. Rev. (1961) [Taken out of collection per duplicate] MSS 04-5b, Box 7
  - Item Caplin Reveals Current Tax Views During Committee Testimony, Va. L . Rev. (1961) [Taken out of collection per duplicate] MSS 04-5b, Box 7
- Subseries Certificates / Miscellaneous Documents MSS 04-5b, Box 7
  - File 2 certificates MSS 04-5b, Box 7
    - Item Honorary commission of M. Caplin as Honorary Admiral in the Texas Navy, issued by the State of Texas, signed by Gov. Price Daniel (Feb. 14, 1962). MSS 04-5b, Box 7
    - Item Certificate of M. Caplin’s membership of International Legal Fraternity of Phi Delta Phi (Apr. 29, 1955) MSS 04-5b, Box 7
  - Item Students of Mortimer Caplin [A selected list of students instructed by M. Caplin at the University of Virginia from 1951 to 1960] MSS 04-5b, Box 7
  - Item 2 letters from M. Caplin to his parents, 1959 & 1961 MSS 04-5b, Box 7
  - Item Letter from Gertrude Wilder to M. Caplin, Feb. 25 1961 [Congratulatory letter written by cousin, found inside Feb. 27 issue of Newsweek] MSS 04-5b, Box 7
  - Item List of Interesting Visitors and Events, May 1961 - Mar. 1962 [Relative to M. Caplin’s early tenure as IRS Commissioner] MSS 04-5b, Box 7
  - Item Notes of Commissioner Caplin on Trip to Europe (Oct. 16 – Nov. 3, 1963) [contains in-depth information about M. Caplin’s conversations and opinions regarding tax policies in Europe] MSS 04-5b, Box 7
  - File Photocopies of 3 documents donated to John F. Kennedy Library MSS 04-5b, Box 7
    - Item Gifts of Personal Paper of Mortimer M. Caplin to John F. Kennedy Memorial Library (July 6, 1964) [Legal document corresponding to donation] MSS 04-5b, Box 7
    - Item Request from Robert Carswell to the U.S. Treasury for documents for the Kennedy Library (Jan. 15, 1964) MSS 04-5b, Box 7
    - Item Letter from M. Caplin to Robert F. Kennedy, Democratic National Committee (Dec. 5, 1960) [letter describes M. Caplin’s views on tax policy and reform] MSS 04-5b, Box 7
- Subseries Oversized photographs MSS 04-5b, Box 8
  - Item M. Caplin at National Computer Center in Martinsburg, WV [likely Sept. 1961] MSS 04-5b, Box 8
  - Item M. Caplin at IBM Training class during installation of National Computer Center, Martinsburg, WV. Front Row: M. Caplin, James N. Davis, Joseph J. Regan; Back Row: Richard C. Weber, Robert C. Friedlander, John Warstler, A. O. Basnight, George E. Brown, LeR MSS 04-5b, Box 8
  - Item M. Caplin, 5 photographs from Business Week Magazine (under copyright) (Mar. 1962) MSS 04-5b, Box 8
  - Item M. Caplin in conference with several, unidentified subjects (c. 1961-1964) MSS 04-5b, Box 8
  - Item M. Caplin, sketch for Sun Editorial (c. 1961-1964, unknown artist) MSS 04-5b, Box 8
  - Item Louis Stix Weiss, Leading Partner of Cohen, Cole, Weiss & Wharton (later Paul, Weiss, Rifkind, Wharton & Garrison) (n.d.) MSS 04-5b, Box 8
- Subseries Oversized Articles MSS 04-5b, Box 8
  - Item Mortimer M. Caplin with Charles Sopkin, Big Tax Machine That Saves You Money! This Week, Jan. 7, 1962, at 6 MSS 04-5b, Box 8
  - Item Booton Herndon, Mortimer Caplin: The Man Who Takes Your Money, The Saturday Evening Post, Apr. 13, 1963, at 70. MSS 04-5b, Box 8
  - Item Interview by J. Robert Moskin with Mortimer M. Caplin, 14 Ways You Can Legally Cut Your Taxes, 35 Look, Mar. 23, 1971 at 15 MSS 04-5b, Box 8
- Subseries Framed Photographs MSS 04-5b, Box 8
  - Item M. Caplin, IRS Commissioner, Parade Magazine, Mar. 10, 1963 MSS 04-5b, Box 8
- Subseries Oversized Certificates / Miscellaneous Documents MSS 04-5b, Box 8
  - File 2 Certificates MSS 04-5b, Box 8
    - Item Certificate of M. Caplin’s license to practice law in the U.S. Circuit Court of Appeals, 4th Circuit, Virginia (July 3, 1941) MSS 04-5b, Box 8
    - Item Certificate of M. Caplin’s license to practice law in the Virginia Superior and Inferior Courts (Apr. 22, 1941) MSS 04-5b, Box 8
  - File 4 certificates MSS 04-5b, Box 8
- Subseries Framed Items
  - Item Public Service Award presented to M. Caplin in recognition of outstanding service as Lawyer, Teacher, WWII Naval Officer, and IRS Commissioner, District of Columbia Veterans of Foreign Wars of the United States (June 27, 1963) MSS 04-5b, Box 8
  - Item Distinguished Service Award presented to M. Caplin by the Tax Executives Institute, Inc. (Sept. 20, 1964). MSS 04-5b, Box 8
  - Item John F. Kennedy Series E U.S. Savings Bond. Signed letter from William H. Neal, Assistant to Secretary of U.S. Treasury. Gift from Employees of Internal Revenue Service to M. Caplin, presented on resignation as IRS Commissioner (July 9, 1964) [placed on t MSS 04-5b, Box 8
- Item President’s Council for the Arts University of Virginia: A Report on the Future of the Arts at the University of Virginia MSS 04-5b, Box 9
- Item Letter to John Casteen, President of UVA signed by Mortimer Caplin and William Howard Adams, Chairman of the Committee for the Report on the Future of the Arts at the University of Virginia. Also photocopies of brochures related to Ruth and Mort Caplin, c MSS 04-5b, Box 9
- Item Mortimer M. Caplin Photobook, undated. [Given by Mr. Caplin to Taylor Fitchett, Law Library Director in 2016 MSS 04-5b, Box 9
- Subseries On the Shelf Government Documents (in bound form) Special Collections Basement Stacks
  - Item Advisory Group Meetings, 1959-1964 [Reports of Commissioner Caplin’s Advisory Group Meetings (1961-1964); Reports of Commissioner Latham’s Advisory Group Meetings (1959-1960)] Special Collections Basement Stacks
  - Item Report of President Kennedy’s Taxation Task Force. Prepared by Stanley Surrey, Mortimer Caplin, Norman B. Ture, Richard Musgrave, Adrian “Bill” DeWind, Dec. 1960 [Working copy of documents] Special Collections Basement Stacks
  - Item 1954 Code Committee Reports. [Reports: Internal Revenue Code of 1954, Rep. of the S. Comm. of Finance to accompany H.R. 8300; Internal Revenue Code of 1954, Rep. of the H. Comm. on Ways and Means to accompany H.R. 8300; Conf. Rep. to accompany H.R. 8300, Special Collections Basement Stacks
  - Item Administrative Changes in Field Structure of Internal Revenue Service: Hearings before the S. Comm. on Finance, 88th Cong. (1963) Special Collections Basement Stacks
  - Item Commissioner of Internal Revenue, 100th Annual Report For the Fiscal Year Ended June 30, 1962. Internal Revenue Service, 1962 Special Collections Basement Stacks
  - Item Commissioner of Internal Revenue, Annual Report For the Fiscal Year Ended June 30, 1963. Internal Revenue Service, 1963 Special Collections Basement Stacks
  - Item Commissioner of Internal Revenue, 1964 Annual Report. Internal Revenue Service, 1964 Special Collections Basement Stacks
  - Item Examination of President Nixon’s Tax Returns for 1969 Through 1972. Prepared for the J. Comm. on Internal Revenue Tax’n by its staff (1974) Special Collections Basement Stacks
  - Item Gambling and Organized Crime: Hearings before the Subcomm. on Investigations of the S. Comm. on Gov’t Operations pursuant to S. Res. 69, 87th Cong (1961) Special Collections Basement Stacks
  - Item House of Commons Standing Committee on Finance, Trade and Economic Affairs. 28th Parliament, Can. [Minutes of Parliamentary proceedings with M. Caplin present] (1970) Special Collections Basement Stacks
  - Item Internal Revenue Investigation, Administration, and Reorganization, 1948-1957 [Compilation: 2 Reports to J. Comm. on Internal Revenue Tax’n pursuant to Pub. Law. 147, 1948 & 1952; Rep. to the H. Comm. on Ways and Means by the Subcomm. on Administration of Special Collections Basement Stacks
  - Item Mortimer M. Caplin, Trustee of Webb & Knapp, Inc. v. Marine Midland Grace Trust Co. of New York, 406 U.S. 416 (May 22, 1972) (No. 70-220). Supreme Court briefs Special Collections Basement Stacks
  - Item Nominations: Hearings Before the Committee on Finance and the Committee on the Judiciary [Nomination hearings of Douglas Dillon, Secretary of Treasury; Henry H. Fowler; Mortimer M. Caplin, Commissioner of IRS; Stanley S. Surrey, Assistant Secretary to the Special Collections Basement Stacks
  - Item President’s 1961 Tax Recommendations, Vol. I., Hearings before the H. Comm. on Ways and Means, 87th Cong. (1961) Special Collections Basement Stacks
  - Item President’s Tax Message along with Principal Statement, Detailed Explanation, and Supporting Exhibits and Documents. Submitted by Secretary of the Treasury Douglas Dillon in connection with the President’s recommendations contained in his message on taxat Special Collections Basement Stacks
  - Item Revenue Acts of 1962, 1964, and 1969 [Compilation of 3 Reports published by Prentice-Hall: Explanation of the 1962 Tax Law, Explanation of the Revenue Act of 1964, and Explanation of the Tax Reform Act of 1969]: 87th-91st Cong Special Collections Basement Stacks
  - Item Revenue Act of 1962, H.R. 10650 [Compilation of Committee Reports: Rep. on H.R. 10650 of the H. Comm. on Ways and Means; Rep. on H.R. 10650 of the S. Comm. on Finance; Comparative Analysis of Differences in H. and S. Versions of H.R. 10650, prepared by th Special Collections Basement Stacks
  - Item Revenue Act of 1964, H.R. 8363 [Compilation: John F. Kennedy 1963 State of the Union address; 1963 Message from John F. Kennedy: Recommendations Relative to a Revision of Our Tax Structure; Tax Tables and Charts prepared by the U.S. Treasury Department; S Special Collections Basement Stacks
  - Item Revenue Act of 1969, H.R. 13270 [Compilation: Tax Reform Studies and Proposals, J. publication H. Comm. on Ways and Means and S. Comm. on Finance; Rep. of the H. Comm. on Ways and Means on H.R. 13270; Summary of H.R. 13270 as passed by the H., prepared by Special Collections Basement Stacks
  - Item Standing Senate Committee on Banking, Trade and Commerce, The Senate of Canada, Twenty-Third Proceedings on the Government White Paper, entited: “Proposals for Tax Reform” (1970) Special Collections Basement Stacks
  - Item Subcommittee on Freedom of Communications, U.S. Senate, Part I: The Speeches, Remarks, Press Conferences, and Statements of Senator John F. Kennedy, August 1 Through November 7, 1960 (1961) Special Collections Basement Stacks
  - Item Subcommittee on Freedom of Communications, U.S. Senate, Part II: The Speeches, Remarks, Press Conferences, and Study Papers of Vice President Richard M. Nixon, August 1 Through November 7, 1960 (1961) Special Collections Basement Stacks
  - Item Subcommittee on Freedom of Communications, U.S. Senate, Part III: The Joint Appearances of Senator John F. Kennedy and Vice President Richard M. Nixon and Other 1960 Campaign Presentations (1961) Special Collections Basement Stacks
  - Item Travel and Entertainment Expenditures: Hearings before the S. Comm. on Finance, 88th Cong. (1963) Special Collections Basement Stacks
  - Item Treasury, Post Office Appropriation Hearings – Senate - 1962. [Rep. submitted by Sen. Robertson to accompany H.R. 5954; Hearings before the S. Subcomm. of the Comm. on Appropriations on H.R. 5954, 87th Cong.] (1961) Special Collections Basement Stacks
  - Item Treasury, Post Office Appropriation Hearings – Senate - 1963. [Rep. submitted by Rep. Gary to accompany H.R. 10526; Hearings before the S. Subcomm. of the Comm. on Appropriations on H.R. 10526, 88th Cong.] (1962) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1962: Hearings before the H. Subcomm. of the Comm. on Appropriations, 87th Cong. (1961) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1963: Hearings before the H. Subcomm. of the Comm. on Appropriations, 87th Cong. (1962) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1964: Hearings on H.R. 5366 before the S. Subcomm. of the Comm. on Appropriations, 88th Cong. (1963) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1964: Hearings before a H. Subcomm. of the Comm. on Appropriations, 88th Cong. (1963) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1965: Hearings before the H. Subcomm. of the Comm. on Appropriations on H.R. 10532, 88th Cong. (1964) Special Collections Basement Stacks
  - Item Treasury-Post Office Departments and Executive Office Appropriations for 1965: Hearings before the S. Subcomm. of the Comm. on Appropriations on H.R. 10532, 88th Cong. (1964) Special Collections Basement Stacks
  - Item United States of America v. Arthur Young & Company and Amerada Hess Corporation, 465 U.S. 805 (1984) (No. 82-687). Photocopies of Supreme Court Briefs Special Collections Basement Stacks
  - Item U.S. Treasury Department & Internal Revenue Service, Tax Deductions for Travel & Entertainment Expenses: History from 1930–1964, Vol. II. (n.d.) Special Collections Basement Stacks
  - Item Webb & Knapp, Inc. and Subsidiaries Debtors Report of Mortimer M. Caplin, Trustee. Report of Chapter X bankruptcy filing in the U.S. District Court, Southern District of NY, 1970 Special Collections Basement Stacks
- Subseries Printed Materials (in bound form) Special Collections Basement Stacks
  - Item A Complete Guide to the Tax Reform Act of 1986 (Harold A. Grossman and Donald E Mindrebo, ed.), Paramus, NJ: Prentice-Hall Information Services, 1986 Special Collections Basement Stacks
  - Item Brooks, John, Business Adventures (Weybright and Talley, 1969) (1959) [Autographed copy presented to M. Caplin by author] Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Doing Business in Other States (United States Corporation Company 1959) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Proxies, Annual Meetings and Corporate Democracy (Mar. 1953) (unpublished J.S.D. dissertation, New York University) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Proxies, Annual Meetings and Corporate Democracy (Mar. 1953) (unpublished J.S.D. dissertation, New York University) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Proxies, Annual Meetings and Corporate Democracy: The Lawyer’s Role, 37 Va. L. Rev. 653 (1951) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Subchapter S and its Effect on the Capitalization of Corporations, 13 Vand. L. Rev. 185 (1960) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., The Caloric Count of a Thin Corporation, 43 Marq. L. Rev. 31 (1959) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., The Internal Revenue Service’s “Hart Wright Method,” 82 Mich. L. Rev. 395 (1983) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., The Unrestricted Stock Option, 8 Va. L. Rev. 33 (1956-1957) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Threats to the Integrity of Our Tax System, 44 Va. L. Rev. 839 (1958) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Trusts For Minors, 13 Wash. & Lee L. Rev. 145 (1956) Special Collections Basement Stacks
  - Item Caplin, Mortimer M., Valuation and Earnings in Railroad Reorganization: A Consideration of the Proposed Amendment to Section 77, 27 Va. L. Rev. 769 (1941) Special Collections Basement Stacks
  - Item Goulden, Joseph C., The Superlawyers: The Small and Powerful World of the Great Washington Law firms (Weybright and Talley, 1972) (1971) Special Collections Basement Stacks
  - Item “Let the Word Go Forth”: The Speeches, Statements, and Writings of John F. Kennedy, 1947 to 1963 (Theodore C. Sorensen ed., Bantam Doubleday 1988) Special Collections Basement Stacks
  - Item Rogovin, Mitchell. The Kennedy Years at the Internal Revenue Service: Mortimer Caplin, Commissioner (1961-1964), [Introductory Remarks and Oral History Interview] 14 Va. Tax Rev. 425 (1994) Special Collections Basement Stacks
  - Item Sorenson, Ted, Counselor: A Life at the Edge of History (HarperCollins, 2008) Special Collections Basement Stacks
  - Item Zeckendorf, William, The Autobiography of William Zeckendorf (Holt, Rinehart and Winston, 1970) [Autographed copy presented to M. Caplin by author] Special Collections Basement Stacks
Series Addendum to the Mortimer C. Caplin Collection [c]
- Otherlevel Binder 1 - Speeches
  - Item "Automation and Its Impact on Recordkeeping for Government, Banks and Individuals," Outline of Remarks, American Bankers Association, National Automation Conference, New York, NY MSS 04-5c, Box 1
  - Item General Tax Administration, Outline of Remarks, Richmond Rotary Club, Richmond, VA MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, West Virginia Bar Association, White Sulphur Springs, WV MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, Lake Tarleton Club, Pike, NH MSS 04-5c, Box 1
  - Item "A Commissioner Looks Backward," Outline of Remarks, Tax Executives Institute, 19th Annual Conference, Montreal, Canada MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, Combined Jewish Appeal, Montreal, Canada MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, UVA Graduate School, Business Administration Luncheon University Club (New York City) MSS 04-5c, Box 1
  - Item "What the Government Expects from the Tax Man," Outline of Remarks, Eleventh Annual Tax Seminar - Chicago Tax Club, Holiday Inn (Chicago) MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, 3rd Annual Corporate Counsel Institute, Northwestern University Law School (Chicago) MSS 04-5c, Box 1
  - Item Address by Mortimer M. Caplin at a Luncheon Meeting of the Corporate Counsel Institute MSS 04-5c, Box 1
  - Item Cooperatives, Outline of Remarks, National Tax Equality Association, Washington, D.C MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, American Society of Chartered Life Underwriters (D.C. Chapter), Washington, D.C MSS 04-5c, Box 1
  - Item Al York Testimonial Dinner, Outline of Remarks, University of Virginia Alumnae Association, Charlottesville, VA MSS 04-5c, Box 1
  - Item "Negotiating with Internal Revenue," Outline of Remarks, 1964 Tax Accounting Conference California Society of Certified Public Accountants, San Francisco (November 6, 1964), Los Angeles (November 9, 1964) MSS 04-5c, Box 1
  - Item "Investors Changing World of Taxes," Outline of Remarks, Annual Women Investors Clinic Federation of Women Shareholders in American Business, Inc., Gallery of Modern Art, New York City MSS 04-5c, Box 1
  - Item Installation, John F. Kennedy Lodge (B'nai B'rith), Washington, D.C MSS 04-5c, Box 1
  - Item Introduction of Arlington's Athlete of the Year, Better Sports Club of Arlington, Inc., Knights of Columbus New Activity Hall MSS 04-5c, Box 1
  - Item Tribute to President Kennedy, Kennedy Memorial Meeting, Metropolitan Detroit B'nai B'rith Men's & Women's Council; & B'nai B'rith Youth Organization B'nai Moshe Synagogue, Detroit, MI MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Outline of Remarks, Norfolk & Portsmouth Bar Association, Norfolk Yacht & Country Club, Norfolk, VA MSS 04-5c, Box 1
  - Item VA Tax Administration (years with IRS), Outline of Remarks, University of Virginia Alumni, Norfolk, VA MSS 04-5c, Box 1
  - Item UVA Law Review 50th Anniversary: Ethics [sic], Outline, Farmington Country Club, Charlottesville, VA MSS 04-5c, Box 1
  - Item "Role of Education In Development of Israel," Outline of Remarks, American Friends of The Hebrew University, Los Angeles, CA MSS 04-5c, Box 1
- Otherlevel Binder 2 - Speeches
  - Item Washington Experiences, Outline of Remarks, Hartford National Bank Tax Forum For Attorneys, Hartford, CT MSS 04-5c, Box 1
  - Item Pending Legislation, Outline of Remarks, Bar Association of City of Richmond, Richmond, VA MSS 04-5c, Box 1
  - Item Negotiating with Internal Revenue, Outline of Remarks, Virginia Dairy Products Association, Roanoke, VA MSS 04-5c, Box 1
  - Item General Tax Administration and Legislation, Golden Key Society, Outline of Remarks, Algonquin Club, Boston, MA MSS 04-5c, Box 1
  - Item Tax System Defects and Legislative Proposals, Outline of Remarks, University of Virginia Law Alumni, National Lawyers Club, Washington, D.C MSS 04-5c, Box 1
  - Item Pressing Tax Problems of The Day, Outline of Remarks, National Association of Accountants, New York, NY MSS 04-5c, Box 1
  - Item Ad Hoc Committee National Tax Equality Group MSS 04-5c, Box 1
  - Item National Association of Accountants, Outline of Remarks, Hotel John Marshall Richmond, VA MSS 04-5c, Box 1
  - Item Pressing Tax Problems of The Day [sic], National Association of Accountants New York, N.Y MSS 04-5c, Box 1
  - Item Can Manufacturer's Institute, Inc, Waldorf-Astoria Hotel, N.Y.C. Louis XVI Suite, New York, N.Y MSS 04-5c, Box 1
  - Item Economic & Social Implications Cento Symposium On Tax Administration [sic], Iranian Ministry of Finance, Teheran, Iran MSS 04-5c, Box 1
  - Item "Tax Administration in the U.S.," Remarks, Iranian Ministry of Finance, Tehran, Iran MSS 04-5c, Box 1
  - Item Pressing Tax Problems of the Day, Executives Club of Boston, Boston, MA MSS 04-5c, Box 1
  - Item "Introduction of Mitchell Rogovin," Virginia Trial Lawyers Association, Newcomb Hall, Charlottesville, VA MSS 04-5c, Box 1
  - Item Pending Tax Legislation, Outline of Remarks, School of Business Alumni Association, Rutgers University, Newark, N.J. MSS 04-5c, Box 1
  - Item Federal Income Tax, Outline of Remarks, Laymen's League, Washington, D.C MSS 04-5c, Box 1
  - Item "Introducing Senator Robert F. Kennedy," Men's Club, Hebrew Home for Aged, Washington, D.C. MSS 04-5c, Box 1
  - Item Pressing Tax Problems of the Day, Outline of Remarks, Charlottesville and Albemarle Bar Association, Charlottesville, VA MSS 04-5c, Box 1
  - Item Tax Legislation before the Eighty-ninth Congress, National Association of Internal Revenue Employees (#65), Outline of Remarks, Ferris & Company -- Washington, D.C MSS 04-5c, Box 1
  - Item "Introduction of Sheldon S. Cohen," Tax Society of New York, New York City MSS 04-5c, Box 1
  - Item "A Foundation Code of Practice," Seventh Biennial Conference on Charitable Foundations, New York University, New York, NY MSS 04-5c, Box 1
  - Item "Pressing Tax Problems as they Affect Credit," Outline of Remarks, National Association of Credit Management 69th Annual Credit Congress, New Orleans, LA MSS 04-5c, Box 1
  - Item Tax Practice, New York State Association, CPA Candidates, New York City MSS 04-5c, Box 1
  - Item Remarks of Mortimer Caplin Introducing Senator Edward M. Kennedy, B'Nai B'rith JFK Profiles in Courage Award, B'Nai Israel Temple, Washington, D.C MSS 04-5c, Box 1
  - Item "Reminisces - IRS Experiences, etc.," 25th Law Reunion, Charlottesville, VA (University of Virginia) MSS 04-5c, Box 1
  - Item Search for Purpose, Address of Mortimer Caplin at the Commencement Exercises at Sidwell Friends School, Washington, D.C MSS 04-5c, Box 1
  - Item Introduction of Dr. Murdock Head at P-H Breakfast, Englewood Cliffs, NJ [biographical sketch] MSS 04-5c, Box 1
  - Item Pending Tax Legislation, Middle Atlantic States Accounting Conference, Asheville, N.C. MSS 04-5c, Box 1
  - Item "Recent Court Decisions in Federal Taxation," 17th Annual Conference on Federal Taxation, University of Virginia MSS 04-5c, Box 1
  - Item Current Developments in the Tax Field, Outline of Remarks, Brooklyn College Accountants Alumni Association, New York City MSS 04-5c, Box 1
  - Item Emerging Tax Policies, Outline of Remarks, Basic Federal Income Tax Course, University of Georgia School of Law Sibley Lecture, Athens, Georgia MSS 04-5c, Box 1
  - Item Standard Financial Tax Seminar: "Fruits of 1962 and 1964 Tax Programs, Abuses in Foundations Field;" Introductions of Robert Klayman - "Depreciation Developments," Marvin E. Hagen - "How Far Can IRS Go in Examining Books & Records?," Ellis Zacker - "Press MSS 04-5c, Box 1
  - Item "Foundations and Taxation - Congress Looks at Foundations," Howard University School of Law - Federal Bar Association, D.C. Chapter, Symposium on Corporate Practice, Washington, D.C MSS 04-5c, Box 1
  - Item Current Tax Developments, First Florida Consultants Seminar, Miami Beach, Fla MSS 04-5c, Box 1
  - Item Standards of Practice in Tax Field, George Washington University (The Washington Lawyer and Legal Education), National Lawyers Club, Washington, D.C MSS 04-5c, Box 1
  - Item Deductibility of contributions to charitable organizations, The Morris Cafritz Memorial Hospital (The Greater Southeast Community Hospital Foundation, Inc.), Washington, D.C. MSS 04-5c, Box 1
  - Item "In Memoriam," Kennedy Memorial Meeting, John F. Kennedy B'Nai B'Rith Lodge, Washington, DC MSS 04-5c, Box 1
  - Item Dedication of University Hall, Charlottesville, VA MSS 04-5c, Box 1
  - Item Project X, NTEA [Association for the Work Truck Industry] Meeting, Metropolitan Club, Washington D.C. MSS 04-5c, Box 1
  - Item Current Tax Policy - Future Legislation, Ohio Contractors Association, Columbus, Ohio MSS 04-5c, Box 1
  - Item What Lies Ahead in New Tax Legislation, Nebraska State Bar Association, Omaha, Nebraska MSS 04-5c, Box 1
- Otherlevel Binder 3 - Speeches
  - Item NY Tax Proposals for 1966, Tax Workshop of The American Textbook Publishers Institute, New York City MSS 04-5c, Box 1
  - Item Excerpts from Remarks of Mortimer M. Caplin on "Legislation to Curb Business Competition from Tax-Exempt Org [sic], American Business Press, Inc., (Also outline of speech), New York, NY MSS 04-5c, Box 1
  - Item "The Changing Role of Government," Protestant Church Owned Publishers Association 15th Anniversary Annual Meeting, Williamsburg, VA MSS 04-5c, Box 1
  - Item "Women & Taxes," United Jewish Appeal of Greater New York, New York City, NY MSS 04-5c, Box 1
  - Item "The Art of Giving," Morris Cafritz Memorial Hospital, Washington, D.C. MSS 04-5c, Box 1
  - Item "Report from Washington. New Bill in Making," Texas Independent Ginners Association Annual Meeting Luncheon, Corpus Christi, TX MSS 04-5c, Box 1
  - Item "Pending Tax Changes," Young President's Organization 16th Annual University, Phoenix, Arizona MSS 04-5c, Box 1
  - Item "What to do when the Internal Revenue Agent Calls," Young President's Organization, 16th Annual University, Phoenix, Arizona MSS 04-5c, Box 1
  - Item "Washington" & Textbook Publishers, American Textbook Publishers Institute, 24th Annual Meeting, Absecon, NJ MSS 04-5c, Box 1
  - Item "Reminisce about IRS," University of Virginia, Alumni Association Annual Meeting, Maryland Chapter, Tail-of-the-Fox, Baltimore, Maryland MSS 04-5c, Box 1
  - Item "Pressing Tax Problems of the Day," National Association of Accountants (D.C. Chapter) Presidential Arms, Washington, D.C. MSS 04-5c, Box 1
  - Item "Legislative & Other Developments on Washington Scene Affecting Pensions," Western Pension Conference 5th Annual Meeting, San Diego, California MSS 04-5c, Box 1
  - Item "What's Going on in Washington in Taxation," All Partners Conference Main Lafrentz & Company, Miami Beach, Florida MSS 04-5c, Box 1
  - Item "Federal Tax Policy," Introduction of Stanley S. Surrey, Assistant Secretary of the Treasury. Conference on the Impact of Computers on Tax Practice, sponsored by the National Law Center of George Washington University in Cooperation with the American and MSS 04-5c, Box 1
  - Item "Computarized Tax Law Office." Conference on the Impact of Computers on Tax Practice, sponsored by the National Law Center of George Washington University in Cooperation with the American and Federal Bar Associations, Washington, D.C. MSS 04-5c, Box 1
  - Item "Computer Prepared Returns and Potential for Tape Reporting," Conference on the Impact of Computers on Tax Practice, sponsored by the National Law Center of George Washington University in Cooperation with the American and Federal Bar Associations, Washin MSS 04-5, Box 1
  - Item "What's Going on in Washington in Taxes?," American Dental Trade Association 85th Annual Meeting, Hot Springs, VA MSS 04-5c, Box 1
  - Item "A Practitioner Looks at IRS," IRS MDP III Program, IRS National Training Center, Virginia MSS 04-5c, Box 1
  - Item "What's Going on in Washington in Taxes," Federation of Jewish Agencies of Greater Philadelphia, Philadelphia, PA MSS 04-5c, Box 1
  - Item "Negotiating Tax Disputes with Internal Revenue," 1966 Hawaii Tax Institute, Chamimade College of Honolulu, Hawaii MSS 04-5c, Box 1
  - Item "New Developments for Self- Employed Retirement Plans," 1966 Hawaii Tax Institute, Chaminade College of Honolulu, Hawaii MSS 04-5c, Box 1
  - Item "What's Going on in Washington in Taxes," Commercial Finance Industry Annual Convention and Dinner, New York City, New York MSS 04-5c, Box 1
  - Item "What's Going on in Washington in Taxes?," 25th Annual Meeting Ohio Public Expenditures Council, Columbus, Ohio MSS 04-5c, Box 1
  - Item Introducing Distinguished Public Servant: Commissioner Sheldon S. Cohen, Prentice- Hall, Inc., Englewood Cliffs, NJ MSS 04-5c, Box 1
  - Item "Negotiating Tax Disputes with Internal Revenue," Duke University Law School, Durham, N.C MSS 04-5c, Box 1
  - Item Tribute to JFK, JFK B'nai B'rith Lodge Memorial Meeting, Beth Sholom Synagogue, Washington, D.C. MSS 04-5c, Box 1
  - Item Accepted award for Senator Abraham Ribicoff, National Council of Salesmen's Organizations, Inc, New York University Club, New York City MSS 04-5c, Box 1
  - Item Introducing Mitchell Rogovin, Assistant Attorney General. Prentice-Hall, Inc., Englewood Cliffs, NJ MSS 04-5c, Box 1
- Otherlevel Binder 4 - Speeches
  - Item "Tax Choices of Affiliated Groups", Federal Bar Association Briefing Conference, Washington, D.C. MSS 04-5c, Box 1
  - Item "How to Get Free Tax Advice from Internal Revenue (B-23)," Young Presidents Organization 17th Annual University, San Francisco, CA MSS 04-5c, Box 1
  - Item "What's Doing in Taxes in Washington," Young Presidents Organization 17th Annual University, San Francisco, CA MSS 04-5c, Box 1
  - Item "Where are we Heading in our Tax Policy," Financial Executives Institute, Washington, D.C. MSS 04-5c, Box 1
  - Item "Where are we Heading in our Tax Policy," Phi Delta Phi (Scott Inn), Georgetown University, Washington, D.C. MSS 04-5c, Box 1
  - Item "What to do when the Revenue Agent Calls," Tax Executives Institute Tri-City Meeting, Monroe Country Club, Rochester, N.Y MSS 04-5c, Box 1
  - Item "What to do when the IRS Agent Calls?," Mechanical Contractors Association of America, Kansas City, MO MSS 04-5c, Box 1
  - Item "Limitations on Exempt Organizations: Political and Commercial Activities," New York University 8th Biennial Conference on Charitable Foundations, Vanderbilt Hall, N.Y.C MSS 04-5c, Box 1
  - Item "Responsibilities of the Tax Practitioners," Practicing Law Institute, New York City MSS 04-5c, Box 1
  - Item George Washington University Conference on Computers and Taxes, Washington, D.C. MSS 04-5c, Box 1
  - Item "What to do when the Revenue Agent Calls?," Northwestern National Bank Lecture for Lawyers, Minneapolis, Minnesota MSS 04-5c, Box 1
  - Item "What's Going on in Taxes," D.C. Bankers Association, Greenbrier Hotel, White Sulphur Springs, W. Va MSS 04-5c, Box 1
  - Item Internal Revenue Service Hearing on July 18, 1967, on Proposed Regulations under Sections 512 and 513 of the Internal Revenue Code, Statement of Mortimer M. Caplin, Washington, D.C. MSS 04-5c, Box 1
  - Item "Current Tax Policy/IRS Experience," Lake Tarleton Club Pike, NH MSS 04-5c, Box 1
  - Item "What to do when the Revenue Agent Calls," Virginia Society of Certified Public Accountant's 58th Annual Convention, Arlington, VA MSS 04-5c, Box 1
  - Item Supplemental Statement of Mortimer M. Caplin before the Senate Finance Committee on S. 2100, Washington, D.C MSS 04-5c, Box 1
  - Item "What to do when Internal Revenue Calls," Lawyers' Association of the Textile Industry, Empire State Club, NYC MSS 04-5c, Box 1
  - Item "Introducing Jerry Wallace," Federal Tax Forum 28th Annual Dinner, NYC MSS 04-5c, Box 1
  - Item "The IRS as Viewed by an Ex-Commissioner," 16th Annual Syracuse University Tax Conference, Syracuse, NY MSS 04-5c, Box 1
  - Item Remarks to Law Students at University of North Carolina, University of North Carolina Law School Student Bar Association, Chapel Hill, NC MSS 04-5c, Box 1
  - Item "What to do when the IRS Agent Calls," Farm & Small Business Income Tax Short Course, North Carolina State University Faculty Club, Raleigh, N.C. MSS 04-5c, Box 1
  - Item "From Both Sides of the Fence," 13th Annual Tax Conference, Illinois Society of Certified Public Accountant's, Chicago, IL MSS 04-5c, Box 1
- Otherlevel Binder 5 - Speeches, 1968
  - Item Advanced Management Research Ampex Press Conference, Plaza Hotel, New York City MSS 04-5c, Box 1
  - Item "Federal Tax Policy - The Need for Reform," Chamber of Commerce of the United States, Program on Tax Reform, Washington, D.C. MSS 04-5c, Box 1
  - Item "Political Activities of Charitable and Educational Organizations," American University Conference on Non-Profit Organizations, Washington, D.C. MSS 04-5c, Box 1
  - Item "Welcome to Four Czechoslovakian Girls Hitchhiking Prague to Mexico," Touchdown Club, People to People Sports Committee, Washington, D.C. MSS 04-5c, Box 1
  - Item Statement by Mortimer M. Caplin of Caplin & Drysdale, Washington, D.C., and President of the National Service League Before the Subcommittee on Postal Operations, Committee on Post Office and Civil Service, House of Representatives, on H.R. 8516, H.R. 528 MSS 04-5c, Box 1
  - Item "Minimizing Corporate Taxes in Operating a Business," 18th Young Presidents Organization University for Presidents, San Juan, PR MSS 04-5c, Box 1
  - Item "Tax Aspects of 'Reorganizing the Corporation': ABC's - XYZ's," [Course title]. Young Presidents Organization University for Presidents, San Juan, PR MSS 04-5c, Box 1
  - Item "IRS in the Kennedy - Johnson Years," Omicron Delta Kappa, George Washington University Lawyers Club, Washington, D.C. MSS 04-5c, Box 1
  - Item Financial Business Analysis [FBA] Briefing Conference on Tax Aspects of a Corporate Acquisition [M.M.C. Moderator], [Washington, D.C. MSS 04-5c, Box 1
  - Item "Federal Tax Problems for the General Practitioner," 18th Annual Convention, The Florida Bar Tax Section Luncheon, Miami, FL MSS 04-5c, Box 1
  - Item Kennedy for President. Kennedy Campaign in California: Los Angeles and San Francisco MSS 04-5c, Box 1
  - Item Kennedy Campaign in New York. Opening of Queens Office MSS 04-5, Box 1
  - Item "Business" Activities of Foundations: Maintaining Exemption. Practicing Law Institute, Forum on Charitable Foundations MSS 04-5c, Box 1
  - Item AMR [Advanced Management Research] Seminar, New York City MSS 04-5c, Box 1
  - Item "Antitrust, Corporate & Accounting Aspects," Advanced Management Research Seminar, NYC. [Caplin was the moderator] MSS 04-5c, Box 1
  - Item Introductory Remarks, JFK Lodge, 4th Annual Profiles in Courage Award, Beth Shalom Synagogue, Washington, D.C. MSS 04-5c, Box 1
  - Item "Progress in the Computer World," Third Conference on Computers and Taxes, George Washington University. Introductions of William H. Smith, IRS Assistant Commissioner (Planning and Research); Mitchell Rogovin, US Assistant Attorney General; Stanley S. Sur MSS 04-5c, Box 1
  - Item 20th Annual Virginia Conference on Federal Taxation, University of Virginia, Charlottesville, VA. Remarks MSS 04-5c, Box 1
  - Item "Tax Changes of Special Interest to Trust Officers," Trust Division - WV Bankers Association Convention, White Sulphur Springs, WV MSS 04-5c, Box 1
  - Item "What's going on in Washington," Pension & Insurance Division, West Virginia Bankers Association Institute, White Sulphur Springs, WV MSS 04-5c, Box 1
  - Item "New Developments in Mergers & Acquisitions," Advanced Management Research, New York City MSS 04-5c, Box 1
  - Item Tax, Securities & Other Legal Considerations in Mergers," Advanced Management Research MSS 04-5c, Box 1
  - Item "IRS in the Kennedy - Johnson Years," Alpha Epsilon Pi Fraternity (Mu Chapter), Charlottesville, VA MSS 04-5c, Box 1
  - Item "Needed Tax Reform," Milk Industries Foundation, International Association of Ice Cream Manufacturers MSS 04-5c, Box 1
  - Item "Whither Tax Reform," 15th Annual Chicago Tax Club Seminar, Chicago, Illinois MSS 04-5c, Box 1
  - Item "Introducing Arthur Goldberg," Woman's National Democratic Club, Washington, D.C MSS 04-5c, Box 1
  - Item "Computers, the IRS, and the Tax Practitioners," American Institute of Certified Public Accountants 4th Semi-Annual National Conference of Certified Public Accountant Computer Users, Washington, D.C. MSS 04-5c, Box 1
  - Item "Man from La Mancha," Introducing: William B. Harman Jr., Isidore Goodman, Nicolas P. Damico, FBA/BNA Conference on Variable Annuities, Washington, D.C MSS 04-5c, Box 1
  - Item "What's New in Taxes," American Society of Chartered Life Underwriters, Orlando, FL MSS 04-5c, Box 1
  - Item "New Developments in Mergers & Acquisitions," Introduction to Nathan Cummings, Advanced Management Research, NYC MSS 04-5c, Box 1
  - Item "Tax, Securities and Other Legal Considerations," Advanced Management Research, NYC [MMC Moderator] MSS 04-5c, Box 1
- Otherlevel Binder 6 - Speeches
  - Item "What's New in Taxes," Young Presidents Organization Washington/Baltimore Chapter, Washington, D.C. MSS 04-5c, Box 2
  - Item "How to Handle an Estate & Gift Tax Return Audit," 3rd Annual Institute on Estate Planning, Miami Beach, FL MSS 04-5c, Box 2
  - Item Whither Tax Reform, "Current Tax Picture," Committee of 100, Chamber of Commerce, Charlottesville, VA MSS 04-5c, Box 2
  - Item "Restricted Stock Plans," Advanced Management Research Seminar in Motivating Personnel Through Incentive Programs, New York City MSS 04-5c, Box 2
  - Item Tax Reform (Laurel Award), 74th Annual Banquet, NY Credit & Financial Management Association, NYC MSS 04-5c, Box 2
  - Item "Unfair Business Competition by Tax-Free Organizations," Statement of Mortimer M. Caplin on Behalf of the National Tax Equality Association, Hearings of House Ways & Means Committee on Tax-Exempt Organizations, Washington, D.C MSS 04-5c, Box 2
  - Item Advanced Management Research Seminar, Mergers/Acquistions: "Tax, Securities & Other Legal Considerations," NYC MSS 04-5c, Box 2
  - Item "What's New in Taxes," Young Presidents Organization Chicago Chapter, Chicago,IL MSS 04-5c, Box 2
  - Item "Minimum and Maximum Limitations Upon the Individual Income Tax and Liberalization of the Standard Deduction," Statement of Mortimer M. Caplin, Committee on Ways & Means, U.S. House of Representatives, Hearings on Tax Reform MSS 04-5c, Box 2
  - Item "What's New in Taxes," Dutch Treat Club, NYC MSS 04-5c, Box 2
  - Item "Conglomerate Legislation: Tax Considerations," Advanced Management Research Seminar - Disclosure, New York City MSS 04-5c, Box 2
  - Item "How to Reorganize Your Company: The ABC's as Well as the XYZ's," 19th Young Presidents Organization, University for Presidents, Honolulu, Hawaii MSS 04-5c, Box 2
  - Item "What's in the Air for Federal Tax Reform for 1969," 19th Young Presidents Organization for Presidents, Honolulu, Hawaii MSS 04-5c, Box 2
  - Item Advanced Management Research Seminar - Mergers/Acquistions, NYC MSS 04-5c, Box 2
  - Item "Living in Conglomerate Age - Age of Amalgamation," Advanced Management Research Seminar - Conglomerates, NYC MSS 04-5c, Box 2
  - Item National Civil Service League, 15th Annual Career Service Awards Program, Washington, D.C. MSS 04-5c, Box 2
  - Item "Tax Reform," Washington Seminars for Bank Executives (Carter Golembe) Washington, D.C MSS 04-5c, Box 2
  - Item Interview with Mortimer Caplin by Hugh Downs in relation to Caplin's Reader's Digest Article "The Time for Lower, Fairer Taxes is Now", Edgewood Recreation Studios, Washington D.C MSS 04-5c, Box 2
  - Item Statement of Mortimer M. Caplin In Support of H.R. 1390 and H. Res. 108, Subcommittee on Private Claims, House Judiciary Committee MSS 04-5c, Box 2
  - Item Statement of Mortimer M. Caplin on Behalf of The National Tax Equality Association, Hearings of Senate Finance Committee on Tax-Exempt Organizations, Washington, D.C MSS 04-5c, Box 2
  - Item Airlie Foundation Statesmen in Medicine award to Dr. Brian Blades, Warrenton, VA MSS 04-5c, Box 2
  - Item "Tax Outlook: Overview of Fiscal Policy in the Year Ahead," Advanced Management Research, NYC MSS 04-5c, Box 2
  - Item "Living in the Age of Amalgamation," Advanced Management Research, NYC MSS 04-5c, Box 2
  - Item "Antitrust and Other Legal Considerations," Advanced Management Research, NYC MSS 04-5c, Box 1
  - Item "LTP, ADR State and Municipal Bonds Interest," George Washington University, Law Association Founders Day, 104th Anniversary, Washington, D.C MSS 04-5c, Box 2
  - Item "Corporate Acquisitions; Current Modes of Payment," Fourth Annual Southern Federal Tax Institute, Atlanta, GA MSS 04-5c, Box 2
  - Item "1969 Has Been a Bumper Year For Tax Reform," University of Michigan Club, Washington, D.C MSS 04-5c, Box 2
  - Item "Tax Reform Bill of 1969," Catholic University Law Alumni Seminar, Columbus School of Law, Washington D.C MSS 04-5c, Box 2
  - Item "1969 Has Been a Bumper Year for Tax Reform," American Red Cross of Greater New York, Pinnacle Club, NYC MSS 04-5c, Box 2
  - Item "Federal-State [Revenue] Sharing," Tax Institute of America Symposium on Tax Incentives, Princeton, NJ MSS 04-5c, Box 2
  - Item "Mergers and Acquisitions," Advanced Management Research, NYC MSS 04-5c, Box 2
  - Item "New Developments in Tax, Securities and Legal Aspects," Advanced Management Research, NYC MSS 04-5c, Box 2
  - Item "Bumper Year for Tax Reform," Philadelphia Bar Association Section on Taxation Annual Dinner, Philadelphia, PA MSS 04-5c, Box 2
  - Item "Bumper Year for Tax Reform," Bankers Trust Company Downtown Advisory Committee, NYC MSS 04-5c, Box 2
- Otherlevel Binder 7 - Speeches, 1970
  - Item 12/30/69: [President] Signed Most Massive Revisions of INT/REV/LAWS in Tax History Washington D.C. Estate Planning Council, Touchdown Club, Washington D.C MSS 04-5c, Box 2
  - Item "Tax Reform Act of 1969," Prudential Fund, 1970 National Sales Seminar, Wall Street Club, NYC MSS 04-5c, Box 2
  - Item Tax Reform, Mutual Broadcasting Company Interview of Mortimer M. Caplin, NYC MSS 04-5c, Box 2
  - Item "Impact of the New Tax Law," Young Presidents' Organization Seminar, Washington, D.C MSS 04-5c, Box 2
  - Item "Impact of the New Tax Law," Young Presidents' Organization, Washington, D.C MSS 04-5c, Box 2
  - Item "New Tax Reform Act," Advanced Management Research Seminar, Chicago, IL MSS 04-5c, Box 2
  - Item "New Tax Reform Act," Chaffetz/Spear Luncheon, Standard Oil Company, Mid-America Club Chicago, IL MSS 04-5c, Box 2
  - Item "Mergers & Acquisitions," Advanced Management Research Seminar, Chicago, IL MSS 04-5c, Box 2
  - Item "Mergers & Acquisitions," Advanced Management Research Seminar, New York City MSS 04-5c, Box 2
  - Item "Mergers and Acquisitions," Advanced Management Research Seminar, New York City MSS 04-5c, Box 2
  - Item "Tax Reform Act," Practicing Law Institute, NYC MSS 04-5c, Box 2
  - Item Statement of Mortimer M. Caplin, President of the National Service League Before the SubCommittee on Employment, Manpower and Poverty of the Committee on Labor and Public Welfare, United States Senate in connection with Hearings on The Man Power Training MSS 04-5c, Box 2
  - Item 'New Tax Reform Act," Young Presidents Organization 20th Annual University for Presidents, Paradise Island, Bahamas MSS 04-5c, Box 2
  - Item "What to do When the IRS Agent Calls," Young Presidents Organization, 20th Anniversary University for Presidents, Paradise Island, Bahamas MSS 04-5c, Box 2
  - Item "Law Floats in a Sea of Ethics," Young Presidents Organization 20th Annual University for Presidents, Presidential Prayer Breakfast, Paradise Island, Bahamas MSS 04-5c, Box 2
  - Item "Introducing Senator Edward M. Kennedy," B'Nai B'rith JFK Profiles in Courage Award, Temple Sinai, Washington, D.C. MSS 04-5c, Box 1
  - Item "Earl Warren, Chief Justice of the United States (Retired), JFK Profiles in Courage Award, Temple Sinai, Washington, D.C. MSS 04-5c, Box 2
  - Item 16th Annual Career Service Awards Program, National Civil Service League, Washington, D.C MSS 04-5c, Box 2
  - Item "New Tax Reform Act," Mechanical Contractors Association of America Convention, Washington, D.C. MSS 04-5c, Box 2
  - Item "1969 Tax Reform Act: Its Impact on Investment Decision," Mutual Fund Estate Planning & Profit-Sharing Conference (The Commercial & Financial Chronicle), NYC MSS 04-5c, Box 2
  - Item "Mergers and Acquisitions," Advanced Management Research Seminar, NYC MSS 04-5c, Box 2
  - Item "Mergers and Acquisitions," Advanced Management Research Seminar, New York City MSS 04-5c, Box 2
  - Item Statement of Mortimer M. Caplin Before the Standing Committee on Banking, Trade, and Commerce of the Senate of Canada on International Aspects of White Paper Tax Proposals, Ottawa, Canada MSS 04-5c, Box 2
  - Item "International Aspects of White Paper Tax Proposals," Talking Points for Mortimer M. Caplin Testimony before House of Commons Committee, Canadian House of Commons, Ottawa, Canada MSS 04-5c, Box 2
  - Item New Tax Reform Act, 22nd Annual Virginia Conference on Federal Taxation, UVA, Charlottesville, VA MSS 04-5c, Box 2
  - Item Airlie Foundation, Presentation of Statesman In Medicine Award to Melvin R. Laird, Secretary of Defense, Warrenton, VA MSS 04-5c, Box 2
  - Item "To What Extent is the Government Responsible for Continuing Legal Education of Federal Lawyers?," Federal Bar Association, Washington, D.C. MSS 04-5c, Box 2
  - Item "What Business Must Know About Tax Reform Act," Advanced Management Research International, Inc., New York City MSS 04-5c, Box 2
  - Item Presentation of Award to Mr. Benjamin J. Henley, Former Acting Superintendent of Schools of the District of Columbia, National Civil Service League, Washington, D.C. MSS 04-5c, Box 2
  - Item "Tax Shelters Under the New Revenue Act," Tax Committee of D.C. Bar Association, National Lawyers Club, Washington, D.C. MSS 04-5c, Box 2
  - Item "Investment Decisions and the New Tax Reform Act," Shearson, Hammill & Company, Beverly Hills, California MSS 04-5c, Box 2
  - Item "Investment Decisions and the New Tax Reform Act," Legg, Mason & Company, Blue Crest North, Pikesville, MD MSS 04-5c, Box 2
  - Item Statement of Mortimer M. Caplin. Hearings of Senate Subcommittee on Employment, Manpower and Poverty. [Testifying on Litigation by Charitable Organizations on behalf of Natural Resources Defense Council], Washington, D.C. MSS 04-5c, Box 2
  - Item "Tax Audits and Investigations: Use and Abuse," Arizona State University Tax Institute, College of Law, Tempe, Arizona MSS 04-5c, Box 2
  - Item "Making Business Decisions With Tax Preferences Items," Arizona State University Tax Institute, College of Law, Tempe, Arizona MSS 04-5c, Box 2
  - Item "Investment Decisions and the New Tax Reform Act," Legg, Mason & Company, Lake Wright Dinner Theatre, Norfolk, Virginia MSS 04-5c, Box 2
  - Item Dinner for Judy and Bob Elliott, Caplin & Drysdale, Washington, D.C. MSS 04-5c, Box 2
- Otherlevel Binder 8 - Speeches
  - Item "New Directions in Tax Fraud Investigations," 5th Annual Institute on Estate Planning University of Miami, Miami Beach, FL MSS 04-5c, Box 2
  - Item National Civil Service League,17th Annual Career Service Awards Program, Washington, D.C. MSS 04-5c, Box 2
  - Item "Investments Decisions and the New Tax Reform Act," Windsor Gas Corporation, Princeton Club, NYC, NY MSS 04-5c, Box 2
  - Item "Introducing Charles Evers, Mayor of Fayette, Mississippi," B'nai B'rith JFK Profiles in Courage Award Temple Israel, Silver Spring, MD MSS 04-5c, Box 2
  - Item "Tax Shelter Investments," Windsor Gas Corporation, Natural Gas Capital Company, Van Alstyne, Noel, The University Club, NYC, New York MSS 04-5c, Box 2
  - Item Tax Shelter Investments, Natural Gas Capital Corporation, Beverly Hills, CA MSS 04-5c, Box 2
  - Item "Tax Shelter Investments," Natural Gas Capital Corporation, Los Angeles, CA MSS 04-5c, Box 2
  - Item "Tax Shelter Investments," National Wholesale Druggists Association, Beverly Hills, CA MSS 04-5c, Box 2
  - Item "How To Negotiate with IRS," National Wholesale Druggists Association, Beverly Hills, CA MSS 04-5c, Box 2
  - Item "Tax Shelters in Investment Decisions," 7TH Annual Bank Tax Institute, NYC MSS 04-5c, Box 2
  - Item "Fundamentals of Estate and Financial Planning," United Jewish Appeal of NY Estate Planning Conference, NYC, NY MSS 04-5c, Box 2
  - Item "Testimony before Judge McLean, U.S. District Judge, on Plan of Reorganization," Webb & Knapp Hearing, U.S. District Court, Southern District of New York MSS 04-5c, Box 2
  - Item "President John F. Kennedy Memorial," JFK B'NAI B'RITH Lodge Congregation Beth Sholom Washington, D.C MSS 04-5c, Box 2
  - Item Webb & Knapp Hearing on Settlement, Directors & #2 Park Action, Testimony before Judge McLean, U.S. District Court NYC, NY MSS 04-5c, Box 2
  - Item Childcare Expenses, American Federation of Television and Radio Artists, Washington, D.C MSS 04-5c, Box 2
  - Item "What's Left of Tax Shelters?," Peoples Bank of the Virgin Islands Seminar, St. Thomas, VI MSS 04-5c, Box 2
  - Item "Tax Shelters in Investment Decisions," Peoples Bank of the Virgin Islands Luncheon Meeting, St. Croix, VI MSS 04-5c, Box 2
  - Item "Confessions of an Ex-Tax Collector," Virgin Islands Bar Association Annual Meeting, St. Thomas, VI MSS 04-5c, Box 2
  - Item "Estate Planning Seminar," Young Presidents' Organization, Nassau, Bahamas MSS 04-5c, Box 2
  - Item "Fundamental Tax Considerations in Estate Planning," Young Presidents' Organization, Nassau, Bahamas MSS 04-5c, Box 2
  - Item Lifetime Tax Planning: Gifts, Children and Trust Arrangements, Young Presidents' Organization, Nassau, Bahamas MSS 04-5c, Box 2
  - Item "Federal Tax Policy The Need for Reform," Swathmore College, Swathmore, PA MSS 04-5c, Box 2
  - Item "What to Do When the IRS Agent Calls," National Association of Bedding Manufacturers, Las Vegas, NV MSS 04-5c, Box 2
  - Item "Some Reflections on O&G Leveraging," Prudential Funds Seminar, NYC, NY MSS 04-5c, Box 2
  - Item Introduction of David Blumberg, International President, President's Club, B'nai B'rith Luncheon, Washington, D.C MSS 04-5c, Box 2
  - Item 18th Annual Career Service Awards Program, National Civil Service League, Cabinet Room Reception, Washington, D.C MSS 04-5c, Box 2
  - Item Legislative Activities of Charitable Organizations," Hearings on H.R. 13720 Before the Committee on Ways and Means, House of Representatives MSS 04-5c, Box 2
  - Item "Introduction of The Honorable Russell Errol Train," Council on Foundations, NYC, NY MSS 04-5c, Box 2
  - Item Introducing Honorable Reubin Askew, Governor of Florida, B'nai B'rith JFK Profiles in Courage Award MSS 04-5c, Box 2
  - Item "Outline for Hearing on Confirmation of Ch. X Plan, Webb & Knapp Hearing, U.S. District Court. NYC, NY MSS 04-5c, Box 2
  - Item ISSUES program on Philanthropy, Sponsored by The National Presbyterian Center WRC-TV (NBC), Washington, D.C MSS 04-5c, Box 2
  - Item United Jewish Appeal of New York Estate Planning Conference, NYC, NY MSS 04-5c, Box 2
  - Item Jerry's Economic Seminar, Sidwell Friends School, Washington, D.C MSS 04-5c, Box 2
- Otherlevel Binder 9 - Speeches
  - Item Hearing on Trustee's Application for Final Allowance before the Hon. Robert J. Ward, USDC New York, NY [Webb & Knapp Hearing] MSS 04-5c, Box 2
  - Item [Tax Reform], Council on Foundations Dinner Session, Miami, FL MSS 04-5c, Box 2
  - Item "Taxable Expenditures (§4945)," Council on Foundations Board Meeting, Miami, FL MSS 04-5c, Box 2
  - Item Hearings before the U.S. Senate Appropriations Subcommittee on Treasury, Postal Service and General Government, Statement of Mortimer Caplin on Administration of Internal Revenue Service, MSS 04-5c, Box 2
  - Item "What's Ahead in Tax Reform," Young Presidents' Organization 23rd Annual University for Presidents, Honolulu, Hawaii MSS 04-5c, Box 2
  - Item "What to Do When IRS Calls," Young Presidents' Organization, 23rd Annual University for Presidents, Honolulu, Hawaii MSS 04-5c, Box 2
  - Item Introduction of Dr. Laurence N. Woodworth, FBA-BNA 1973 Tax Briefing Conference, Washington, D.C. MSS 04-5c, Box 2
  - Item National Civil Service League, 19th Annual Career Service Awards Program, Washington, D.C. MSS 04-5c, Box 2
  - Item "Estate Planning," Hebrew Academy of Washington, Washington, D.C. MSS 04-5c, Box 2
  - Item "Leveraging Oil and Gas Investments," New York State Bar, NYC, NY MSS 04-5c, Box 2
  - Item "Matters of Interest to Practicing Physicians & the IRS," West Virginia State Medical Association Annual Meeting, White Sulphur Springs, WV MSS 04-5c, Box 2
  - Item "What to Do When the IRS Agent Calls," Continuing Legal Education Institute for Virginia Lawyers, Charlottesville, VA MSS 04-5c, Box 2
  - Item [Introducing Congressman John Brandemas, Third District of Indiana], B'nai B'rith JFK 9th Profiles in Courage Award, Washington, D.C MSS 04-5c, Box 2
  - Item National Civil Service League Membership Meeting, Silver Spring, MD. Includes: "National Civil Service League Programs - A Summary;" memorandum from Jean Couturier to Caplin and Bernard Gladieux (20 September 1973); National Service League's Career Servic MSS 04-5c, Box 2
  - Item Introducing Senator Birch Bayh, National Civil Service League Seminar, Silver Spring, MD MSS 04-5c, Box 2
  - Item "Tax Reform," Colorado Bar Association Annual Convention, Joint Taxation & Trust Law Section, Colorado Springs, CO MSS 04-5c, Box 2
  - Item "Estate and Financial Planning," United Jewish Appeal Conference on Estate Planning, NYC, NY MSS 04-5c, Box 2
  - Item "What to Do When the IRS Agent Calls," Presidents Seminar, National Home Study Council, Boca Raton, FL MSS 04-5c, Box 2
  - Item "Overall Development of a Strategy - Choice of Form," Law Journal Tax Seminar, NYC, NY MSS 04-5c, Box 2
  - Item "Proposed Windfall Profits Tax," Statement by Mortimer Caplin before the U.S. Senate Finance Committee, Washington, D.C. MSS 04-5c, Box 2
  - Item "Overall Development of a Strategy - Choice of Forum," Law Journal Tax Seminar, Atlanta, GA MSS 04-5c, Box 2
  - Item Opening Address by Mortimer M. Caplin, President of the National Civil Service League, Conference on 1973 Comprehensive Employment and Training Act, Washington, D.C. [File includes: Caplin: "Federal-State Tax Sharing vs. State-Local Income Tax Credit (196 MSS 04-5c, Box 2
  - Item National Executive Conference, Washington, D.C MSS 04-5c, Box 2
  - Item "Arm's-Length Dealing in International Transactions as Viewed from the United States," Management Centre Europe, Amsterdam, Holland MSS 04-5c, Box 2
  - Item Statement by Mortimer Caplin at Hearings Before the Senate Subcommittee on Administrative Practice and Procedure MSS 04-5c, Box 2
  - Item National Conference of State Legislatures Board of Directors Meeting, Washington, D.C. MSS 04-5c, Box 2
  - Item "Private Pension Reform Legislation," FBA BNA 1974 Tax Briefing Conference, Washington, D.C. MSS 04-5c, Box 2
  - Item "Overall Development of a Strategy Choice of Forum," Law Journal Tax Seminar, Los Angeles, CA MSS 04-5c, Box 2
  - Item "What's Going on in Washington," Florida Bar Association Tax Section, Annual Meeting, Walt Disneyworld, Florida MSS 04-5c, Box 2
  - Item "Disclosure and the Outside Director: His Need/Right to Know," Advanced Management Research International, Incorporated Conference, NY, NYC MSS 04-5c, Box 2
  - Item "The Tax Scene in Washington and the Mood of Congress, The Pooled Income Fund," Associated Jewish Charities & Welfare Fund, Baltimore, MD MSS 04-5c, Box 2
  - Item "Disclosure and the Outside Director: His Need/Right to Know," Advanced Management Research International Seminar, Inc. Conference, San Francisco, CA MSS 04-5c, Box 2
  - Item Remarks at the National Conference of State Legislatures [NCSL]- National Association of Counties [NACO] Conference on "The Future of Revenue Sharing," National Civil Service League, Washington, D.C. MSS 04-5c, Box 2
  - Item Introducing Andrew Heiskell, Chairman of the Board and CEO of Time, Inc., B'nai B'rith John F. Kennedy 10th Profiles in Courage Award, Orh Kodesh Congregation, Chevy Chase, MD MSS 04-5c, Box 2
  - Item National Civil Service League, 20th Annual Career Service Awards Program, State Department, Washington, D.C MSS 04-5c, Box 2
  - Item "This is Day of ERISA (Employee Retirement Income Security Act, 1974)" MSS 04-5c, Box 2
  - Item National Civil Service League, 20th Annual Career Service Awards Program, State Department, Washington, D.C. MSS 04-5c, Box 2
  - Item The New Pension Law in a Nutshell, New York Law Journal, NY, NYC MSS 04-5c, Box 2
  - Item The New Pension Law in a Nutshell, New York Law Journal, Los Angeles, CA MSS 04-5c, Box 2
  - Item "Current Problems in Executive Compensation," Dun's Review Executives Compensation Conference, NYC, NY MSS 04-5c, Box 2
  - Item "Legal Liabilities of Outside Directors," Advanced Management Research Conference on Liability & Exposure of Corporate Officers, NYC, NY, and San Francisco, CA MSS 04-5c, Box 2
  - Item "Insulating & Protecting O.D.'S: What Should Management Do?," Advanced Management Research Conference on Liability & Exposure of Corporate Officers, NYC, NY, and San Francisco, CA MSS 04-5c, Box 2
  - Item "Latest Developments in Deferred Charitable Gifts," United Jewish Appeal Conference on Estate Planning, NYC MSS 04-5c, Box 2
  - Item "Liability & Exposure of Corporate Officers," Advanced Management Research, San Francisco, CA MSS 04-5c, Box 2
  - Item "Insulating & Protecting O.D.'s: What Should Management Do?," Advanced Management Research International, Incorporated MSS 04-5c, Box 2
  - Item Trading with Related Foreign Entities: Current American Perspective, The Institute of Chartered Accountants in England and Wales, London, England MSS 04-5c, Box 2
  - Item "Compensation and Employee Benefits," FBA-BNA 1973 Tax Briefing Conference, Washington D.C. MSS 04-5, Box 2
- Otherlevel Binder 10 - Speeches
  - Item "ALI-ABA Seminar on New Pension Legislation," Continuing Legal Education Committee, American Law Institute-American Bar Association," Richmond, VA MSS 04-5c, Box 3
  - Item "Seminar on Shaky Tax Shelters," New York Law Journal, NYC, NY and Los Angeles, CA MSS 04-5c, Box 3
  - Item Mortimer Caplin Response to Toast to the Guest of Honor Made by Walter M. Whitehall, President of Thomas Jefferson Memorial Foundation, at Anniversary at Monticello MSS 04-5c, Box 3
  - Item "A Debt of Service," Founder's Day Ceremonies, University of Virginia, Charllottesville, VA MSS 04-5c, Box 3
  - Item Statement by Mortimer Caplin, Hearings Before Commission on Revision of the Federal Court Appellate System, U.S. Senate, Washington, D.C. [Testimony re Desirability of a National Court of Appeals] MSS 04-5c, Box 3
  - Item "You and the Internal Revenue Service," McIntyre School of Commerce, UVA, MSS 04-5c, Box 3
  - Item "Outside Directors: Their Need & Right to Know," Advanced Management Research International, Inc., San Francisco, CA MSS 04-5c, Box 3
  - Item Pi Lambda Phi Annual Convention, Washington, D.C. [Value of fraternities; government service] MSS 04-5c, Box 3
  - Item "Tax shelters and proposed tax reform," 10th Annual Southern Federal Tax Institutes, Atlanta, GA MSS 04-5c, Box 3
  - Item "The Impact of Future Tax Legislation on Executive Compensation," Project 777 - Eleventh Annual All-Participant Meeting, New Orleans, LA MSS 04-5c, Box 3
  - Item Remarks of Mortimer Caplin, President of the National Civil Service League, at the National Conference on Equal Employment Opportunity Law, Washington, D.C. MSS 04-5c, Box 3
  - Item Remarks of Mortimer Caplin at the American Council on International Sports 11th Memorial Field Hockey Tournament, Washington, D.C. MSS 04-5c, Box 3
  - Item "Tax shelters and proposed tax reform," 12th Annual Heart of America Tax Institute, Kansas City, MO MSS 04-5c, Box 3
  - Item "IRS Administration of the Internal Revenue Code, The Federal Budget & Tax Policy," The New York School, NYC, NY MSS 04-5c, Box 3
  - Item National Civil Service League, 21st National Conference of State Legislatures Career Service Awards Program, Federal Deposit Insurance Corporation, Washington, D.C. MSS 04-5c, Box 3
  - Item JFK Lodge - B'nai B'rith, 11th Profiles in Courage Award, Orh Kodesh Congregation, Chevy Chase, MD MSS 04-5c, Box 3
  - Item "Planning & Drafting Under the Emerging Pension Regulations," New York Law Journal 1975 ERISA Conferences, Los Angeles and New York City MSS 04-5c, Box 3
  - Item "Outside Directors: Their Need & Right To Know," Advanced Management Research Year-End Seminar, Washington, D.C. MSS 04-5c, Box 3
  - Item "Estate Planning for Closely-Held Business," United Jewish Appeal Greater NY Estate Planning Conference, NYC, NY MSS 04-5c, Box 3
  - Item Planning & Drafting Under the Emerging Pension Regulations, New York Law Journal 1975 ERISA Conference, NYC, NY MSS 04-5c, Box 3
  - Item "Introduction of Alvin D. Lurie," New York Law Journal 1975 ERISA Conference MSS 04-5c, Box 3
  - Item Securities & Exchange Commission, Seminar for Student Interns (Georgetown, George Washington University), U.S. Securities and Exchange Commission, Washington, D.C. MSS 04-5c, Box 3
  - Item Statement of Mortimer Caplin, Hearings Before Senate Finance Subcommittee on Administration of the Internal Revenue Code, [Testimony re IRS, Racketeers and White Collar Crimes], Washington, D.C. MSS 04-5c, Box 3
  - Item Statement by Mortimer Caplin, Hearings Before Committee on Ways and Means, U.S. House of Representatives, Washington, D.C. [Tax Reform] MSS 04-5c, Box 3
- Otherlevel Binder 11 - Speeches
  - Item "Overall Development of a Strategy Choice of Forum," New York Law Journal Tax Seminars, NYC, NY MSS 04-5c, Box 3
  - Item "Overall Development of a Strategy Choice of Forum," New York Law Journal, Hollywood, FL MSS 04-5c, Box 3
  - Item "Federal Tax Policy as an Incentive for Enhancement of the Built Environment," National Trust for Historic Preservation, Washington, D.C. MSS 04-5c, Box 3
  - Item "IRS in the Kennedy-Johnson Years," UVA Alumni Club (NY Chapter), NYC, NY MSS 04-5c, Box 3
  - Item American Council on International Sports Press Conference [ACIS], Washington, D.C. - [Caplin's remarks, announcement, International Bicentennial Sports Interchange Program, Officers] MSS 04-5c, Box 3
  - Item Advanced Management Research Seminar on Executive Compensation, NYC, NY MSS 04-5c, Box 3
  - Item "Overall Development of a Strategy - Choice of Forum," New York Law Journal Tax Seminars, Hollywood, FL, and Los Angeles, CA MSS 04-5c, Box 3
  - Item Claim for Refund & Court Suits, New York Law Journal Tax Seminar, Los Angeles, CA [Includes US Treasury Department Procedures to Expedite the Disposition of Tax Court Cases] MSS 04-5c, Box 3
  - Item Introduction of American Council on International Sports First Man of the Year: Shirley Povich, ACIS Conference, Washington, D.C. [Includes program] MSS 04-5c, Box 3
  - Item Testimony of Mortimer Caplin, Chairman of the Board of the National Civil Service League, before the House Committee on Post Office and Civil Service, Washington, D.C. MSS 04-5c, Box 3
  - Item Mortimer Caplin Testimony Before Senate Finance Committe: S. 2985 (H. R. 12126) MSS 04-5c, Box 3
  - Item Remarks of Mortimer M. Caplin, Chairman of the Board, National Service League at the Conference on Equal Employment Opportunity Law, Co-sponsored by the American Bar Association, Section of Local Government Law and the National Civil Service League, NYC, MSS 04-5c, Box 3
  - Item Federal Income Tax Reform 1976 Style, 10th Emanuel Saxe Distinguish Accounting Lecture, City University of New York Bernard M. Baruch College MSS 04-5c, Box 3
  - Item "Impact of Pending Tax Legislation," Advanced Management Research International, Inc., Executive Compensation 1976 Conference, Chicago, IL MSS 04-5c, Box 3
  - Item "How to Handle IRS Audits & Appeals," Alabama Tax Institute, Point Clear, AL MSS 04-5c, Box 3
  - Item Tax Shelters: 1976 Legislative Reform, 28th Annual Virginia Conference on Federal Taxation, University of Virginia, Charlottesville, VA MSS 04-5c, Box 3
  - Item "Bribes, Kickbacks, & Illegal Payments," New York Law Journal, NYC, NY MSS 04-5c, Box 3
  - Item "Impact of Pending Tax Legislation," Advanced Management Research International, Incorporated, Executive Compensation 1976 Conference, Houston, TX MSS 04-5c, Box 3
  - Item Current Status of Tax Reform, Virginia Society of Certified Public Accountants, Crystal City, VA MSS 04-5c, Box 3
  - Item Tax Reform Act of 1976, 11th Annual Southern Federal Tax Institute, Atlanta, GA MSS 04-5c, Box 3
  - Item "How to protect business records and data from government inquiry; how to procure them from government," New York Law Journal Business Records Seminar, NYC and Los Angeles, CA MSS 04-5c, Box 3
  - Item New York Law Journal Seminar on Business Records, Los Angeles, CA MSS 04-5c, Box 3
  - Item "IRS & Bribes, Kickbacks & Illegal Payments," New York Law Journal Seminar on Business Records, Los Angeles, CA MSS 04-5c, Box 3
  - Item "Reflections on the 1976 Tax Reform Act," JWF [Jewish Women's Foundation]-UJC Endowment Committee Tax Institute, Jewish Community Center, West Bloomfield, MI MSS 04-5c, Box 3
  - Item "Tax Reform Act of 1976," United Jewish Appeal Conference on Estate Planning, NYC, NY MSS 04-5c, Box 3
  - Item Statement of Mortimer Caplin, Chairman, Task Force on Outside Income, Investment, and Post- Service Employment, to Commission on Executive, Legislative, and Legislative Salaries, Washington, D.C. MSS 04-5c, Box 3
  - Item "New Beginnings," 22nd Annual National Conference of State Legislatures Career Service Awards Program, National Civil Service League, Washington, D.C. MSS 04-5c, Box 3
  - Item "Background on Tax Reform: 1969-76," New York Law Journal, NYC, NY MSS 04-5c, Box 3
  - Item "Philosophy of the Annual Meeting: An Outside Director's View," New York Law Journal Seminar, NYC, NY MSS 04-5c, Box 3
  - Item "Tax Reform Act of 1976," M.B. Hariton & Co. Tax Seminar, Washington, D.C. MSS 04-5c, Box 3
  - Item "Background on Tax Reform: 1969-1976," Tax Committee of Senate/Finance & Ways & Means Committee Staffs, Washington, D.C. MSS 04-5c, Box 3
  - Item "Estate & Gift Tax Changes in Tax Reform Act of 1976," Commerce Bank of Kansas City Tax Seminar, Kansas City, MO MSS 04-5c, Box 3
  - Item "Background on Tax Reform: 1969-1976," New York Law Journal, Beverly Hills, CA MSS 04-5c, Box 3
  - Item "A Caplin & Drysdale Christmas Carol 1976," Chevy Chase, MD MSS 04-5c, Box 3
- Otherlevel Binder 12 - Speeches
  - Item "Background on Tax Reform: 1969-1976," New York Law Journal, Key Biscayne, FL MSS 04-5c, Box 3
  - Item "Executive Compensation in Light of 1976 Tax Reform Act," Young Presidents' Organization Seminar on Executive Selection Compensation, NYC, NY MSS 04-5c, Box 3
  - Item "Implication of the 1976 Tax Law," Young Presidents' Organization Seminar (Baltimore Chapter), Washington, D.C. MSS 04-5c, Box 3
  - Item "Tax Shelters, Minimum Tax and Maximum Tax," Seminar on Tax Reform Act of 1976, George Washington University, Washington, D.C. MSS 04-5c, Box 3
  - Item "How the New Tax Law Affects You and Your Family," Women's National Democratic Club, Washington, D.C. MSS 04-5c, Box 3
  - Item Statement of Mortimer Caplin, Chairman, Task Force on Public Conduct Quadrennial Commission on Executive, Legislative and Judicial Salaries, Chairman, National Civil Service League Before the Employee Ethics and Utilization Subcommittee of the House Post MSS 04-5c, Box 3
  - Item "The Embattled Board: Changing Ground Rules," George Washington University Seminar, Washington, D.C. MSS 04-5c, Box 3
  - Item "Sensitive Payments Coordinating IRS and SEC Investigations," New York Law Journal, New York, NY MSS 04-5c, Box 3
  - Item Richard L. Weil, Eulogy, New York, NY MSS 04-5c, Box 3
  - Item "Sensitive Payments Coordinating IRS and U.S. Securities and Exchange Commission Investigations," New York Law Journal, New York (26-27 April 1977); Southwestern Legal Foundation, Dallas (27-28 April 1977); New York Legal Journal, San Francisco, CA (11-12 MSS 04-5c, Box 3
  - Item Statement by Mortimer Caplin, Hearings before Subcommittee on Economic Growth and Stabilization (Joint Economic Committee), Washington, D.C. MSS 04-5c, Box 3
  - Item "The Political Lawyer," Virginia Bar Association, White Sulpher Springs, WV MSS 04-5c, Box 3
  - Item Conference on Freedom of Information Act and Sunshine Laws, New York Law Journal, New York, NY MSS 04-5c, Box 3
  - Item Conference on IRS Audits, Disputes and Appeals, New York Law Journal, NYC, NY (13 October 1977); San Francisco, CA (26 October 1977) MSS 04-5c, Box 3
  - Item Remarks at National Citizens Advisory Committee Dinner, Association of American Medical Colleges, Washington, D.C. MSS 04-5c, Box 3
  - Item Pooled Income Fund, United Jewish Appeal Conference on Estate Planning, NYC, NY MSS 04-5c, Box 3
  - Item Introduction of Panel: Compensation Arrangements and Estate Planning, United Jewish Appeal Conference on Estate Planning, New York, NY MSS 04-5c, Box 3
  - Item "What's Ahead in Tax Reform?", The Bond Club of Washington, Washington, D.C. MSS 04-5c, Box 3
  - Item Remarks at Caplin & Drysdale Christmas Party, Chevy Chase, MD MSS 04-5c, Box 3
  - Item "Taxation of Deferred Annuities," House Ways & Means Committee Hearings, Washington, D.C. MSS 04-5c, Box 3
  - Item "Questions for Commissioners' Panel, The Commissioners Speak," Tax Policy and Administration of IRS, Tax Executives Institute, Washington, D.C. MSS 04-5c, Box 3
  - Item The MCPL [Members of Congress for Peace through Law] Education Fund, "Foundation International Group Luncheon," New York, NY MSS 04-5c, Box 3
  - Item Remarks at NSI [Norton Simon Inc.] Government Relations Conference and Introduction of James T. Lynn, Washington, D.C. MSS 04-5c, Box 3
  - Item "What's Ahead in Tax Reform? Murky; Fog is Thick!," Temple Beth Israel Adult Seminar, Charlottesville, VA MSS 04-5c, Box 3
  - Item "The State of the Legal Profession 1978," Annual Commencement, George Washington University, National Law Center, Washington, D.C. MSS 04-5c, Box 3
  - Item New York Law Journal Conference on Perquisites, San Francisco, CA MSS 04-5c, Box 3
  - Item New York Law Journal Conference on Perquisites-Perks: "Are you aware of the New IRS and SEC Requirements?," New York, NY MSS 04-5c, Box 3
  - Item "What's Going on in Tax Reform?," National Association General Merchandise Representatives (NAGMR) 30th Annual Convention, Scottsdale, AZ MSS 04-5c, Box 3
  - Item "Business Must Confront the Perquisites Issue," Tulane Tax Institute, New Orleans, LA MSS 04-5c, Box 3
  - Item "Building an Estate: Planning in Light of the Revenue Act of 1978," United Jewish Appeal of Greater New York, NYC MSS 04-5c, Box 3
  - Item "23rd Annual Career Service Awards," National Civil Service League, Washington, D.C. MSS 04-5c, Box 3
  - Item "Income Tax Aspects of Lifetime Estate Planning," Seminar on Tax Techniques and Estate Planning, Endowment Fund of Allied Jewish Federation and Anti-Defamation League, Denver, CO MSS 04-5c, Box 3
  - Item "Remarks at Christmas Party," Caplin & Drysdale, Washington, D.C. MSS 04-5c, Box 3
- Otherlevel Binder 13 - Speeches
  - Item "Overview of 1978 Revenue Act," Legal Times of Washington, New York, NY MSS 04-5c, Box 3
  - Item "Fringe Benefits Under 1978 Revenue Act," Legal Times of Washington 1978 Reference Act Conference, New York, NY (10 January 1979); Houston, TX (23 January 1979), Key Biscayne, FL (6 February 1979) MSS 04-5c, Box 3
  - Item "Fringe Benefits of Perquisites: As Viewed by the IRS," Legal Times of Washington: Corporate Governance Conference, New York, NY MSS 04-5c, Box 3
  - Item Overview of 1978 Revenue Act, Legal Times of Washington, Houston, TX MSS 04-5c, Box 3
  - Item "IRS in the Kennedy-Johnson Years/Public Service," University of Virginia Club of Washington, Washington, D.C. MSS 04-5c, Box 3
  - Item Welcoming address: Introduction of Congressman Henry A. Waxman, Second NSI Government Relations Conference, Washington, D.C. MSS 04-5c, Box 3
  - Item Federal Regulatory Process: Agency Practices and Procedures Seminar [Commentator], Legal Times of Washington, Washington, D.C. [File includes Administrative Conference of the United States Report to the Congress of the United States Pursuant to Section 20 MSS 04-5c, Box 3
  - Item "Government Service During the Kennedy Years," Chelmsford High School (John F. Kennedy Library Dedication), Chelmsford, MA MSS 04-5c, Box 3
  - Item Mortimer Caplin Summary of Statement, United States Senate Committee on the Judiciary Subcommittee on Improvements in Judicial Machinery, Washington, D.C. MSS 04-5c, Box 3
  - Item Mortimer Caplin Summary of Statement and Son S. 1691 before the United States Senate Committee on Finance Subcommittee on Taxation and Debt Management, Washington, D.C. [on establishment of national Tax Court of Appeals] MSS 04-5c, Box 3
  - Item "Philanthropic Support for Academic Medical Centers," Association of American Medical Colleges National Citizens Advisory Committee, Washington, D.C. MSS 04-5c, Box 3
  - Item "How to Handle a Federal Income Tax Audit," Great Plains Tax Institute, Lincoln, NE MSS 04-5c, Box 3
  - Item "Caplin & Drysdale Christmas 1979 (1980)," Washington, D.C. MSS 04-5c, Box 3
  - Item John F. Kennedy Profiles in Courage Award Ceremony, John F. Kennedy Lodge B'nai B'rith, Silver Spring, MD MSS 04-5c, Box 3
  - Item "Good Hope Industries," Argument before bankruptcy judge on the U.S. District Court, Good Hope Industries, Boston, MA MSS 04-5c, Box 3
  - Item "Protecting Accountants' Workpapers and Tax Accrual Files," Tax Executives Institute 30th Annual Mid-Year Conference, Washington, D.C. MSS 04-5c, Box 3
  - Item "Changing Nature of Criminal Tax Investigations," Legal Times of Washington Seminar, New York, NY MSS 04-5c, Box 3
  - Item "Changing Environment for Criminal Tax Investigations," Legal Times of Washington Seminar, San Francisco, CA MSS 04-5c, Box 3
  - Item "Corporate Taxpayers & Criminal Tax Fraud," 4th Alabama Institute on Federal Taxation, Birmingham, AL MSS 04-5c, Box 3
  - Item "Corporate Taxpayers & Criminal Tax Fraud," Alabama Federal Tax Institute, Birmingham, AL MSS 04-5c, Box 3
  - Item "Introduction of Hobart Rowen," Woman's National Democratic Club, Washington, D.C. MSS 04-5c, Box 3
  - Item "An Ode to Caplin & Drysdale", Washington, D.C. MSS 04-5c, Box 3
- Otherlevel Binder 14 - Speeches
  - Item "Tax Shelters," Legal Times Seminar of Washington, New York, NY (1981-02-02-03), and San Francisco, CA (1981-03-16-17) MSS 04-5c, Box 3
  - Item Washington Scene Tax Legislation, 3rd Annual Florida Bar Tax Section Meeting, Key Biscayne, FL MSS 04-5c, Box 3
  - Item "IRS Access to Accountant's Workpapers - The Policy Issues," 33rd Annual Conference on Federal Taxation, University of Virginia, Charlottesville, VA. Also: "Tax Accrual Workpapers: Current Status of IRS/Accountants Dispute" MSS 04-5c, Box 3
  - Item "Law Firm Expansions," Law & Business, Incorporated Seminar, New York, NY MSS 04-5c, Box 3
  - Item "Law Firm Expansions," Law & Business, Incorporated Seminar, Washington, D.C. MSS 04-5c, Box 3
  - Item Tax Shelter Controversies, Law & Business Legal Times Seminar, New York, NY MSS 04-5c, Box 3
  - Item Economic Recovery Tax Act of 1981, Legal Times of Washington, Chicago, IL MSS 04-5c, Box 3
  - Item Economic Recovery Tax Act of 1981, Legal Times Seminar of Washington, New York, NY MSS 04-5c, Box 3
  - Item "Tax Shelter Controversies," Law & Business Legal Times Seminar, San Francisco, CA MSS 04-5c, Box 3
  - Item "Testimony of Mortimer Caplin, Continental Mortgage Investors Hearing, Committee B of the Debentureholders," USDC, Boston, MA MSS 04-5c, Box 3
  - Item Report of Public Review Board, Arthur Andersen & Company Annual Partners Meeting, Los Angeles, CA MSS 04-5c, Box 3
  - Item Legal Times Seminar on Tax Act of 1981, "Economic Recovery Tax Act of 198, "Law & Business Inc., Orleans, LA MSS 04-5c, Box 3
  - Item Economic Recovery Tax Act of 1981, Columbia Pictures Management Conference, Boca Raton, FL MSS 04-5c, Box 3
  - Item "IRS Access to Accountants' Tax Accrual Workpapers," New York University Institute on Federal Taxation, New York, NY and Phoenix, AZ MSS 04-5c, Box 3
  - Item "Economic Recovery Act of 1981 ("ERTA"): Tax Shelters and Professional Responsibilities," Fairfax Bar Association and Northern Chapter, Virginia Society Certified Public Accountant's, Tyson's Corner, VA MSS 04-5c, Box 3
  - Item "IRS Access to Accountants' Tax Accrual Workpapers: Current Status of American Institute of Certified Public Accountants/IRS Dispute," New York University Institute on Federal Taxation, Phoenix, AZ MSS 04-5c, Box 3
- Otherlevel Binder 15 - Speeches
  - Item "Bird's Eye View: Economic Recovery Act of 1981," Fairfax Bar Association, Northern Chapter, Virginia Society Certified Public Accountants, Continuing Legal Education Luncheon, Tyson's Corner, VA MSS 04-5c, Box 4
  - Item Professional Corporations Workshop for Law Firms, Law & Business, Inc., Washington, D.C. MSS 04-5c, Box 4
  - Item Professional Corporations Workshop for Law Firms, Law & Business, Inc., New York, NY MSS 04-5c, Box 4
  - Item Oral Argument Before the Sixth Circuit Court of Appeals on Attorney-Client Privilege, Cincinnati, OH MSS 04-5c, Box 4
  - Item "Protecting Confidences of Clients: Upjohn & Arthur Young," 32nd Annual University of Denver Tax Institute, Denver, CO MSS 04-5c, Box 4
  - Item "Frederick Weisman Tribute Dinner," Devereux Foundation Planning Luncheon, New York, NY MSS 04-5c, Box 4
  - Item "Protecting Confidence of Clients," Tax Shelter Controversies, Law & Business Fordham University, New York, NY and San Francisco, CA MSS 04-5c, Box 4
  - Item "Busy Year on Tax Accrual Workpapers: Despite I.R.M. 4024.4," Arthur Andersen & Company Annual Meeting, Public Review Board, Los Angeles, CA MSS 04-5c, Box 4
  - Item 1982 General Accounting Office Honor Awards Program, U.S. House of Representatives, Washington, D.C. MSS 04-5c, Box 4
  - Item Tax Equity & Fiscal Responsibility Act of 1982 Seminar, Law & Business, Inc., New York, NY and Chicago, IL MSS 04-5c, Box 4
  - Item Introducing Frederick Weisman, Chaplain of U.S. House of Representatives, Devereux Foundation Dinner, Washington, D.C. MSS 04-5c, Box 4
  - Item Law & Business - Fordham University, Tax Shelter Controversies, New York, NY, and San Francisco, CA MSS 04-5c, Box 4
  - Item Arthur Andersen & Company U.S. Heads of Tax Divisions Meeting, Arthur Andersen & Company Center for Professional Education, St. Charles, IL MSS 04-5c, Box 4
  - Item "Protecting Confidences of Clients," 20th Great Plains Federal Tax Institute, Lincoln, NE MSS 04-5c, Box 4
  - Item "Protecting Confidences of Clients," Tennessee Federal Tax Institute, Nashville, TN MSS 04-5c, Box 4
  - Item " Desert Palace, Inc.," Oral Argument before 9th Circuit Court of Appeals on Accruability of Pit Markers, San Francisco, CA MSS 04-5c, Box 4
  - Item Remarks, Caplin & Drysdale Christmas Party, Washington, D.C. MSS 04-5c, Box 4
- Otherlevel Binder 16 - Speeches
  - Item "Interest and Dividend Withholding," Senate Finance Committee Staff Briefing Agenda, Washington, D.C. MSS 04-5c, Box 4
  - Item "The Presidency and the Internal Revenue Service," White Buckett Miller Center for Public Affairs, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Substantial Understatement of Income Tax," National Retail Manufacturers Association Tax Forum V, Washington, D.C. MSS 04-5c, Box 4
  - Item "Expanding a Law Firm's Practice," Legal Times Workshop, Los Angeles, CA, Washington, D.C., New York, NY MSS 04-5c, Box 4
  - Item Desert Palace: S. G. Meeting: Request Solicitor General Not to Oppose Certiorari Petition, Solicitor General (CWI), Washington, D.C. MSS 04-5c, Box 4
  - Item "Countours of Accountant & Lawyer Privileges," Seventh Alabama Institute on Federal Taxation, Birmingham, AL MSS 04-5c, Box 4
  - Item "Why We Are Here," Mortimer M.Caplin Overview, Caplin & Drysdale Airlie Retreat, Warrenton, VA MSS 04-5c, Box 4
  - Item "State Taxation of Multinational Corporations," Legal Times & Fordham University, NYC, NY MSS 04-5c, Box 4
  - Item Tax Accrual Workpapers, 42nd New York Institute on Federal Taxation, New York, NY MSS 04-5c, Box 4
  - Item "State Taxation of Multinational Corporations," Legal Times & Fordham University, Washington, D.C. MSS 04-5c, Box 4
  - Item "How do we practice? Let me count the ways," Christmas 1983 at Caplin & Drysdale, Washington, D.C. MSS 04-5c, Box 4
  - Item Introduction; Seminar on Tax Shelter Controversies, Legal Times & Fordham University, New York, NY MSS 04-5c, Box 4
  - Item Introduction; Seminar on Tax Shelter Controversies, Legal Times & Fordham University, San Francisco, CA MSS 04-5c, Box 4
  - Item "Contours of Accountant & Lawyer Privileges," New York University Tax Study Group, New York, NY MSS 04-5c, Box 4
  - Item "1984 Report to Shareholders," Caplin & Drysdale, Chartered, Washington, D.C. MSS 04-5c, Box 4
  - Item "Lengthening the Terms of Representatives," The Virginia Jefferson Meeting, College of William and Mary, Williamsburg, VA MSS 04-5c, Box 4
  - Item "Internal Revenue Service," Virginia Tax Review 4th Annual Banquet, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Accountants Lose Privilege in Federal-Tax Matters; Supreme Court Grants IRS Access to Certified Public Accountant's Confidential TAW'S," Prentice-Hall, Inc. Loose-Leaf Editorial Staff Meeting, Paramus, NJ MSS 04-5c, Box 4
  - Item "IRS," New York University Alumni Association, New York, NY MSS 04-5c, Box 4
  - Item Meeting of Committee on Professional Standards, Arthur Andersen & Company, London, England MSS 04-5c, Box 4
  - Item Introduction; Seminar on Tax Shelter Controversies, Legal Times & Fordham University, Atlanta, GA, and Chicago, IL MSS 04-5c, Box 4
  - Item Keynote speech; introduction of Ralph Paiewonsky, 1984 College of the Virgin Islands, Third Annual Festival Dinner, Washington, D.C. MSS 04-5c, Box 4
  - Item Seminar on Tax Shelter Controversies, Legal Times & Fordham University, Chicago, IL MSS 04-5c, Box 4
  - Item Conference with Charles Morgan, American General, etc., IRS, Washington, D.C. MSS 04-5c, Box 4
  - Item "Compliance & Penalties," Legal Times & Fordham University Seminar on the 1984 Tax Reform Act, New York, NY MSS 04-5c, Box 4
  - Item "Compliance & Penalties," Legal Times & Fordham University Seminar on the 1984 Tax Reform Act, Chicago, IL, and Los Angeles, CA MSS 04-5c, Box 4
  - Item Workshop on Partnerships, [Law Firm Partnerships], Legal Times & Fordham University, Los Angeles, CA MSS 04-5c, Box 4
  - Item Law Firm Productivity, Legal Times & Fordham University, NYC, NY MSS 04-5c, Box 4
  - Item "Public Review Board Report to Partnership," Arthur Andersen & Company MSS 04-5c, Box 4
  - Item Law Firm Partnerships, Legal Times & Fordham University Workshop on Partnership, Washington, D.C. MSS 04-5c, Box 4
  - Item 2nd Annual Conference on Tax Shelters, New York University Institute on Federal Taxation, New York, NY MSS 04-5c, Box 4
  - Item Legal Times Seminar on Time Value of Money, Washington, D.C. MSS 04-5c, Box 4
  - Item "Tax Shelter & IRS Compliance Problems under 1984 Tax Reform Act," 27th Annual Kentucky Institute on Federal Taxation, Louisville, KY MSS 04-5c, Box 4
  - Item Caplin & Drysdale - XMAS 1984, (With apologies to "Everything's Up to Date in Kansas City," Washington, D.C. MSS 04-5c, Box 4
  - Item Time Value of Money, Legal Times Seminar on Time Value of Money & Fordham University, New York, NY MSS 04-5c, Box 4
- Otherlevel Binder 17 - Speeches
  - Item "Tax Reform: Myths - Realities," University of Virginia Medical Alumni Committee, Hot Springs, VA MSS 04-5c, Box 4
  - Item "1984 Legislation to Curb Tax Shelter Abuse," Legal Times & Fordham University School of Law, New York, NY MSS 04-5c, Box 4
  - Item "1984 Legislation to Curb Tax Shelter Abuse," Legal Times & Fordham University School of Law, West Palm Beach, FL. File includes: Mortimer M. Caplin: "Tax Shelter and IRS Compliance Problems Under the 1984 Tax Reform Act." MSS 04-5c, Box 4
  - Item "In Favor of Broad-Based Tax Reform," American Bar Association House of Delegates Meeting, Detroit, MI MSS 04-5c, Box 4
  - Item "Tax Reform: Can It Happen Here?," The Financial Analysts Federation Fifth Annual Bond Seminar, New York, NY MSS 04-5c, Box 4
  - Item "Client Development," Caplin & Drysdale, Chartered, Washington, D.C. MSS 04-5c, Box 4
  - Item Statement by Mortimer Caplin, Hearings Before Committee on Ways and Means, U.S. House of Representatives, Washington, D.C. MSS 04-5c, Box 4
  - Item Tax Reform, House Democratic Caucus, Washington, D.C. MSS 04-5c, Box 4
  - Item Legal Times Seminar on Real Estate & Leasing Transactions, Fordham University, New York, NY, San Francisco, CA, Chicago, IL MSS 04-5c, Box 4
  - Item "Six-Year Term for President: Executive Viewpoint," Presentation to the American Bar Association, Washington, D.C. MSS 04-5c, Box 4
  - Item "History of Voluntary Disclosure Policy," American Bar Association Committee on Administrative Practice, Washington, D.C. MSS 04-5c, Box 4
  - Item Committee for the Single Six-Year Presidential Term, U.S. Trust Company, New York, N.Y. MSS 04-5c, Box 4
  - Item "Tax Reform," Arthur Andersen & Company, Public Review Board, Chicago, IL MSS 04-5c, Box 4
  - Item Tax Shelters, Edwin S. Cohen Tax Symposium, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item Panel on Tax Reform, Information Industry Association, Washington, D.C. MSS 04-5c, Box 4
  - Item "Year-End Planning - Proposed Legislation," New York University Tax Institute on Federal Taxation, New York, NY MSS 04-5c, Box 4
  - Item "Current Developments in Practice and Procedure," 44th Annual New York University Institute on Federal Taxation, New York, NY MSS 04-5c, Box 4
  - Item "Confessions of an Ex-Tax Collector," Military Order of World Wars, D.C., Washington, D.C. MSS 04-5c, Box 4
  - Item "The Theory and Practice of Tax Reform: In a Nutshell," White Burkett Miller Center for Public Affairs, Monticello, VA MSS 04-5c, Box 4
  - Item "Current Developments in Practice and Procedure," 44th Annual New York University Institute on Federal Taxation, San Francisco, CA MSS 04-5c, Box 4
  - Item "Handling Tax Shelter Disputes and Litigation," William & Mary Tax Conference, Williamsburg, VA MSS 04-5c, Box 4
  - Item "Notes on Presentation to Public Review Board on Operation of IRS," Arthur Andersen & Company Public Review Board, Washington, D.C. MSS 04-5c, Box 4
  - Item "Introduction of IRS Commissioner Roscoe Lynn Egger," Junior Arthur Andersen & Company Public Review Board. Washington, D.C. MSS 04-5c, Box 4
  - Item "An Ode to C & D on its 21st Birthday," Caplin & Drysdale Christmas Party, Washington, D.C. MSS 04-5c, Box 4
- Otherlevel Binder 18 - Speeches
  - Item "Six - Year Presidential Term," 96th Annual Meeting Virginia Bar Association, Williamsburg, VA MSS 04-5c, Box 4
  - Item Bank Secrecy Act, American Bar Association, Mid-Year Meeting of House of Delegates, Baltimore, MD MSS 04-5c, Box 4
  - Item "Tax Shelters 1986 Style: the IRS Speaks," Legal Times & Fordham University, New York, NY MSS 04-5c, Box 4
  - Item "Tax Shelters 1986 Style: the IRS Speaks," Legal Times & Fordham University Tax Shelter Seminar, Los Angeles, CA MSS 04-5c, Box 4
  - Item New York University Conference on Tax Reform 1986, New York University, New York, NY, and San Francisco, CA MSS 04-5c, Box 4
  - Item Conference on Tax Reform 1986, New York University, San Francisco, CA MSS 04-5c, Box 4
  - Item Tax Reform Legislation, D.C. Institute of Certified Public Accountant's, Washington, D.C. MSS 04-5c, Box 4
  - Item Seminar on 1986 Tax Reform Act, New York University, Washington, D.C. MSS 04-5c, Box 4
  - Item "The Revenue Act of 1986," Deloitte Haskins & Sells, Hartford, CT MSS 04-5c, Box 4
  - Item Symposium on 1986 Tax Reform Act: Introduction, First American Banks, Washington, D.C. MSS 04-5c, Box 4
  - Item Symposium on 1986 Tax Reform Act: Compliance, First American Banks, Washington, D.C. MSS 04-5c, Box 4
  - Item "What's Going On at IRS and In Congress," CIGNA Corporation Annual Meeting, Sea Island, GA MSS 04-5c, Box 4
  - Item "Highlights of 1986 Tax Reform Legislation," Woman's National Democratic Club, Washington, D.C. MSS 04-5c, Box 4
  - Item Highlights of 1986 Tax Reform Legislation, Law & Business, Inc., New York, NY MSS 04-5c, Box 4
  - Item Seminar on Tax Reform Act of 1986, Law & Business, Inc. MSS 04-5c, Box 4
  - Item Seminar on 1986 Tax Reform Act (Los Angeles), Law & Business Inc. MSS 04-5c, Box 4
  - Item New [Travel & Entertainment] Rules Under 1986 Tax Reform Legislation, Law & Business, Inc. MSS 04-5c, Box 4
  - Item Highlights of 1986 Tax Reform Legislation, UVA Tax Seminar, Charlottesville, VA MSS 04-5c, Box 4
  - Item Highlights of 1986 Seminar on Tax Reform Legislation, Law & Business, Inc., Chicago, IL MSS 04-5c, Box 4
  - Item New [Travel & Entertainment] Rules Under 1986 Tax Reform Legislation, Law & Business, Incorporated, Chicago, IL MSS 04-5c, Box 4
  - Item Report to Public Review Board on 1986 Tax Reform Act, Arthur Andersen & Company, Atlanta, GA MSS 04-5c, Box 4
  - Item Seminar on 1986 Tax Reform Act, New York University Institute on Federal Taxation, New York, NY MSS 04-5c, Box 4
  - Item "Voluntary Disclosure," New York University Procedure & Litigation Seminar, New York, NY MSS 04-5c, Box 4
  - Item Seminar on Tax Reform Act 1986, Law & Business, Inc. and Fordham University, New York, NY MSS 04-5c, Box 4
  - Item Highlights of 1986 Tax Reform Legislation, Law & Business, Inc., New York, NY MSS 04-5c, Box 4
  - Item Caplin & Drysdale Christmas 1986, Caplin & Drysdale, Washington, D.C. MSS 04-5c, Box 4
- Otherlevel Binder 19 - Speeches
  - Item "Saluting the Future," University of Virginia Commencement [2 versions] MSS 04-5c, Box 4
  - Item "New Developments at IRS" Virginia Tax Study Group MSS 04-5c, Box 4
  - Item "John & Betsy Foote Casteen Lunch", Washington, D.C. MSS 04-5c, Box 4
  - Item Introductory Remarks, 5th Annual Conference on Public Service & the Law Conference, UVA School of Law. Charlottesville, VA MSS 04-5c, Box 4
  - Item Panel Member, Virginia Tax Study Group, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Two Experiences: D-Day & Baghdad," Miller Center of Public Affairs, Charlottesville, VA [Speaker with Walter Slocombe] MSS 04-5c, Box 4
  - Item Caplin & Drysdale 40th Anniversary, Washington, D.C. [remarks] MSS 04-5c, Box 4
  - Item Remarks, Office Professional Responsibility, Washington, D.C. MSS 04-5c, Box 4
  - Item Introducing Mark W. Everson, Commissioner of the IRS, 56th Annual Virginia Conference on Federal Taxation, Charlottesville, VA MSS 04-5c, Box 4
  - Item Statement by Mortimer Caplin, Hearings Before Oversight Subcommittee on Ways & Means, US House of Representatives, Washington, D.C. MSS 04-5c, Box 4
  - Item Virginia Tax Study Group, University of Virginia, Charlottesville, VA [Chair "Washington Group] MSS 04-5c, Box 4
  - Item Remarks at Ralph A. Muoio Retirement Dinner, Washington, D.C. MSS 04-5c, Box 4
  - Item "The Tax Lawyer's Role in the Way the American Tax System Works," 13th Annual Erwin N. Griswold Lecture before The American College of Tax Counsel, San Diego, CA MSS 04-5c, Box 4
  - Item Introductory Remarks, UVA School of Law Conference on Public Service & The Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Abusive Tax Shelters and Oversight of Tax Practitioners," Post Election Tax Policy A View From the Top, B'nai B'rith International Headquarters, Washington, D.C. MSS 04-5c, Box 4
  - Item Virginia Tax Study Group MSS 04-5c, Box 4
  - Item "What Every Taxpayer Needs to Know About Tax Shelters," Introducing Donald L. Kolb, Chief Counsel of the IRS, 57th Virginia Conference on Federal Taxation, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item Virginia Tax Study Group. Included are documents re Key IRS Enforcement Activities, Written Testimony of Commissioner of Internal Revenue Mark Everson before the Subcommittee on Federal Financial Management, Government Information, and Internal Security C MSS 04-5c, Box 4
  - Item Edwin S. Cohen Memorial Event, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item Introduce Senator Edward M. Kennedy, UVA Conference on Public Service & The Law, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item Introduce Naomi Harris Rosenblatt, 12th Annual Virginia Festival of the Book, Charlottesville, VA MSS 04-5c, Box 4
  - Item Washington College, Commencement Greeting, Chestertown, MD MSS 04-5c, Box 4
  - Item "Is the Tax System Beyond Reform?," Introducing George K. Yin, Virginia Conference on Federal Taxation, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Current Ethical Issues Facing the Tax Practitioner and Circular 230," Panel, 58th Virginia Conference on Federal Taxation, University of Virginia School of Law MSS 04-5c, Box 4
  - Item "Dismantling Progressive Taxation?, The Bush Tax Agenda in Historical Perspective," Policy History Conference Sponsored by the Journal of Policy History, the Institute for Political History and the Miller Center of Public Affairs, Charlottesville, VA MSS 04-5c, Box 4
  - Item Client Representation, Summer Associates Luncheon, Caplin & Drysdale MSS 04-5c, Box 4
  - Item "U.S. Navy Beachmaster at Omaha," Naval Order of the United States, Rosslyn, VA MSS 04-5c, Box 4
  - Item "Oscar Bloustein Memorial," Ossining, NY MSS 04-5c, Box 4
  - Item "Tax Gap: Center Stage Treasury/IRS," Virginia Tax Study Group, Charlottesville, VA. File includes memorandum to the group MSS 04-5c, Box 4
  - Item Jeanne Bloustein Memorial, New York, NY MSS 04-5c, Box 4
  - Item Remarks of Mortimer Caplin, Virginia State Bar Pro Bono & Access to Justice Conference, 2007 VSB Lewis F. Powell, Jr. Pro Bono Award, University of Richmond T. C. William School of Law, Richmond, VA MSS 04-5c, Box 4
  - Item Kennedy Years, Caplin & Drysdale Staff Luncheon MSS 04-5c, Box 4
  - Item Introductions, 59th Virginia Conference on Federal Taxation, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item "How appointed IRS Commissioner?," Associate Luncheon, Caplin & Drysdale MSS 04-5c, Box 4
- Otherlevel Binder 20 - Speeches
  - Item Opening Remarks, 9th Annual Conference on Public Service & the Law, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item "World War II and Omaha Beach, Ken Thompson," UVA History Seminar, Charlottesville MSS 04-5c, Box 4
  - Item "Leadership & WWII - IRS," 2007-2009 Distinguished Fellows, University of Chicago Graduate School of Business MSS 04-5c, Box 4
  - Item "Virginia Tax Study Group: DC Panel," Charlottesville, VA MSS 04-5c, Box 4
  - Item Caplin & Drysdale Associates Lunch, "Senator Edward Moore (Ted) Kennedy: Relationship to C&D," MSS 04-5c, Box 4
  - Item Welcome Remarks, Miller Center for Public Affairs Global Summit, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item CLPI 10th Anniversary: Honoring Thomas A. Troyer MSS 04-5c, Box 4
  - Item William Joseph Brennan Awards Ceremony, 28th Annual National Trial Advocacy College, University of Virginia School of Law MSS 04-5c, Box 4
  - Item Remarks, "75th Anniversary of Tax Division," US Department of Justice MSS 04-5c, Box 4
  - Item Acceptance Remarks, 2009 Kenneth H. Liles Award for Distinguished Service, Federal Bar Association Section on Taxation MSS 04-5c, Box 4
  - Item Virginia Tax Study Group DC Panel, University of Virginia School of Law, Charlottesville, VA MSS 04-5c, Box 4
  - Item "Chevalier of the French Legion of Honor (1802)," Associates Luncheon, Caplin & Drysdale Conference Center MSS 04-5c, Box 4
  - Item Mortimer Maxwell Caplin's 93rd Birthday Celebration, Caplin & Drysdale Conference Center MSS 04-5c, Box 4
  - Item Acceptance of the Miller Center for Public Affairs Elizabeth Scott Award for Exemplary Leadership MSS 04-5c, Box 4
  - Item The Counsellors Luncheon, Army Navy Club, Washington, D.C. MSS 04-5c, Box 4
  - Item Virginia Tax Study Group, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item 62th Annual Virginia Conference on Federal Taxation, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item Mortimer Maxwell Caplin's 94th Birthday, Caplin & Drysdale Conference Center MSS 04-5c, Box 4
  - Item "The Firm," Associates' Luncheon, Caplin & Drysdale Conference Center MSS 04-5c, Box 4
  - Item Groundbreaking Ruth Caplin Theatre, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item Tax Executives Institute (Virginia Chapter), Richmond, VA MSS 04-5c, Box 4
  - Item Virginia Tax Study Group D.C. Panel, Charlottesville, VA MSS 04-5c, Box 4
  - Item 63rd Annual Virginia Conference on Federal Taxation, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item Albert H. Small Student & Teacher Institute: Normandy Sacrifice for Freedom, Fort McNair Officers Club MSS 04-5c, Box 4
  - Item Happy Birthday, Mortimer Maxwell Caplin's 95th Birthday, Caplin & Drysdale Conference Center MSS 04-5c, Box 4
  - Item Virginia Tax Study Group, University of Virginia School of Law MSS 04-5c, Box 4
  - Item Normandy Sacrifice for Freedom, Albert H. Small Student & Teacher Institute, George Washington University MSS 04-5c, Box 4
  - Item A Memorial Service Honoring Judge Lapsley Walker Hamblem, Jr., U.S. Tax Court MSS 04-5c, Box 4
  - Item Mortimer Caplin Remarks at the Investiture of Al Lauber, United States Tax Court, Washington, D.C. MSS 04-5c, Box 4
  - Item Remarks at the Dedication of Ruth Caplin Theatre, University of Virginia, Charlottesville, VA MSS 04-5c, Box 4
  - Item Mortimer M. Caplin Retirement Dinner, Danaher Board Dinner MSS 04-5c, Box 4
  - Item Mortimer Maxwell Caplin 97th Birthday MSS 04-5c, Box 4
  - Item Normandy Sacrifice for Freedom, Albert H. Small Student & Teacher Institute MSS 04-5c, Box 4
  - Item "50 Years at C & D," Decatur House MSS 04-5c, Box 4
  - Item D-Day WWII, The Councellors Lunch, Army Navy Club MSS 04-5c, Box 4
  - Item Opening Remarks at luncheon to honor finalists and winners of the 2014 Samuel J. Heyman Service to America Medals MSS 04-5c, Box 4
  - Item D-Day - WWII, Mortimer Maxwell Caplin speaks at Somerset Club House MSS 04-5c, Box 4
  - Item "Tradition at C & D: For Some 50 Years" MSS 04-5c, Box 4
  - Item Remarks at the Normandy Scholars Institute (Sacrifice for Freedom), White House Visitors Center, Washington, D.C. MSS 04-5c, Box 4