Education
Ph.D., University of Kentucky
Masters in Accountancy, University of Tennessee
B.S. in Accountancy, Villanova University
Areas of Expertise
Federal Taxation, Financial Accounting
Background
Assistant Professor - UMass-
Boston (Fall 2003 - present)
Teaching Assistant and Instructor
- University of Kentucky
Instructor - Lexington Community College
Senior Accountant - PricewaterhouseCoopers LLP, Knoxville,
TN and Philadelphia, PA
Courses Taught
Advanced Accounting, Financial Accounting, Federal Taxation,
Advanced Federal Taxation, Intermediate Accounting
Research Interests
Taxation, Tax Policy, Retirement
Savings, Executive Compensation, Stock Options, Corporate
Governance, accounting and taxation education
Selected Publications
“The Effect of the Form of Tax Incentives on Individuals’ Savings Decisions.” (with David S. Hulse and Cynthia Vines) Journal of Business and Behavioral Sciences, (Forthcoming Spring 2008)
“Using Health Savings Accounts as Long-Term Investments.” (with David Hulse) Journal of Financial Service Professionals (January 2008).
Measures of Individual Contributions in Group Presentations – with Tom Hogan (forthcoming 2008 in “Emerging Theories for Practitioners and Professors” Cambridge Scholars Publishing, pp 322-332)
“Evaluating the tax benefits of deducting stock market losses in IRAs,” (as Julia M. Brennan with David Hulse) Journal of Financial Service Professionals (September 2003).
Working Papers
Using Debate to Enhance Critical Thinking in the Accounting
Classroom: The Sarbanes-Oxley Act and U.S. Tax Policy - with
Anne Leah Jones
Revisiting the Choice Between Incentive Stock Options and Nonqualified
Stock Options: A Study of Tax and Non-tax Costs
A Course Project for Introducing Students to the Financial
Accounting Research System – with Thomas Hogan, and Jim
Bierstaker
“Evidence of the Lack of Effectiveness of Low-Income Savings Incentives” - with Teresa Stephenson and Stacy Wade
Honors
2007- 2008 CM Teaching Fellowship
2007 Betty Diener Graduate
Teaching Award
2006 Joan Moon Undergraduate Teaching Award
2006 CM Faculty Scholarship Award
Professional Activities
Member of the American Accounting
Association, American Taxation Association, MSCPA, PICPA,
and AICPA
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