Resume

• 083324

  Certified Public Accountant

  Texas State Board of Public Accountancy

• 2015

  KPMG US

  Suffolk University - Sawyer Business School

  D’Amore-McKim School of Business at Northeastern University

  KPMG US

  Associate Vice President for Research and Development

  Merrimack College

• 2014

  Dizzyatom

  http://www.dizzyatom.com/\nhttp://desc.space/\nhttp://freetaxhelp.us

  Dizzyatom

  Beta Alpha Psi Faculty Advisor

  Suffolk University - Sawyer Business School

  Merrimack College

  Andover

  MA

  Managing Director of the Bouchard Center

• 2012

  PwC

  Merrimack College

  PwC

  D’Amore-McKim School of Business at Northeastern University

  Boston

  MA

  Assistant Professor of Accounting

  Suffolk University

  Suffolk University

  Boston

  MA

  Assistant Professor of Accounting

• 2004

  Doctor of Philosophy (Ph.D.)

  Accounting

  Texas Tech University - Rawls College of Business

• 2001

  Johnson & Sheldon

  PC

  Suffolk University

  Amarillo

  TX

  Senior Accountant

  Johnson & Sheldon

  PC

  Lubbock

  TX

  Graduate Research and Teaching Assistant

  Rawls College of Business at Texas Tech University

  American Institute of CPAs

  American Accounting Association

  American Taxation Association

  English

  2019 40 Under 40 Honoree

  Boston Business Journal

• 2000

  Nunn Electric Supply Corp

  Amarillo

  TX

  General Ledger Accountant

  Nunn Electric Supply Corp

  Suffolk University

  Suffolk University

  Boston

  Associate Professor of Accounting

• 1998

  Combined Bachelor of Business Administration (B.B.A.) and Masters of Professional Accounting

  Accounting

  West Texas A&M University College of Business

• Site coordinator

  volunteer

  training leader for resident and nonresident training\n

  Suffolk Free Tax Preparation Center

  Site Coordinator

  I served on the board from 2009 until the organization was dissolved in 2014. The organization was all volunteer

  and management of a center involved assigning clients to volunteers and reviewing tax returns they prepare

  as well as preparing and reviewing tax returns myself. I volunteered at and then managed the Charlestown center from 2009 until 2013

  for four hours on Tuesday nights each year during February

  March and April. I co-instructed the volunteer training from 2010 - 2012

  including nonresident return training and specialty tax return training for 2013. In addition

  I managed the Roxbury center on Saturdays in 2012 and 2013

  and co-managed a one-night tax preparation center at the Asian American Civic Association in 2013

  helping two other volunteers prepare a dozen returns in just a few hours.\n

  Community Tax Aid

  Site Coordinator

  I was the Site Coordinator for the volunteer income tax assistance (VITA) center on Suffolk University campus. I also conducted training for Advanced and Nonresident and Foreign Student certification.\n\nThe center was run in conjunction with Boston Tax Help Coalition

  which aims to broaden pathways from poverty to financial empowerment by maximizing the impact of the Earned Income Tax Credit and other tax credits through quality

  free tax preparation

  financial education and economic stability opportunities. All VITA sites are staffed by volunteers who prepare and file taxes face-to-face with eligible taxpayers. Volunteers commit to at least 30 hours of service throughout the tax season.

  IRS Volunteer Income Tax Assistance

  Microsoft Office

  Microsoft Word

  Public Speaking

  Financial Analysis

  PowerPoint

  Accounting

  Microsoft Excel

  Financial Accounting

  University Teaching

  Tax

  Financial Reporting

  DOL Revised Fiduciary Rule: What does the CPA Need to Know?

  with Mitch Franklin

  DOL Revised Fiduciary Rule: What does the CPA Need to Know?

  with Mitch Franklin

  Anticipating Future Legislation: Alternatives to the IRA

  with Mitch Franklin

  To Invert or Remain a U.S. Multinational: The Consequences are the Question

  The End of Deferral as We Know It? U.S. Multinationals Hope Not

  with Mitch Franklin

  Quit When you’re Ahead: Retirement Decisions for Maximizing Social Security and Medicare

  Taxpayers Just Want Tax-Deductible Fun; Congress Ends the Party

  with Mitch Franklin

  Where Should I Die? State and Federal Tax Considerations

  with Mitch Franklin

  Changes to the 2017 CPA Exam: An Opportunity to Further Students’ Professional Success

  Mr. and Mrs. Smith: A Student Introduction to Federal Tax Compliance and Documentation

  The “S” is a Mess: A Case for Eliminating the S-Corporation Election

  U.S. MNCs put up a Fight on Additional Disclosure

  with Mitch Franklin

  Tax Considerations for Marriage: I Do…Or Not

  with Mitch Franklin

  Potential Pitfalls of IRAs: What You Don’t Know Can Hurt Your Clients

  The Art of Pecha Kucha: From the Classroom to the Boardroom

  Sneaky Increases to Individual Tax Liability: Ignored Provisions in the TCJA 2017

  Tax Incentives and Target Demographics: Are Tax Incentives Effective in the Healthcare Market?

  Is a Current Year IRA Deduction the Best Long-Term Tax Strategy?

  Salvaging Deductions – Self-Rental After the TCJA

  with Mitch Franklin

  A Change Will Do You Good: Advice for Students and Faculty on the New CPA Exam

  Do Consumer-Directed Tax Credits Effectively Encourage Green Investment? Experimental Evidence of Conditional Success

  Rawls College of Business at Texas Tech University