University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w




DAVID M. MALONEY


CURRICULUM VITAE


January 2011


Education


University of Illinois, Urbana Champaign, Illinois. Ph.D. in accountancy: January 1984. Dissertation: “A Study of the Association of the Investment Tax Credit with Investment Spending.”


University of Illinois, Urbana University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Champaign, Illinois. M.A.S.: January 1982.


University of Richmond, Virginia. B.S.B.A. with a concentration in accounting: May 1976. Magna Cum Laude.


Academic Experience


Carman G. Blough Professor of Accounting, 2006-present.


Professor of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Commerce (without term), University of Virginia, 1996-present.


Associate Professor of Commerce (without term), University of Virginia, 1989 1996.


Assistant Professor of Commerce, University of Virginia, 1984 1989.


Graduate Research and Teaching Assistant, University of Illinois, 1979-1983.


Professional Experience


Administrator University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, AICPA University of Illinois National Tax Education Program, University of Illinois, 1981 1983. The program provided a series of professional continuing education courses attracting tax practitioners from across the United States.


Three University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w years in public accounting with Price Waterhouse, 1976 1979, Richmond, Virginia. This period included experience as a staff accountant in the audit department and as a senior accountant in the tax department.


Certified Public Accountant University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, Commonwealth of Virginia.


^ Externally Funded Research


“A Critical Analysis of the ‘Enterprise Zone’ Concept and Its Application,” Funded through the Peat Marwick Faculty Research Fellowship Program, May 1986, $25,000. Additional Research Fellowship received over a three University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w year period from the KPMG Peat Marwick Foundation to pursue this and other research topics,

March 1988, $25,000.


“A Critical Analysis of the Taxation of Corporate Mergers and Acquisitions in the United University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w States and Selected Foreign Countries,” (co authored with Joseph E. Gibson and David W. LaRue). Funded through the Arthur Young Foundation’s Tax Research Grant Program, May 1984, $32,000.


“An Evaluation of the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Pedagogical and Professional Potential of Lotus 1 2 3 Based Tax Templates,” August 1985, “Funds for Excellence,” State Council of Higher Education in Virginia, Commonwealth of Virginia.

^ Refereed Journal Articles


“Planning for Capital Gains and Losses in an University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Uncertain Environment,” (co-authored with James E. Smith), Practical Tax Strategies, October 2010, pp. 164-174.


“How Defined Benefit Pension Assets Affect the Returns and Volatility of the Sponsor’s Stock,” (co-authored with University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Brooks Marshall, Timothy B. Michael, and Faramarz Damanpour), The International Journal of Banking and Finance, February—March 2008, pp. 87-100.


“Distribution Options for Defined-Contribution Plans (Part II),” (co-authored with James E. Smith), The Tax Adviser University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, June 2007, pp. 339-343.


“Distribution Options for Defined-Contribution Plans (Part I),” (co-authored with James E. Smith), The Tax Adviser, May 2007, pp. 268-274.


“Death and Taxes: The Government’s Ultimate Revenge University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w—A Study of the Interaction of the Income Tax and Estate Tax Provisions,” Journal of Taxation of Investments, Fall 2005, pp. 3-18.


“Buy/Sell Agreements: An Invaluable Tool (Part II),” (co-authored with George Jackson), The University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Tax Adviser, May 2003, pp. 284-286.


“Buy/Sell Agreements: An Invaluable Tool (Part I),” (co-authored with George Jackson), The Tax Adviser, April 2003, pp. 200-204.


“The Role Preferred Stock Can Play in Income University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Tax and Estate Tax Planning,” (co-authored with Sally Jones), WGL Corporate Taxation, March/April 2003, pp. 17-27.


“Death of a Partner: Tax Consequences Subsequent to the Taxpayer Relief Act of 1997,” (co-authored with Sally Jones University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w), Journal of Taxation, January 2001, pp. 24-35.


“Disclaimers: The Last Line of Defense When Wrestling with Estate Planning Problems,” (co-authored with Jeff Bae), Trusts and Estates, December 2000, pp. 40-57.


“Cross-Border Securities University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Lending Transactions and the Withholding Tax: The Ambiguity Continues,” (co-authored with James R. Hardin, Jr.), Tax Notes International, May 1, 2000, pp. 1977-1990.


“Pay Now or Pay Later: Taxes and Retirement Plan Choice,” (co-authored with University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Robert S. Kemp and S. Brooks Marshall), Tax Notes, February 28, 2000, pp. 1261-1273.


“Transfer Pricing for the Small and Medium-size Business,” (co-authored with William K. Carter and Michael H. Van University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Vranken), Journal of Accountancy, July 1998, pp. 37-40.


“Tax Arbitrage in the Petroleum Industry: Managing the Interaction of Corporate Leverage and Pension Assets,” (co-authored with Robert S. Kemp and S. Brooks Marshall), Petroleum Accounting and Financial University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Management Journal, Summer 1997, pp. 63-71.


“Section 303--A Redemption Provision Not to be Ignored,” (co-authored with John W. Howard), The Tax Adviser, February 1997, pp. 99-103.


“The Income and Estate Tax Implications of Income University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w in Respect of a Decedent,” Estate Planning, May 1996, pp. 165-72.


“The Sequential Limitations on the Deductibility of Partnership and S Corporation Losses,” (co-authored with Sally M. Jones), Journal of Taxation of Investments University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, Winter 1996, pp. 118-38.


“The Constraint on Tax Deductible Contributions to Pension Funds: Implications for Tax Arbitrage in the Oil and Gas Industry,” (co-authored with Brooks S. Marshall and Robert S. Kemp), Oil University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w and Gas Tax Quarterly, December, 1995, pp. 81-99.


“Pension Asset Allocation Under Recent Tax Reform: Tax Arbitrage Revisited,” (co-authored with Robert S. Kemp and Brooks S. Marshall), Oil and Gas Tax Quarterly, September University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1993, pp. 57-87. Recipient of “Research Publication Award,” College of Business, James Madison University, August 1994.


“The Receipt of Installment Obligations from a Controlled Corporation in a Section 351 Transaction: Opportunities and Pitfalls,” Journal of Taxation of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Investments, Summer 1992, pp. 290-308.


“Transactions with Controlled Entities: Avoiding IRS Reclassification,” (co authored with James A. Peischel), The Practical Accountant, January 1992, pp. 22 32.


“Unreasonable Compensation: Recognizing and Avoiding the Problems,” (co University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w authored with Robert R. Burke), The Tax Adviser, June 1990, pp. 364 70.


“Strategies to Minimize Tax Payments on Redemptions by Close Corporations,” (co authored with Joseph E. Gibson), Small Business Taxation, March/April 1990, pp University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w. 220 4.


“An Analysis of the Aggregate Effects of the Subchapter S Election,” (co authored with Katherine L. Nickel), S Corporations Journal, Summer 1989, pp. 131 57. Cited in “S Corporations: Formation and Termination,” BNA Tax Management Portfolio, 730-2nd University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w (2001).


“The Impact of Redemptions on Earnings and Profits,” (co authored with Leslie M. Roque), The Tax Adviser, February 1989, pp. 88 92.


“Interactions Between Financial and Tax Accounting Caused by the Tax Reform Act of 1986,” (co University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w authored with Robert H. Sanborn), Accounting Horizons, December 1988, pp. 21 8.


“Guideposts to Follow in the Debt/Equity Maze,” (co authored with Michael D. Anderson), Oil and Gas Tax Quarterly, September 1988, pp University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w. 162 80.


“Reorganization Instead of Liquidation May Accomplish Same Result with Much Less Tax,” (co authored with Michael G. Brandt), Taxation for Accountants, December 1987, pp. 388 94. Reprinted in Taxation for Lawyers, January/ February 1988, pp University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w. 228 32.


“The Success of Enterprise Zones in Virginia: An Uncertain Promise or An Emerging Reality,” Tax Notes, October 5, 1987, pp. 87 101. Reprinted as a Monograph by the Center for Entrepreneurial Studies, October 1987.


“Taxable and Nontaxable Acquisitive Techniques: A University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Case of the Basics Not Being Basic,” (co authored with Michael G. Brandt), Journal of Corporate Taxation, Autumn 1987, pp. 203 26. Reprinted as a part of the course materials for the 1989 KPMG Peat Marwick University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Professional Development program.


“A Post Reformation Analysis of the Foreign Tax Credit Limitations,” (co authored with Terry Inscoe), International Tax Journal, Spring 1987, pp. 111 27.


“A Guide to Evaluating Tax Software Products: Templates Versus University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Stand Alone Packages,” The Virginia Accountant Quarterly, March 1987, pp. 21 5.


“A Critical Analysis of the 'Enterprise Zone' Concept and Its Application,” Tax Notes, January 19, 1987, pp. 261 92.


“An Intervention Analysis of the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Effectiveness of the Investment Tax Credit,” Oil and Gas Tax Quarterly, December 1986, pp. 318 46.


“Earnings and Profits: More Important Than Ever,” The Practical Accountant, May 1986, pp. 50 7. Reprinted as a part of the course University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w materials for the 1986 AICPA University of Illinois National Tax Education Program.


“Tax Treatment of Videocassettes: An Unresolved Dilemma in a Booming Business,” (co authored with David B. Barr), The Tax Adviser, May 1986, pp University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w. 289 93.


“The ‘Active Participant’ Notion: Still a Relevant Consideration,” (co authored with John Duffy), Journal of Pension Planning & Compliance, Spring 1986, pp. 31 5.


“The Federal Tax Reform Process    What Can Be Expected,” The Virginia Accountant University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Quarterly, March 1985, pp. 28 32.

Books and Monographs


2011 Annual Edition South-Western Federal Taxation: Comprehensive Volume, Co-editor and contributing author, South-Western/Cengage Learning, 2010. (Also contributing author of 1992-2010 editions and co-editor of 1993-2010 editions.)


2011 Annual University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Edition South-Western Federal Taxation: Corporations, Partnerships, Estates and Trusts, Co-editor and contributing author, South-Western/Cengage Learning, 2010. (Also co-editor of 1995-2010 editions and contributing author of the 1999-2010 editions.) 2002 Annual Edition University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w reviewed in “Book Review” section, The Journal of the American Taxation Association, Fall 2002, pp. 110-1.1998 Annual Edition reviewed in “Book Review” section, The Journal of the American Taxation Association, Spring 1998, pp. 148-9. 1996 Annual Edition reviewed University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w in “Book Review” section, The Journal of the American Taxation Association, Spring 1996, pp. 113-14.


2011 Annual Edition South-Western Federal Taxation: Individual Income Taxes, Contributing author, South-Western/Cengage Learning, 2010. (Also contributing author of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1992-2010 editions.) 2002 Annual Edition reviewed in “Book Review” section, The Journal of the American Taxation Association, Fall 2002, pp. 112-3. 1997 Annual Edition reviewed in “Book Review” section, The Journal of the American University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Taxation Association, Spring 1997, pp. 101-2. 1995 Annual Edition reviewed in “Book Review” section, The Journal of the American Taxation Association, Spring 1995, pp. 111-12. 1993 Annual Edition reviewed in “Book Review” section, The Journal of the American Taxation Association University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, Spring 1993, pp. 155-6.


2011 Annual Edition South-Western Federal Taxation: Taxation of Business Entities, Co-editor and contributing author, South-Western/Cengage Learning, 2010. (Also co-editor and contributing author of 2004-2010 editions.)


Study Guide University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w to Accompany 2009 Edition of South-Western Federal Taxation: Comprehensive Volume (co authored with William A. Raabe), South-Western/Cengage Learning, 2008. (Also co authored the 1983-2008 editions.) Reviewed in “Book Review” section, The University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Journal of the American Taxation Association, Fall 1985, pp. 93 4.


2006 Annual Edition West Federal Taxation: Advanced Business Entity Taxation, Co-editor, Thomson/South-Western, 2005. (Also co-editor of 2004-2005 editions.)


2003 Annual Edition West Federal Taxation: An University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Introduction to Business Entities, Co-editor and contributing author, Thomson/South-Western, 2002. (Also co-editor and contributing author of 2000-2002 editions.)


Study Guide to Accompany 2001 Edition of West's Federal Taxation: An Introduction to University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Business Entities (co authored with Debra L. Sanders and William A. Raabe), South-Western College Publish­ing Company, 2000. (Also co authored the 1998-2000 editions.)


1992 Annual Edition West's Federal Taxation: Individual Income University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Taxes, Associate Editor, West Publishing Company, 1991. (Also Associate Editor of the 1988-1991 editions.)


“Cunningham’s Bookstore, Inc.,” (co authored with Neil H. Snyder, Richard F. DeMong, and John H. Lindgren, Jr.), Cases University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w in Strategic Management, Addison-Wesley, 1991.


West's Federal Taxation: Tax Return Preparation with Turbo Tax v. 7.01, (co authored with Sam Hicks), West Publishing Company, March 1990.


Introduction to Computerized Tax Planning with the BNA University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Income Tax Spreadsheet, 1991 Annual Edition, (co authored with Sam Hicks), West Publishing Company, March 1990. (Also co authored the 1990 edition.).


WEST TAX Preparer    1990 Edition, (co authored with Eugene Willis and Donald Dunphy University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w), West Publishing Company, February 1989.


1989 Annual Edition West's Federal Taxation: Comprehensive Volume, Associate Editor, West Publishing Company, April 1988. (Also Associate Editor of the 1988 edition.)


Tax Planning for Educators 1987, (co authored with Everett, Crumbley University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, Boyles, and Barrack), American Accounting Association Monograph, Spring 1987.

Other Research and Publications


“Flexible Spending Accounts: An Analysis of Their Benefits and Costs,” (co authored with Kathleen M. Hayes), Tax Ideas, April 1992, pp. 3551-3565.


“The University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Rehabilitation Tax Credit: Opportunities and Pitfalls,” Tax Ideas, December 15, 1993, pp. 2173-86. (Revision of article published September 18, 1991, ¶¶225 225.12.)


“Commentary--Federal enterprise zones: Will they really work,” Washington Business Journal, July 23-29, 1993.


“The Rehabilitation Tax Credit and Tax Avoidance University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Strategies,” Prentice Hall Tax Ideas, April 19, 1989, ¶17,018. Reprinted in Tax Ideas 2nd, July 1990.


“Tax Planning for Educators After the Tax Reform Act of 1986,” (with Barrack, Crumbley, and Everett), Collected Abstracts University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w of the American Accounting Association's Annual Meeting, August 17 19, 1987, Cincinnati, Ohio, pp. 116 7.


“Financial Strategies,” Roanoke Valley Chamber of Commerce, February 1987, p. 13.


“Integration of Microcomputers into Accounting Courses at the University of Virginia,” (co authored University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w with Dickinson, Carter, Croll, Lathan, and Broome), Collected Papers of the American Accounting Association's Southeastern Regional Meeting, April 1986, pp. 113 6.


“Incongruencies in the Evolution of the Investment Tax Credit and Their Implication on University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Tax Policy,” McIntire Working Paper Series, April 1986.


Contributor to Accounting Trends, 19th Edition, McGraw Hill Book Company, 1985, pp. 38 40.


“How Cattlemen Fit Into The 1985 Tax Reform Plan,” (co authored with Robert University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w I. Biebel), Virginia Farmer, August 1985, pp. B1 and B10; Reprinted in Beefweek, September 13, 1985, pp. 14 6 and 59.

Testimony to Congress


“Open Issues and Their Impact on Enterprise Zone Research: A Need for Direction,” Testimony to the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Subcommittee on Select Revenue Measures, Committee on Ways and Means, U.S. House of Representatives, 102 Cong., 1st Sess., Serial 102-52, pp. 279-288.


Research in Progress


“An Analysis of Publicly Traded Partnership: Pitfalls and Opportunities University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w.”


Presentations at Professional Meetings


“Intermediate International Assignment Solutions,” PricewaterhouseCoopers, September, October, and December 2001, and January 2002.


“Corporate Operations,” Ernst & Young, July 1992, July 1994, and January 1996.


“Corporate Distributions and Liquidations,” PricewaterhouseCoopers (formerly Coopers & Lybrand), August 1989, December 1990-1993, November 1994-1997, June University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1996-1998, and December 1998.


“Understanding Financial Statements” and “Relevant Information and Special Decisions,” American Booksellers Association National Convention, Las Vegas, Nevada, June 2 3, 1990.


“Closely Held Corporations,” AICPA University of Illinois National Tax Education Program University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, July 1989.


“A Survey of P.C. Applications in Tax,” Trends in the Education of Accountants, Virginia Polytechnic Institute and State University, November 6, 1987.


“Tax Policy in the Twenty First Century: Increasing Affluence,” Discussant, Tax University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Policy in the Twenty First Century Conference, Washington, D.C., October 6, 1987.


“Increasing Graduate Student Participation through a Graduate Adviser,” Beta Alpha Psi National Meeting, August 1986, New York City.


“Corporate Distributions in Complete University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Liquidation,” Price Waterhouse Tax Select Program, July 1986.


“Property Transactions,” AICPA University of Illinois National Tax Education Program, June 1986.


“Computers in Tax Instruction and Tax Research,” Mid Atlantic Regional AAA Meeting, May 3, 1986.


“Closely University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Held Corporations,” AICPA University of Illinois National Tax Education Program, July 1985.


“Current Research in Accounting,” Trends in the Education of Accountants, Virginia Polytechnic Institute and State University, November 1984.

Other Presentations


Presentation to the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Financial Economics Workshop, “Pension Asset Allocation Under TRA 86: Tax Arbitrage Revisited,” (with Brooks S. Marshall and Robert S. Kemp), November 29, 1989.


Presentation to the McIntire School of Commerce Faculty, “Application of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Computer Technology in Certain Undergraduate Taxation Classes,” September 16, 1988.


Presentation to Kiwanis Club of Monticello Area, “Enterprise Zones and Their Impact,” January 11, 1988.


Presentation to University of Virginia Financial Aid Department, “Tax Reform and University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w its Effect on Tax Compliance,” January 7, 1988.


Presentation to the University of Virginia School of Medicine, Physicians’ Management Course, “Tax and Nontax Aspects of Personal Financial Management,” October 9, 1987, March 3, 1989, November 3, 1989, and October 19, 1990.


Presentation University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w to the University of Virginia School of Medicine, Practice Management Seminar, “Personal Financial Management: Tax and Nontax Aspects,” October 17, 1986.


Panelist, “Faculty Development   What it Takes to Successfully Integrate Microcomputers into the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Curriculum,” Integration of Microcomputers into the Business School Curriculum, University of Virginia, May 12, 1986.


Speech presented to Waynesboro Dupont Employees' Credit Union, “What Is This Tax Reform Business?” October 29, 1985.


Presentation to the “Funds for Excellence” Workshop University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, “An Application of Lotus 1 2 3 Tax Templates in the Classroom,” University of Virginia, October 4, 1985.

Book and Journal Reviews


Editorial Advisory Board, The Journal of Accounting Education, 1987 1999.


Reviewer, The Journal of Accounting Education, 1987, August University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1991, May 1993, March 1994, October 1994, March 1996.


Reviewer, Issues in Accounting Education, April 1995.


Review of papers for the 1991 and 1993 national meetings of the American Accounting Association.


Ad hoc Reviewer, Accounting Horizons, February 1990.


Ad University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w hoc Reviewer, The Accounting Educators' Journal, 1988, 1989.


Review of “BNA Corporate Tax Spreadsheet,” October 1988.


Review of “Personal Income Tax Preparation” and “Taxtime for 1 2 3,” The Journal of the American Taxation Association, Fall 1986, pp. 98 100.


Review of text and University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w solutions manual for 1987 Annual Edition West's Federal Taxation: Individual Income Taxes, Spring 1986.


Review of papers for the 1986 Southeast meeting of the American Accounting Association, January 1986.


Review of text by University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w James W. Pratt, Jane O. Burns, and William N. Kulsrud, Corporate, Partnership, Estate and Gift Taxation    1985 Edition, published in The Journal of the American Taxation Association, Fall 1985, pp. 97 8.


Review of research monograph by University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w David H. Butler, An Income Tax Planning Model for Small Businesses, published in The Accounting Review, October 1985, pp. 757 8.


Review of 1986 Annual Edition West's Federal Taxation: Corporations, Partnerships, Estates, and Trusts, September University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1985.


Reviewed papers for the 1985 Southeastern AIDS Conference, February 1985.


Review of 1985 Annual Edition West's Federal Taxation: Individual Income Taxes, July 1984.

Invited Participant at Professional Meetings


“Tax Faculty Symposium” (Sponsored by Deloitte Foundation University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w), May 2003, 2006, 2007, April 2009 and 2010.


“Tax Educators Seminar” (Sponsored by Ernst & Young Foundation), Washington, D.C., March, 1990-1996, 1999, and October 2005, 2006, 2007, 2008, 2009, 2010.


“PricewaterhouseCoopers Tax Colloquium” (Sponsored by PricewaterhouseCoopers), August, 1991-1997, 1999, 2000, 2005, 2006, 2007.


“Midatlantic Area Faculty Symposium” (Sponsored by KPMG), Washington, D University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w.C., July 2005.


“Enhancing the Learning Experience Seminar” (Sponsored by Deloitte and Touche), August 1996, July 1999.


“Personal Financial Planning;” Houston, Texas (Sponsored by KPMG Peat Marwick), January 9 11, 1991.


Stanford University Summer Tax Program University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w (Sponsored by the Ernst & Young Foundation), July 9 20, 1990.


“Teaching the Tax Professional: Methodology & Technology;” Honolulu, Hawaii; (Sponsored by Price Waterhouse); August 11 12, 1989.


KPMG Peat Marwick Regional Tax Seminar; Arlington, Virginia; April 20, 1989.


Consolidated Returns Workshop; Ft University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w. Lauderdale, Florida (Sponsored by Peat Marwick Main & Co.); January 9 10, 1989.


“Tax Policy in a Complex and Dynamic Economic Environment: Challenges and Opportunities;” New York, New York (Sponsored by Coopers & Lybrand); December 6 7, 1988.


“Colloquium   Exploring the University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Cutting Edge of Technology;” Orlando, Florida (Sponsored by Price Waterhouse); August 12 13, 1988.


Tax Partner/Senior Manager Conference; Dallas, Texas (Sponsored by Seidman & Seidman/BDO); November 15 17, 1987.


“Colloquium   Communicating Tax Ideas to Clients;” Cincinnati, Ohio University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w (Sponsored by Price Waterhouse); August 14 15, 1987.


Arthur Young Professors’ Roundtable; Reston, Virginia (Sponsored by Arthur Young & Co.); April 25, 1986.


Advanced Tax Strategies Seminar; New York, New York (Sponsored by Peat, Marwick, Mitchell University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w & Co.); December 16 20, 1985.


Tax Educators' Workshop; Atlanta, Georgia (Sponsored by Price Waterhouse); November 13 and 14, 1985.


Alabama Research Convocation; University of Alabama; November 9 11, 1985.


AAA   Arthur Andersen New Faculty Consortium; St. Charles, Illinois; February 1985.


Southeast Accounting University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Graduate Workshop; Biloxi, Mississippi; April 1984.

Primary Teaching Interests


Federal Taxation at the graduate and undergraduate levels.


Academic Teaching Experience


1984   Present University of Virginia:


Federal Taxation I

Federal Taxation II

Federal Income Taxation

Taxation of Corporations and Their Shareholders

Taxation of Estates University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w and Gifts

Tax Research

Introductory Accounting II

Independent Studies   Faculty Supervisor


1979   1983 University of Illinois:


Introductory Taxation

Introductory Accounting for Non Commerce Students

Service


Appointment, Reappointment, Promotion, and Tenure Subcommittee, McIntire School of Commerce, University of Virginia, Fall 2005, Fall University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 2006, Fall 2007, Spring 2008, Fall 2008, Fall 2010, Spring 2011.


Accounting Faculty Recruitment Committee, 2006-07, 2007-08.


Member, McIntire Cornerstone Society Board, 1999-present.


Commerce Academic Integrity Committee, 2010-11.


Beta Gamma Sigma, Faculty President, University of Virginia Chapter, 1996-97, 1997-98, 1998-99, 1999-00, 2000-01, 2001-02, 2002-2003, 2003-04, 2004-05, 2005-06, 2006-07, 2007-08, 2008-09, 2009-10, 2010-11.


Planning Committee, Annual University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Virginia Conference on Federal Taxation, (Sponsored by University of Virginia Tax Foundation in cooperation with Virginia Society of Certified Public Accountants, The Virginia Bar Association, Virginia State Bar, University of Virginia McIntire School of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Commerce and School of Law, Virginia Committee on Continuing Legal Education), 1997-Present.


Graduate Accounting Admissions and Program Committee, McIntire School of Commerce, 1985 86; 1988 99, 2001-02, 2002-03, 2003-04, 2004-05, 2005-06, 2006-07, 2007-08, 2008-09, 2009-10, 2010-11.


Ad-hoc Provost Office Committee on Criminal Background University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Screening, 2006-07, 2007-08.


American Taxation Association Teaching Resources Committee, 2009-10, 2010-11.


American Taxation Association, Teaching Consultants Program, 1996-2008.


Corporate Partner Liaison with PricewaterhouseCoopers, 1999-present.


Corporate Partner Liaison with Beers & Cutler, 2005-present.


College of Arts & Sciences Association Advisor University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, 2003-04, 2004-05, 2005-06, 2006-07.


University of Virginia Faculty Senate, 2002-2006.


University of Virginia Faculty Senate, Academic Affairs Committee, 2003-2006.


Appeared on WVIR-NBC29 “News at Sunrise,” responding to viewer questions regarding 2004 tax filing issues, April 14, 2005.


American Taxation University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Association, Graduate Tax Education Committee, 1999-2006.


Interviewed for Bloomberg Market Magazine, February 24, 2003.


Appointment, Reappointment, Promotion, and Tenure Subcommittee, McIntire School of Commerce, University of Virginia, Fall 2002.


Accounting Area Coordinator, January 2001-May 2001.


Appointment, Reappointment, Promotion, and Tenure University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Subcommittee, McIntire School of Commerce, University of Virginia, Fall 2001.


Facilitator at “Industry Roundtable,” University of Virginia Career Services Recruiters Forum, May 2001.


Faculty Marshal, University of Virginia, May 21, 2000, May 20, 2001.


Interviewed University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w by Miami Herald, April 15, 2001, (http://www.miami.com/herald/content/

business/columnists/brackey/digdocs/066249.htm).


Interviewed by Salary.com, April 2001, (http://salary.com/SalaryAdvice/LayoutScripts/

saladvl_display.asp?nav=7&cnt=7022).


Appointment, Reappointment, Promotion University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, and Tenure Subcommittee, Chairman, McIntire School of Commerce, University of Virginia, Fall 1999.


Managing Board, PricewaterhouseCoopers Center for Innovation in Business Learning, 1997-98, 1998-99, 1999-00.



Accounting Area Coordinator, January 1997-May 1999.


Development Advisory Committee, 1997-98.


Appointment, Promotion, and University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Tenure Subcommittee, McIntire School of Commerce, University of Virginia, Fall 1997.


Accounting Advisory Board, University of Richmond, 1998-99.


Faculty Marshal, University of Virginia, May 18, 1997.


Appointment, Promotion, and Tenure Committee, McIntire School of Commerce, University of Virginia University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, 1996-97.


American Taxation Association, Teaching Resources Committee, 1996-97.


Moderator, “Careers in Public Accounting,” McIntire School of Commerce Career Day, 1996.


Interviewed by the Richmond Times-Dispatch for articles regarding the prospects for and benefits University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w/costs of tax reform appearing on March 11, 1996.


American Taxation Association, Family Tax Policy Committee, 1995-96.


Interviewed by the Richmond Times-Dispatch for articles regarding the prospects for tax reform and tax University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w return preparation software appearing on February 13, 1995.


Faculty Adviser, McIntire International Case Competition, 1994-95.


Task Force to Study and Revise the McIntire School of Commerce Appointments, Promotion, and Tenure Document, 1994, 1995.


Division of Continuing Education, Lynchburg Center, “An University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Overview of the Federal Taxes Imposed on Gratuitous Shifting of Interests in Property: Estate Planning for the Small Business Person,” July 29, 1993, and August 18 and 19, 1994.


American Taxation Association, Committee for Liaison with CPA University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Firms Concerning Continuing Education in Tax, 1993-94, 1994-95.


Faculty, Czech Republic Entrepreneur Management Program, 1993.


Dissertation Committee, “Precautionary Saving, Consumption, and Taxation in a Life Cycle Model with Stochastic Earnings and Mortality University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Risk,” Eric Engen, Department of Economics, University of Virginia, 1991.


American Taxation Association, Annual Program Committee, 1991 92.


Future Curriculum Committee, McIntire School of Commerce, 1990 93.


Presentation to Committee on Faculty Affairs, McIntire Advisory Board, November University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 2, 1990.


Evaluator, Jefferson Scholars Program, Commonwealth Jefferson Scholarship, 1990- 1996.


Moderator, “Careers in Taxation in Public Accounting,” McIntire School of Commerce Career Day, 1990.


Interviewed by WVIR TV, “How transportation costs are impacted by the tax system University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w,” October 11, 1990.


Faculty Secretary, McIntire School of Commerce, 1989 91.


American Taxation Association, Corporate Tax Policy Subcommittee, 1989 91.


Director, Virginia Management Program (formerly McIntire Entrepreneurial Executive Institute), 1989-1992.


Faculty, Virginia Management Program (formerly McIntire Entrepreneurial Executive Institute), 1987 93.


Faculty University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, American Booksellers Association Advanced Business Management Program, 1989 92.


Faculty, NAWLA Executive Management Institute, 1990, 1992, 1993.


Interviewed by Norfolk Virginia Pilot, regarding federal tax revenues and the budget deficit, November 13, 1988.


Review of General Accounting Office Draft Report University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, “Enterprise Zones: Lessons from the Maryland Experience,” September 1988.


Editor, 41st-48th Annual Virginia Conference on Federal Taxation, (Sponsored by University of Virginia Tax Foundation in cooperation with Virginia Society of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Certified Public Accountants, The Virginia Bar Association, Virginia State Bar, University of Virginia McIntire School of Commerce and School of Law, Virginia Committee on Continuing Legal Education).


American Taxation Association   Price Waterhouse Dissertation University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Award Committee, 1987 88, 1988 89.


Interviewed by ^ Washington Times, regarding the effect of tax reform on real estate investments, January 1988.


Interviewed and/or cited concerning Enterprise Zone research by The Washington Post, Bureau University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w of National Affairs, Governing Magazine, WVIR TV (Charlottes­ville, Virginia), The (Charlottesville) Daily Progress, Richmond Times-Dispatch, Richmond News Leader, Fall 1987 and Summer 1988.


Library Committee, McIntire School of Commerce, 1987 88.


Interviewed by The University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w (Charlottesville) Daily Progress and Richmond Times Dispatch on various tax planning topics, December 1987.


Review of General Accounting Office Research Proposal, “Proposed Design for the Enterprise Zone Project,” Scott B. Crosse and Monica University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w L. Surber, March 1987.


Project Committee, “Tax Policy in the Twenty First Century;” Conference sponsored by Philip Morris, Inc., University of Virginia, and Erasmus University; 1987.


Interviewed by WREL Radio, “Impact of Tax Reform University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w,” Lexington, Virginia, January 20, 1987.


Interviewed by WVPT TV, “Tax Reform and its Impact on Virginia,” Charlottesville, Virginia, December, 15, 1986.


Interviewed by Washington Times, “Tax Reform Cools Baliles’ Revenue Outlook,” November 20, 1986.


American Tax Association Committee University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w to update Tax Planning for Educators.


Member, Computer User Group, American Tax Association.


Federal Taxation and Finance Committee, National Tax Association   Tax Institute of America.


Speaker   Volunteer Income Tax Assistance (VITA) Training University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Session, 1986-1988.


Consultant   Volunteer Income Tax Assistance Program (VITA), 1984.


University of Virginia, Committee on Commencement and Convoca­tions  Processions Subcommittee, 1985, 1986.


Instructor, Beta Alpha Psi, CPA Review Course, 1984-1987.


Adviser, Beta Alpha Psi, 1986 87, 1992-93.


Adviser elect University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, Beta Alpha Psi, 1985 86, 1991 92.


Accounting Area Task Force on Recruiting, McIntire School of Commerce, 1985.


University of Virginia U.S. Savings Bond Campaign Committee, 1984.


Examination grader, Institute of Chartered Financial Analysts, June 1984, 1985, 1992, 1993.

Academic Honors and Memberships


Recognized by University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Virginia Business as a “Super CPA” in the Virginia Educator category, November 2006, November 2007, November 2008.


Recognized and featured by Virginia Business as a “Super CPA” in the Virginia Educator category University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w, November 2005.


Who’s Who in Finance and Industry, 1997-99.


Who’s Who in the World, 1999.


Represented the University of Illinois at the 1982 Big Ten Accounting Doctoral Consortium, April 15 17, 1982, at The Ohio State University.


Beta Gamma Sigma University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w  Elected to the honorary business fraternity.


Omicron Delta Kappa  Elected to honorary fraternity in recognition of academic achievement, leadership, and service.


Who’s Who in American Colleges and Universities University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w.


Beta Alpha Psi  Elected to honorary accounting fraternity, limited to accounting majors in the top 35 percent of their class.

Awards and Research Grants


Nominated for Harrison Fund Teaching Award, 1997.


Eminent Scholars Research Grant, Summer 1993.


Peat University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Marwick Faculty Fellow, 1988 91.


Pedagogical Grant, McIntire School of Commerce, Eminent Scholar, Summer 1990.


Sesquicentennial Associate, Center for Advanced Studies, University of Virginia, 1988 89, 1994-95.


Summer Research Grant, McIntire School of Commerce, Summers of University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w 1984, 1986, 1987, and 1988.


Price Waterhouse Research Professor, Summer 1987 and 1988.


National Tax Association   Tax Institute of America Dissertation Awards Program Finalist, August 1984.


American Institute of Certified Public Accountants (AICPA) doctoral dissertation grant, September 1982.

Professional Memberships


American Accounting University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w Association


American Taxation Association

Personal Data


Home Address: 2624 Holkham Drive

Charlottesville, VA 22901

Phone: 434/971 5671


University Address: McIntire School of Commerce

University of Virginia

Rouss & Robertson Halls, East Lawn

P.O. Box 400173

Charlottesville, VA  22904-4173

Phone: 434/924-3668

Fax: 434/293-2081


E-mail Address: maloney University of Illinois, Urbana Champaign, Illinois. Ph. D. in accountancy: January 1984. Dissertation: “a study of the Association of the Investment Tax Credit w@virginia.edu


Health: Excellent


Family: Married, two daughters


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