- PhD, Business Administration, University of Georgia
- MT, Villanova University
- BSBA, Accounting, Bucknell University
- CPA (Licensed in NJ and PA)
- “Noncompliance with Mandatory Disclosure Requirements: The Magnitude and Determinants of Undisclosed Permanently Reinvested Earnings” with B.C. Ayers and C.M. Schwab, 2015. The Accounting Review, 90 (1): 59-93.
- “Does Shareholder Voting Matter? Evidence from the Takeover Market” with P. Mason, U. Rodrigues, and M. Stegemoller, 2018. Wake Forest Law Review 53 (1): 157-209.
- “Miscodings in Compustat’s Auditor Variable: Issues, Identification, and Correction” 2018. Advances in Accounting 43: 56-59.
- “Tax Policy and Organizational Form: Assessing the Effects of the Tax Cuts and Jobs Act of 2017” with E. Henry and G. A. Plesko, 2018. National Tax Journal 71 (4): 635-660.
- “The Effect of Shareholder-Level Taxes on Organizational Form and Stock Ownership: Evidence from Equity Carve-Outs of Master Limited Partnerships” 2019. The Accounting Review 94 (1): 327-351.
- “Audit Quality and Specialist Tenure” with J. J. Gaver, 2019. The Accounting Review 94 (3): 113-147.
- “Why Pay Our Fair Share? How Perceived Influence over Laws Affects Tax Evasion” with P. Mason and B. Williams, 2020. The Journal of the American Taxation Association, forthcoming.
- “Whose Taxes Matter? The Effects of Institutional Ownership on Dividend Payout Policy” with T. Krupa, 2020.
- “Do Investors Adjust Balance Sheet Ratios when Financial Statements Fail to Reflect Economic Substance? Evidence from Cash Flow Hedges” with J. L. Campbell, J. D’Adduzio, and J. Downes, 2019.
- “The Financial Reporting Effects of Tax-Deductible Goodwill Impairments” with S. Khalil and M. A. Romney, 2019.
- “Market and Firm Reaction to Targeted Tax Benefits: Evidence from the Tax Reform Act of 1986” with J. Luchs-Nunez and G. A. Plesko, 2019.
- “Structural Equation Modeling in Archival Capital Markets Research: An Empirical Application to Disclosure and Cost of Capital” with L. A. Hinson, 2019.
- “Does the Financial Reporting for Income Tax Expense Affect Financial Reporting Quality? Evidence from the Timeliness of Goodwill Impairments” with Z. J. King, D. Lynch, and B. Stomberg, 2019.
- “Financial Reporting Choices of Private Funds” with J. J. Gaver and P. Mason, 2019.
- “Investor Taxes and Option Prices” with P. Mason, 2020.
- “The Structure of Private Funds, their Relation to Private Firms, and the Implications for Accounting, Economics, and Finance Research” with P. Mason, 2019.
- “Attention to Dividends, Inattention to Earnings?” with C. G. Ham and Z. R. Kaplan, 2019.
- “Sins of the Father: The Effect of a Parent Firm’s Accounting Misconduct on Current and Former Subsidiaires” with J. Xu, 2020.
- “Propensity Score Matching with Replacement Using Weighted Least Squares: SAS Code and Macros” 2019.
- “Calculating Auditor Industry Specialist Tenure: Code from Gaver and Utke (2019)” 2019.
- Assistant Professor, University of Connecticut
- Tax Manager, LS Power Development, LLC
- Senior Tax Associate, Ernst & Young, LLP
- Staff Auditor, Ernst & Young, LLP
- Voynich Family Graduate Fellowship
- AAA/Deloitte/J. Michael Cook Doctoral Consortium Fellow
- Dr. Linda S. Bamber Scholarship
- Elijah Watt Sells Award
- PICPA CPA Exam Award
- ACCT 3260: Federal Income Tax
- PhD Seminar: Tax Research
- SAS/STATA Camp