Jerrold J Stern

Areas of Expertise

Tax Law, Tax Planning, Tax Aspects of Investing, Accounting Curriculum, Business Transfer Credits, State-Wide Business Administration Curricula

Academic Degrees

• PhD, Business Admin. Acct/Tax Concentration, Texas A&M University, 1979
• MBA, Accounting/Tax, Texas A&M University, 1977
• BS, Business Admin. Accounting Concentration, Northeastern University, 1976

Professional Experience

• Chair, Technology Committee, American Taxation Association (ATA). Committee created new ATA website, 2013-present
• Co-Chair (elected), state-wide Single Articulation Pathway (SAP) Business Administration Panel, 2013-present
• Co-Chair, state-wide Core Transfer Library (CTL) Business Administration Panel, 2011-present
• Transfer credit research studies regarding introductory accounting and other courses, 2011-present
• Research Fellow, Real Estate Center, Texas A&M University, 1990-present.
• Departmental Assessment Coordinator and principal author of the “Assurance of Learning Report”, Kelley School of Business, 2008. Report lead to AACSB accreditation for the Department.
• Kelley School Elected Representative, Bloomington Faculty Council, 2005-2007/2008-2009
• Editor, Advances in Taxation, 1989-1993

Awards, Honors & Certificates

• PwC INQuires Program, ethics coursework project, education grant, 2014
• Ford Motor Company curriculum development grant, 2001-2002
• UBS Brinson research grant, 2000-2001
• Kelley School of Business Innovation in Teaching Award, 2000
• Kelley School of Business research grant, 2000
• Numerous teaching and research grants and recognitions prior to 2000

Selected Publications

• Stern, Jerrold J. (2014), “Real Estate Investments and IRAs,” Tierra Grande, journal of the Real Estate Center at Texas A&M University.
• Stern, Jerrold J. (2014), Tax Concepts and Analysis (15th Edition).  
• Geisler, Gregory G.; Stern, Jerrold J. (2014), "Retirement Account Options When Beginning a Career," Journal of Financial Service Professionals, May, (68)3: 45-50.
• Stern, Jerrold J., (2012), “Taxmageddon,” Tierra Grande, journal of the Real Estate Center at Texas A&M University.
• Stern, Jerrold J. (2010), “Cost Segregation Yields Cash Flow,” Tierra Grande, journal of the Real Estate Center at Texas A&M University
• Stern, Jerrold J. (2007), “Microeconomic Approach to Teaching Tax,” Chapter 11, Methods, Topics and Issues in  Tax Education:  A Year 2001 Perspective, Republished by the American Taxation Association.