Areas of Expertise

Taxation, Accounting and Business Curricula, Nonprofit Financial and Business Management

Academic Degrees

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

Professional Experience

• Provided financial, tax, investment and strategy guidance to 10 Bloomington not-for-profit organizations, including HooMac (Hoosier Original Music Association), Lotus Education and Arts Foundation, Middle Way House and WFHB Community Radio, 1982-present
• Research Fellow, Real Estate Center, Texas A&M University, 1990-2016
• Chair, Technology Committee, American Taxation Association (ATA). Committee created new ATA website, 2013-2015
• Co-Chair (elected), state-wide Single Articulation Pathway (SAP) Business Administration Panel, 2013-2014
• 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

Selected Publications

• Stern, J. J. (2016). Tax Concepts and Analysis (17th Edition).  
• Stern, J. J. (2015). Burden of Proof - Poor Records May Increase Taxes. Tierra Grande, Journal of the Real Estate Center at Texas A&M University, 42, 28. 
• Geisler, G., and Stern, J. J. (2014). Retirement Account Options When Beginning a Career. Journal of Financial Service Professionals, 68(3), 45-50.

  Abstract

  Abstract

  When college graduates begin their careers, they face a number of financial choices and obligations. Their choices typically include one or more retirement account options. The options generally include IRAs (Roth and/or traditional), 401(k) plans (Roth and/or traditional) and, possibly, 401(k) contributions matched by the employer. In this article, a decision-making hierarchy is provided. The hierarchy ranks all of the retirement account alternatives in order to facilitate choices that are tax efficient and maximize wealth. A simplified version of the ranking is as follows: (1) Roth 401(k) with matching employer contributions; (2) traditional 401(k) with matching employer contributions; (3) Roth IRA; (4) Roth 401(k) (unmatched); and (5) traditional 401(k) (unmatched).

• Stern, J. J. (2014). Real Estate Investments and IRAs. Tierra Grande, Journal of the Real Estate Center at Texas A&M University, 21(4).

Edited on May 8, 2024