When Tax Scams Hit Home: What to Know About Theft Loss Deductions
Samuel Handwerger, CPA and TerpTax faculty advisor, explains how victims of investment scams may qualify for theft loss tax deductions under IRS rules. He outlines key eligibility criteria, recent IRS guidance, and the importance of intent, documentation, and expert advice.
CFO Narcissism and the Power of Persuasion Over Analysts: A Mixed-Methods Approach
We study the role of CFO narcissism in the intent and ability to positively influence sell-side analysts’ perceptions of the firm. Consistent with narcissists casting favorable impressions on others, we find CFO narcissism is associated with overly optimistic analyst valuations. We then study public persuasion attempts by analyzing conference call transcripts and private persuasion attempts through a laboratory study.
When the IRS Comes Knocking: Understanding 501c3 Status Revocation
By Samuel Handwerger, CPA, Faculty Advisor for TerpTax
TerpTax: Understanding Form 1099-K
Samuel Handwerger, faculty advisor for TerpTax, explains Form 1099-K—an IRS record for online sales and payments through apps. Understanding taxable income, tracking expenses, and correcting errors can save headaches. Keep good records and report income accurately to avoid issues.
TerpTax: Roth vs. Traditional IRAs
CPA Samuel Handwerger explains the key differences between Traditional and Roth IRAs. Traditional IRAs offer tax-deferred savings, while Roth IRAs provide tax-free withdrawals. Future tax rates and career trajectory matter, making the choice complex. Consistent saving is the most crucial factor.
Smith Accounting Degree Gave Alumnus The “Edge” For Career In Investment Banking And Beyond
Ralph Dickerson ’92 built a dynamic career in investment banking, corporate strategy, and entrepreneurship. Speaking to Smith MBA students, he emphasized evolving as a leader and leveraging Emotional Intelligence. Now Managing Partner at R2 Partners, he continues shaping high-impact financial and strategic solutions.
Supporting the Next Generation: Double Smith Terp Pays It Forward
Debo Ayeni ’00, MBA ’07, leads Research and Analytics at ABR Capital Partners. A longtime Smith School supporter, he established a Maryland Promise Program Scholarship in 2024 and serves on the Accounting and Information Assurance Advisory Council. He believes in "paying it forward" to help future Smith students succeed.
The Options Market Could Play a Role in How Credit Rating Agencies Deliver Ratings
Smith professor Musa Subasi’s research, published in Management Science, examines whether credit rating agencies use options market data to improve rating accuracy. His study finds that higher options trading volume correlates with more accurate ratings, offering insights for regulatory discussions on credit ratings.
TerpTax: Understanding Education Tax Credits
Education tax credits can significantly lower tax bills, says Smith professor Samuel Handwerger. The American Opportunity and Lifetime Learning credits offer key savings, but eligibility rules matter. Students may claim credits if parents opt out. TerpTax offers free tax prep through April 14.