Cardello ’93 Earns Hillman Award for Decades of Impact in Accounting and Community Work
The University of Maryland’s Robert H. Smith School of Business recognized Jacqueline Cardello ’93, CPA, president and managing partner of GRF CPAs & Advisors, as the recipient of the second annual Suzanne D. Hillman Recognition and Achievement Award for Service to the Community.
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.