Tenured Associate Professor, THE COLLEGE AT OLD WESTBURY, STATE UNIVERSITY OF NEW YORK, SCHOOL OF BUSINESS (September, 2011 - Present), Old Westbury, New York. Tenured associate professor teaching graduate and undergraduate classes in taxation including Estate and Gift Taxation; Fiduciary Income Taxation; Tax Research; Corporate Tax Reorganization, Personal Income Tax, etc.
Managing Member, D'AMICO LAW GROUP, P.C. (January, 1998 - Present), Melville, New York. Supervise income and estate tax planning, drafting wills and trusts, prepare income, corporate, estate & fiduciary income tax returns, probate and administration of estates and guardianships
Visiting Assistant Professor, THE COLLEGE AT OLD WESTBURY, STATE UNIVERSITY OF NEW YORK, SCHOOL OF BUSINESS (September, 2009 - August, 2011), Old Westbury, New York. Visiting assistant professor teaching graduate and undergraduate classes in taxation including Estate and Gift Taxation; Fiduciary Income Taxation; Tax Research; Corporate Tax Reorganization, Personal Income Tax, etc.
Adjunct Professor Teaching, THE COLLEGE AT OLD WESTBURY, STATE UNIVERSITY OF NEW YORK, SCHOOL OF BUSINESS (January, 2008 - August, 2009), Old Westbury, New York. Adjunct professor teaching graduate and undergraduate classes in taxation including Estate and Gift Taxation; Fiduciary Income Taxation; Tax Research; Corporate Tax Reorganization, Personal Income Tax, etc.
Associate Attorney, GRIFFIN, COOGAN & VENERUSO, PC. (October, 1996 - January, 1998), Bronxville, New York. Handled a broad range of estate matters including complex estate planning; drafting of Wills and Trusts, e.g., Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Irrevocable Insurance Trusts, etc.; estate taxation; probate and administration of estates and guardianships; including the supervision of a junior attorney. Responsible for all
Associate Attorney, MURPHY, BARTOL & O'BRIEN, LLP. (April, 1993 - October, 1996), Mineola, New York. 70% of time spent on estate matters (i.e., will contests, accounting proceedings, preparing and reviewing estate tax returns, drafting wills and estate administration), and 30% of time spent on various civil and corporate matters. Performed legal research, drafted pleadings such as Bills of Particulars and Memoranda of Law and Briefs, consulted with clients, and attended depositions and court appearances.
- BU 4570 Federal Income Tax I
- BU 7572 Taxation of S Corps, Partnerships, & Limited Liability Companies
- BU 7573 Multi-State Taxation
- BU 7574 Estate & Gift Taxation
- BU 7575 Taxation of Reorganizations & Liquidations
- BU 7576 Forensic Accounting, Fraud & Taxation
- BU 7579 Tax & Accounting Research
- BU 7581 Taxation of Estates & Trusts
- LL.M. Villanova University.
- J.D. New York Law School.
- B.S. Brooklyn College.
Bar Admission
Department Assignments
Faculty Advisor
- 2013 – 2022: Academic Advisor
Member:
- 2014: Professor David Glodstein Tenure Reappointment
- 2014: Professor Roger Mayer First Reappointment Committee Member & Performed Peer Classroom Observation
Other Institutional Service Activities:
- 2017-2018 – 2020-2021: Interim Chair of the Accounting Deptartment
- 2014-2015 – 2016-2017: Textbook Course Coordinator
- 2015: Accounting Dept. 5 Year Report – Editor
- 2015: Accounting Dept. Secretary
- 2015: Created syllabus for new graduate course – Forensic Accounting Fraud & Taxation
- 2015: Created EisnerAmpere LLP Annual Tax Internship for SUNY Old Westbury accounting students
School Assignments
Assurance of Learning - Institutional Service:
- 2014-2015 – 2021-2022: Assurance of Learning
Member:
- 2018-2019 – 2019-2020: Curriculum & Assessment Committee (CAC)
Other Institutional Service Activities:
- 2016-2017 – 2021-2022: Graduate Business Admissions Council Committee Member
- 2016-2017 – 2021-2022: AACSB Curriculum & Assessment Committee Member
- 2016-2017 – 2021-2022: AACSB Accreditation Council Committee Member
- 2016-2017 – 2021-2022: AACSB Strategic Planning Committee Member
- 2014-2015 – 2021-2022: Old Westbury Volunteer Income Tax Assistance Program Contact Person
- 2015: Honors Convocation Presenter
- 2014: Revised School of Business Catalog Course Descriptions
College Assignments
Other Institutional Service Activities:
- 2014-2015 – 2021-2022: University Faculty Co-Chair
- 2013-2014 – 2016-2017: Accounting Dept. Faculty Senator
- 2015: SUNY Faculty in the Residence Hall Presenter
- 2014: Associate Vice President/Controller Candidate Committee Member
- 2014-2015: University Faculty Judicial Committee Member
Refereed Articles
Applied or Integrative/application Scholarship
- The International Journal of Business and Public Administration, "Maryland State Comptroller v. Wynne – A case not to be taken lightly," (2017) authored with Peter Lucido, C. Galasso.
- International Journal of Business, Accounting & Finance, 8 (1), 160-168, "RECONCILE YOUR DOMICILE - WHEN TO BE OR NOT TO BE? LEGAL ISSUES, JUDICIAL ANALYSIS AND IMPLICATIONS FOR TAXPAYERS RELOCATING TO AVOID STATE ESTATE TAX," (2014) authored with Kenneth Winkelman, Peter Lucido.
Basic or Discovery Scholarship
- Journal of Theoretical Accounting Research, 15 (1), "COMMUNICATION, CULTURE, OR RATIONAL ACTORS? A REVIEW OF THE LITERATURE: THE CHALLENGE OF TAX COMPLIANCE," (2019) authored with Linval Frazer & Kenneth Winkelman.
- Business and Professional Ethics Journal, 37 (2/3), "Do Gatekeepers of Taxation Need More Ethics and Enforcement to Move the Needle of Compliance North? (2018) authored with Linval Frazer & Kenneth Winkelman."
- Journal of Accounting and Finance, "PEER PRESSURE ON TAX AVOIDANCE- A SPECIAL PERSPECTIVE FROM FIRMS FISCAL YEAR-ENDS,"(2014) authored with Lingxiang Li & Kenneth Winkelman.
- International Journal of Business, Accounting & Finance, "RECONCILE YOUR DOMICILE, " (2014).
- Journal of Business Case Studies, "LEGAL ISSUES, JUDICIAL ANALYSIS, AND DOMICILE PLANNING TO AVOID STATE INHERITANCE TAX USING TENNESSEE AS A CASE STUDY, " (2013).
- The Tax Adviser, "ALLEVIATING THE FINANCIAL IMPACT OF HURRICANE SANDY THROUGH A RETIREMENT PLAN HARDSHIP DISTRIBUTION OR LOAN," (2012).
- The Tax Adviser, "NEW YORK METROPOLITAN TRANSPORTATION TAX DECLARED UNCONSTITUTIONAL," (2012).
Refereed Proceedings
Applied or Integrative/application Scholarship
- The Clute Institute International Academic Conference, "LEGAL ISSUES AND JUDICIAL ANALYSIS USING GRANTOR TRUSTS FOR INCOME AND ESTATE TAX MINIMIZATION PLANNING," (2016).
- The International Academy of Business and Public Administration, "MARYLAND V. WYNNE: The Commerce Clause Of the U. S. Constitution Invalidates A State Income Tax Statute For The First Time," (2015).
Basic or Discovery Scholarship
- Conference: North American Accounting Association Northeast region, "DO GATEKEEPERS OF TAXATION NEED MORE ETHICS AND ENFORCEMENT TO MOVE THE NEEDLE OF COMPLAINCE NORTH?" (2018)
Presentations of Refereed Papers
International
- The Clute Institute International Academic Conference, Las Vegas, Nevada, "LEGAL ISSUES AND JUDICIAL ANALYSIS USING GRANTOR TRUSTS FOR INCOME AND ESTATE TAX MINIMIZATION PLANNING," (2016).
- The International Academy of Business and Public Administration, Las Vegas, Nevada, "MARYLAND V. WYNNE, " (2015).
- The International Academy of Business and Public Administration, Las Vegas, Nevada, "MARYLAND V. WYNNE: The Commerce Clause Of the U. S. Constitution Invalidates A State Income Tax Statute For The First Time," (2015).
- The International Academy of Business and Public Administration, Las Vegas, Nevada, "WHERE ART THOU DEPREECIATION," (2013).
- The Clute Institute International Academic Conference, Las Vegas, Nevada, "TO BE OR NOT TO BE TENNESSEE," (2012).
- The International Academy of Business and Public Administration, Las Vegas, Nevada, "RECONCILE YOUR DOMICILE," (2012).
National
- American Accounting Association, Old Greenwich, Connecticut, "Do Gatekeepers of Taxation Need More Ethics and Enforcement to Move the Needle of Compliance North?" (2018) Co-Presenter Linval Frazer.
- The Clute Institute, Las Vegas International Academic Conference, Las Vegas, Nevada, "LEGAL ISSUES AND JUDICIAL ANALYSIS USING GRANTOR TRUSTS FOR INCOME AND ESTATE TAX MINIMIZATION PLANNING," (2016).
Working Papers
- "The Cook Islands- The Ultimate Trust Haven" (2022).
- "The Grantor Trust Rules" (2022).