2. This presentation gives a sample of some of my selected academic work in
college. All reports, except for my Capstone on Sarbanes-Oxley, were
performed while at graduate school at the University of Texas at Austin. Most
of the documents include the assignment requirements at the beginning;
otherwise, the introducing slide explains the assignment. The embedded
links in each slide direct to specific Google Docs.
Executive Compensation Report
International Taxation Memorandum
Johnson & Johnson Financial Statement Analysis Report
Professional Interview Report
Sarbanes-Oxley Capstone
Tax Planning Case – International Earnings
Tax Research Memorandum
Taxation of Virtual Property Essay
3. Executive Compensation Report
Executive Compensation at GE
My course on Corporate Governance required me to
analyze a Harvard Business case regarding executive
compensation at General Electric. Executive compensation
holds a spotlight during the recession and global economic
crisis and is a topic with which I am genuinely interested. I
analyzed the compensation packages of the CEO and board
members at GE and presented advice on whether the plan
was favorable. Jack Welch’s focus on market capitalization
and maximization of shareholder value were deemphasized
when Jeffery Immelt took the helm. The report focused on
executive compensation from a corporate governance
perspective.
4. International Taxation Memorandum
International Tax Memo
This memo was assigned during my International & Interstate
Taxation course. It involved two hypothetical tax situations
regarding the US foreign tax credit. To simulate real-world time
pressure, I received only 72 hours to complete the assignment
from start to finish.
5. Johnson & Johnson Financial Statement
Analysis Report
Johnson & Johnson Report
As part of my semester project in my Financial Statement
Analysis course, I worked with a small team of MBA and MPA
candidates to prepare a report on Johnson & Johnson. Our
assignment was to present a complete analysis on the company
and our recommendations of its valuation. I complied the entire
report from my team members’ submissions and composed
Appendix M, an optional analysis of the company’s income tax
component. Additionally, I designed each chart in Appendix
N, beginning on page 56, and formatted every schedule and
financial statement in the report.
6. Professional Interview Report
Professional Interview Report
Part of the curriculum in my summer Business Communication course
required me to interview a professional in the realm of accounting
about the role of communication. Rather than call someone with
whom I was already familiar, I took a shot in the dark and emailed a
CFO of a Fortune 50 company. The CFO responded and granted me
a phone interview, the details of which are outlined in the report. I
have omitted any identifying information to preserve confidentiality.
7. Sarbanes-Oxley Capstone
Sarbanes-Oxley Capstone
I wrote this essay while an undergraduate. My assignment was to
select a social issue and create an analysis based on a question
that began with the word, “should.” This essay represents the
culmination of my undergraduate studies and demonstrates my
ability to recognize an important social issue and my capability to
perform research. At the time (2007), I analyzed whether Sarbanes-
Oxley (SOX) should be reformed. Corporate America and the
accounting industry was still in the aftermath of SOX and I wanted
to explore whether the Act would help prevent fraud. I was required
to research a multitude of varied sources, including two personal
interviews and engage in a course of action to promote awareness
of the topic.
8. Tax Planning Case – International Earnings
Tax Panning - Subpart F
This case was the final assignment during my Tax Planning for
Business Entities course in the summer of 2009. It involved
analyzing and presenting a solution to an international tax issue
regarding foreign earnings. The “Value-adding” section required me
to heavily apply NPV earnings and cash flow analyses in tandem with
my knowledge of international taxation.
9. Tax Research Memorandum
Tax Research Memo
The third memorandum in my Tax Research Methodology course
required me to analyze, identify, and research tax issues within a
set of facts. It represents a hypothetical case of two wealthy
individuals, based on a true case from Grant Thornton. The
assignment demanded proper citation, application of tax law, and
tax issue identification.
10. Taxation of Virtual Property Essay
Taxation of Virtual Property
During my coursework in The Legal Environment of Business
for MPAs, I was encouraged to explore a legal topic and
present an essay on my research. In this essay, I researched
the taxation of virtual property transactions and presented
answers to several key issues.
