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Dr. Janet Trewin, Associate ProfessorPh.D., Accounting
Accounting Faculty
Graduate Faculty
WSTC 309C
trewinj1@unk.edu         
308/865-8107

 


 

Academic Background

Ph.D.  Michigan State University,  East Lansing, Michigan,  Accounting,  1991
M.B.A.  Michigan State University,  East Lansing, Michigan,  Accounting,  1984
B.A.  Michigan State University,  East Lansing, Michigan,  Accounting,  1984

Areas of Expertise and Research Interest

Tax Accounting
Management Accounting
Estate Planning

Certifications

Certified Public Accountant, 21565, 1992
Certified Management Accountant, 10912, 1991

Courses Taught

Principles of Accounting I & II
Cost Accounting
Tax Accounting & Advanced Tax Accounting

Memberships

American Institute of Certified Public Accountants
Institute of Management Accountants
American Accounting Association
American Taxation Association
Accounting, Behavior, and Organization Section of the American Accounting Association
Artificial Intelligence/Emerging Technologies Section of the American Accounting Association
Accounting Historians Society
IS/MAS Section of the American Accounting Association
Recent Intellectual Contributions

Refereed Articles

Williams, J. & Trewin, J. (2010). "The American Opportunity Tax Credit." Strategic Finance, 91 (8), 8, 10, & 16. 

Trewin, J. & Curatola, A. P. (2007).  "Charitable Contributions by Donors and the Pension Protection Act!" Strategic Finance, 88 (12), 11-12, 65.

Trewin, J. & Curatola, A. P. (2007).  "Charitable Contributions by Individuals and the Pension Protection Act." Strategic Finance, 88 (10), 14, 16, 61.

Trewin, J. & Curatola, A. P. (2006).  "Taxing the Income of Children." Strategic Finance, 88 (6), 17-18.

Spoge, L. & Trewin, J. (2005).  "The Consequences of Misclassifying Workers." Strategic Finance, 86 (7), 15-16.

Non-Refereed Articles

Trewin, J. & Curatola, A. P. (2002).  "The Inequality of Distributions from Retirement Plans as a Result of Differing Life Expectancies." Benefits Quarterly Magazine, 18 (1), pp. 38-48.

Trewin, J., Flood, A., & Curatola, A. P. (2002).  "Taxation of Retirement Income from U.S. and Canadian Sources." Employee Benefits Journal, 27 (2), pp. 44-49.

Franz, M. & Trewin, J. (2000). "A Primer of Sales and Use Tax Obligations for Internet Sales." Oil, Gas, and Energy Quarterly, 50 (1), pp. 155-164.

Manual

Trewin, J. & Martindale, B. (2006). Concepts of Federal Taxation, 2007 Ed. Instructors Manual.

Book

Trewin, J. (2008). Estate Planning, 3rd Edition, Ft. Worth, TX:  MicroMash.
Trewin, J. (2006). Taxation of Wealth Transfers, 3rd Edition, Ft. Worth, TX:  MicroMash.
Trewin, J. (2005). Subchapter J - Income Taxation of Estates and Trusts 2nd Edition, Denver, CO:  MicroMash.
Trewin, J. (2005). Taxation of Wealth Transfer 2nd Edition, Denver, CO:  MicroMash.
Trewin, J. (2005). Estate Planning, 2nd Edition, Denver, CO:  MicroMash.
Trewin, J. (2003). Estate Planning, 1st Edition, Denver, CO:  MicroMash.
Trewin, J. (2003). Taxation of Wealth Transfers 1st Edition, Denver, CO:  MicroMash.
Trewin, J. (2003). Subchapter J - Income Taxation of Estates and Trusts 1st Edition, Denver, CO:  MicroMash .

Book Chapter

Michaelsen, R., Swigger, K., & Trewin, J. (1998). An Intelligent Interface for Tax Data Bases. Artificial Intelligence in Accounting and Auditing, (pp. 193-199, Vol. 4). Princeton:  Marcus Wiener Publishing.

Presentation of Non-Refereed Papers

Trewin, J. & Curatola, A. P. (2006, November). Retirement Planning in Light of Life Expectancy and Gender Issues.   Invited presentation at International Society of Business Disciplines, Las Vegas, Nevada.

Research Grants

1997 - Janet, T., "'Socio-Psychological Characteristics of Tax System Dropouts' With Sharon Lassar, Ken Orbach and Melissa Walters-York", South Florida Distirict Office of Research Administration of the Internal Revenue Service.

2008 - Trewin, J., Curatola, A.P., & Linnehan, F.J., "The Center of Retirement Research on Women - Drexel University", Drexel University.

Research Reports

Curatola, A. P., & Trewin, J., "State Income Taxation of Retirement Income from Qualified Retirement Arrangements" .

Dissertation

The Impact of the Introdution of an Expert System on a Professional Accounting Organization

Other Publications

2000 -  A Review of 'Federal Taxation: A Law Student's Guide to Leading Cases and Concepts', published in the Journal of The American Taxation Association, 22 (1), pp. 141-142.

SERVICE:

Service to the University 

Department assignments:

Chair: 

1997-1998:  Recruiting Committee: Drexel University

Faculty Sponsor - Student Club/organization: 

2005-2006:  UNK Accounting Society
2005-2006 through 2008-2009:  UNK Accounting Society/Beta Alpha Psi
1999-2000:  Arthur Andersen Tax Challenge Team Coach: Drexel University
1998-1999:  Arthur Andersen Tax Challenge Team Coach: Drexel University

Member: 

1996-1997:  Recruiting Committee: Drexel University
1996-1997 through 2003-2004:  Tax Curriculum Committee, Drexel University
1996-1997 through 2003-2004:  Doctoral Examination Committee, Drexel University

College assignments: 

Chair: 

2005-2006:  CBT Faculty Development Committee

Member: 

2008-2009:  CBT Deans Advisory Committee
2006-2007 through 2007-2008:  CBT Faculty Development Committee
2004-2005:  CBT Faculty Development Committee
2004-2005:  CBT:BD AACSB Subcommittee on Instructional Resources & Responsibilities

University assignments: 

Chair: 

2003-2004:  Drexel University: Kevin Flynn, 'The Effect of the Framing Phenomenon and the Reference Point Concept on Taxpayer Decisions'

Member: 

2008-2009:  Graduate Council Academic Programs Standing Committee
2008-2009:  Graduate Council
2007-2008:  UNK Recruiting Committee
2006-2007 through 2008-2009:  General Studies Roundtable II
2006-2007 through 2008-2009:  UNK Faculty Senate
2006-2007 through 2008-2009:  UNK Faculty Senate Oversight Committee
2006-2007 through 2007-2008:  General Studies Roundtable
2002-2003 through 2003-2004:  Drexel University Faculty Senate: Senator
1999-2000:  Drexel University: Alex Wilson, 'Longitudinal Study of Executive Compensation: Evidence and Explanantions'
1998-1999:  Drexel University: Bih Chiang, 'Cost Management in Health Care - An Empirical Investigation of the Effects of Untilization Management on Mental Health Benefits Costs and Untilization'
1996-1997 through 2003-2004:  Academic Standing Sub-Committee: Drexel University

Service to the Profession 

Academic Conference: Moderator / Facilitator 

2005:  ATA Midyear Meeting, Washington, District of Columbia (National).
2003:  AAA Annual Meeting, Honolulu, Hawaii (National).
2001:  AAA Annual Meeting, Atlanta, Georgia (National).
1998:  Mid-Atlantic Region AAA Meeting, Parsippany, New Jersey (National).

Board Member: PRJ Editorial Review Board 

2006-2009:  ATA Journal of Legal Tax Research (National).

Chair: Conference / Track / Committee / Program 

2007-2008:  ATA Midwest Regional Meeting (National).
2000:  Accounting Historians Society, Convenor, 'Accounting History: An International Perspective', Philadelphia, Pennsylvania (National).

Member: Profession / Committee / Board 

2007-2008:  ATA Membership Committee (National).
2006-2007:  American Taxation Association, Corporate Tax Policy Committee Member (National).
2006-2007:  American Taxation Association, Undergraduate Curriculum Committee Member (National).

Member: Program Committee 

2007-2008:  ATA Annual Meeting (National).
2007:  Mountain Plains Management Conference, Conference Organization Committee Member (National).
2006-2007:  ATA Midyear Meeting (National).

Reviewer - Article / Manuscript 

2006-2008:  ATA Journal of Legal Tax Research (National).

Reviewer: Paper / Article 

2007-2008:  Strategic Finance (National).

Service to the Community 

Chair of a Committee 

2008:  Dawn Rotary Cranes on Parade, Again Sponsorship Committee

Member of a Committee 

2008-2009:  St Luke's Epsicopal Church Vestry

Other Community Service Activities 

2007-2009:  Kearney Dawn Rotary Club, Rotary International
2006-2008:  Investment Task Force, Kearney Area Community Foundation
2006-2008:  St. Luke's Episcopal Church, Communications Committee
2005-2006:  Investment Task Force, Kearney Area Community Foundation
2000-2004:  Board of Trustees, Sylvia H. Trewin Family Foundation, Richardson, TX
1998-2004:  Church of the Good Samaritan, Paoli, PA, Finance Committee

Faculty Development 

Instructional-Related Conference 

1999:  E & Y Professonal Development Program for Educators. Washington, District of Columbia.
1998:  KPMG Peat Marwick Estate and Gift Taxation Course, Invited Participant. Montvale, New Jersey.
1998:  KPMG Peat Marwick Fiduciary Income Tax Course, Invited Participant. Montvale, New Jersey.
1998:  E & Y Professonal Development Program for Educators. Washington, District of Columbia.
1998:  AICPA Tax Educators Symposium. Las Vegas, Nevada.

Professional Seminars / Workshops 

2008:  UNK CBT Faculty Development Workshop: Understanding the Millennial Generation. Kearney, Nebraska.
2007:  UNK CBT Faculty Development Workshop: Statistical Methodologies, March 2007. Kearney, Nebraska.
2007:  UNK Service Learning Institute, June 2007. Kearney, Nebraska.
2006:  UNK CBT Faculty Development Workshop, Developmental Advising. Kearney, Nebraska.
2005:  UNK College of Business & Technology Faculty Development Workshop: How to Recognize Opportunities Across Disciplines. Kearney, Nebraska.
2004:  University of Nebraska at Kearney: Professional Portfolio Management. Kearney, Nebraska.

Technology-Related Training 

2005:  AAA Annual Meeting, Attendee: Assessment of Learning Outcomes and Accounting Programs. San Francisco, California.

Honors-Awards-Grants 

Awards:

2001:  Professor of the Year, LeBow College of Business, Student Choice Awards, Drexel University.