FACULTY POSITIONS. Software employed for teaching include: MyAccountingLab, WileyPLUS and Canvas.

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1 James B. Biagi, JD, CPA 10 Edgewood Road Goshen, NY Mobile Phone: (914) Personal Work FACULTY POSITIONS Stevens Institute of Technology, Hoboken, NJ (Fall 2017 to present) Associate Teaching Professor, School of Business Teaching Activities focus on accounting at the undergraduate and graduate levels along with Senior Design, the undergraduate capstone course. Program Activities include the creation of two classes for the newly established accounting program, one in individual taxation and another in business taxation. Assisted in the development of the Certified Financial Program (CFP) concentration for the Master of Finance degree, including the creation of classes in individual taxation and retirement and estate planning. Currently serving as Program Director for the CFP Program and working with the CFP Board to obtain accreditation. Scholarly activities concentrated in issues related to the Pathways Commission on Accounting Higher Education, professional ethics and cryptocurrency. Service Activities include acting as the faculty advisor to the Men s Golf Team and teaching in the Explorer Program, a summer experience for high school students interested in attending Stevens. Software employed for teaching include: MyAccountingLab, WileyPLUS and Canvas. Marywood University, Scranton, PA (2013 to 2017) Assistant Professor, School of Business Teaching Activities focused in the fields of Accounting (including Intermediate I and II), Federal Taxation (individual and business) and Business Law at both the undergraduate and graduate levels. Taught in traditional and online formats. Scholarly Activities concentrated in areas of Business Law, Federal Tax Practice and Procedure, and Sales and Use Taxation. 1

2 Committee Activities included serving on the Orientation Faculty Advisory Board, the Finance Committee to the Business School Advisory Council, the Institutional Review Board, and the Mission Integration Committee. Also served as the Faculty Advisor to both the Accounting and Finance Club and the Golf Team. Served as a Faculty Reader in the PhD program and board member for Athletic Association. Software employed for teaching included: Moodle, McGraw-Hill Connect, CengageNow, WebEx, Quickbooks and TaxCut. EDUCATION State University of New York at Buffalo School of Law, Buffalo, NY Juris Doctorate, 1990 with a concentration of course work in Tax Law Pace University, Pleasantville, NY Bachelor of Business Administration, Accounting Information Systems, 1986 Honors: Cum Laude PRIVATE PRACTICE Manager, Lexington Avenue, LLC (2001 to present) Entity is the owner of the real property located at the corner of Lexington Avenue and 55 th Street in New York City and the landlord of a commercial ground lease for the property. Responsible for all dealings with the tenant on issues related to lease renegotiation and the operation of the building on behalf of all investors. Also responsible for communications and collaboration with investors, outside attorneys, accountants and financial advisors along with bookkeeping, financial reporting and tax compliance issues. Serve as trustee for various investor family trusts. Spend approximately 10% of work time on these matters. SCHOLARLY PUBLICATIONS Published peer reviewed article in Accounting Today on April 6, 2018 entitled: Thinking about becoming an accounting professor? Article can be found at: Published peer reviewed article in the Journal of Accountancy CPA Insider Newsletter in August 2017 entitled: Don t let these myths stand between you and a teaching job. Article can be found at: Published peer reviewed paper in Journal of Accounting and Taxation in November Cited as: Biagi, James B. (2016). Bulk asset purchase 2

3 transactions involving New York sales tax vendors: Be careful there and everywhere. Journal of Accounting and Taxation, Vol 8(6), pp Published peer reviewed paper in Journal of Law and Conflict Resolution in January Cited as: Biagi, James B. (2015). Considerations in Addressing an Internal Revenue Service Audit for an Individual Taxpayer in the United States. Journal of Law and Conflict Resolution, Vol 7(1), pp Published peer reviewed paper in Beijing Law Review in December Cited as: Biagi, J. B. (2014). Effect of Signature Card on Disposition of Joint Bank Account upon Death of Co-Owner under New York Banking Law. Beijing Law Review, 5, Published paper in proceeding for the Society of Business Research International (SBR) conference held in March 2015 entitled: New York State Sales and Use Tax: A Discussion of Jurisdictional and Reporting Issues Related to Business Taxpayers. The paper was presented at the conference and can be found at: 09EC00257A61B2D298D&disposition=0&alloworigin=1 SCHOLARLY PRESENTATIONS Co-authored case study entitled: Initial Coin Offering: An AIS Teaching Case that was presented at the American Accounting Association (AAA) 2018 Blockchain Technology conference. Presented paper entitled: Helping CPAs Make a Career Change from Practice to Academia at the Effective Learning Strategies session of the AAA Northeast Region conference held in October Also presented an ethical case study at the Research Roundtable Forum entitled: What to Consider When an Executor Discovers a Cash Hoard: An Ethical Case Study for CPAs. Participated in a podcast produced by the American Institute of Certified Public Accountants (AICPA) entitled From CPA to the classroom: Going from practitioner to professor issued by the Journal of Accountancy on February 28, 2017 and found at: at: Presented Paper entitled: Bulk Asset Purchase Transactions Involving New York Sales Tax Vendors: Be Careful There and Everywhere at the Discussion Topics in Taxation session of the AAA Northeast Region conference held in October

4 Invited to attend the Bridge Program offered by the Association to Advance Collegiate Schools of Business (AACSB) at Babson College in June 2015 to discuss transition from a career as a practitioner to academia. Presented paper entitled: Considerations in Addressing an Internal Revenue Service Audit of an Individual Taxpayer in the United States at the 12th World Congress of Accounting Educators and Researchers held by the International Association for Accounting Education and Research (IAAER) in University of Florence in November Abstract of that same paper was presented at the Northeastern Association of Business, Economics and Technology (NABET) conference in October CONFERENCE SERVICE Served as paper reviewer for the 2018 AAA National and Northeast Region conferences in the fields of taxation and ethics. Served as the panel moderator and chair for the Theory on Tax Compliance Session of the 2017 AAA Northeast Region conference. Served as a paper reviewer for the session. Served as panel moderator and chair for the Tax Policy and Research Session of the 2014 AAA Northeast Region conference. Served as panel moderator and chair for the General Research Session of the 2014 NABET annual meeting and conference. PUBLISHED CASE OPINIONS Kelley v. Commissioner, 66 T.C.M (1993); Beckwith v. Commissioner, 69 T.C.M (1995); Estate of Fox v. Commissioner, 69 T.C.M (1995); Summers v. Commissioner, 71 T.C.M (1996). OTHER ACADEMIC ACTIVITIES Completed the Professionally Qualified Bridge Program offered by the AACSB at The Ohio State University in June The Bridge Program is designed to prepare and develop professionals for teaching positions within an AACSB accredited business school. Completed course at Mount Saint Mary College in Newburgh, NY entitled Teaching and Learning Online that covered tools and techniques, such as Moodle and WebEx, to provide online education. 4

5 PART-TIME TEACHING POSITIONS Adjunct Faculty Taught Introduction to Financial Accounting during the summer of 2015 at The Culinary Institute of America, Hyde Park, NY. Content Developer Developed the content for a course in Corporate Finance offered in the hybrid online format by the Distance Education Department of Mount Saint Mary College in Adjunct Instructor Taught Principles of Finance in the hybrid online format offered by the Distance Education Department of Mount Saint Mary College from 2011 to 2013 and assisted with course revisions. Lecturer/Author Authored content and taught continuing accounting and legal education seminars entitled Sales and Use Tax in New York and Advanced Sales and Use Tax in New York presented by Lorman Education Services from 2005 to 2012 throughout the State of New York. Adjunct Instructor Taught Business Law I from 2007 to 2008 and Civil Litigation and Practice in 2009, Marist College. Lecturer/Author Authored content and taught a continuing accounting education seminar entitled Handling an IRS Tax Controversy held by the Hudson Valley Chapter of the New York State Society of Certified Public Accountants in Lecturer/Author Authored content and presented continuing legal education seminar entitled Basic Estate Planning held by FLG&P Center for Continuing Legal Education in Lecturer/Author- Wrote and delivered internal training seminars on tax evasion and money laundering for the Internal Revenue Service Office of Chief Counsel from 1993 to Adjunct Instructor Taught Intermediate Accounting, Mount Saint Mary College in Adjunct Instructor Taught Business Law, Rockland County Community College from 1990 to Adjunct Instructor Taught in Paralegal Studies program, Erie County Community College from 1987 to PROFESSIONAL EXPERIENCES Of Counsel (now Retired) Dickover, Donnelly & Donovan, LLP from 2014 to Practice was limited to serving prior clients in order to close open files. Partner Dickover, Donnelly, Donovan & Biagi, LLP from 1998 to 2013 Represented clients as attorney before the Internal Revenue Service (IRS) and other governmental agencies on civil and criminal tax controversy matters. Represented clients on legal issues involving trust and estate planning and 5

6 litigation, business and commercial transactions and real estate. Also represented fellow practitioners before the IRS Office of Professional Responsibility. Responsible for the financial operations of the law firm, including accounting and financial reporting systems. Developed and maintained firm s website. Solo Practitioner Law Office of James B. Biagi from 1995 to1998 Practice was concentrated in tax, estate planning, business and commercial transactions and real estate. Trial Attorney Office of Chief Counsel for the IRS from 1991 to 1995 Represented IRS in cases pending before the United States Tax Court concerning income and estate taxes. Provided advice and guidance to the Office of United States Attorney on tax and white-collar criminal investigations and prosecutions. Auditor Ernst & Young (formerly Ernst & Whinney) from 1986 to 1987 Staff Accountant and member of the audit group. Expert Witness - retained as expert in the field of tax and estate law by defense counsel for various legal malpractice insurance carriers. ADMISSIONS AND LICENSES Attorney admitted to practice in the State of New York since Attorney admitted to practice in the United States Tax Court since Attorney admitted to practice in the Southern District of New York since Certified Public Accountant licensed in the State of New York since COMMUNITY SERVICE Community Foundation of Orange and Sullivan Counties - Member of the Professional Advisory Society since 2013, working to advance and encourage philanthropic activities throughout the Hudson Valley of New York. Goshen Ecumenical Pantry, Inc.- Volunteer since 2006 and former president and board member. The Goshen Rotary Scholarship Foundation- Member of the Scholarship Selection Committee from 2002 to Member, Officer and/or Volunteer- various community organizations including the St. John Catholic elementary school, The Goshen Rotary Club, Leadership Orange, the Orange Regional Foundation (formerly the Arden Hill Foundation) and the Heart Lake Association graduate of the Leadership Orange program. 6

7 PROFESSIONAL ORGANIZATIONS Member - AICPA since 1987 and AAA since