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Alan Sumutka

Alan Sumutka

Associate Professor Emeritus
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sumutka_2018.jpg

Contact Info

Email: sumutka [at] rider.edu

Phone Number: 609-896-5193

Office Location: Sweigart Hall

Related Links
sumutka_2018.jpg

Contact Info

Email: sumutka [at] rider.edu

Phone Number: 609-896-5193

Office Location: Sweigart Hall

Related Links

Professor Sumutka, a member of the Rider Community since 1977, teaches undergraduate and graduate taxation courses. He is the recipient of four teaching awards, including the New Jersey Society of CPAs β€œOutstanding Educator Award” and the Lindback β€œDistinguished Teaching Award,” and is a member of the Accounting Advisory Council Hall of Fame.

Prior to entering academia, Sumutka worked for the β€œBig 8” CPA firm, Peat, Marwick, Mitchell and Co., and pharmaceutical giant, Merck and Co., Inc. He operated his own CPA firm for 34 years.

The recipient of many research leaves and grants, Sumutka publishes primarily in the area of taxation and is the author/co-author of 38 articles and 1 book. His articles have appeared in The Journal of Financial Planning, The Journal of Accountancy, The Tax Adviser, Taxation for Accountants, The CPA Journal, and others.

He is a member of the American Institute of Certified Public Accountants and the New Jersey Society of CPAs.

Research Interests

Taxation, Personal Financial Planning

Teaching Interests

Taxation

Background Information

  • Master of Business Administration, 1977, Seton Hall University, Accounting
  • Bachelor’s of Science in Commerce, 1972, ΒιΆΉΝψ, Accounting

Refereed Articles

  • Sumutka, A.R. & Coopersmith, L. (2017). The Impact of Rates of Return on Roth Conversion Decisions and Retiree Savings Wealth.  Journal of Personal Finance, 16 (1), 29-39.
  • Sumutka, A.R. & Sumutka, A.M. (2016).  Tips for Improving Your Online Security: Out-of-wallet security questions are not as secure as you think.  Journal of Financial Planning, 20-23.
  • Sumutka, A. R., Sumutka, A. M., & Coopersmith, L. W. (2012). Tax-Efficient Retirement Withdrawal Planning Using a Comprehensive Tax Model. Journal of Financial Planning, 25 (4), 41-52.

Other Intellectual Activities

Contribution to Practice

  • 2012: Newspaper Articles or Columns. Interview: Interviewed with 'PM Packet Magazine' (of Princeton, NJ) re: 'Financial Fitness'

Basic or Discovery Scholarship

  • 2016:  Sumutka, A.R., How to Protect your Investments.  Interview with The Times (of Trenton NJ), appeared 5/15/16, page 3.
  • 2012: Sumutka, A. R., A New Rule of Thumb for Tapping Savings. Interviewed with Kiplinger's Retirement Report. Appeared in September 2012 edition.

Honors/Awards/Grants

Awards

  • 2015:  Davis Summer Research Grant, ΒιΆΉΝψ, Norm Brodsky College of Business.
  • 2011: Summer Research Fellowship, ΒιΆΉΝψ, Norm Brodsky College of Business.
  • 2011: Gordon E. Prichard '63 Award for Volunteer Service ΒιΆΉΝψ Alumni Association.
  • 2011: Adviser Appreciation Award ΒιΆΉΝψ, Norm Brodsky College of Business.
  • 2009: Adviser Appreciation Award ΒιΆΉΝψ, Norm Brodsky College of Business.
  • 2005: Faculty Award Catholic Campus Ministry.
  • 2002: Course Reduction Center for Innovative Instruction.
  • 1991: Bronc-Backer Award Rider Basketball Team.
  • 1989: Dean's Award of Special Recognition for outstanding contributions to the Norm Brodsky College of Business ΒιΆΉΝψ, Norm Brodsky College of Business.

Honors

  • 2014: Accounting Advisory Council Hall of Fame Inductee. ΒιΆΉΝψ. Faculty Lifetime Achievement
  • 2012: ΒιΆΉΝψ, awarded by President at Founder's Day. Andrew J. Rider Scholar Faculty Recognition as the person at Rider who most influenced their development and achievement.
  • 2010: University Distinguished Teaching Award. Finalist
  • 2008: ΒιΆΉΝψ, awarded by President at Founder's Day. Andrew J. Rider Faculty Recognition
  • 2007: ΒιΆΉΝψ, awarded by President at Founder's Day. Andrew J. Rider Faculty Recognition
  • 2000: NJ Society of CPAs. Outstanding Educator Award
  • 1997: ΒιΆΉΝψ Business Advisory Board. Innovative Teaching Award
  • 1984: NJ Society of CPAs. Nominee for Outstanding Educator Award Program
  • 1982: Christian R. & Mary F. Lindback Foundation. Distinguished Teaching Award
  • 1979: Alpha Lambda Delta. Award for Distinguished Teaching

Research Grants

  • 2014: Sumutka, A.R., ΒιΆΉΝψ Davis Summer Research Grant.
  • 2011: Sumutka, A. R., ΒιΆΉΝψ Summer Research Grant.
  • 2008: Sumutka, A. R., Paid Research Leave.
  • 2007: Sumutka, A. R., Paid Research Leave.
  • 2006: Sumutka, A. R., Davis Summer Research Grant.
  • 2004: Sumutka, A. R., College Summer Development Grant.
  • 2003: Sumutka, A. R., Paid Research Leave.
  • 1996: Sumutka, A. R., Paid Research Leave.
  • 1991: Sumutka, A. R., Paid Research Leave.
  • 1989: Sumutka, A. R., College Summer Research Grant.
  • 1988: Sumutka, A. R., College Summer Research Grant.
  • 1987: Sumutka, A. R., College Summer Research Grant.

 

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