Robert Wnek, J.D., LL.M. CPA
Education
LLM, Boston University, 1981.
Major: Taxation
JD, Widener University Law School, 1976.
BBA, Villanova University, 1970.
Major: Accounting
About Robert
My scholarship serves the purpose of exploring tax law in a deeper scope related to the statutory wording and interpretation. It enables the researcher to attempt to determine the reach and potential scope of the statute for the relevant taxing authorities to obtain their revenue. Tax research especially can lead to ways and means for taxpayers to create ways to plan their affairs to legitimately circumvent tax collection using the literal wording of the statute to support their case.
Bringing the research into the classroom environment enables the teacher to expand the knowledge and depth of understanding of the students in the subject matter. This is especially true in the M.S. Taxation program where the students actively seek to expand their knowledge to advance their careers and apply what they learn in their everyday work environment.
Published Intellectual Contributions
Wnek, R. E., Goldberg, M. "Taxation Issues in Elder Law". Connecticut LawTribune.
Wnek, R. E., Brody, R., Moscove, S. (2005). Auditing Standards in Poland; past, present and future". Managerial Auditing Journal, 20(1).
Wnek, R. E., Goldberg, M. (2004). "Incorporating I.R.C., Section 2057, Into Estate Planning Decisions". Quinnipiac Probate Law Journal 128, 18(1 & 2).
Wnek, R. E., Goldberg, M. (2001). Professional Corporation May be Passe". Law Firm Partnership & Benefits Report, 7(8).
Wnek, R. E., Goldberg, M. "Is the Professional Corporation Obsolete?". Connecticut LawTribune.
Refereed Journal Articles
Rolleri, M., Wnek, R. E. (2014). Financial Reporting Framework for SMEs and the AICPA Decision Tool for Adopting an Accounting Framework. Connecticut CPA, September/October 2014, ppgs 8-13. www.ctcpas.org/uniflip/SO2014/html/8.html
Goldberg, M. A., Wnek, R. E., Rodricks, P., Kruth, C. (2013). Untangling the 'Carried Interest' Controversy. To appeared. Journal of Business & Economics Research, 11(2). http://journals.cluteonline.com//JBER/article/view/7621
Goldberg, M. A., Wnek, R. E., Robert, E., Pineau, J. (2012). U.S. Taxation of the Value of Executive Services Performed for Multinational Joint Ventures. International Business & Economics Research Journal, 11(11), 1191.
Wnek, R. E., Daneshfar, A., Simyar, F., Rolleri, M. (2010). Motives For Employee Profit Sharing Schemes in the U.S., U.K., And Canada. International Business & Economics Research Journal, 1-9.
Wnek, R. E., Goldberg, M., Rolleri, M., Leone, J. (2007). Application of the Domestic Production Activities Tax Deduction (Relating To A Wide Range Of Industries). Journal of Business & Economics Research, 73-92.
Wnek, R. E., Daneshfar, A., Rolleri, M., Akaishi, M. (2006). "Comparison of U.S. and Japanese 401(k) Pension Regulations:" Application for International Financial Reporting". Journal of Accounting and Finance.
Presentations Given
Wnek, R. E., Goldberg, M. A., ""A Systematic Approach to Addressing Unique Demands of a Business Law Course"," Las Vegas, Nevada. (October 2006).
Wnek, R. E., Goldberg, M. A., Kruth, C., Cohen, S., ""Eminent Domain and Kelo: Constitutional Right for Sale or Business as Usual"," Clute Institute, las Vegas, NV. (October 2006).
Wnek, R. E., Goldberg, M. A., Kruth, C., Finn, D. M., ""The Business Law Course in an MBA Program"," Las Vegas, Nevada. (October 2006).
Wnek, R. E., Goldberg, M. A., Batchelor, P., ""Mergers and Acquisitions: When is Bigger Better?"," Las Vegas, Nevada. (October 4, 2006).
Wnek, R. E., Goldberg, M. A., ""ERISA at 30: Keeping the Original Promise"." (December 9, 2004).
Wnek, R. E., Goldberg, M. A., ""Navigating the Estate Tax Deduction for Family-Owned Business Interests"," Portland, Maine. (May 3, 2001)
Professional Positions
Academic
Professor, University of New Haven. (1978 - Present).
University of New Haven, Professor, Taxation and Business Law, Chairman of Accounting
Coordinator of Masters in Taxation Program
Professional
Private Consulting. (1978 - Present).
Professional Consultant on Estate, Probate, Income Tax matters, including but not
limited to representation before the IRS on audit matters, Income Tax planning, Estate
Tax Planning utilizing Charitable Foundations, Irrevocable and Revocable Trusts, Charitable
Remainder Trusts, Qualified Personal Residence Trusts, Limited Liability Companies,
and Family Limited Partnerships, business management consulting. Some time 1980-81
with Richard A. Dice PC law firm.
Tax Department Supervisor, Deloitte & Touche (formally Touche & Ross & Co.). (September
1974 - August 1978).
Duties included tax research, planning and representation for clients which included
multi-national and publicly traded companies; representation before Federal and State
tax authorities including writing requests for rulings and protests; review of most
types of returns, including consolidated returns and DISC returns; involved writing
extensive state tax study for large subsidiary of major corporation; foreign tax planning
and research including DISC, Possessions Corporations, branch operations and tax treaties;
performed tax provision reviews of large audited clientele and performed income, estate,
and gift tax planning for individual clientele.
Certified Public Accountant. (October 1972 - August 1974).
Duties included filing tax returns for local CPA firms (corporate, partnership and
individual); reviewed returns prepared by firm partners and senior staff members;
serviced clients for other practitioners ranging in size from small to publicly traded
company.
Firms included Emmanuel Whiting, Goldberg Rosenthal , and Ross.
SPITZ, SULLIVAN, WACHTEL & FALCETTA. (June 1970 - September 1972).
Responsible for rendering tax and accounting services to twenty clients. Clients
represented primarily small to medium sized corporations, Sub S Corporations and partnerships.
Media Contributions
Internet
Newsday.com. "Experts Pick Apart Tax Plans of Governor Candidates" September 7, 2006 Gormley published in Newsday.com-I researched and provided written responses to the author regarding the various tax proposals offered by candidate for the office of Governor of the State of New York. I am quoted in the article. (September 7, 2006)
Courses Taught
- ACCT 6601 Fundamentals of Fed Income Tax, 1 course
- ACCT 6605 Partnership & LLC Income Tax, 1 course
- ACCT 6608 Tax of Estates, Gifts & Trusts, 1 course
- ACCT 6615 Research Prj: Fed Income Tax, 2 courses
- ACCT 6679 Special Topics, 2 courses
- ACCT 6695 Independent Study I, 1 course