Bill Harden
Biography
Bill is an Associate Professor in the Bryan School of Business and Economics at the University of North Carolina at Greensboro where he teaches tax and financial accounting courses. Bill has over thirty years of experience in taxation. He was awarded the Bryan School Tenured Faculty Teaching Excellence Award for 2008 and 2018. In addition to his university teaching, Bill consults on tax and financial planning issues and has been involved in CPE instruction for over two decades. He has received NCACPA and AICPA instructor awards. Bill has authored over 50 publications in tax accounting and financial planning journals and is a tax columnist for the Journal of Financial Service Professionals. He is married and has two school age sons and is the Treasurer for their Cub Scout Pack.
Education
Ph.D. Business Administration (Accounting), University of Kentucky, August, 1997
Master of Taxation, Georgia State University, December, 1989
Bachelor of Business Administration, North Georgia College, June, 1985
Research/Publications
Harden, B. and D. Peters. (2024). A Review of the Tax Theft Loss Rules and Applicability to Cryptocurrency. Journal of Financial Service Professionals. 78 (5) September 2024, 11-15.
Harden, B. (2024). New Beneficial Ownership Reporting Requirements. Journal of Financial Service Professionals. 78 (3) May 2024, 10-14.
Geisler, G. and J. W. Harden. (2024). Excessive Student Loans: The Harbinger of Death to a Financial Future. Journal of Financial Service Professionals. 78 (2) March, 60-70.
Harden, B. (2024). Review of Federal Tax Real Property Rental Rules. Journal of Financial Service Professionals.78 (1) January, 10-14.
Harden, B. (2023). Reporting and Basis in Flow-through Entities. Journal of Financial Service Professionals. 77 (5) September, 11-15.
Harden, B. (2023). The Road Ahead: Vehicle and Related Credits from the Inflation Reduction Act. Journal of Financial Service Professionals. 77 (3) May, 12-15.
Harden, J.W. and D. R. Upton. (2023). Partnership Taxation – Is It a Partnership? Strategic Finance. 104 (11) May, 15-16.
Geisler, G. and J. W. Harden. (2023). Maximizing Tax Alpha in Both Accumulating and Decumulating Retirement Savings. Journal of Financial Service Professionals. 77 (2) March, 46-58.
Harden, J.W. and D. R. Upton. (2022). New Requirements for Cryptocurrency Transactions. Strategic Finance. 103 (10) April, 17-18.
Harden, J.W. and D. R. Upton. (2022). Retroactive Changes to the Employee Retention Credit. Strategic Finance. 103 (9) March, 17-18.
Harden, J.W. and D. R. Upton. (2021). Taxpayer Relief from Net Operating Loss Changes. Strategic Finance. 102 (4) October, 15-16.
Geisler, G., Harden, B. and D. Hulse. (2021) A Comparison of the Tax Efficiency of Decumulation Strategies. Journal of Financial Planning. 34 (3): 72-89.
Hardeck, I., Harden, J.W., and D.R. Upton. (2021). Consumer Reactions to Tax Avoidance – Evidence from the United States and Germany. Journal of Business Ethics. 170: 75-96. (published online in 2019).
Curatola, A.P., Harden, J.W., Rinier, J.W., and D.R. Upton. (2020). Business Tax Planning Issues for 2021. Journal of Financial Service Professionals. 74(6) November, 39-48.
Curatola, A.P., Harden, J.W., Rinier, J.W., and D.R. Upton. (2020). Retirement Income Planning Issues for 2021. Journal of Financial Service Professionals. 74(5) September, 82-92.
Geisler, G., and B. Harden. (2019). Should Charitable Taxpayers Donate Directly from an IRA or Donate Appreciated Securities? Journal of Financial Planning 32 (12): 46–56.
Curatola, A.P. and J.W. Harden. (2019). Final Rules Developed for the Section 199A Deduction. Journal of Financial Service Professionals. 73(5) September, 44-54.
Harden, J.W. and D. Upton. (2019). IRS Provides Friendly Guidance on Meals. Strategic Finance. 100(11) May, 19-20.
Curatola, A.P. and J.W. Harden. (2019). Implications of the New Flow-through Deduction for Financial Service Professionals. Journal of Financial Service Professionals. 73(1) January, 85-96.