Greg Geisler
Clinical Professor | Indiana University, Kelley School of Business
Bloomington , IN, UNITED STATES
Greg Geisler is an expert in taxes and individual financial planning.
Media
Publications:
Documents:
Videos:
Audio/Podcasts:
Industry Expertise (1)
Accounting
Areas of Expertise (7)
Social Security Tax Torpedo
Tax-Efficient Accumulation
Tax-Efficient Decumulation
Health Savings Accounts
Tax Law Changes
Qualified Charitable Distributions
Asset Location
Accomplishments (7)
Montgomery-Warschauer Award (professional)
(donated to charity) 2017
Phi Kappa Phi (Honor Society)
(inducted in) 2017
UMSL Summer Research Awards (professional)
2004, 2014, 2017
GSU Research Program Course Releases (for working papers) (professional)
1997, 2000
Ernst & Young Doctoral Dissertation Fellowship (professional)
1993 – 1994
Coopers & Lybrand (now PWC) Scholar (Fellowship)
1990 – 1992
Associates Fellowship (University of Pittsburgh) (professional)
1989 – 1990
Education (3)
University of North Carolina-Chapel Hill, Kenan-Flagler Business School: Ph.D., Business 1995
University of Pittsburgh: MBA 1990
University of Notre Dame: BBA 1984
Languages (1)
- English
Media Appearances (7)
IRS: Be prepared for a frustrating tax season
WISH-TV tv
2022-01-12
Greg Geisler, a clinical professor of accounting with Indiana University, says the IRS has over 6 million unprocessed form 1040s from last year and over 2 million amended individual tax returns that haven’t been processed yet. “It is a nightmare, it is worse than ever,” says Geisler. “Paper is kryptonite.” Geisler, as well as the IRS, is urging taxpayers to file their taxes electronically and, if getting a refund, to set up a direct deposit.
Health savings accounts: A second retirement plan
CNBC online
2016-06-06
The fact is that if your employer 401(k) match is low enough and your combined tax savings on HSA contributions is high enough, you’d amass more wealth by making HSA contributions first. - Greg Geisler
Everything you need to know about filing freelance taxes for the first time
Freelancers Union online
2021-02-16
Eventually, I decided to consult an expert about the tax dynamics facing freelancers in 2021. That expert is Greg Geisler, a clinical professor at Indiana University’s Kelley School of Business. Dr. Geisler, a CPA who teaches courses on tax and financial planning, let me pepper him with questions about confronting tax season as an independent worker.
Working from home instead of in the city? Don’t expect a break from paying the St. Louis earnings tax.
St. Louis Post-Dispatch online
2020-06-12
Greg Geisler, a clinical professor of accounting at Indiana University and formerly of the University of Missouri-St. Louis, said tax authorities at all levels are concerned about much lower collections because of the pandemic-related slowdown.
People across Indiana still waiting on stimulus checks
FOX59 tv
2020-05-22
Indiana University clinical professor of accounting Greg Giesler has been closely following stimulus payments and said that for people like Strout and Rieken, unfortunately waiting may be the only option. “It’s incredibly difficult for people who have not received their stimulus check and were expecting it, the whole idea of this was to help people quickly,” Giesler said.
Still waiting for your stimulus money? The deadline for direct deposit information is Wednesday.
Marketplace online
2020-05-12
There are lots of reasons the IRS might not have a taxpayer’s bank data says Greg Geisler, a clinical professor of accounting at Indiana University’s Kelley School of Business. But the biggest reason?
Where's the federal stimulus dollars? The answer is complicated.
WTHR tv
2020-04-23
Where is the money? IU Clinical Professor of Accounting Greg Geisler is following the federal money on its way to millions of Americans. “If you filed your tax return and you got your money in a direct deposit, you should get it in the next couple of weeks,” Geisler said.
Research Focus (1)
Tax Planning Along the Spectrum from Income That Produces No Cash Flow to Excludible Income That Produces Tax-Free Cash Flow
Asset Location: How to Most Tax-Efficiently Invest in Tax-Advantaged and Taxable Accounts
Research Grants (4)
Summer Research and Teaching Grants Program
UMSL
2008, 2013, 2017
Center for Teaching and Learning Instructional Improvement Grants
GSU
1999, 2000
Biannual Accounting Junior Faculty Outstanding Teacher Award
GSU
2000
Montgomery-Warschauer Award
Journal of Financial Planning
2017 Honors the paper published in the Journal of Financial Planning in the prior year that provided the most outstanding contribution to the betterment of the profession.
Articles (5)
“A Comparison of the Tax Efficiency of Decumulation Strategies”
Journal of Financial Planning
2021
“On the Way to Financial Freedom when Beginning a Career”
Journal of Financial Service Professionals
2021
“Pandemic-Related IRS Shutdown Affects Tax-Exempt Organizations”
Tax Notes Federal
2021
“Should Charitable Taxpayers Donate Directly from an IRA or Donate Appreciated Securities?”
Journal of Financial Planning
2019
“Tax Planning around the Phase-Out of the Qualified Business Income Deduction for Professional Service Businesses,”
Journal of Financial Planning
2019
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