Contents

• Education
• Accounting Experience
• Teaching Experience
• Consulting
• Publications
• Educational Materials
• Presentations
• Service Activities
• Professional Affiliations
• Grants, Honors and Awards
• Personal Data

Education

Master of Business Taxation (1987)
University of Minnesota - Twin Cities

Bachelor of Accounting Magna Cum Laude (1983)
University of Minnesota - Duluth

Master of Forestry (1980)
Duke University
Major Area: Forest Economics

Bachelor of Arts (1978)
Dartmouth College
Special Major: Engineering, Economics, and Environmental Studies

Accounting Experience

• American Institute of  Certified Public Accountants.  CPA exam question author. 2004.
• Will Yancey, PhD, CPA, Fort Worth and Dallas, Texas. Consultant. 1993-present
• Ryan & Company, Dallas, Texas. National Director, Audit Sampling Practice. 1999-2000
• W. A. "Tex" Moncrief, Jr., and Montex Drilling Company, Fort Worth, Texas. Controller. 1998-1999
• Fred D. Woodside, CPA, Sacramento, California. Senior Tax Accountant. 1986-1987
• Bennett Office, Inc., Minneapolis, Minnesota. Tax Accountant. 1984-1986
• Fox and Company, Bloomington, Minnesota. Tax Accountant. 1984
• Peat Marwick, St. Paul, Minnesota. Staff Accountant. 1983-1984

Teaching Experience

University of Dallas, Graduate School of Management and College of Business

• Adjunct Professor of Accounting, 2006 - present
• Guest lecturer, 2005

Florida Atlantic University, Masters in Forensic Accounting Program

• Program Advisory Board and Adjunct faculty member, 2003 - present

Southern Methodist University, Cox School of Business, 2000

• ACCT 6311-0014, Electronic Commerce Accounting and Tax Issues

Texas Christian University, M. J. Neeley School of Business, 1992-1998

• ACCT 3303, Introduction to Federal Taxation
• ACCT 2163, Principles of Managerial Accounting (undergraduate core)
• ACCT 6023, Accounting for Managerial Planning and Control (MBA core)
• ACCT 4970, Special Problems in Accounting (undergraduate independent study)
• ACCT 7970, Special Problems in Accounting (MBA independent study)

University of Texas at Austin, Department of Accounting, 1987-1992

• ACC 312, Managerial Accounting
• ACC 364, Principles of Federal Taxation

• Logging Business Management Instructor

Consulting

• Expert consultant on audit sampling and audit data analysis for tax audits.
• Expert consultant on unclaimed property holder audits.
• Expert consultant on sampling for Medicare, Medicaid, and health insurance payment reviews.
• Expert consultant on recovering overpayments to vendors.
• Expert consultant on tax and accounting malpractice.

Published Articles and Books

• Statistical Sampling in the Medicare Program: Challenging its Use, Second Edition, with Lester J. Perling and Michael D. Intriligator, American Health Lawyers Association, 2008, forthcoming.
• Unclaimed Property and Open Receivers: What's In Your Warehouse?, with Brooke Spotswood, Accounts Payable Now & Tomorrow, September 2007, pages 9-11.
• Short articles on sampling, sales tax exemption certificates, and other topics for Lexis Nexis Practice Insights, 2007, forthcoming.
• Truth in Billing and Taxes: Titles Tell the Tale, Billing World and OSS Today, online May 4, 2007, http://www.billingworld.com/articles/feature/Truth-in-Billing-and-Taxes-Titles-Tell-the.html, and in print Volume 13(4) Billing World and OSS Today 12 (July/August 2007).
• Sampling in sales and use tax audits: Challenges, opportunities for today's tax managers, Sale & Use Tax Alert, Volume 26(13), August 1, 2006, pages 1-3.
• Sales and Use Tax: Hot Issues for AP, Accounts Payable Now & Tomorrow, March 2006, pages 9-11.
• WEBrowsing, with Dennis Schmidt, The Tax Adviser, a quarterly series on useful websites for tax practitioners.
• October 2005, Volume 36(10), page 646.
• January 2006, Volume 37(1), page 60.
• April 2006, Volume 37(4), page 250.
• July 2006, Volume 37(7), page 431.
• October 2006, Volume 37(10), page 619.
• January 2007, Volume 38(1), page 54.
• April 2007, Volume 38(4), page 241.
• July 2007, Volume 38(7), page 418.
• October 2007, Volume 38(10), page 620.
• January 2008, Volume 39(1), page 51.
• April 2008, Volume 39(4), page 252.
• The Root Causes of Bad Data in AP, Accounts Payable Now & Tomorrow, September 2005, pages 9-12.
• Geometric Stratification of Accounting Data, with Patricia Gunning and Jane Horgan, 214 Contaduría y Administración 11 (September-December 2004). Published by Universidad Nacional Autonoma de Mexico (UNAM).
• GIS - A Cornerstone in Understanding Tax Exposure and the MTSA, with Robert van Wyngaarden, GeoWorld, November 2003, www.geoplace.com/gw/2003/0311/0311rdr.asp
• Web-Based Tax Resources, with Dennis Schmidt, The Tax Adviser, Volume 34(3), March 2003, pp. 140-141.
• Statistical Sampling in Sales and Use Tax Audits, CCH, 2002, http://onlinestore.cch.com/default.asp?ProductID=1898 .
• A Review of the Streamlined Sales Tax Pilot: Kansas, Michigan, North Carolina, and Wisconsin, with Christine Bauman, Nancy Foran, Roxanne Spindle, and Ralph Tower, Journal of State Taxation, vol. 20(2) Fall 2001, pages 1-17.
• Tax Resources on the Web: Update 2001, with Dennis Schmidt, Tax Ideas, July 2001, paragraph 877.
• Web Resources for Tax Professionals: Update 2001, with Dennis Schmidt, Practical Tax Strategies, vol. 66(6), June 2001, pp. 349-360.
• Tax Resources on the Web: Update 2000, with Dennis Schmidt, Tax Ideas, July 2000, paragraph 877.
• Website Update: Special Report, with Dennis Schmidt, Practical Tax Strategies, vol. 64(6), June 2000, pp. 346-360.
• Guide to Electronic Tax Research, Second Edition, Practitioners Publishing Company, 1999.
• Electronic Commerce Snares Sellers in Multistate Tax Web, with Gregory W. Mitchell and Dana Lipp, Practical Tax Strategies, vol. 63(5), November 1999, pp. 260-269.
• Sampling in Sales and Use Tax Audits, IPT Sales Tax Report, July-August 1999, pp. 1-2.
• Tax Professionals' Guide to Navigating Through Cyberspace, with Dennis Schmidt and Roxanne Spindle, Tax Ideas, section 877, July 21, 1999, pp. 8645-8662.  Reprinted from Practical Tax Strategies.
• Tax Professionals' Guide to Navigating Through Cyberspace, with Dennis Schmidt and Roxanne Spindle, Practical Tax Strategies, vol. 62(6), June 1999, pp. 324-339.
• Web-based Tax Resources, with Dennis Schmidt, The Tax Adviser, vol. 30(2), February 1999, pp. 98-105.
• Useful Web Sites for Corporate Tax Professionals, Computers & Taxation Journal, Fall 1998, pp. 6-8.
• Guide to Electronic Tax Research, First Edition, with Linda Ketter-Craig, Practitioners Publishing Company, 1998.
• Malpractice Litigation Against Local and National Public Accounting Firms: Empirical Evidence, Commentaries on the Law of Accounting & Finance: 1997 Yearbook, 1998, pp. 74-100.
• A Framework for International Tax Planning for Managers, with Karen Cravens, Journal of International Accounting Auditing and Taxation , vol. 7, number 2, Fall 1998, pp. 251-272.
• Tax Resources on the Web, Texas Lawyer, vol. 13, issue 47, February 16, 1998, p. 33.
• Tax Research on the Net, a monthly column in TAXES - The Tax Magazine, published by CCH.
• Estate Tax Web Sites, TAXES, vol. 76(1), January 1998, p. 6.
• 1997 Federal Tax Legislation on the Web, TAXES, vol. 76(2), February 1998, pp. 5-6.
• International Tax on the Web, TAXES, vol. 76(3), March 1998, pp. 5-6.
• State Tax Sites on the Web, TAXES, vol. 76(4), April 1998, pp. 5-6.
• Business Valuation Sites on the Web, TAXES, vol. 76(5), May 1998, pp. 5-6.
• Associations for Tax Professionals on the Web, TAXES , vol. 76(6), June 1998, pp. 5-6.
• Following 1998 Federal Tax Legislation on the Web, TAXES , vol. 76(7), July 1998, pp. 5-6.
• Retirement Planning on the Web, TAXES, vol. 76(8), August 1998, pp. 5-6.
• Use and Abuse of Sampling in Sales and Use Tax Audits, with Roger Pfaffenberger, State Tax Notes , vol. 13, December 29, 1997, pp. 1673-1678.  Reprinted from COST State Tax Report.
• Use and Abuse of Sampling in Sales and Use Tax Audits, with Roger Pfaffenberger, COST State Tax Report , vol. 97, issue 6, November 1997, pp. 2-9.
• Employee or Independent Contractor?, with Brian T. Farrington, Auto, Inc., vol. 45, October 1997, pp. 48-49.
• Research Sources: Paper, CD or Web?, Today's CPA, vol. 24, September/October 1997, p. 16.
• Instructor's Resource Manual, Ready Shows, and Ready Notes for Accounting for Decision Making and Control, Second Edition, by Jerold Zimmerman, published by Irwin/McGraw-Hill, 1997.
• State Tax Information on the World Wide Web, with Roxanne Spindle and Dennis Schmidt, Journal of State Taxation, vol. 15, Winter 1997, pp. 60-66.
• A Practical Guide to the World Wide Web for Employment Lawyers , Employee Relations Law Journal, vol. 22, Winter 1996: 39-63. Reprinted in Current Developments in Employment Law, Volume II, pp. 753-777, ALI-ABA Course of Study Materials, Course SC08, July 17-19, 1997, Santa Fe, New Mexico. Reprinted in Insurance Coverage Issues in Employment Law , pp. 1-27, ALI-ABA Course of Study Materials, Course SB96, November 13-15, 1997, Washington, DC.
• Internet Uses for Tax Practice, with Dennis Schmidt and Roxanne Spindle, The CPA Journal, vol. 66, November 1996, pp. 16-23.
• Riding the Educational Assistance Plan Exclusion Roller Coaster , with Steve Dilley, Tax Notes, vol. 73, October 7, 1996, pp. 85-97.
• Tax Lawyers' Cyberspace Guide: An Update, with Dennis Schmidt, Roxanne Spindle, and Richard Coppins, Taxation for Lawyers, vol. 25, September/October 1996, pp. 103-117.
• Tapping the World Wide Web, with Dennis Schmidt and Roxanne Spindle, Journal of Accountancy, vol. 182, August 1996, pp. 73-77.
• Tax Resources in Cyberspace: Update on Worldwide Web, with Richard Coppins, Dennis Schmidt, and Roxanne Spindle, Taxation For Accountants, vol. 57, August 1996, pp. 84-98.
• Tax Resources in Cyberspace: A Worldwide Web Update, with Richard Coppins, Dennis Schmidt, and Roxanne Spindle, Journal of Taxation , vol. 85, July 1996, pp. 23-35.
• Under All is the Net: Surfing the Internet for Real Estate Information , with Mauricio Rodriguez and Joe Lipscomb, Journal of Real Estate Literature , vol. 4, July 1996, pp. 207-227.
• Implementing Electronic Tax Research in a University Environment, with JoTisa Klemm, Issues in Accounting Education, vol. 11, Spring 1996, pp. 95-110.
• Managing a Tax Practice to Avoid Malpractice Claims: Learning from Past Disasters, The CPA Journal, vol. 66, February 1996, pp. 12-17.
• A Tax Lawyer's Guide to the Worldwide Web, with Dennis Schmidt, Roxanne Spindle, and Richard Coppins, Taxation for Lawyers, vol. 24, September/October 1995, pp. 95-112.
• Worldwide Web is the Latest Source of Tax Information, with Richard Coppins, Dennis Schmidt, and Roxanne Spindle, Taxation for Accountants , vol. 55, August 1995, pp. 93-107.
• Worldwide Web: The Latest Tax Resource on the Information Superhighway , with Richard Coppins, Dennis Schmidt, and Roxanne Spindle, Journal of Taxation, vol. 83, August 1995, pp. 108-118.
• Budgets as a Credible Threat: An Experimental Study of Cheap Talk and Forward Induction, with Stephen Kachelmeier and J. Reed Smith, Journal of Management Accounting Research, vol. 6, Fall 1994, pp. 144-174.

Proceedings, Educational Materials and Book Reviews

• "How To Do Tax Research with RIA Checkpoint", for RIA Educational Services Group, November 2001.
• "Web Sites for Employment Law Research", Proceedings of the American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Santa Fe, New Mexico, July 1999.
• "Web Sites for Employment Law Research" , Proceedings of the American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Santa Fe, New Mexico, July 1998.
• "Tax Research on the Net", a monthly column for the CCH Conference Room Web reproducing my Tax Research on the Net columns that appeared in print in TAXES.
• "Web Sites for Employment Law Research" , Proceedings of the American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Course SD06, Santa Fe, New Mexico, July 25, 1998.
• "Internet Use for Tax Practice", Proceedings of the Tax CPE Expo of the Houston Chapter of the Texas Society of CPAs, January 20, 1998.
• "Web Sites for Employment Law Research" , Proceedings of the American Law Institute-American Bar Association (ALI-ABA) Course of Study on Insurance Coverage Issues in Employment Law , Course CB96, Washington, DC, November 15, 1997.
• "Internet Use for Tax Practice", Proceedings of the Thirteenth Annual Tax Institute of the Fort Worth Chapter of the Texas Society of CPAs , August 22, 1997.
• "Web Sites for Employment Law Research" , Proceedings of the American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Course SC08, Santa Fe, New Mexico, July 19, 1997.
• Instructor's Resource Manual, Ready Shows, and Ready Notes for Accounting for Decision Making and Control, Second Edition, by Jerold Zimmerman, published by Irwin/McGraw-Hill, 1997.
• Revision of Chapter 15, "Tax Research," for Concepts in Federal Taxation, 1998 Edition, by Kevin Murphy, published by West/ITP, 1997.
• "Research on the Internet for Tax Practitioners", Proceedings of the 43rd Annual Texas CPA Institute of Texas Society of CPAs, November 19-22, 1996.
• "Research on the Internet for Tax Practitioners", Proceedings of the Twelfth Annual Tax Institute of the Fort Worth Chapter of the Texas Society of CPAs, August 22-23, 1996.
• "1996 Federal Income Tax Legislation Update," for Concepts in Federal Taxation, 1997 Edition, by Kevin Murphy, published by West.
• "Tax Sites on the Worldwide Web", American Taxation Association Newsletter, volume 37, Fall 1995, p. 17.
• Book Review of Concepts of Taxation, 1995 Edition, in Journal of the American Taxation Association, volume 17, Spring 1995, pp. 112.
• Book Review of Concepts of Taxation, 1994 Edition, in Journal of the American Taxation Association, volume 16, Fall 1994, pp. 150-151.
• "Tax Court Sessions", American Taxation Association Newsletter, volume 33, Summer 1994, p. 5.
• "The New Financial Institution: Audit Challenges I", Control, Audit and Supervision of the Changing Financial Institution Conference Proceedings, C. Aubrey Smith Center for Auditing Education and Research, University of Texas at Austin, November 1989, pp. 12-15.
• Cases and Problems Update, for Federal Taxes and Management Decisions, 1989-1990 Edition, by Ray Sommerfeld, published by Irwin.

Presentations

• "Applied Sampling", Institute for Professionals in Taxation (IPT), Sales & Use Tax Symposium, Denver, September 29, 2008.
• "Sampling for Sales and Use Tax Audits", Audimation Services, Inc. Seminar, Houston, Texas, June 26, 2008.
• "Sampling for Sales and Use Tax Audits", Audimation Services, Inc. Seminar, Houston, Texas, June 25, 2008.
• "Unavailable Documentation in Sales and Use Tax Audits: Comparing the Alternatives", Federation of Tax Administrators, Audio Conference, June 19, 2008.
• "Protecting Yourself in the Case of an Audit", TeleStrategies, Communications Tax '08, Cambridge, Massachusetts, June 4, 2008.
• "Statistical Sampling in Sales and Use Tax Audits", Tax Executives Institute, Virginia Chapter, Richmond, Virginia, May 15, 2008.
• "Audit Strategies for Statistical Sampling", Council on State Taxation (COST), Advanced Sales Tax School, Atlanta, April 29, 2008.
• "Unclaimed Property Intensive Best Practice Seminar", Accounts Payable Now & Tomorrow, Chicago, April 25, 2008.
• "Unclaimed Property Audits - Sampling and Estimation", Unclaimed Property Professionals Organization (UPPO), 2008 Annual Conference, Phoenix, March 6, 2008.
• "Statistical Sampling Issues", Council on State Taxation (COST), Sales Tax Conference, Austin, February 27, 2008.
• "State & Local Tax Non-Income Taxes - Sampling Issues", Tax Executives Institute (TEI), Houston Chapter Tax School, February 14, 2008.
• "Audit & Statistical Sampling: Current & Best Practices", Ohio Tax Conference, Columbus, January 30, 2008.
• "What the California Unclaimed Property Cases Mean to Your Business", Accounts Payable Now & Tomorrow, webinar, November 8, 2007.
• "Understanding and Properly Using Sampling", Audimation Services, Inc., Audit Seminar Series, Baton Rouge, Louisiana, November 7, 2007.
• "Industry Consolidation Via M & A - Due Diligence, Tax Department Integration, Bill Systems, ERPs, Compliance, Transition, Synergies, Centralization/Decentralization", Broadband Tax Insitute, Annual Conference, Scottsdale, Arizona, October 23, 2007.
• "Applied Sampling", Institute for Professionals in Taxation (IPT), Sales & Use Tax Symposium, Indian Wells, California, October 1, 2007.
• "Computer Audits and Sampling: A Practical Case Study", Louisiana Association of Tax Administrators (LATA), Third Quarter Conference, Shreveport, Louisiana, September 14, 2007.
• "Hot Issues in Transaction Tax Audits", TeleStrategies, Communications Tax '07, Arlington, Virginia, June 13, 2007.
• "Payables Data and Internal Controls", University of Dallas, Graduate School of Management, Accounting Concentration, May 10 and 17, 2007.
• "Sampling Strategies in Sales Tax Audits", Strafford Publications Teleconference, May 3, 2007.
• "Statistical Sampling", Council on State Taxation (COST), Advanced Sales Tax School, Atlanta, May 1, 2007.
• "Auditing Large Data Files", Association of Government Accountants, Dallas Chapter, March 19, 2007.
• "Statistical Sampling – Challenges in Sales & Use Taxes Audit Sampling", Council on State Taxation (COST), Sales Tax Conference, Savannah, February 26, 2007.
• "Sampling: Challenges in Auditing Electronic Records", Ohio Tax Conference, Columbus, January 31, 2007.
• "Why It Matters How Taxes Are Presented on the Bill", TeleStrategies Billing Output Conference, Orlando, January 25, 2007.
• "Sampling Strategies in Sales Tax Audits", Strafford Publications Teleconference, November 14, 2006.
• "Telecom Tax Refund Opportunities", Center for Communications Management Information (CCMI), Total Telecom Auditing, Dallas, November 14, 2006.
• "Statistical Sampling in Tax Audits", Federation of Tax Administrators and Multistate Tax Commission, Statistical Sampling Conference, Denver, October 16-17, 2006.
• "Valuing Service Bundles for Tax Purposes", TeleStrategies, Communications Tax '06, Tysons Corner, Virginia, June 13, 2006.
• "Analysis of 'Messy' Accounting Data: Challenges in Payables Data", University of Dallas, Graduate School of Management, Accounting Concentration, June 1 and 8, 2006.
• "Bundling and Communications Taxation", United States Communications Association (USCA), Atlanta, May 10, 2006.
• "Statistical Sampling", Council on State Taxation (COST), Advanced Sales Tax School, Atlanta, May 3, 2006.
• "Auditing Accounting Data Files", Solutions Training Group, Austin, April 27, 2006.
• "Sampling for Sales and Use Tax Audits", Restaurant Industry Sales Tax Audit Professionals (RISTAP), Dallas, April 25, 2006.
• "Understanding and Properly Using Sampling", Audimation Services, Internal Audit Symposium, Washington DC, April 6, 2006.
• "Sampling for Unclaimed Property", Unclaimed Property Professionals Organization (formerly UPHLC), 2006 Annual Conference, Tampa, March 9, 2006.
• "Streamlined Sales Tax (SST)Audit Issues: Business Taxpayer Response", Streamlined Sales Tax State and Local Advisory Council (SLAC), Atlanta, March 8, 2006.
• "Audit Sampling", Council on State Taxation (COST), Sales Tax Conference, Tucson, March 1, 2006.
• "A Texas Tax Practitioner's Primer on Sampling", University of Texas Law School CLE Program, Dallas, February 9, 2006.
• "Valuing Service Bundles for Tax Purposes", TeleStrategies, Webinar, February 7, 2006.
• "Ohio Audit Sampling and Computer Audits", Ohio Tax Conference, Columbus, January 27, 2006.
• "A Texas Tax Practitioner's Primer on Sampling", University of Texas Law School CLE Program, Houston, January 26, 2006.
• "Streamlined Sales Tax (SST) Audit Issues: Business Taxpayer Response", Streamlined Sales Tax Business Advisory Council (BAC), Phoenix, January 11, 2006.
• "Florida Statistical Sampling Update", Florida Institute of CPAs, State Tax Conference, Orlando, December 8, 2005. [Unable to attend due to ice storm in Dallas - presented by my co-presenter John Keda.]
• "How to Defend Against Medicare Audits by Detecting Flaws in Audit Methods", UCG Decision Health, Part B News Audio Conference, December 7, 2005.
• "State Tax Controversies", State Bar of Texas (SBOT), Tax Controversy Conference, Houston, December 2, 2005.
• "Tax Automation: Search for the Grail", Broadband Tax Institute, Sarasota, Florida, November 15, 2005.
• "Accounting Data Quality", University of Dallas, Graduate School of Management, Accounting Concentration, November 9, 2005.
• "When Auditors Attack", Thomson RIA User Conference, Orlando, October 31, 2005.
• "Internal Controls for AP: Best Pratices for SOX Compliance", Progressive Business Audio Conference, September 21, 2005.
• "Tax Audit Sampling", Multistate Tax Commission (MTC), Annual Meeting, Boise, Idaho, July 28, 2005.
• "Accounting Data Quality", University of Dallas, Graduate School of Management, Accounting Concentration, June 27, 2005.
• "Understanding the Importance of Correct Tax Situsing", Proxix Solutions, Audio Conference, June 23, 2005.
• "Obtaining Good Data for Tax Audits", TeleStrategies, Telecom Tax Surcharges and Fees 2005, McLean, Virginia, June 17, 2005.
• "Internal Controls for Credit Managers", IOMA Audio Conference, May 20, 2005.
• "Statistical Sampling", Council on State Taxation (COST), Advanced Sales Tax School, Itasca, Illinois, May 17, 2005.
• "How I Use Math and Problem Solving Skills as an Accounting Consultant", Parish Episcopal School Math Club, May 5, 2005.
• "Internal Controls for Accounts Payable: Best Practices for 2005", IOMA Audio Conference, March 24, 2005.
• "Risks and Rewards of Statistical Sampling", Council on State Taxation (COST), Sales Tax Conference, Miami, February 23, 2005.
• "Sampling for Medicaid Overpayments", Florida Attorney General, Medicaid Fraud Control Unit (MFCU), Miami, February 22, 2005.
• "Tax Audits - Evaluation of Differing Audit Sampling Methodologies", Ohio Tax Conference, Columbus, January 27, 2005.
• "Accounts Payable and Sarbanes-Oxley: What Every AP Manager Needs to Know to Comply", IOMA Audio Conference, November 22, 2004.
• "Record Keeping Issues for Business Tax Audits", Tax and Business Forum, Dallas, November 17, 2004.
• "Techniques for Auditing Large Accounting Data Files", Association of Government Accountants (AGA), Dallas Chapter, November 4, 2004.
• "Statistical Sampling in Tax Audits", Federation of Tax Administrators and Multistate Tax Commission, Statistical Sampling Conference, Dallas, October 18-19, 2004.
• "Sales, Use, and Telecommunication Tax Update", Broadband Tax Institute, Kohler, Wisconsin, September 27, 2004.
• "Useful Web Sites for Forensic Accounting", Florida Atlantic University, Masters in Forensic Accounting Program, Forensic Accounting Conference, Fort Lauderdale, June 10, 2004.
• "Audit Roulette: Are You a Player? Then Play to Win", TeleStrategies, Telecom Tax Surcharges and Fees 2004, McLean, Virginia, May 18, 2004.
• "Sampling for Sales and Use Tax Audits", Council on State Taxation (COST), Advanced Sales Tax School, Itasca, Illinois, May 6, 2004.
• "A Simple Method of Setting Stratum Boundaries for Statistical Auditing", American Accounting Association (AAA) Southwest Region, Austin, Texas, March 26, 2004.
• "States' Approach to Sampling in Audits and the Available Taxpayer Responses", Council on State Taxation (COST), Sales Tax Conference, New Orleans, February 25, 2004.
• "FDOR Audit Sampling Procedures", Florida Institute of CPAs, Florida State Tax Conference, Tampa, February 5, 2004.
• "Sales & Use Tax Compliance Agreement Audits - Sampling & Computer-Assisted Audits", Ohio Tax Conference, Columbus, January 20, 2004.
• "Planning Sampling Right the First Time", World Research Group, Corporate Tax Automation Practices Conference, Chicago, October 30, 2003.
• "Defending Local Tax Audits", Broadband Tax Institute, Asheville, North Carolina, October 14, 2003.
• "Statistical Sampling - Case Study", Institute for Professionals in Taxation (IPT), Sales & Use Tax Symposium, Fort Lauderdale, Florida, September 22 and 23, 2003.
• "Internet Uses for Tax Practice", Panhandle Chapter of Texas Society of Certified Public Accountants, Tax Institute, Amarillo, August 28, 2003.
• "Tax Exposure, the MTSA, and the Role of GIS", ESRI International User Conference, San Diego, July 9, 2003.  [Presented by co-author Robert van Wyngaarden.]
• "Tax Data Management: Hunting and Gathering Data to Prepare for Business Tax Compliance and Audits", World Research Group, Reengineering Tax Summit, Chicago, May 29, 2003.
• "Sampling for Sales and Use Tax Audits", Council on State Taxation (COST), Advanced Sales Tax School, Itasca, Illinois, May 8, 2003.
• "Getting Good Data and Samples", Vertex Customer Conference Exchange, Orlando, May 7, 2003.
• "Computer-Assisted Audits: Opportunities and Pitfalls", Tax Executives Institute (TEI), Atlanta, April 29, 2003.
• "Update on Sampling and Computer-Assisted Auditing ", Institute for Professionals in Taxation (IPT), Silicon Valley Chapter, Santa Clara, California, April 17, 2003.
• "Analyzing AP Data with IDEA", International Accounts Payable Professionals (IAPP), Open Forum, Seattle, April 15, 2003.
• "Sampling and Computer-Assisted Tax Audits", The SALT Group, Dallas, March 27, 2003.
• "Why Oh Why Do So Many Organizations Suffer from Bad Accounting Data", Dublin City University Business School, Dublin, Ireland, March 10, 2003.
• "States' Approach to Sampling in Audits and the Available Taxpayer Responses", Council on State Taxation (COST) Sales Tax Conference, Savannah, Georgia, March 3, 2003.
• "FDOR Sampling Procedures Update", Florida Institute of CPAs, Florida State Tax Conference, Orlando, January 31, 2003.
• "Computer-Assisted Audit Sampling", International Quality & Productivity Center, Risk-Based Audit Conference, Phoenix, January 28, 2003.
• "Computer Assisted Audits on Business Taxpayers", Tax and Business Forum, Dallas, October 16, 2002.
• "SSTP and Taxation of E-Commerce: The Latest Developments", Tax Executives Institute, State and Local Tax Luncheon, Dallas, July 16, 2002.
• "Sampling for Sales and Use Tax Audits", Council on State Taxation (COST) Advanced Sales Tax School, Stone Mountain, Georgia, June 27, 2002.
• "Planning Sampling Right the First Time", World Research Group, Tax Reengineering Summit, Chicago, May 22, 2002.
• "Statistical Sampling", Council on State Taxation (COST) Sales Tax Conference, Houston, February 20, 2002.
• "Audit Compliance in a Paperless Environment", Florida Institute of CPAs, Florida State Tax Conference, Orlando, February 1, 2002.
• "Useful Web Sites for Tax Practice", Florida International University, Executive Master of Science in Taxation, Miami, January 26, 2002.
• "Planning Sampling Right the First Time", World Research Group, Tax Audits and Refunds Summit, Scottsdale, November 28, 2001.
• "Sampling for Tax Audits", Texas Society of Certified Public Accountants, Texas State Tax Conference, Dallas, October 29, 2001.
• "Litigation Support Internet Resources ", American Institute of Certified Public Accountants, National Litigation Services Conference, Dallas, October 25, 2001.
• "Audit Sampling for Polish National Bank Examiners", Narodowy Bank Polski (National Bank of Poland), Warsaw, Poland, September 4-6, 2001.
• "Sampling for Sales and Use Tax Audits", Committee on State Taxation (COST), Advanced Sales and Use Tax School, Stone Mountain, Georgia, June 14, 2001.
• "The A-Z of Tax Data Management: Hunting and Gathering Data to Prepare for Business Tax Compliance and Audits", World Research Group, Reengineering Tax Summit, Chicago, June 1, 2001.
• "Sampling for Tax Administration: Executive and Management Issues", Federation of Tax Administrators, 69th Annual Meeting, Seattle, May 30, 2001.
• "Finding Useful Tax and Business Information on the Internet", Wichita Falls Chapter of Texas Society of Certified Public Accountants, Wichita Falls, May 22, 2001.
• "Statistical Sampling - It's Not Just for the Nerds", Georgetown University Law Center, State and Local Tax Institute, Washington, DC, May 18, 2001.
• "Tax and Estate Planning Resources on the Web", Tarrant County Bar Association, Tax and Estate Planning Section, Fort Worth, Texas, February 28, 2001.
• "Statistical Sampling", Committee on State Taxation (COST) Sales Tax Conference, Charleston, South Carolina, February 19, 2001.
• "Sampling for Tax Audits", Florida Institute of CPAs, Florida State Tax Conference, Orlando, February 8, 2001.
• "Useful Web Sites for Tax Practice ", Florida International University, Executive Master of Science in Taxation, Miami, January 27, 2001.
• "Sampling for Tax Audits", Ohio Tax Conference, Columbus, Ohio, January 17, 2001.
• "Statistical Sampling in State Tax Litigation," American Bar Association Section of Taxation, Scottsdale, Arizona, January 12, 2001.
  
• "All You Ever Wanted To Know About Sampling But Were Afraid to Ask", Tax Executives Institute, Carolinas Chapter, Charleston, South Carolina, November 11, 2000.
• "Finding Useful Tax and Business Information on the Internet", Rio Grande Valley Chapter of Texas Society of Certified Public Accountants, Weslaco, Texas, November 3, 2000.
• "Statistical Evidence in Litigation", Society of Louisiana Certified Public Accountants, Litigation Services Conference, Kenner, Louisiana, October 27, 2000.
• "Resources for the Web", Fort Worth Chapter of Texas Society of Certified Public Accountants, Controllers "15 Hats" Seminar, Fort Worth, October 25, 2000.
• "Multi-state Statistical and Nonstatistical Sampling: New Trends", Institute for Professionals in Taxation, Sales Tax Symposium, Kansas City, September 27, 2000.
• "Advanced Statistical Sampling", Institute for Professionals in Taxation, Sales Tax Symposium, Kansas City, September 25, 2000.
• "Internet Uses for Tax Practice", Panhandle Chapter of Texas Society of Certified Public Accountants, Tax Institute, Amarillo, August 31, 2000.
• "Useful Web Sites for Estate Planners ", Texas Society of Certified Public Accountants, Estate Planning Conference, San Antonio, August 25, 2000.
• "Internet Uses for Tax Practice", Fort Worth Chapter of Texas Society of Certified Public Accountants, Tax Institute, Fort Worth, August 18, 2000.
• "Sampling for Sales and Use Tax Audits", Committee on State Taxation (COST) Advanced Sales and Use Tax School, Stone Mountain, Georgia, June 15, 2000.
• "Sampling For Tax Audits", IPT Silicon Valley Luncheon Group, Santa Clara, California, June 1, 2000.
• "Sampling Accounting Data with IDEA", IDEA Users Group, Houston, Texas, April 25, 2000.
• "Sampling in Sales & Use Tax Audits & Managed Compliance", American Bar Association - Institute for Professionals in Taxation Joint Sales Tax Seminar, New Orleans, March 22, 2000.
• "Evaluating the Risks and Rewards of Statistical Sampling", Committee on State Taxation (COST) Sales Tax Conference, San Antonio, February 28, 2000.
• "Electronic Commerce and Other Issues for Tax Practitioners,"  Florida International University, Executive Master of Science in Taxation, Miami, January 15, 2000.
• "Sampling for Sales and Use Tax Audits", Dallas Area Tax Administrators, Richardson, Texas, January 11, 2000.
• "Audit Sampling", Texas Society of CPAs Technology Exposition, Houston, November 15, 1999.
• "How to Fly Through Large Datasets with the Greatest of Ease:  Applications for Accountants and Auditors,"  American Society of Women Accountants, Fort Worth, November 9, 1999.
• "Web Sites for State and Local Tax Professionals," Tax Executives Institute, State and Local Tax Luncheon, Dallas, October 12, 1999.
• "Internet Uses for Tax Practice", Fort Worth Chapter of Texas Society of Certified Public Accountants, Tax Institute, Fort Worth, August 20, 1999.
• "Web Sites for State and Local Tax Professionals ", Federation of Tax Administrators Technology Conference, Nashville, August 18, 1999.
• "Employment Law Research in Cyberspace ", American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Santa Fe, New Mexico, July 17, 1999.
• "Internet Uses for Tax Practice", Texas Society of Certified Public Accountants Family CPE Conference, Galveston, June 24, 1999.
• "Hot Issues in Sales and Use Tax: Managed Compliance and Sampling", University of Wisconsin-Milwaukee, Multistate Tax Audit Conference, June 10, 1999.
• "Sampling for Sales and Use Tax Audits", Railway State Tax Conference, Charleston, South Carolina, May 7, 1999.
• "Facts, Not Fiction: How Statistical Sampling Should Really Work," Committee on State Taxation (COST) Advanced Sales and Use Tax School, Stone Mountain, Georgia, May 6, 1999.
• "Use and Abuse of Sampling in Texas Sales and Use Tax Audits," Utility Excise Tax Association of Texas, Austin, March 8, 1999.
• "Researching Online: Hidden Treasures", Association for Computers & Taxation, 1999 Winter Conference, New Orleans, February 26, 1999.
• "Internet Uses for Tax Practice", Florida International University, Executive Master of Science in Taxation, Miami, January 30, 1999.
• "Useful Web Sites for Petroleum Accountants ", Fort Worth Petroleum Accounting Society, Fort Worth, January 12, 1999.
• "Web Sites for State and Local Tax Professionals ", PricewaterhouseCoopers State Tax Luncheon, Dallas, December 17, 1998.
• "Statistical Sampling - Practical Issues Explained for the Non-statistician", Paul J. Hartman State and Local Tax Forum, Vanderbilt University School of Law, Nashville, October 23, 1998.
• "Finding Useful Information on the Web for Tax Practice", Fort Worth Chapter of Texas Society of Certified Public Accountants, Tax Institute, Fort Worth, August 21, 1998.
• "Employment Law Research on the Web", American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Santa Fe, New Mexico, July 25, 1998.
• "Web Sites for State and Local Tax Professionals ", Dallas Fort Worth State Tax Association, Dallas, June 19, 1998.
• "Audit Sampling Design Issues",  Committee on State Taxation (COST) Advanced Sales and Use Tax School, Evergreen Conference Center, Stone Mountain, Georgia, June 4, 1998.
• "Advanced Technology Workshop", Fort Worth Chapter of Texas Society of Certified Public Accountants, Fort Worth, May 20, 1998.
• "Finding Fun Facts on the Internet", Tax Executives Institute, Advanced Technology Seminar, Irving, Texas, May 18, 1998.
• "Bringing Technology into the Classroom: Some Thoughts for Business School Faculty", University of Texas at Arlington, April 24, 1998.
• "Sampling Issues", Federation of Tax Administrators, EDI Audit and Legal Issues Task Force - Electronic Business Processes Working Group, Dallas, April 21, 1998.
• "Employment Law Research on the Internet," Counsel Connect ALI-ABA Online Seminar, Current Issues in Employment Law: 1998, online, April 6 -10, 1998.
• "Bringing Technology into the Classroom: Some Thoughts for Business School Faculty", Southwestern Accounting Doctoral Students Consortium, San Antonio, March 14, 1998.
• "Web Sites for State and Local Tax Professionals ", Ernst & Young LLP, State and Local Tax Luncheon, Dallas, March 4, 1998.
• "Facts, Not Fiction: How Statistical Sampling Should Really Work!", Committee on State Taxation (COST) Sales Tax Conference, San Antonio, Texas, February 23-24, 1998.
• "Internet Uses for Tax Practice", Tax Executives Institute, Federal Tax Luncheon, Dallas, February 17, 1998.
• "Internet Uses for Tax Practice", Florida International University, Executive Master of Science in Taxation, Miami, February 7, 1998.
• "Web Sites for State and Local Tax Professionals ", Institute for Professionals in Taxation, Professional Designation Continuing Education Seminar, San Diego, California, January 31, 1998.
• "Internet Uses for Tax Practice", Houston Chapter of Texas Society of Certified Public Accountants, Houston, January 20, 1998.
• "Useful World Wide Web Sites for Forensic Economists", National Association of Forensic Economics, National Meeting, Chicago, January 4, 1998.
• "Web Sites for Employment Law Research" , American Law Institute-American Bar Association (ALI-ABA) Seminar of Insurance Coverage Issues in Employment Law, Washington, DC, November 15, 1997.
• "Internet Uses for Tax Practice", Fort Worth Chapter of Texas Society of Certified Public Accountants, Technology Study Group, Fort Worth, October 20, 1997.
• "Web Sites for Sales and Use Tax Professionals ", Institute for Professionals in Taxation, Sales and Use Tax Symposium, Dallas, September 30, 1997.
• "Internet Uses for Tax Practice", Fort Worth Chapter of Texas Society of Certified Public Accountants Tax Institute, Fort Worth, August 22, 1997.
• "Web Sites for Employment Law Research" , American Law Institute-American Bar Association (ALI-ABA) Advanced Seminar on Current Developments in Employment Law, Santa Fe, New Mexico, July 19, 1997.
• "New Frontiers in Employment Law Research," Counsel Connect ALI-ABA Online Seminar, Current Issues in Labor & Employment Law, online, May 27-June 6, 1997.
• "Ideas for Teaching Tax Accounting - panel discussion," Southwestern Federation of Administrative Disciplines/American Taxation Association Southwestern Region Annual Meeting, New Orleans, March 13, 1997.
• "The Current State of Tax Practice: Expectations for Technology Skills of New Hires," and "Hands-on Internet Workshop," panel moderator and organizer, American Taxation Association, San Diego, California, February 28 - March 1, 1997.
• "CPA's Responsibility for Detecting Fraud," Austin Chapter of Association of Certified Fraud Examiners, Fraud Symposium, Austin, Texas, January 16, 1997; Baylor University, Department of Accounting, February 5, 1997.
• "Research on the Internet for Tax Practitioners", Texas Society of Certified Public Accountants, Tax Institutes in Fort Worth, Dallas, Houston, and San Antonio; August and November 1996.
• "Personal Financial Planning For Physicians - Tax Module", Texas Christian University, Charles Tandy American Enterprise Center, Fall 1996.
• "Web Applications for Tax Education and Research," American Institute of Certified Public Accountants Biennial Tax Education Symposium, Seattle, Washington, June 7, 1996.
• "Malpractice Litigation Against Local and National Public Accounting Firms: Empirical Evidence," University of North Texas, Denton, March 1, 1996; University of Houston, University Park, April 12, 1996; Texas Christian University, April 26, 1996; American Accounting Association Annual Meeting, Chicago, August 17, 1996; Southern Methodist University, September 6, 1996.
• "Beyond E-mail: Using the Internet for Tax Teaching and Research," American Taxation Association Mid-Year Meeting, New Orleans, February 24, 1996.
• "Arthur Andersen/ATA Tax Education Workshop: Technology Can Enhance Educational Efficiency," American Accounting Association/American Taxation Association Annual Meeting, Orlando, August 14, 1995.
• "Computers in Tax Education and Tax Practice," Southwestern Federation of Administrative Disciplines/American Taxation Association Southwestern Region Annual Meeting, Houston, March 3, 1995.
• "Technology in Tax Education," American Taxation Association Mid-Year Meeting, San Antonio, February 25, 1995.
• "Electronic Tax Research in the Undergraduate Introductory Tax Course," American Accounting Association/American Taxation Association Annual Meeting, New York City, August 11, 1994.
• "The 1993 Tax Act: How Will It Affect Businesses, Individuals and Nonprofit Organizations," National Association of Black Accountants, Dallas/Fort Worth Chapter, Dallas, Texas, November 11, 1993.
• "A Model of Asset Restructuring Announcements," University of Tulsa, February 24, 1992; Texas Christian University, March 2, 1992; Syracuse University, April 1, 1992.
• "Logging Cost Analysis in Minnesota," Midwest Forest Economists Annual Meeting, Duluth, Minnesota, August 1982.

Service Activities

• All Saints Catholic School, Finance Committee, 2000-2001
• American Accounting Association, Electronic Materials Dissemination Committee, 1997-1998
• American Institute of Certified Public Accountants, Responsibilities in Tax Practice Committee, 1996-1999
• American Institute of Certified Public Accountants, CPA Exam Question Writer, 2004
• American Taxation Association, Computer Resources Committee, 1995-1997
• American Taxation Association, Midyear Program Committee, 1996-1997
• American Taxation Association, Teaching Innovation Committee, 1997-1998
• Aspen Publishers, CPA Technology & Internet Advisor, Editorial Advisory Board, 1998-2002
• Boy Scouts of America, Troop 2150, Assistant Scoutmaster, 2002 - 2004
• Boy Scouts of America, Troop 86, Assistant Scoutmaster, 2004 - 2006
• Boy Scouts of America, Troop 751, Assistant Scoutmaster, 2006 - present
• Boy Scouts of America, Circle 10 Council, Order of the Arrow, Mikanakawa Lodge, Finance Adviser, 2006 - present
• Boy Scouts of America, Circle 10 Council, Order of the Arrow, Yanush Chapter, Finance Adviser, 2006 - present
• Boy Scouts of America, Circle 10 Council, North Trail District, District Committee member, 2007 - present
• Dartmouth College, Alumni Interviewer of Undergraduate Applicants, 1984 - present
• Decision Sciences Institute, manuscript reviewer, 1997
• Florida Atlantic University, Forensic Accounting: A Journal of Practice & Theory, Editorial Board, 2004 - present
• Harcourt Brace Professional Publishing, CPA Internet Connection, Editorial Board, 1997-1998
• Institute of Management and Administration (IOMA), IOMA's Report on Managing the General Ledger, Editorial Advisory Board, 2002 - 2004
• Streamlined Sales Tax (SST) Business Advisory Council (BAC), Audit Issues working group, 2005 - present
• Texas Society of Certified Public Accountants, Fort Worth Chapter, Advanced Technology Workshop, 1997-1998
• Texas Society of Certified Public Accountants, Fort Worth Chapter, Ethics Committee, 1997-1998
• Texas Society of Certified Public Accountants, Fort Worth Chapter, Technology Study Group, 1997-1998
• Texas Society of Certified Public Accountants, Fort Worth Chapter, CPE Committee, 1998-1999
• TCU Mary Couts Burnett Library, Full Text Journal Project Committee, 1996-1997
• TCU Neeley School, Undergraduate Curriculum Task Force, 1993-1994
• TCU University Ministries, Faith Explorations Steering Committee, 1995-1998

Professional Affiliations

• American Health Lawyers Association (AHLA)
• American Institute of Certified Public Accountants (AICPA)
• American Statistical Association (ASA)
• Broadband Tax Institute (BTI)
• Business Advisory Council (BAC) to the Streamlined Sales Tax (SST) Governing Board
• Unclaimed Property Professionals Organization (UPPO)

• American Accounting Association
• American Taxation Association
• Association for Computers & Taxation
• Association of Government Accountants
• Fort Worth Estate Planning Council
• Institute for Professionals in Taxation
• Institute of Management Accountants
• International Accounts Payable Professionals
• National Association of Forensic Economics
• Minnesota Society of Certified Public Accountants
• Society of American Foresters
• Texas Society of Certified Public Accountants

Grants, Honors, and Awards

• Vigil Honor, Boy Scouts of America, Order of the Arrow, Mikanakawa Lodge
• Web site recognized in The CPA Journal, Technology Section, "Website of the Month: WillYancey.com", December 2004, page 60.
• Web site recognized in The Wall Street Journal, Technology Report, "Portals for Prying", September 15, 2003, page R6.
• Web site recognized by Carolyn Newman, "A Useful Website", 1(12) National Litigation Consultants' Review 10 (May 2002).
• Recognized as a Technology Star by Robert W. Scott, "Technology Stars 2001: An Altered View," 17(8) Accounting Technology 18 (September 2001), at pages 22-23.
• Practical Accountant, willyancey.com cited by Michael G. Stephens as an outstanding site for accountants, February 2001, pp. 22-28.
• Library Journal, March 1, 2000, willyancey.com cited as an outstanding web site for taxes, www.libraryjournal.com/article/CA156563
• Forbes Interactive Money Guide willyancey.com cited as one of top 8 web sites for tax planning, September 13, 1999, p. 77, www.forbes.com/bow/b2c/review.jhtml?id=497 and www.forbes.com/bow/b2c/category.jhtml?id=30
• Institute for Professionals in Taxation, Sales Tax Literature Manuscript Award, 1999
• American Institute of Certified Public Accountants, cited willyancey.com in "Smart Stops on the Web," 186 Journal of Accountancy 16, (September 1998)
• TCU Mortarboard Honor Society, Preferred Professor, 1996 and 1997
• American Institute of Certified Public Accountants Board of Editorial Advisers, very high praise for "Tapping the World Wide Web" article in 182 Journal of Accountancy 73 (August 1996).
• American Taxation Association Teaching Innovation Award, 1994
• TCU Charles Tandy American Enterprise Center Junior Faculty Summer Research Awards, 1994 - 1997
• Arthur Andersen National Tax Challenge Honorable Mention, 1993
• American Institute of Certified Public Accountants Doctoral Dissertation Grant, 1990
• Phi Kappa Phi honorary society, 1989
• University of Texas Continuing Fellowship, 1988
• National Merit Scholar Semi-Finalist, 1974
• Eagle Scout, 1972

Personal Data

• Birthplace-- Massachusetts
• Family--Married with one son
• Interests--family history, travel, skiing, Boy Scouts