CASSIE F. BRADLEY, PhD, CFP
678-547-6010
EDUCATION
Ph.D., The University of Alabama, May 1994, major - accounting. Dissertation entitled "An Empirical Investigation of Factors Affecting Corporate Tax Compliance."
B.B.A., Georgia State University, August 1977, awarded magna cum laude, major-accounting.
A. A., Georgia State University, June 1975, awarded with honors.
TEACHING EXPERIENCE
1998 - present |
Assistant Professor, Mercer University, Stetson School of Business and Economics. Teaching primarily MBA level tax and managerial accounting courses. Responsible for all administrative, advising, and marketing duties related to an MBA program with over 400 enrolled students. Served as MBA Director, 1999-2001
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| 1995-1998 | Assistant Professor, Troy State University, Department of Accounting and Finance Courses taught include MBA Managerial Accounting, Tax Research, Estate and Gift Tax, Governmental Accounting, and Principles of Accounting. Other non-teaching accomplishments include serving on a committee which was instrumental in selecting and implementing A/V presentation systems in the College of Business classrooms; receiving two Instructional Improvement Grants to develop expertise in authoring computer based tutorials; and incorporating computer technology into the accounting masters level classes.
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| 1992-1995 | Assistant Professor, Auburn University, School of Accountancy
Taught undergraduate and graduate tax classes including individual, corporate, estate and gift, and graduate current topics.
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PROFESSIONAL EXPERIENCE
| 1986-1988 | Financial Consultant (self employed) I performed a variety of services for individuals and organizations during this period, including accounting, tax and systems consulting. One major project was to install accounting systems for nonprofit institutions in an effort to produce uniform reporting for United Way Agencies. |
| 1980-1986 | Federal Express Corporation. From my initial position as a Tax Accountant, I was rapidly promoted to Senior Manager in the corporate Tax Department (1982), supervising a staff of three professionals. I managed the state income tax compliance and planning function for the parent company. In 1984, I was selected to be Senior Manager of Tax and Administration for the Electronic Products Division. In addition to ensuring Federal and state compliance for the division, I also managed the accounting administration and inventory control function. I supervised a staff of seven employees.
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| 1978-1980 | Tax Accountant, Dalton and Johnson, Memphis, TN. Prepared individual and corporate tax returns.
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| 1977-1978 | Tax Accountant, Deloitte & Touche, Memphis, TN. |
PRESENTATIONS AND JOURNAL ARTICLES
Bradley, C. F., and Coleman, J. E., “Estate Tax Planning and Marketing Opportunities of the Economic Growth and Tax Reconciliation Act of 2001”, International Business and Economics Research Journal, Spring 2002.
Bradley, C. F. and M.A. Dalton, "Tax Relief for Higher Education Costs," The Journal of Financial Planning, April 1998.
Bradley, C. F. and M. A. Dalton, "Internet Resources for Financial Planners," Financial Advisory Practice, March-April 1998.
Bradley, C. F. and M. A. Dalton, "Medical Savings Accounts," Journal of Financial Planning, June 1997, pp. 72-77.
Roberts, M. L., P. A. Hite and C. F. Bradley, "Understanding Attitudes Towards Progressive Taxation," Public Opinion Quarterly, Vol. 50, pp. 165-190.
Bradley, C.F., J.E. Coleman, et al, "Business Succession - Strategies for Minimizing Risk to Business Stability, Marketing Relationships, and Wealth Transfer Tax Liability," presented at the Academy of Business Administration Annual Meeting, London, England, August 2000.
Bradley, C. F., "Measuring Compliance Behavior of Tax Executives at Large Corporations," presented at the Applied Business Research International Conference, Puerta Vallarta, Mexico, March 2000.
Bradley, C. F., "Developing Measures of Corporate Tax Compliance Behavior Using a Grounded Theory Approach," presented at the American Society of Business and Behavioral Sciences Annual Meeting, Las Vegas, Nevada, February 1999.
Roberts, M. L., P. A. Hite and C. F. Bradley, "Understanding Progressivity: An Experimental Investigation Using Abstract and Concrete Framing," presented at the American Accounting Association Annual Meeting, August 1993.
Roberts, M. L. and P. A. Hite, and C. F. Bradley, "Understanding Progressivity: An Empirical Investigation Using Abstract and Concrete Information," presented at the American Accounting Association Annual Meeting, August 1990.
Dalton, M. A. and C. F. Bradley, "Tax Implications of Professional Corporations," presented at the American Accounting Association Annual Meeting, Southeast Region, 1980.
BOOKS
Dalton, M. A., J. F. Dalton and C. F. Bradley, Dalton CFP Examination Review, Vol. I, 1997-98,1999-2000, 2001 and 2002 editions, 835 pages, Dalton Publications.
Dalton, M. A. and J. F. Dalton with C. F. Bradley (contributing author), Dalton CFP Examination Review, Vol. II, 1997-98, 1999-2000, 2001, 2002 editions, 798 pages, Dalton Publications.
SOFTWARE DEVELOPMENT
Mock Exam A, an interactive tutorial, Dalton Publications, 1998 release.
Mock Exam B, a computer simulated test, Dalton Publication, 1998 release.
OTHER PROFESSIONAL ACTIVITIES
1995-present Conducted advanced, professional level Certified Financial Planner Exam reviews in Boston, Dallas, New Orleans, New York, Orlando and Philadelphia for Dalton CFP Reviews.