Alan Sumutka
Associate Professor Email: sumutka@rider.edu
Phone Number: (609) 896-5193
Department Name:
Accounting
Office Location:
Sweigart Hall 327

Faculty Office Hours

Mailing Address:
2083 Lawrenceville Road, Lawrenceville, NJ 08648
Role: 
Faculty
Title: 
Associate Professor
Email: 
sumutka@rider.edu
Phone Number: 
(609) 896-5193
Department Name: 
Accounting
Mailing Address: 
2083 Lawrenceville Road, Lawrenceville, NJ 08648
Office Location: 
Sweigart Hall 327

Research Interests: Taxation, Personal Financial Planning
Teaching Interests: Taxation

Professor Sumutka, a member of the Rider Community since 1977, teaches undergraduate and graduate taxation courses.   He is the recipient of four teaching awards, including the New Jersey Society of CPAs “Outstanding Educator Award” and the Lindback “Distinguished Teaching Award.” 

Prior to entering academia, Sumutka worked for the “Big 8” CPA firm, Peat, Marwick, Mitchell and Co., and pharmaceutical giant, Merck and Co., Inc.  Today, he operates his own CPA firm.

The recipient of many research leaves and grants, Sumutka publishes primarily in the area of taxation and is the author/co-author of more than 35 articles and 1 book.  His articles have appeared in The Journal of Financial Planning, The Journal of Accountancy, The Tax Adviser, Taxation for Accountants, The CPA Journal, and others.

He is a member of the American Accounting Association, American Institute of Certified Public Accountants, and New Jersey Society of CPAs.

Background Information

  • Master of Business Administration, 1977, Seton Hall University, Accounting
  • Bachelor’s of Science in Commerce, 1972, Rider University, Accounting

Refereed Articles

  • Sumutka, A. R., Sumutka, A. M., & Coopersmith, L. W. (2012).  Tax-Efficient Retirement Withdrawal Planning Using a Comprehensive Tax Model.  Journal of Financial Planning, 25 (4), 41-52.
  • Coopersmith, L. W. & Sumutka, A. R. (2011).  Tax-Efficient Retirement Withdrawal Planning Using a Linear Programming Model. Journal of Financial Planning, 24 (9), 50-59.

Refereed Proceeding

  • Coopersmith, L. W., Sumutka, A. R., & Arvesen, J. (2009).  Optimal Tax-Efficient Planning of Withdrawals from Retirement Accounts.   Academy of Financial Services.

Presentation of Refereed Paper

  • Coopersmith, L. W., Sumutka, A. R. , & Arvesen, J. (2009, October). Optimal Tax-Efficient Planning of Withdrawals from Retirement Accounts.   Academy of Financial Services, Anaheim, California.

Other Intellectual Activities
Discipline-Based Scholarship 

  • 2011: Citation of Work in Other Publications.  Interview: Interviewed with publication Dow Jones Market Watch. Appeared 9/29/11 in online edition under the title Best Ways to Draw Down Retirement Accounts.

Contribution to Practice

  • 2012: Newspaper Articles or Columns.  Interview:  Interviewed with 'PM Packet Magazine' (of Princeton, NJ) re: 'Financial Fitness'

Basic or Discovery Scholarship

  • 2012: Sumutka, A. R., A New Rule of Thumb for Tapping Savings.  Interviewed with Kiplinger's Retirement Report.  Appeared in September 2012 edition.

Honors/Awards/Grants
Awards

  • 2011:  Summer Research Fellowship, Rider University, College of Business Administration.
  • 2011:  Gordon E. Prichard '63 Award for Volunteer Service Rider University Alumni Association.
  • 2011:  Adviser Appreciation Award Rider University, College of Business Administration.
  • 2009:  Adviser Appreciation Award Rider University, College of Business Administration.
  • 2005:  Faculty Award Catholic Campus Ministry.
  • 2002:  Course Reduction Center for Innovative Instruction.
  • 1991:  Bronc-Backer Award Rider Basketball Team.
  • 1989:  Dean's Award of Special Recognition for outstanding contributions to the College of Business Administration Rider University, College of Business Administration.

Honors

  • 2012: Andrew J. Rider Faculty Recognition Rider University, awarded by President at Founder’s Day.
  • 2010:  Finalist University Distinguished Teaching Award.
  • 2008:  Andrew J. Rider Faculty Recognition Rider University, awarded by President at Founder's Day.
  • 2007:  Andrew J. Rider Faculty Recognition Rider University, awarded by President at Founder's Day.
  • 2000:  Outstanding Educator Award NJ Society of CPAs.
  • 1997:  Innovative Teaching Award Rider University Business Advisory Board.
  • 1984:  Nominee for Outstanding Educator Award Program NJ Society of CPAs.
  • 1982:  Distinguished Teaching Award Christian R. & Mary F. Lindback Foundation
  • 1979:  Award for Distinguished Teaching Alpha Lambda Delta. 

Research Grants

  • 2011: Sumutka, A. R., Rider University Summer Research Grant.
  • 2008: Sumutka, A. R., Paid Research Leave.
  • 2007: Sumutka, A. R., Paid Research Leave.
  • 2006: Sumutka, A. R., Davis Summer Research Grant.
  • 2004: Sumutka, A. R., College Summer Development Grant.
  • 2003: Sumutka, A. R., Paid Research Leave.
  • 1996: Sumutka, A. R., Paid Research Leave.
  • 1991: Sumutka, A. R., Paid Research Leave.
  • 1989: Sumutka, A. R., College Summer Research Grant.
  • 1988: Sumutka, A. R., College Summer Research Grant.
  • 1987: Sumutka, A. R., College Summer Research Grant.