Dr. DiCicco’s Profile

Dr. Joel DiCicco is a CPA with over 30 years of practitioner experience in finance, taxation, and accounting/auditing.  For approximately 20 years, Joel worked for the IRS with increasingly responsible jobs leading up to his position as Territory Manager for the Financial Products team east of the Mississippi.  In this role, he worked and supervised the most complex and sophisticated tax structuring and valuation issues, utilizing many of the latest forensic techniques applied in tracking the true substance of transactions.

Part of this role included overseeing the valuation of emerging and complex financial instruments, formulating policies and tax positions, reviewing and evaluating issues pertaining to structured products, debt/equity concerns, abusive transactions, and valuations, examining the tax treatment and valuation accorded complex financial constructs and performing complex mathematical valuations of these instruments.

Dr. DiCicco also was the lead instructor for all three phases of the IRS’s National Financial Product Training and he served on details as Territory Manager for both Global High Wealth and Large Business Employment Taxes.  Further, Joel developed multiple training guides and toolkits spanning a variety of emerging issues in conjunction with the IRS National Office legal division.

 Dr. DiCicco currently is on the Editorial Review Board for the Florida Institute of Certified Public Accountants and the International Society of Business Appraisers.He has been a faculty member at Florida Atlantic University for more than 12 years and is now a full-time instructor for the Graduate Executive MBA program. Over these years, he has taught courses in  accounting, finance, and taxation.  In addition, Joel is quite involved with both FAU’s Financial Analyst and Master of Science in Finance programs.

Dr. DiCicco is a Certified Public Accountant (CPA), Certified in Financial Forensics (CFF),  Chartered Global Management Accountant (CGMA), and Personal Financial Specialist