Greg Geisler

Greg Geisler is a clinical professor of accounting at the Indiana University Kelley School of Business. He possess the demonstrated ability to discover new knowledge at the intersection of taxes and financial planning in areas such as tax-efficient charitable giving, asset location, 529 education savings accounts, health savings accounts, retirement accounts, Social Security benefits taxation and tax-efficient investing and paying down debts.

Geisler came to Kelley from the University of Missouri-St. Louis, where he was a professor from 2002 to 2018. He also has taught at Georgia State University. Prior to entering academia, he worked in accounting as a certified public accountant. He received his Ph.D. from the University of North Carolina-Chapel Hill, his MBA from the University of Pittsburgh and a Bachelor’s in Business Administration from the University of Notre Dame.

Areas of Expertise

Taxes and financial planning, Social Security “tax torpedo,” tax-efficient accumulation and decumulation, health savings accounts, rank-order to invest and pay down debts, Roth versus traditional 401(k)s, Roth versus traditional IRAs, 529 accounts, asset location, qualified charitable distributions from an IRA versus donating appreciated securities, tax planning around the 199A Deduction Phaseout for Professional Service Businesses, and Phaseouts of Individual tax laws.