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Joint Venture names Annette Nellen as Fellow to Institute

March 29, 2023 – Joint Venture Silicon Valley’s Institute for Regional Studies has named Annette Nellen, professor, and director of San José State University's graduate tax program, as a fellow with the Silicon Valley Institute for Regional Studies, Joint Venture’s research arm.

As a fellow at the Institute for Regional Studies, Nellen will carry out projects in her areas of expertise and give her scholarly work a broader circulation among practitioners.

Nellen teaches courses in tax research, accounting methods, individual tax, property transactions, employment tax, leadership, ethics, and tax policy. Nellen was involved with the Joint Venture Tax Policy Group and chaired the panel from late 1990s through 2004.

Nellen is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee) and chair of the Virtual Currency Task Force, ABA (including as vice chair of the Tax Policy & Simplification Committee and former chair of the Sales, Exchanges & Basis Committee) and California Lawyers Association (currently serving on the Tax Section’s Executive Committee). In 2020-2021, she served on the AICPA-NASBA CPA Evolution Education Advisory Group as co-chair of the Tax Compliance & Planning Model Curriculum Task Force. She also serves on CalCPA’s Accounting Education Committee.

Nellen is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and Tax Analysts’ Tax Notes State Moving Forward? column. Annette is co-author/co-editor of four tax textbooks from Cengage (SWFT series).

Prior to joining SJSU in 1990, Annette worked at a Fortune 500 company, the IRS, and EY (10 years total). Annette is a graduate of CSU Northridge (BS Business Administration; Accounting), Pepperdine University (MBA), and Loyola Law School (JD).

"We're delighted to welcome Professor Nellen because she is a scholar in the national class,” said Russell Hancock, CEO of Joint Venture, and President of the Institute. “But she's also that particular kind of scholar who makes the esoterica of tax policy accessible and relevant to decision makers and the policy establishment. She did this previously at Joint Venture as the leader of our Tax Policy Group, and we're excited to have her back as a Fellow."

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