Steve Hoffman
Steve is a tax professional with many years of experience and education and
is dedicated to providing education and training on taxes to higher
education and nonprofit organizations. His expertise is communicating comples tax law into easy to understand language - and how to prepare for changes that affect the organization. He is a trusted adviser and consultant to senior management at colleges and universities. With his years of experience he represents colleges and universities in 'dispute resolution' with taxing authorities.
He has served as Tax Manager of the largest nonprofit educational
organization in Washington, DC. He is the former Director of Tax Services,
and Payroll in the Business and Finance Division at the flagship
West Virginia University. He also served for six years as the first ever Director
of Taxation at the largest land grant university in the US. He publishes
a Tax Update Newsletter for Higher Education that is distributed to colleges
and universities around the United States and publishes a Blog on taxes in
Higher Education that is widely read. His background includes 15 years with
the IRS and he is an Enrolled Agent Before the IRS. He has been employed in multiple areas of taxation such as local government, federal government,
nonprofit organizations, and corporate taxation.
He was appointed by the Secretary of the Treasury to serve on the Advisory
Committee for Taxation for the Tax Exempt/Governmental Entities Division of the IRS where he received the Commissioners Award and also on the Taxpayer Advocacy Panel of the IRS. Steve is also a Certified Financial Planner and graduated with a Master of Science in Taxation Degree from Capital University in Columbus, Ohio. He has been a member of the Southern Association of College and University Business Officers and served on the Doctoral and Research Institutions committee. He has presented at the SACUBO Annual Meeting, SACUBO Drive In Workshops, CACUBO Annual Conference and participated in NACUBO presentations. In addition, he has provided seminars and workshops for various other organizations. With his extensive experience with the IRS and as Tax Manager for 3 universities, Steve is well versed in 'conflict resolution' - meaning that he successfully represents colleges and universities before the IRS in audit situations.
He is an accomplished speaker who has earned his membership in the National Speakers Association and whose focus is on the audience learning. Known as the Tax Translator, he makes tax law easily understood and has been cited as 'Tax with Personality'. He has been quoted in the USATODAY the Christian Science Monitor national newspapers, and the Baltimore Sun and the Dominion Post newspapers. He has also appeared on WBOY- TV for a series of tax tips. in addtion, he is an published author (Wiley Books) with the 2013 release of "Taxation for Colleges and Universities: Six Steps to A Successful Tax Compliance Program". Other articles have been published in the University Business magazine, the College and University Auditors Journal and the Costco Connection.
Steve is also an adjunct professor with Thomas University, Thomasville Georgia where he instructs Business Ethics courses
Steve is a tax professional with many years of experience and education and
is dedicated to providing education and training on taxes to higher
education and nonprofit organizations. His expertise is communicating comples tax law into easy to understand language - and how to prepare for changes that affect the organization. He is a trusted adviser and consultant to senior management at colleges and universities. With his years of experience he represents colleges and universities in 'dispute resolution' with taxing authorities.
He has served as Tax Manager of the largest nonprofit educational
organization in Washington, DC. He is the former Director of Tax Services,
and Payroll in the Business and Finance Division at the flagship
West Virginia University. He also served for six years as the first ever Director
of Taxation at the largest land grant university in the US. He publishes
a Tax Update Newsletter for Higher Education that is distributed to colleges
and universities around the United States and publishes a Blog on taxes in
Higher Education that is widely read. His background includes 15 years with
the IRS and he is an Enrolled Agent Before the IRS. He has been employed in multiple areas of taxation such as local government, federal government,
nonprofit organizations, and corporate taxation.
He was appointed by the Secretary of the Treasury to serve on the Advisory
Committee for Taxation for the Tax Exempt/Governmental Entities Division of the IRS where he received the Commissioners Award and also on the Taxpayer Advocacy Panel of the IRS. Steve is also a Certified Financial Planner and graduated with a Master of Science in Taxation Degree from Capital University in Columbus, Ohio. He has been a member of the Southern Association of College and University Business Officers and served on the Doctoral and Research Institutions committee. He has presented at the SACUBO Annual Meeting, SACUBO Drive In Workshops, CACUBO Annual Conference and participated in NACUBO presentations. In addition, he has provided seminars and workshops for various other organizations. With his extensive experience with the IRS and as Tax Manager for 3 universities, Steve is well versed in 'conflict resolution' - meaning that he successfully represents colleges and universities before the IRS in audit situations.
He is an accomplished speaker who has earned his membership in the National Speakers Association and whose focus is on the audience learning. Known as the Tax Translator, he makes tax law easily understood and has been cited as 'Tax with Personality'. He has been quoted in the USATODAY the Christian Science Monitor national newspapers, and the Baltimore Sun and the Dominion Post newspapers. He has also appeared on WBOY- TV for a series of tax tips. in addtion, he is an published author (Wiley Books) with the 2013 release of "Taxation for Colleges and Universities: Six Steps to A Successful Tax Compliance Program". Other articles have been published in the University Business magazine, the College and University Auditors Journal and the Costco Connection.
Steve is also an adjunct professor with Thomas University, Thomasville Georgia where he instructs Business Ethics courses
All Universities Have Unrelated Business Income Tax - How Do You Know?
Every school has some activities that are subject to the UBIT. Learn which are reportable and taxable and which activities are not. Know the only definition of UBIT that matters - the one from the IRS and then learn the exceptions to UBIT. Tools and tips for identifying UBIT on your campus will be presented.
How to Avoid the Independent Contractor Tax Trap
How to Avoid the Independent Contractor Tax Trap
The Independent Contractor vs. Employee decision happens every day on campus. The impact of that decision can be a financial risk to your school. Learn how better decisions can be made by reviewing the factors the IRS reviews and protect yourself from a lurking tax assessment. Real life examples are used to show how the IRS has ruled in the past so that...
Tax Updates for Colleges and Universities
Because colleges and universities are typically tax-exempt organizations, it can be difficult to convince people that there are, in fact, numerous tax issues to be faced. Over the past decade the IRS has conducted examinations at a number of institutions of higher education, and because of this increased level of scrutiny, colleges and universities must be ever mindful of the tax implications of almost everything they do. Failure to do so could result in significant tax liability,...
Six Steps to Build a Strategic Tax Compliance Management Program
Steve Hoffman, The Tax Translator, has developed and implemented Seven Steps to a strategic Tax Compliance Program for colleges and universities. This program will show you seven steps to take to build one at your school.
Let Steve Hoffman take you through the steps of: Awareness of Tax Liabilities, Identification, Compliance (Policies and Procedures, Internal Controls) Monitoring, Reporting and building an audit defense BEFORE the audit. He brings a wealth of...
Fringe Benefits - Taxable or Not?
Fringe Benefits - Taxable or Not?
Many times it is the role of the Payroll Department to make decisions regarding the taxability of fringe benefits. Do you know what are taxable fringe benefits and which benefits are not taxable? Is there difficulty in identifying, valuing and reporting fringe benefits? This session will discuss the many types of benefits offered in higher education. Benefits such as IPads, Housing Allowances, Moving Expenses, Awards and Prizes, Companion Travel and...
Taking Care of Your Business: What Self Employed Meeting Planners Need to Know About Federal Taxes.
Are you a self-employed meeting planner or operating a small meeting planner business? Have you tried reading the information from the IRS on operating your small business? Is it confusing to you? - is there too much information, too complicated and just doesn't make sense? Does the thought of the IRS keep you up at night? Worried that you are or are not paying close enough attention to the IRS while running your business?
This presentation will guide the 'newly self- employed...
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