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.
Steve 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 University of West Virginia. 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 colleagues 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 three universities, Steve is well versed in ‘conflict resolution’ – meaning that he successfully represents colleges and universities before the IRS in audit situations.
Steve is an accomplished speaker who has earned his membership in the National Speakers Association and whose focus is on 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.