Advisory Committee on Tax Exempt and Government Entities (ACT ...

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MEMBER BIOGRAPHIESoriented approach to the services they provide. In recent years, the Foundationhas supported organizations working in the areas of K-12 education reform,homelessness, poverty prevention, fine arts, health and learning difficulties. Ms.Thompson has a Masters of Business Administration from the Stanford GraduateSchool of Business.GOVERNMENT ENTITIES: FEDERAL, STATE AND LOCAL GOVERNMENTSSteven W. Hoffman, Columbus, OhioMr. Hoffman is the tax manager for The Ohio State University, where he isresponsible for issues concerning taxation in state and local governments andtax-exempt entities. His background includes 15 years with the IRS and withOSU's tax-exempt bond activity. Hoffman, an enrolled agent and a certifiedfinancial planner, has a Master of Science in Taxation from Capital University inOhio.Nicholas C. Merrill, Jr., Springfield, Ill.Mr. Merrill is the manager of the accounting division for the State Employees’Retirement System of Illinois, a large statewide Public Employees’ RetirementSystem. He is a certified public accountant and previously worked for a nationalpublic accounting firm where he specialized in governmental audits. He hasserved as President of the National Conference of State Social SecurityAdministrators (NCSSSA), as well as in other roles within that organization. Heis also active in the Government Finance Officers Association.Julian Regan, Marlborough, Mass.Mr. Regan has held leadership, regulatory, client service and risk managementroles for a number of governmental organizations and private sector firms thatserve tax-exempt entities. He is currently Vice President, Fidelity Investments,where he is responsible for developing governance and policy across thecompany’s retirement plan business lines. Prior to joining Fidelity, Mr. Regan wasExecutive Director, New York State Deferred Compensation Board, where he ranthe State’s then 159,000-member, $7.7 billion deferred compensation plan anddeveloped regulations that govern 250 local government plans. Previously, hewas Assistant General Manager and Budget Director, Massachusetts BayTransportation Authority and Assistant Vice President, Mellon Trust. Mr. Reganreceived a Bachelors Degree in Business Administration and an MBA fromSuffolk University.ADVISORY COMMITTEE ON TAX EXEMPT AND GOVERNMENT ENTITIES (ACT) June 11, 2008 4
MEMBER BIOGRAPHIESGOVERNMENT ENTITIES: INDIAN TRIBAL GOVERNMENTSDennis Puzz, Jr., MinneapolisMr. Puzz is a member of the Yurok Tribe of Northern California and an attorneyin the Native American Law section of Best & Flanagan. Mr. Puzz focuses hispractice on representing tribal governments in the areas of gaming, economicdevelopment, constitution, ordinance and regulation drafting, and employment.Prior to rejoining the firm, he was executive director of the Yurok Tribe, inKlamath, Calif. As executive director, he oversaw all operations of the tribalgovernment, which employs approximately 250 employees and operates on ayearly budget of $12 million. He was also tasked with managing all TribalCouncil initiatives internally, representing the Tribe on these issues with outsideentities, and managing four outside law firm relationships regarding theseprojects. Mr. Puzz has a Juris Doctor from the University of Minnesota LawSchool.Sandra Starnes, Kingston, Wash.Ms. Starnes is a certified public accountant who works as the cash managementofficer for the Port Gamble S’Klallam Tribe in the state of Washington. Herexperience includes working with non-profit organizations. Ms. Starnes has aBachelor of Arts in accounting and business administration.Mary J. Streitz, MinneapolisMs. Streitz is a partner in the law firm of Dorsey & Whitney LLP, with wideexperience in a wide variety of tax issues affecting Indian tribal governments andother tribal entities. She has represented tribes in all regions of the country. Shealso heads up her firm’s national Indian tax practice. Ms. Streitz has a JurisDoctor from the New York University School of Law.GOVERNMENT ENTITIES: TAX EXEMPT BONDSJoan M. DiMarco, PhiladelphiaMs. DiMarco is the managing partner of the Philadelphia office ofBondResources Partners LP. Her background includes a wide range ofexperience in consulting to investment bankers, law firms, issuers andgovernmental agencies. She has more than 30 years of experience in municipalbonds and structured finance. Ms. DiMarco is a certified public accountant andhas a Bachelor of Science in business administration from Drexel University.ADVISORY COMMITTEE ON TAX EXEMPT AND GOVERNMENT ENTITIES (ACT) June 11, 2008 5
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The Streamlined Closing Agreement F
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PROTECTING PLAN BENEFITS:IMPROVING
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Tax Treatment Of Cellular Telephone
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IRC, 2007-CODE-VOL, SEC. 280F. LIMI
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PENIRC S 274 Page 1 of 12IIRC, 2007
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PENIRC S 274 Page 3 of 12relationsh
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Employee Cell Phones Page 1 of 1Emp
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15. Special Rules for Various Types
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Withholding RequirementsACCOUNTING
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