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ATTORNEYS
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HOFFMAN, THOMAS M.
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Email: thoffman@uplawtx.com
Senior Counsel whose Practice includes advising employers and executives in a wide range of tax and employee benefit matters. Experience involves all aspects of tax-qualified retirement plans, health and welfare benefits, and other compensation arrangements, including representing clients in merger and acquisition transactions and controversy matters before the Internal Revenue Service and the Employee Benefits Security Administration of the Department of Labor.
Education
Master of Laws (in Taxation) - New York University
Doctor of Jurisprudence - University of Texas School of Law
Master in Professional Accounting - University of Texas
Bachelor of Business Administration - University of Texas
Professional History
Admitted to Texas Bar - 1993
Admitted to practice before the U.S. Tax Court
Professional Affiliations
Dallas Bar Association - Employee Benefits/Executive Compensation Section, Chairman (2009) and Council Member (2005-present)
DBA Publications Committee, Member (2005-2009)
Gulf Coast Area Tax Exempt/Governmental Employer Employee Plans and Exempt Organization Council (2006-present)
SouthWest Benefits Association - President (2007-2008)
Executive Committee Member (2006-2009)
Board Member (2003-2009)
Chairman Annual Conference Committee (2006-2007)
Co-Chairman Education Committee (2003-2006)
Education Committee (1999-2006)
Community Involvement
"Keeping Your Technology Legal," SouthWest Benefits Association/IRS Plan Administrator Skills Workshop (2010)
Moderator, "National Office Update: Rulings and Agreements," SouthWest Benefits Association/IRS Annual Employee Benefits Conference for Practitioners and Plan Sponsors (2009)
Moderator, "Retirement Plan Examinations," SouthWest Benefits Association/IRS Annual Employee Benefits Conference for Practitioners and Plan Sponsors (2008)
"Practical Planning Considerations for Tax-Qualified Retirement and IRA Distributions," Texas CPA Tax Institute (2008)
Planning Chair and Speaker, "Cafeteria Plans: Complying with New IRS Regulations," ALI-ABA Live Audio Webcast (2008)
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