Preliminary Program - revised April 24
Sunday, April 27 |
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| 4:00 p.m. - 6:00 p.m. | E-File Coordinators Meeting (states only) |
Monday, April 28 |
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| 8:30 a.m. - Noon | IRS E-File: Current Initiatives and Those on the Horizon David Williams, Director-Electronic Tax Administration, IRS E-Services Beth Jones, Director, Electronic Products and Services Support, IRS Modernized Electronic Filing Carol Mullins, Director-Submission Modernization Information and Technology Services Organization, IRS 2007-2008 TAG Update Jerry Coble, NC, State TAG Co-Chair Modernized E-File Progress and What You Need To Know: Life Under EMS vs. Life Under MeF Carol McLaughlin, IRS Donna Muccilli, Arizona |
| 12:00 noon - 1:30 p.m. | Lunch (on your own) |
| 1:30 p.m. - 5:00 p.m. | State MeF 101 – Seven Steps to Success Terry Garber, South Carolina Carol McLaughlin, IRS Greg Martinez, Intuit
Filing Season Review & What’s New for 2008 and Beyond Each State will speak briefly on the 2008 filing season and outline changes for the 2009 filing season and beyond |
| 5:30 p.m. - 7:00 p.m. | Reception |
Tuesday, April 29 |
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| 8:30 a.m. - Noon | How Industry Is Planning to Address MeF, and Educating Your Practitioners Rebecca McCaulley, CCH; Jamie Stiles, Drake; Jack Gibson, Drake E-File Marketing (And Beyond): Streaming Video Bart Rydalch, Washington State Michael Guerin, Massachusetts IRS Multilingual Initiative Results Maria Cheeks and Teresa Fernandez, IRS E-File by Design: Marketing to Diverse Populations Mitchell Bowden, North Carolina |
| Noon - 1:30 p.m. | Lunch (provided) |
| 1:30 p.m. - 5:00 p.m. | Identifying Fraudulent Electronic Returns and Blocking
Refunds Penny Feneis, Minnesota Ohio E-Forms: What We’ve Done and Why We Did It Del Harlan and Karen Fisk, Ohio Internet Filing of W-2s to the State Dawn Glazier, Idaho Standards and Other Challenges Rebecca McCaulley, CCH; Jamie Stiles, Drake; Jack Gibson, Drake Free File Alliance: A State and Federal Perspective Atilla Taluy, FileYourTaxes.com |
| 5:30 p.m. - 7:00 p.m. | Free File Roundtable Discussion Industry and State Representatives |
Wednesday, April 30 |
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| 8:30 a.m. - 11:30 a.m. | State Direct Internet Filing Kevin Richards, Illinois Meggan Swisher, Pennsylvania Delving into the Numbers, plus Around the World in 80 Seconds Harley Duncan, FTA Life After Individual E-File – W-2s, anyone? Kansas representative (invited) Montana Property Tax Refund: A "Ready Return" Case Study Steve Austin, Montana |
| 11:30 a.m. | Adjourn |