FTA Technology Conference

Papers and Presentations

Monday, April 28
8:30 a.m. - Noon	IRS E-File: Current Initiatives and Those on the Horizon David Williams, Director-Electronic Tax Administration, IRS 2007-2008 TAG Update Jerry Coble, NC, State TAG Co-Chair Modernized Electronic Filing Carol Mullins, Director-Submission Modernization Information and Technology Services Organization, IRS 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
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
8:30 a.m. - 11:30 a.m.	State Direct Internet Filing Kevin Richards, Illinois Meggan Swisher, Pennsylvania Why Do Taxpayer Think the Way They Do? Applying the Technology Acceptance Model (TAM) to State Internet Tax Filing Mike Boone, North Carolina Delving into the Numbers, plus Around the World in 80 Seconds Harley Duncan, FTA Montana Property Tax Refund: A "Ready Return" Case Study Steve Austin, Montana
11:30 a.m.	Adjourn