Preliminary Program
updated March 25, 2009
Sunday, May 3 |
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| 4:00 p.m. - 6:00 p.m. | E-File Coordinators Meeting (states only) Verenda Smith, FTA, moderator |
Monday, May 4
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| 8:30 a.m. - Noon | Welcome and Introductions FTA IRS E-File: IRS Status Update, Challenges and Changes David Williams, Director, Electronic Tax Administration and Refundable Credits, IRS Modernized Electronic Filing Rollout Valerie Gunter, Acting Director, Development Services Division, IRS Carol Mullins, Director-Submission Modernization Information and Technology Services Organization, IRS Mef Transition; What Our Partners Need to Succeed Valerie Gunter, Acting Director, Development Services Division, IRS Juanita Wueller, IRS CPA Representative(s) Industry Representative(s) ETA Database: An Effective Tool for Coordinators Kevin Mullen, IRS |
| Noon - 1:30 p.m. | Lunch (provided) Advancing Efile Study David Williams, Director, Electronic Tax Administration and Refundable Credits, IRS |
| 1:30 p.m. - 5:00 p.m. | TAG Update State Representative NACTP Principles for Deploying Modernized eFile NACTP Panel Efile Marketing: Tips and Tools States Can Use Lisa Valentine, IRS Michael Cosgrove, PhD, Senior Vice President, Low Associates Andrew Bellows, Senior Account Executive, Low Associates |
| 5:00 p.m. | FTA Free File Advisory Group Meeting Industry and State Representatives |
| 5:30 p.m. - 7:00 p.m. |
Reception |
Tuesday, May 5
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| 8:30 a.m. - noon | Preparer Enforcement Revenue Noon State Representative(s) FTA Free File Advisory Group Progress Donna Muccilli, Moderator Russ Sprouse, Intuit David Macklin, Computer and Communication Industry Association State Representative(s) Online Fraud Detection and Identity Theft Hun Kim, Director Online Fraud Detection and Prevention, IRS Signature Alternatives: Why We Do What We Do State Representative PanelPreparer Enforcement Revenue State Representative(s) |
| noon - 1:30 p.m. | Lunch (on your own) |
| 1:30 p.m. - 5:00 p.m. | Refund Crimes and ERO Sanctions IRS Representatives State MeF: Standards, Structures and Rules Terry Garber, South Carolina, FTA TIGERS Co-Chairperson Greg Martinez, Intuit, FTA TIGERS Co-Chairperson State Updates Each State will speak briefly on the 2009 filing season and outline changes for the 2010 filing season and beyond |
| 5:30 p.m. - 6:30 p.m. | FFA working group sharing meeting |
Wednesday, May 6
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| 8:30 a.m. - 11:30 a.m. | FSET - Modernized Approach to Payroll Taxes State and Industry Representatives Marketing Technology: A State’s Prospective Rita Tsibulevskaye, Maryland Income Tax: “Ready-Return” Successes State Representative GPS for the IP Addresses Michael Guerin, Massachusetts |
| 11;30 a.m. | Adjourn |
TAG Meeting
Wednesday, May 6
TAG Meeting |
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| 8:30 a.m. - 11:30 a.m. | 2 Dimensional Bar Code Standards Meeting State and Industry personnel are invited |
| 1:30 p.m. - 5:00 p.m. | FTA-IRS Tactical Advisory Group (TAG) Meeting States and IRS personnel are invited |
Thursday, May 7
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| 8:30 a.m. - 3:00 p.m. | FTA-IRS Tactical Advisory Group (TAG) Meeting States and IRS personnel are invited |