Symposium Program
[updated April 9, 2010]
Sunday, May 2, 2010 |
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| 4:00 p.m. - 6:00 p.m. | E-File Coordinators Meeting (states only) Peachtree Room |
Monday, May 3, 2010 |
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| 8:30 a.m. – Noon | Welcome Verenda Smith, FTA IRS e-file Overview, Challenges, Changes Norma Brudwick, Acting Director, Electronic Tax Administration and Refundable Credits, IRS Modernized E-file Update Robert Bedoya, Director e-Channel Support Carol Mullins, Director Submission Processing, MITS, IRS IRS Pre-Refund Compliance Strategy & Vision Verlinda Paul, Director, Earned Income Tax Credit, IRS Implementation of the Tax Return Preparer Regulations and the E-file Preparer Mandate David Williams, Director, Electronic Tax Administration & Refundable Credits, IRS |
| 1:30 p.m. – 4:30 p.m. | Fed/State 1040 MeF Tax Professional Experiences Terry Garber, South Carolina-Moderator Larry Gray, CPA, National Association of Tax Professionals, Senior Partner Alfermann & Gray CPA Co. (invited) Benson Goldstein Senior Technical Manager - Taxation, American Institute of Certified Public Accountants (invited) Terry Hunt, EFile Coordinator, Kansas Rance Downer, MeF Technical Coordinator, Oregon Delcie Miller, Program Analyst Eta & Refundable Credits E- Channel Support, IRS Melodye Mitchell, PMP Chief, E-Initiative Group 1, Development Services, Electronic Tax Administration and Refundable Credits, IRS NACTP Representatives IRS Marketing Nancy Mathis, Acting Brand Manager Electronic Tax Administration & Refundable Credits 2D Bar Coding Dennis K. Jones, Management Program Analyst Project Management Section, IRS Online Fraud Detection and Identity Theft Elizabeth A. Boyd, Associate Director Outreach and Analysis, Online Fraud Detection and Prevention, IRS |
| 5:30 p.m. – 7:00 p.m. | Reception |
Tuesday, May 4, 2010 |
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| 8:30 a.m. – 11:30 a.m. | States Experiences– Surviving Year One of 1040 MeF Terry Hunt, EFile Coordinator, Mark Ruth, EFile Coordinator and Rance Downer, MeF Technical Coordinator Presenting Kansas, Oregon, Idaho and Michigan Experiences NACTP- Testing and Communications between States and Industry Industry Representatives TIGERS MeF Updates, Changes, and New on the Horizon Terry Garber, South Carolina, TIGERS Co-Chairperson Greg Martinez, Intuit, TIGERS Co-Chairperson |
| 11:30 a.m. - 1:00 p.m. | Lunch – Provided |
| 1:00 p.m. – 5:00 p.m. | Efile Marketing Rebecca Stensland, Georgia Taxpayer Online Education Program Stephanie McFarland, Director of Public Relations, Indiana TAG UPDATE Steve Abel, State TAG Member, Colorado STATE UPDATES State representatives provide and overview of current and future programs |
| 5:30 p.m. | FTA/FFA Working Group Meeting Location: Local restaurant to be named |
Wednesday, May 5, 2010 |
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| 8:00 a.m. – 12:00 p.m. | FTA Free File Advisory Group Progress and Marketing Efforts Donna Muccilli, FTA, Moderator Russ Sprouse, Intuit David Macklin, Computer and Communication Industry Association Lucas Asche, North Dakota Keith Wicker, South Carolina Representatives, IRS NACHA/FTA Partnership Jonathan Lyon, FTA Robert Unger, Senior Director, NACHA NACTP - Standards and Strengthening the Partnership between Industry and States Industry Representatives Identity Theft, Fraud Detection and Criminal Prosecutions Staci Guest, Director of the Office of Special Investigations, Georgia |