Monday April 25

IRS e-file Overview, Challenges, Changes and Modernized e-file Updates
 Paul J. Mamo, IRS, Deputy Director Submission Processing
 Robert J. Bedoya, IRS, Director E-Channel Support Office
 Carol Mullins,IRS, Director Modern Information Tech Services

NACHA/FTA Partnership State Tax Exchange Overview and Progress
 Robert Unger, NACHA

IRS Tax Return Preparer Regulations & Preparer Mandate
 David Williams, IRS, Director Return Preparer Office

e-help Desk Overview
 Dana Crockett, IRS Program Manager Electronic Products & Service Support

Online Fraud Detection/Identity Theft/Malware
 Mark Henderson, IRS, Information Technology Specialist Privacy-Information & Data Security

e-File Form 941 and MeF Corporate Income Tax Updates
 Regina Frazier-Dean, IRS, Section Chief E-Submissions Business e-file

States Experiences and Successes-Individual/Corporate MeF
 Barbara Stoenner, Oregon
 Scott Mueller, Wisconsin
 Megan Denison, Oregon
 Nancy Wilson, Virginia

 
Wednesday, April 27

Individual Income –Industry and State Communications
 Eileen Lutan – Thomson Reuters
 Johnetta Baugham – Liberty Tax
 Rebecca McCaulley – Petz Enterprises

Fed/State Employment Taxes (FSET)– State Progress Report
 Terry Garber, South Carolina, TIGERS Co-Chairperson

Ready ... Set ... Sales/Use, Payroll and Employment Taxes
 Todd Goldberg,Corptax Inc., NACTP President
 Fluffy Cazalas, Vertex Inc., NACTP Vice President
 Chris Livingston, Vertex Inc., NACTP Sales and Use Tax Committee Chairperson

Corporate/Partnership Income – Industry and State Communications
 Amy Englebert – CCH
 Jack Gibson – Drake Software
 Nancy Schmidt – Vertex

Michigan’s Mandate Program
 Floyd Schmitzer, Administrator, Michigan Department of Treasury

TIGERS – MeF, Motor Fuel & Intro to Tobacco Program
 Terry Garber, South Carolina, TIGERS Co-Chairperson

STATE UPDATES - State Representatives provide an overview of current and future programs

 
Thursday, April 28

FFA Potpourri - States Marketing and Partnership Activities
 Highlights of CCIA-sponsored media events and outreach activities
 Dave Macklin, Consultant, Computer & Communications Industry Association

Free File Marketing
 Kimberly Booberg, Marketing Manager, Intuit/TurboTax

State Free File Experiences
 Keith Wicker, South Carolina
 Megan Denison, Oregon

VITA/FreeFile partnership experience
 Douglas L. Luke, Staff Associate, University at Buffalo Educational Opportunity Center

Cornucopia of Successful State-Owned Website Services
 Larry Chapman, Nebraska
 Karen Fisk, Ohio
 Stephen Asbell, Colorado
 Sean McDaniel, California
 Cindy Lillge, Wisconsin

FTA/Industry Corporate Income Data Repository Initiative
 Donna Muccilli, FTA