| 2004
Electronic Filing Symposium
Preliminary Outline
(updated May 10, 2004)
Final
Program Available
Following
is a preliminary outline of the Symposium program, broken down
by day. Speakers will be added to the program once confirmed. All
changes/updates to this program will be posted to www.taxadmin.org.
Sunday,
May 16
| 3:00
p.m.–6:00 p.m. |
Registration |
| 2:00
p.m.–4:00 p.m. |
State
E-file Coordinator Meeting
(Government Only) |
| 4:00
p.m.–5:00 p.m. |
State
StACK Meeting
(Government Only) |
Monday,
May 17
| 7:30
a.m. |
Registration
and Continental Breakfast |
| 8:30
a.m. |
Welcome
to Oklahoma City
Thomas
E. Kemp, Jr., Chairman, Oklahoma Tax Commission |
| 9:00
a.m. |
IRS/ETA
Initiatives (overview of initiatives for individual and business
tax electronic filing)
JoAnn Bass, Director, Strategic Services Division |
| 10:00
a.m. |
BREAK |
| 10:30
a.m. |
IRS
Report: Filing Season in Review and Future Initiatives (individual
income tax electronic filing)
Jimmy Smith, Director, Submission Processing |
| 11:15
a.m. |
NACTP
Report on Filing Season
Andrea Bibb, Jackson Hewitt Tax Service
Mark Castro, Orrtax Software, Inc.
Cindi Gervais, H&R Block
Rebecca McCaulley, CCH Incorporated |
| Noon–1:30
p.m. |
Lunch
(on your own) |
| 1:30
p.m. |
Review of Filing Season Plus State Intiatives for
2004 and Beyond
Each
state will provide a recap of the 2004 filing season and speak
briefly on changes for 2005 and beyond |
| 2:15
p.m. |
Federal-State
Acknowledgements for 2005
Darryl Giles, IRS |
| 3:00
p.m. |
BREAK |
| 3:30
p.m. |
State
Planning and Uniformity Issues for Federal-State Acknowledgements
Jerry Wingate, Missouri Dept. of Revenue
Steve Thimsen, Idaho State Tax Commission |
| 4:15
p.m. |
IRS
Encryption Standards
Carolyn
E. Davis, Senior Program Analyst, IRS
Frank Kist, Director, IRS Enterprise Networks
Paul Masucci, IT Specialist, IRS
Kevin Richards, Illinois and TAG Member |
| 5:30
p.m.–7:00 p.m. |
Opening
Reception with light hors d’oeuvres |
Tuesday,
May 18
| 7:30
a.m. |
Continental Breakfast |
| 8:30
a.m. |
Review
of Mandatory Electronic Filing for Individual Income Tax
Marcia Gray, Wisconsin Dept. of
Revenue
Bill Grewe, Minnesota Department of Revenue
Michael Kaufmann, Oklahoma Tax Commission
Annette Olivier-Wolfe, Michigan Department of Treasury
Mark Castro, Orrtax Software, Inc.
Rebecca McCaulley, CCH Incorporated |
| 9:45
a.m. |
BREAK |
| 10:10
a.m. |
Panel:
State Free File--Report on 2004 Filing Season
Annette Olivier-Wolfe, Michigan Dept. of Treasury
Helen Pelersi, New York State Dept. of Taxation & Finance
Michael Guerin, Massachusetts Dept. of Revenue
Bill Grewe, Minnesota Dept. of Revenue |
| 11:10
a.m. |
State-Developed
Electronic Filing Programs
Lee
Mikelson, Virginia Dept. of Taxation
Meggan
Swisher, Pennsylvania Dept. of Revenue |
| Noon–1:30
p.m. |
Luncheon
with Table Topics |
| 1:30
p.m.–5:00 p.m. |
Concurrent
Breakout Sessions |
| |
Breakout
A |
| 1:30
p.m. |
Federal/State
Marketing Initiatives
Samuel Farrow, IRS Program Analyst |
| 2:15
p.m. |
Federal/State
1120, 1065, 1041 and Employment Tax – Background
Dayna Sefcik, Supervisory Program Analyst
Joan Barr, Technical Requirements Manager |
| 3:00
p.m. |
BREAK |
| 3:30
p.m. |
Streamlined
Sales, Federal/State 1120 and Federal/State Employment Tax XML
Developments
Terry Garber, South Carolina Dept. of Revenue, TIGERS Chair |
| |
Breakout
B |
| 1:30
p.m. |
FTA/NACTP-Sponsored
2-D Bar Code Standards Working Group Meeting
FTA, NACTP and State Representatives |
Wednesday,
May 19
| 7:30
a.m. |
Continental
Breakfast |
| 8:30
a.m. |
FTA
Update on State Electronic Filing Initiatives
Harley Duncan, Executive Director, Federation of Tax
Administrators |
| 9:15
a.m. |
FTA
E-Government Tactical Advisory Group Activities
Representatives, TAG |
| 10:30
a.m. |
BREAK |
| 11:00
a.m.–Noon |
IRS
and State E-Service Initiatives
Tom
Parisi, Supervisory Program Analyst, IRS
Frank
Lanza, California Franchise Tax Board
Joel
Schensul, New York State Dept. of Revenue and Taxation |
|
