FTA Electronic Filing Symposium

May 15-18, 2005• Renaissance Atlanta Downtown • Atlanta , GA

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Preliminary Program

Sunday, May 15 Registration
3:00 p.m.–6:00 p.m. Registration
3:00 p.m.–5:00 p.m. State E-file Coordinator Meeting (Government Only)
Monday, May 16
7:30 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome to Atlanta
8:45 a.m.

IRS/ETA Initiatives including review of initiatives for individual and business tax electronic filing and filing season review and future initiatives.
 Bert DuMars, Director, Electronic Tax Administration

9:45 a.m. Open Forum
10:20 a.m.

NACTP State Electronic Filing Standards
  Mark Castro, Orrtax
  Rebecca McCaulley, CCH
 Denise Elliott, Intuit
 Cindy Gervais, H & R Block

11:20 a.m.

Trends in State Electronic Filing
 Harley Duncan, Executive Director, FTA
Noon–1:30 p.m. Lunch (on your own)
1:30 p.m.

Mandating Electronic Filing – Panel Discussion to Examine Trends in Individual and Business Tax Filing Mandates and Steps to Implementing a Successful Mandate
 Panelists:
   Mark Castro, Orrtax
   Sue Gaston, H & R Block
   Dick Eppleman, Vertex
   Jo Ann Bass, IRS
   Sean McDaniel, California FTB
   Mike Guerin, Massachusetts
2:40 p.m.

FTA-IRS Tactical Advisory Group (TAG) Activities
 Terry Garber, TAG Chair
 Kevin Richards, TAG Member

3:30 p.m.

Filing Season Review & What’s New for 2005 and Beyond – State Updates
Each state will speak briefly on the 2004 filing season and outline changes for the 2005 filing season and beyond

5:30 p.m.–7:00 p.m. Opening Reception with light hors d’oeuvres
Tuesday, May 17
7:30 a.m. Continental Breakfast
8:30 a.m.

Free File Alliance – A Discussion with Participating Companies and States
 Atilla Taluy, FileYourTaxes.com
 Russ Sprouse, Intuit 
 Rebecca McCaulley, CCH

9:20 a.m.

State Retrieval System
Darryl Giles, IRS
10:10 a.m.

Federal-State Acknowledgements – Review 1st Year and Examine Changes for 2006 Filing Season
  Darryl Giles, IRS
 Carolyn E. Davis, IRS
10:50 a.m.

Uniformity Issues for Federal-State Acknowledgements
 Jamie Stiles, Drake
 Squire Dahl, Orrtax
 Steve Thimsen, Idaho State Tax Commission

11:40 a.m.

IRS Encryption Standards – Panel Discussion
 Carolyn E. Davis, IRS
 Darryl Giles, IRS
 States Representatives (will provide update on experiences with encryption)

12:00–1:30 p.m. Luncheon with Table Topics
1:30 p.m.–5:00 p.m. Concurrent Breakout Sessions
 

Breakout A
EFTPS Pilot – Panel Discussion
 Larry Faulkner, IRS
 Kevin Richards, Illinois Dept. of Revenue
 Walt Eccard, FMS
 Orlando Evans, Bank of America

Marketing New York Style
 Lynne Passarelli, New York State Dept. of Taxation &  Finance

Open Discussion on Issues related to 2005 Filing Season and Future Changes
  IRS, State, Software Developer
 

Breakout B
Federal/State 1120, 1065, and Employment Tax – Background, Updates, and What You Should do to Prepare
  Joan Barr, IRS
 Carol McLaughlin, IRS

New Federal/State E-file Program Development Process and Effect on 1120, 1065, 1040 and Employment Tax Development
  Terry Garber, South Carolina Dept. of Revenue

State Perspective on Preparing for Implementation of Fed/State 1120
State Representatives
AZ, IN, NJ

Streamlined Sales, Federal/State 1120 and Federal/State Employment Tax Developments
 Terry Garber, South Carolina Dept. of Revenue
Wednesday, May 18
7:30 a.m. Continental Breakfast
8:30 a.m.

2-D Barcode Successes – Why Your State Should Join the Program!
 Donna Muccilli, Arizona Dept. of Revenue
 Veronica Jennings, Alabama Dept. of Revenue 
  Ginger Hulsey, Oklahoma Tax Commission
9:45 a.m.

Innovations in Internet Filing, Payment, Account Maintenance and Customer Service for Business and Individual Income Taxes
 Karen Barthelmes, Indiana Dept. of Revenue
 Sean McDaniel, California Franchise Tax Board
11:00 a.m.

Addressing Fraud
 Sandy Sharpe, Georgia Dept. of Revenue

Noon Adjourn

The following breakout will run opposite Wednesday morning sessions noted above.  Please make note of the 9:45 a.m. start time for the 2-D Standards group.  This follows the 2-D panel presentation.

9:40 a.m.- Noon FTA/NACTP-Sponsored 2-D Bar Code Standards Working Group Meeting
FTA, NACTP and State Representatives