Papers
and Presentations
Monday,
May 15
|
| 8:30
AM |
Welcome
to Utah
Rod Marrelli, Utah State Tax Commission |
|
8:45 AM |
IRS
E-File: The Status of Current Initiatives and Those
on the Horizon
Kim McDonald, Acting Director, Stategic Services Division,
Electronic Tax Administration |
| 9:30
AM |
Q
& A Session |
|
10:00 AM |
NACTP:
Where We Are and Where We Want To Go
Jamie Stiles, Drake Software
Billie Herman, Orrtax Software
Industry Representative, TBA |
|
11:00 AM |
Trends
in State Electronic Filing
Harley Duncan, Executive Director, FTA |
|
Noon – 1:30 PM |
Lunch
(on your own) |
| 1:30
PM |
E-Filing
Mandates: Lessons Learned
Lynne Passerelli, New York
Annette Olivier-Wolfe, Michigan
William Grewe, Minnesota
Sean McDaniel, California Franchise Tax Board |
|
2:30 PM |
The
Free Open-Source Tax Software Project
Richard L. Braman Jr., CPA, Executive Director, Tax Code Software
Foundation, Inc. |
|
3:30 PM |
Filing
Season Review & What’s New for 2006 and Beyond
State Updates
Each State will speak briefly on the 2006 filing season and
outline changes for the 2007 filing season and beyond |
| |
|
Tuesday,
May 16
|
|
8:30 AM |
Free
File Alliance: In the Wake of a New Contract
Atilla Taluy, FileYourTaxes.com |
|
9:30 AM |
State
Free File Issues
Panel:
Donna Jean Muccilli, Arizona
Annette Olivier-Wolfe, Michigan
Lynne Passerelli, New York
Jerry Wingate, Missouri |
|
11:00 AM |
EMS/SRS
Updates for 2007
Carolyn Davis, IRS |
|
1:30 PM |
E-file
Marketing
Marquetta White, Arizona
Leann Boswell, Iowa
Carole Wald, Minnesota |
|
2:15 PM |
EFTPS
Update
Walter Eccard, Federal Management Service |
|
2:30 PM |
TAG
Update
Tim Blevins, TAG Co-Chair
Peter Maser, TAG Co-Chair |
|
3:00 PM |
Everything
You Ever Needed to Know about Modernized E-File but were Afraid
to Ask
-
IRS plans - Budget and timetable
- State
plans
- Timeline
and Logistics
Terry
Garber, South Carolina
Joan Barr, IRS |
|
|
Industry
Viewpoint: Modernized E-File
Jack Lamb, Intuit
Rebecca McCaulley, CCH, Inc.
Mark Castro, Orrtax Software |
| |
|
|
|
8:30 AM |
E-Services,
E-Business and Payment Options
Sean McDaniel, California
Franchise Tax Board
Jonetta Baughan, North Carolina
Peter Johann, Iowa |
|
9:30 AM |
Identifying
and Addressing Fraud
Jeff Anderson, West Virginia |
| 10:00
AM |
BREAK |
|
10:15 AM |
Industry
Standards
Mark Castro, Orrtax Software
Mimi Nolan, H&R Block
Rebecca McCaulley, CCH, Inc.
|
|
11:00 AM |
Multilingual
Initiative
Carolyn Schafer, IRS |
| Noon |
ADJOURN |
FTA
Tactical Advisory Group (TAG) Meeting
May 17 & 18, 2006
May
17, 2006
(Salons A-B) |
| 1:00
PM |
Welcome
FTA TAG
Tim Blevins
Jonathan Lyon
Peter Maser |
| 1:10 |
TAG
SS Update
Tim Blevins
Ellen Pieklo |
| 2:10 |
Personnel
Security
Julia Reasoner |
| 2:55 |
Authentication
Solutions for Application
Matthew McCormack
Application Transmission MeF
Jim Molini |
| 3:15 |
BREAK |
| 3:30 |
Tax
Professional’s Security for Safeguarding Taxpayer
Data
Carolyn Davis/Shirley Cannady |
| 4:30 |
Fed/State
MeF Update
Joan Barr
Lee Lawrence
Terry Garber |
| 5:15
|
Recap
Tim Blevins
Peter Maser |
May
18, 2006
(Salons A-B) |
| 8:30 |
Filing
Season Update
Sandy Clifton |
| 9:00 |
State
Extract Update
Joyce Colbert |
| 9:30 |
XML
& XBRL Standards Update
John Triplett |
| 10:00 |
New
ETA Modernization Projects (FIRE)
Thomas Parisi |
| 10:45 |
BREAK |
| 11:00
|
Fed/State
Compliance Projects
Mike Birdsong
Peter Maser |
| 12:00 |
LUNCH |
| 1:30 |
EFTPS
State Pilot Update
Walt Eccard/Larry Faulkner
Kevin Richards |
| 2:00 |
State
e-Authentication Survey
Jonathan Lyon
Peter Maser |
| 3:00 |
BREAK |
| 3:15 |
IRS
Summitt Meeting
Debbie Kubiet
Peter Maser |
| 3:30 |
Recap
Tim Blevins
Peter Maser |
|
