CS-08-108 -IRS Stakeholder Liaison Headquarters; CS-08-109 - AUTOMATED COLLECTION SYSTEM (ACS) SURVEY; CS-08-110 - Automated Collection System (ACS) Support ; CS-08-111- COMPLIANCE SERVICE COLLE

OMB Submission 2009 Nationwide Tax Forums

2/5/21

Attachment I: Printable Phone Forum Event Evaluation:

Attachment II: NPF IRS.gov Advertisement Example:

Nationwide Practitioner Liaison Meetings, Phone Forums and Seminars
NATIONWIDE LIAISON MEETING Currently, there are no Nationwide Liaison Meetings scheduled. NATIONWIDE PHONE FORUM National Phone Forum - Forms 1099: Information Reporting (Nov 28) National Phone Forum - Electronic IRS Update (Dec 19) NATIONWIDE PHONE FORUM Meeting: National Phone Forum - Forms 1099: Information Reporting Date(s): November 28, 2007 Time: 10 a.m. Eastern; 1 p.m. Eastern; 4 p.m. Eastern Location: National Phone Forum Contact: Jeanne Martin; Phone: (702) 868-5138; E-mail: Jeanne.M.Martin@irs.gov Who Should Attend? Tax practitioners Business owners and organizations Accountants and bookkeepers Payroll professionals Why Attend? Overview of Information Reporting Form 1099-MISC and issues Filing requirements and methods How to make corrections Earn Continuing Professional Education Credit: Enrolled agents receive one CPE credit for a minimum 50-minute participation Other tax professionals may receive credit if they qualify per their organization You need to register individually and use your personal identification number (PIN) to receive credit Call in on a separate line to verify attendance Sign up now! Here's how: We are offering three different sessions for this class. Shown below are the scheduled times for the classes, with all time zones indicated. Times have been staggered to give participants a variety of choices. Select the time that works best for you. CONFERENCE ACCESS CODE EASTERN CENTRAL MOUNTAIN PACIFIC 191355: 10:00 a.m. EST, 9:00 a.m. CST, 8:00 a.m. MST, 7:00 a.m. PST 510438: 1:00 p.m. EST, 12:00 p.m. CST, 11:00 a.m. MST, 10:00 a.m. PST 749158: 4:00 p.m. EST, 3:00 p.m. CST, 2:00 p.m. MST, 1:00 p.m. PST The number of phone lines is limited and reservations are on a first-come, first-served basis. Please let us know if you registered and will not be able to attend as a fee is charged to the IRS for each unused line. Register at the AT&T TeleConference Service Web site (www.attevent.com).  You will be assigned a PIN that must be used to join the conference. If you have not registered with AT&T you will need to click on "create a profile" first. Register by November 26, 2007. We will e-mail materials for the class on November 26, 2007. If you do not receive this e-mail by noon on November 27, 2007, e-mail us at: Nationalphoneforum@irs.gov to request the presentation materials. Please note "materials" in the subject line of your message. Dial in on November 28, 2007: Toll free: (866) 216-6835 Toll: (913) 227-1220 Dial in 3-5 minutes early Enter your access code, followed by the pound (#) sign Enter your assigned PIN, followed by the pound (#) sign Your line will be placed on hold with music until the conference starts. If you have any problems registering or creating a profile at the AT&T TeleConference Services Web site (www.attevent.com), please call AT&T at (800) 932-1100. If you have any questions regarding the phone forum itself, you can e-mail us at: Nationalphoneforum@irs.gov. Please put "Form 1099" in the message subject line. Sponsored by: Stakeholder Liaison - Field Meeting: National Phone Forum - Electronic IRS Update Date(s): December 19, 2007 Time: Listed below Location: Conference Call from home or office Contact: Linda VanderLaan; Phone: (616) 235-1692; E-mail: linda.vanderlaan@irs.gov Remarks: Cost: FREE Who should attend? Tax practitioners Other tax professionals Payroll professionals Topics: Overview of 2008 enhancements Basics of business e-filing Benefits of electronic filing Electronic filing resources Earn Continuing Professional Education Credit: Enrolled agents receive one CPE credit for a minimum 50-minute participation Other tax professionals may receive credit if they qualify per their organization You need to register individually and use your personal identification number (PIN) to receive credit Call in on a separate line to verify attendance Sign up now! Here's how: We are offering three different sessions for this class. Shown below are the scheduled times for the classes, with all time zones indicated. Times have been staggered to give participants a variety of choices. Select the time that works best for you. CONFERENCE ACCESS CODE 254386: 10:00 a.m. EST, 9:00 a.m. CST, 8:00 a.m. MST, 7:00 a.m. PST 792741: 1:00 p.m. EST, 12:00 p.m. CST, 11:00 a.m. MST, 10:00 a.m. PST 187668: 4:00 p.m. EST, 3:00 p.m. CST, 2:00 p.m. MST, 1:00 p.m. PST The number of phone lines is limited and reservations are on a first come, first served basis. Please let us know if you registered and will not be able to attend as a fee is charged to the IRS for each unused line. Register at the AT&T TeleConference Services Web site (www.attevent.com). You will be assigned a PIN that must be used to join the conference. If you have not registered with AT&T you will need to click on "create a profile" first. Register by December 14, 2007. We will e-mail materials for the class on December 17, 2007. If you do not receive this e-mail by noon on December 18, 2007, e-mail us at: Nationalphoneforum@irs.gov to request the presentation materials. Please note "materials" in the subject line of your message. Dial in on December 19, 2007: Toll free: (866) 216-6835 Toll: (913) 227-1220 Dial in 3-5 minutes early Enter your access code, followed by the pound (#) sign Enter your personal PIN, followed by the pound (#) sign Your line will be placed on hold with music until the conference starts If you have any problems registering or creating a profile at the AT&T Teleconference Services Web site (www.attevent.com), please call AT&T at (800) 932-1100. If you have any questions regarding the phone forum itself, you can e-mail us at: Nationalphoneforum@irs.gov. Please put "E-file" in the message subject line. Sponsored by: Stakeholder Liaison – Field

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Attachment III: Talk Tax Today Advertisement Example:

IRS Stakeholder Liaison presents:

Forms 1099: Information Reporting

Date: November 28, 2007

L

Be our guest:

ocation: The convenience of your office
Cost: FREE

• Tax professionals

• Industry association members

• Representatives from small business organizations

• Small business owners, accountants or bookkeepers

• Government agencies

Learn about Information Reporting:

• Overview of Information Reporting

• Form 1099-MISC and issues

• Filing requirements & methods

• How to make corrections

Earn Continuing Professional Education credit:

• Enrolled agents receive one CPE credit for a minimum 50-minute participation

• Other tax professionals may receive credit if they qualify per their organization

• Register individually and use PIN to receive credit

• Call in on a separate line to verify attendance

Attachment IV: NPF Enrollment Confirmation Notice Example:

Thank you for registering to attend the Nationwide Phone Forum on Foreign Bank and Financial Account Reporting.

Conference Title: Foreign Bank Account Reporting (FBAR)

Moderator Name: Mary Marcotte, Stakeholder Liaison

This conference is scheduled to begin: Wednesday, June 20, 2007, 10:00 a.m. Eastern

(9:00 a.m. Central, 8:00 a.m. Mountain, 7:00 a.m. Pacific)

Time zones shown are Daylight Savings Time.

Conference dial-in number: Toll free: 1-866-216-6835

Conference access code: 358400

Participant PIN:

Participant information:

• Please dial in 3-5 minutes prior to conference start time.

• Enter your access code, followed by the pound (#) sign.

• Enter your Personal Identification Number (PIN), followed by the pound (#) sign.

• Your line will be placed on hold with music until conference start.

Our guest speakers will be Sheila Andrews, Stakeholder Liaison; Gary Watkins, Program Analyst, Bank Secrecy Act; and Elizabeth Witzgall, Senior Bank Secrecy Act Analyst.

Your Syllabus is attached below.

Requirements:

• Adobe Acrobat Reader must be installed on your computer to view/print the Acrobat files. You can download Adobe Reader from the following link: http://www.adobe.com/products/acrobat/readstep2.html

• Your e-mail client/program should be configured to view e-mails in HTML format instead of text so that your CPE Certificate of Completion will properly format.

• Your e-mail spam filter should be set to accept e-mail from nationalphoneforum@irs.gov.

Note: Enrolled Agents will be entitled to 1 CPE credit provided they participate in the phone forum for at least 50 minutes; other tax professionals may qualify depending on the requirements of their organizations. You must register individually and use your PIN to receive CPE credit. Each person must call in on a separate line so attendance can be verified.

P hone Forum Syllabus

Foreign Bank Account Reporting (FBAR)

Forum Date: Wednesday, June 20, 2007

Forum Time: 10:00 a.m. EDT

Description and Learning Objectives:

Learn about FBAR and how it works:

• Combats the use of foreign financial accounts to circumvent U.S. Tax Law

• Requires U.S. taxpayers with certain foreign accounts to file TD F 90-22.1

• Provides leads to investigators to identify and trace funds used for illicit purposes

Presentation Method and Instructor(s):

An IRS phone forum is an interactive learning experience with live instruction via conference call. This forum’s instructors are:

• Gary Watkins, Program Analyst, Bank Secrecy Act – Gary has been in his current position since October 2005. He began his IRS career with the IRS in 1986 as a Revenue Agent assigned to the Compliance Enforcement Team. Previous to his current position, he was a Senior Tax Specialist in Taxpayer Education and Communication (TEC). Gary has a BS in Business Administration from The Citadel, Military College of South Carolina and an MBA from the University of Tennessee.

• Elizabeth Witzgall, Senior Bank Secrecy Act Analyst – Elizabeth has developed and instructed numerous classes on the Bank Secrecy Act from the mid 1990’s to present, including several classes on FBAR. She was a presenter on FBAR during two IRS Video Teleconferences (2003 and 2004) and also assisted in the development of an FBAR DVD in 2004. She has a J.D. from Columbia University School of Law and is a member of the District of Columbia Bar Association.

• Sheila Andrews, Stakeholder Liaison – Sheila has been with the IRS for over 20 years. Her prior positions with the IRS include: Analyst in the Taxpayer Advocate Service; Manager in the Customer Service Division, including several years as the Accounts Manager; Taxpayer Educational Specialist in the Volunteer and Education Program; and a Taxpayer Service Representative. She is a graduate of Purdue University and has completed graduate studies at Auburn University and College of Saint Frances.

Presentation Materials (to be sent in a separate e-mail):

• Publication 4261, Do You Have a Foreign Bank Account?

• Power Point presentation (in PDF format) entitled Report of Foreign Bank and Financial Accounts

• Please note that all presentation slides are numbered. The instructors will be referring to slide numbers so that you can easily follow along.

Resources/Handouts:

• The Tax Gap is the difference between the amount of tax that taxpayers should pay and the amount that is paid voluntarily and on time. The tax gap can also be thought of as the sum of non-compliance with the tax law. To find more information on visit our Web site page at: http://www.irs.gov/newsroom/article/0,,id=158619,00.html.

• Issue Management Resolution System (IMRS) - The IRS Stakeholder Liaison (SL) function has established the Issue Management Resolution System (IMRS), a streamlined and structured process that facilitates stakeholder issue identification, resolution and feedback. (http://www.irs.gov/businesses/small/article/0,,id=158507,00.html)

• Practitioner Local Liaison Meetings, Phone Forums and Seminars (http://www.irs.gov/businesses/small/article/0,,id=127801,00.html)

• Join e-News For Tax Professionals (http://www.irs.gov/newsroom/content/0,,id=164580,00.html)

Point of Contact: If you have questions, please contact Sheila Andrews at 317-685-7549, or e-mail nationalphoneforum@irs.gov.

Evaluation: Please send any comments or observations to nationalphoneforum@irs.gov.

Course records retained by:

Internal Revenue Service, Stakeholder Liaison

Shane Ferguson

1720 S. Southeastern Avenue, #100

Sioux Falls, South Dakota 57103

Please DO NOT REFRESH THIS PAGE. Doing so will create a duplicate submission. Below is your Personal Identification Number (PIN) needed to access the conference. When dialing into the conference, you will be asked to enter your Access Code and PIN. Name: Lorraine Maguire PIN: 5989 Here are the details for your AT&T Event Deluxe Service Conference: Conference Name: 880587/ Form 1099 Info Reporti Access Code: 749158 Toll-Free Phone: 1-866-216-6835 Toll Phone: 1-913-227-1220 Next Conference Time: 11/28/2007 at 4:00 PM Conference Times: (Shown in Eastern Time) - Wednesday, November 28, 2007, 4:00 pm for 60 minutes +

Attachment V: Event Evaluation Cover letter Example:

Attachment VI: Phone Forum Event Evaluation:

Attachment VII: Event Evaluation Reminder Letter Example:

Attachment VIII: TEGE Survey Example: