July 29, 1996 

History of the Internal Revenue Service
Jack Taylor, Economics Division, Congressional Research Service

Review of Work Conducted by the General Accounting Office
Lynda D. Willis, GAO Director, Tax Policy and Administration Issues
Dr. Rona Stillman, GAO Office of Accounting and Information Management
Diane Guensberg, GAO Office of Accounting and Information Management

September 10, 1996

Overview of the Internal Revenue Service
Hon. Margaret Milner Richardson, Commissioner of Internal Revenue

Quality Improvement programs at the IRS
Dr. Jack West, American Society for Quality Control
Lawrence Gibbs, Former Commissioner of Internal Revenue
Tom Carroll, IRS National Director of Quality

November 7, 1996

Structure and Functions of the IRS
Cornelius J. Coleman, Former IRS Regional Commissioner

Management and Priority Setting at the IRS
C. Morgan Kinghorn, Former IRS Chief Financial Officer

Measurable Performance Objectives for the IRS
Gene L. Dodaro, GAO Assistant Comptroller General

November 8, 1996

History and Operation of Section 6103
Donald C. Alexander, Former Commissioner of Internal Revenue
James J. Keightley, Former IRS Assistant Chief Counsel (Disclosure Litigation)
William A. Dobrovir, Attorney

Tax Complexity, Compliance Burdens, and the Legislative Process
Lynda D. Willis, GAO Director, Tax Policy and Administration Issues
Michael E. Mares, American Institute of Certified Public Accountants
James R. Murray, Tax Executives Institute
Professor Elizabeth Garrett, University of Chicago Law School

January 8, 1997

Non-Tax Functions
Donald C. Lubick, Acting Assistant Secretary of the Treasury (Tax Policy)
Robert J. Carver, Former IRS Executive Officer for Service Center Operations
James J. McGovern, Former IRS Assistant Commissioner (Employee Plans/Exempt Organizations)

Taxpayer Inquiries for Technical Assistance and Account Management
Hobart J. Harris, Principal, Ernst & Young
Robert E. Barr, Vice President, Government Programs, Intuit Inc.
J. Ron Watson, IRS Executive Officer for Customer Service

Role of the Taxpayer Advocate and Problem Resolution Officers
Linda R. Martin, Former IRS National Director of Problem Resolution Staff
Roger N. Harris, National Society of Accountants
Rena Girinakis, IRS Problem Resolution Officer

January 9, 1997

Financial Accounting at the IRS
Gregory M. Holloway, GAO Director, Government-wide Audits
Anthony Musick, IRS Chief Financial Officer

Geographic Allocation of IRS Resources and Personnel
Professor Susan B. Long, Syracuse University
Wayne Thomas, IRS National Director of Compliance Research

The Tax Gap
Professor Susan B. Long, Syracuse University
Dr. Berdj Kenadjian, Former IRS Chief Economist
Lynda D. Willis, GAO Director, Tax Policy and Administration Issues
Wayne Thomas, IRS National Director of Compliance Research

January 30, 1997

Best Practices in Tax Administration and Modernization
Peter Simpson, Second Commissioner, Australian Taxation Office
Harley T. Duncan, Executive Director, Federation of Tax Administrators

Application of Technology to Returns Processing
John Dalrymple, IRS Deputy Chief Taxpayer Service
Frank L. Salizzoni, President and CEO, H&R Block
Joseph F. Lane, National Association of Enrolled Agents
John R. Galvin, Vice President, Banc One

Application of Technology to Improve Information Access
Arthur A. Gross, IRS Chief Information Officer
Professor Mary Lacity, University of Missouri
Professor Leslie P. Willcocks, University of Oxford
Gerald H. Barloco, Vice President, USAA
Daniel Schutzer, Vice President, Citicorp

January 31, 1997

Technical Management of Technology
Arthur A. Gross, IRS Chief Information Officer
Christopher Hoenig, GAO Director, Information Resources Management
Professor Leslie P. Willcocks, University of Oxford

Current IRS Governance and Oversight Arrangements
W. Scott Gould, Deputy Assistant Secretary of the Treasury (Finance and Management)
Hon. Margaret Milner Richardson, Commissioner of Internal Revenue
Michael P. Dolan, Deputy Commissioner of Internal Revenue

February 26, 1997

Tax Simplification
Hon. Richard K. Armey, Majority Leader, U.S. House of Representatives

Overview and Legislative Options for Taxpayers’ Rights
Lee Monks, IRS Taxpayer Advocate
Steve Glaze, Attorney

Quality of Audits
James E. Donelson, IRS Chief Compliance Officer
John J. Monaco, Former IRS Assistant Commissioner (Examination)
Glenn A. Bedonie, Florida Department of Revenue

Collection Actions
James E. Donelson, IRS Chief Compliance Officer
Professor Marilyn E. Phelan, Texas Tech University
Steven H. Kassel, Enrolled Agent

Taxpayers’ Redress
Robert T. Duffy, Attorney
Professor Ridgeley A. Scott, Widener University

Taxpayer Representatives
Michael E. Mares, American Institute of Certified Public Accountants
Bob Kamman, Attorney
Professor Janet Spragens, American University

February 27, 1997

Century Date Change
Joel C. Willemssen, GAO Director, Information Resources Management
Arthur A. Gross, IRS Chief Information Officer

Governance and Management
Professor Roy A. Schotland, Georgetown University Law Center
Professor Ernest Gellhorn, George Mason University Law School
William J. Stern, President, William J. Stern, Inc.

March 13, 1997

Information Security
Leonard Baptiste, Jr., IRS Director, Systems, Standards and Evaluation
Joseph Mahaffee, Principal, Booz-Allen & Hamilton
Richard Pethia, Software Engineering Institute, Carnegie-Mellon University

Budget Process
Charles R. Parkinson, House Appropriations Committee
Rosemary Marcus, Congressional Budget Office
Robert E. Litan, Brookings Institute

Approaches to Compliance
Professor Malcolm Sparrow, Harvard University, John F. Kennedy School of Government

National Archives and IRS Records Retention
Lou Bellardo, Deputy Archivist of the United States
Shelley L. Davis, Former IRS Historian and Author

April 17, 1997

Private Sector Task Forces
Steven C. Salch, American Bar Association
Michael E. Mares, American Institute of Certified Public Accountants
Carolyn Kelley, American Payroll Association
Clark Case, American Society of Payroll Managers
Steve Moore, The Cato Institute
Matt Kibbe, Citizens for a Sound Economy
Michael Mango, Council for Electronic Revenue Communication Advancement
Daniel Mitchell, The Heritage Foundation
Milton Cooper, Information Technology Association of America
William Brown, Iowa Bar Association
Frank Lalli, Money Magazine
Joseph Langer, National Association of Computerized Tax Processors
Joseph F. Lane, National Association of Enrolled Agents
Abraham Schneier, National Federation of Independent Business
Roger N. Harris, National Society of Accountants
Michael Knight, New York State Society of Certified Public Accountants
Karen Kerrigan, Small Business Survival Committee
Arthur Hall, Tax Foundation

April 18, 1997

Outsourcing
David Osborne, Public Strategies Group

Procurement and Acquisition
Gregory D. Rothwell, IRS Assistant Commissioner for Procurement
Anthony Valletta, Deputy Assistant Secretary of Defense (Acquisition)
Mark Forman, IBM Consulting

Written Submissions

Phil Brand, Former IRS Compliance Officer, Organizational Focus/Succession Planning and Training, November 7, 1997

Iowa Financial Executives Institute, General Comments, January 6, 1997

Carlos Silvani, International Monetary Fund, Fiscal Affairs Department, Designing a Tax Administration Reform Strategy: Experience and Guidelines, February 1997

Joseph F. Lane, National Association of Enrolled Agents, Examination and Collection, February 26, 1997

Professor Jonathan Barry Forman, University of Oklahoma Law School, How to Simplify the Tax System for Low-Income Taxpayers and for the Internal Revenue Service, March 19, 1997

Section of Taxation of the District of Columbia Bar, Employee Plans and Exempt Organizations, May 7, 1997