Agenda
April 17, 1997

Panel 1:

• National Federation of Independent Business, Abe Schneier
• Money Magazine, Frank Lalli
• Tax Foundation, Arthur Hall

• Iowa Bar Association, William Brown
• National Society of Accountants, Roger Harris
• New York State Society of CPAs, Michael Knight

• American Institute of CPAs, Michael Mares
• American Bar Association, Steve Salch
• National Association of Enrolled Agents, Joseph Lane

• The Cato Institute, Steve Moore
• The Heritage Foundation, Daniel Mitchell
• Small Business Survival Committee, Karen Kerrigan

• Information Technology Association of America, Milton Cooper
• Council for Electronic Revenue Communication Advancement (CERCA), Michael Mango
• National Association of Computerized Tax Processors, Joseph Langer

• American Payroll Association, Carolyn Kelley
• American Society of Payroll Managers, Clark Case
• Citizens for a Sound Economy, Matt Kibbe

Agenda
April 18, 1997

Outsourcing

• David Osborne, author and consultant

• Greg Rothwell, Assistant Commissioner for Procurement, IRS
• Anthony Valetta, Deputy Assistant Secretary for Acquisition, Department of Defense
• Mark Forman, Consultant, IBM Consulting

Information Security

• Len Baptiste, Director, Systems, Standards & Evaluation, Internal Revenue Service
• Joe Mahaffee, Principal, Booz-Allen & Hamilton
• Rich Pethia, Director, Computer Emergency Response Team, Software Engineering Institute, Carnegie-Mellon University
  

• Chuck Parkinson, House Appropriations Committee
• Rosemary Marcus, Congressional Budget Office
• Bob Litan, Brookings Institute

• Malcolm Sparrow, Harvard University, John F. Kennedy School of Government

• Lou Bellardo, Deputy Archivist of the United States
• Shelley Davis, Former IRS Historian and Author

• Joel Willemssen, General Accounting Office
• Arthur Gross, IRS Chief Information Officer (CIO)

• Roy Schotland, Professor of Law, Georgetown University Law Center
• Ernest Gellhorn, Professor of Law, George Mason University Law School
• Bill Stern, President, William J. Stern, Inc., Specialists in Developing Management & Organization

Overview and Legislative Options for Taxpayers' Rights

• Mr. Lee Monks, Taxpayer Advocate, Internal Revenue Service
• Mr. Steve Glaze, Attorney

Quality of Audit

• Mr. James E. Donelson, Chief Compliance Officer, IRS
• Mr. John Monaco, Price Waterhouse
• Mr. Glenn Bedonie, Program Director, Compliance and Education,Department of Revenue, State of Florida

Collection Actions

• Mr. James E. Donelson, Chief Compliance Officer, IRS
• Professor Marilyn E. Phelan (Texas Tech University)
• Mr. Steve Kassel, Enrolled Agent

Taxpayer's Redress

• Mr. Robert T. Duffy, Attorney
• Professor Ridgeley A. Scott (Widner University)

Taxpayer Representatives

• Mr. Michael Mares, AICPA
• Mr. Bob Kammer, Attorney
• Professor Janet Spragens (Washington College of Law)

• Connie Coleman, Former Regional Director of the IRS

  Subject: Background: How the IRS is Structured and Functions of the IRS

• Morgan Kinghorn, Former Chief Financial Officer of the IRS

  Subject: Top Management and Priority Setting at the Service

• Gene Dodaro, Assistant Comptroller GAO

  Subject: Measurable Performance Objectives for the IRS

Each witness gave a statement and then the floorwas opened to questions from the Commissioners.

On November 8th, the Commission focused on two broad issues: the background and use of the Section 6103 privacy rules, and the complexity of the tax laws and the resulting burdens on both taxpayers and the Internal Revenue Service.  The witnesses on November 8th were asfollows:

First Panel:

• Don Alexander, Former IRS Commissioner

  Subject: The rules on taxpayer confidentiality as reflected in the history of Section 6103

• Jim Keightley, Former IRS Assistant Chief Counsel for Disclosure Litigation

  Subject: How Section 6103 works or does not work in performing IRS' non-tax collection work.

• William Dobrovir, Attorney and FOIA expert

  Subject: The Freedom of Information Act and how it relates to Section 6103.

Second Panel:

• Lynda Willis, General Accounting Office

  Subject: The compliance and reporting burdens of small businesses caused by tax law complexity.

• Michael E. Mares, American Institute of CPA's

  Subject: The burdens and difficulties of tax administration resulting from tax law complexity and simplification indicators.

• Elizabeth Garrett, University of Chicago

  Subject: Realities of the legislative process and the dynamics of complexity.

• James R. Murray, Tax Executive Institute, Inc.

  Subject: Taxpayer burden associated with the Large Case Program.

• Margaret Milner Richardson, Commissioner Internal Revenue Serivce.
• Dr. Jack West, President of the ASQC.
• Mr. Larry Gibbs, former IRS Commissioner.
• Mr. Mike Dolan, Deputy Commissioner of the IRS.

• Arthur Gross, IRS Chief Information Officer
• Chris Hoenig, General Accounting Office Associate Director
• Prof. Leslie Willcocks, Templeton College, Oxford University

Current IRS Governance and Oversight Arrangements

• Scott Gould, Department of Treasury Deputy Assistant Secretary for Administration
• Margaret Milner Richardson, IRS Commissioner

January 30, 1997
Best Practices in Tax Administration and Modernization

• Peter Simpson, Second Commissioner for the Australian Taxation Office
• Harley Duncan, Executive Director of the Federation of Tax Administrators

Application of Technology to Returns Processing

• John Dalrymple, IRS Deputy Chief Compliance Officer and Deputy Chief, Taxpayer Service
• Frank Salizzoni, President and CEO, H&R Block
• Joe Lane, National Association of Enrolled Agents
• John R. Galvin, Vice President, Tax Related Products, Banc One

Application of Technology to Improve Information Access

• Arthur Gross, IRS Chief Information Officer
• Professor Mary Lacity, University of Missouri
• Prof. Leslie Willcocks, Templeton College, Oxford University
• Jerry Barloco, USAA
• Dan Schutzer, Citicorp

• Greg Holloway, General Accounting Office Director, Civil Audits
• Anthony Musick, IRS Chief Financial Officer

Geographic Allocation of IRS Resources and Personnel

• Professor Susan Long, TRAC Studies, Syracuse University
• Wayne Thomas, IRS National Director of Compliance Research

The Numbers: Tax Gap

• Professor Susan Long, TRAC Studies, Syracuse University
• Dr. Berdj Kenadjian, former IRS Chief Economist (Compliance Estimates)
• Lynda Willis, General Accounting Office Director, Tax Policy and Administration Issues
• Wayne Thomas, IRS National Director of Compliance Research

• Don Lubick, Department of Treasury Acting Assistant Secretary of Tax Policy
• Robert J. Carver, Former IRS Executive Officer for Service Center Operations
• James McGovern, Former IRS Employee Plans and Exempt Organizations

Taxpayer Inquiries for Technical Assistance and Account Management

• Hobart Harris, Principal with Ernst & Young Specializing in Reengineering Call Centers
• Robert E. Barr, Vice-President of Government Programs for Intuit
• Ron Watson, IRS Executive Officer for Customer Service

Role of Taxpayer Advocate and Problem Resolution Officers

• Linda Martin, Senior Manager with Deloitte & Touche and Former IRS National Director of Problem Resolution Staff
• Roger Harris, National Society of Accountants
• Rena Girinakis, IRS Problem Resolution Officer for Indiana District

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