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IRS Oversight Board Public Forum Agenda
February 28, 2012
Internal Revenue Service, 7th Floor Auditorium OB
1111 Constitution Avenue, Washington DC

A Summary of Stakeholder Comments and Recommendations.

Welcome and Introductions: Paul Cherecwich, Jr., IRS Oversight Board Chair (1:00)

Panel Discussions

Panel 1: How Can Correspondence Audits be More Effective for the IRS and Less Burdensome for Taxpayers? (1:10 – 2:15)

Moderator: Ed Eck, Chair, IRSOB Operations Support Committee
Panelists:

• Patricia A. Thompson, Chair, Tax Executive Committee, American Institute of Certified Public Accountants
• Margaret E. Begg, Assistant Inspector General for Audit, Compliance & Enforcement Operations, Treasury Inspector General for Tax Administration
• Andre L. Re, Tax Controversy Consultant, McDonough, Georgia
• Lonnie Gary, EA, Partner, Young, Craig & Co., LLP, Mountain View, California 

Moderator: Raymond T. Wagner, Jr., Member, IRS Oversight Board
Panelists:

• Carlos C. Lopez, EA, Executive Director, The Latino Tax Professionals Association
• Bernie McKay, Chairman, CERCA
• Linda S. Millsaps, Chief Operating Officer, State of North Carolina Department of Revenue, Federation of Tax Administrators
• Melissa Jensen, Associate Director, Community Action Partnership of Utah

Break (3:20 –3:30)

Moderator: Robert Tobias, Chair, IRSOB Operations Committee 
Panelists:

• Carolyn M. Taylor, Chief Human Capital Officer, U.S. Government Accountability Office
• John M. Palguta, Vice President for Policy, Partnership for Public Service  (Additional Attachment)
• The Honorable Patricia A. Jonas, Executive Director, Office of Appellate Operations,  Social Security Administration    (Additional Attachment) (Additional Attachment)
• Matt Socknat, Legislative Representative, National Treasury Employees Union