MO PLM 1/14/15 9a – 12p

MO PLM 1/14/15 9a – 12p

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Participant Code: 63539932• Audio Call In Information:

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Welcome to the IRS Missouri Practitioner

Liaison Meeting January 14, 2015

Welcome to the IRS Missouri Practitioner

Liaison Meeting January 14, 2015

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Your Questions TodayYour Questions Today

• Text Chat and Q & A Group• Click on the bubble on right side of screen• Look for “Select recipient” on lower right• Click on drop down arrow• Select “Q & A Group”• Type your question• The host will view the question and present

it to the group after the presentation

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Central Area Acting Manager

Craig Crews Internal Revenue Service801 Broadway, Room 483, MDP2 Nashville, TN 37203 Office: 615-250-5791EFAX: 877-477-8116Craig.E.Crews@irs.gov

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• Introduction of Senior Stakeholder Liaisons

• Kathleen Fox• Eden Simpson

• FY 2015 SL Field Commitments

Central Area Stakeholder LiaisonsCentral Area Stakeholder Liaisons

Doug Blade

Craig Crews

Kathleen Fox

Eden Simpson

Melody Green

Anita Douglas

Agenda Part 1Agenda Part 1

9:00 - Doug Blade, SBSE SSL9:05 - Craig Crews, Acting Central Area Manager9:15 -Dan Lauer, Midwest SBSE Exam Acting Area Director

Kevin Harris, SBSE Exam Territory Manager 9:30 –Beverly Morris, SBSE Collection Territory Manager9:40 – Deborah Lane Appeals Area Manager

Agenda Part 2Agenda Part 2

• 9:50 – Break• 10:05 - Peggy Guinn Local Taxpayer Advocate

for Missouri• 10:35 – Central Area Stakeholders Hot Topics• 10:50 – Larry Gray• 11:05 – Practitioner’s Issues

Dan Lauer & Kevin Harris

Dan Lauer & Kevin Harris

Acting Midwest Area Director SBSE Exam& Territory Manager

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SB/SE Midwest Area Exam

Daniel LauerActing Area Director,

SBSE Examination, Midwest Area

Daniel.lauer@irs.gov

Kevin HarrisTerritory Manager,

St. Louis, MO, TerritoryKevin.x.Harris@irs.gov

Introduction of Examination Presenters IRS Strategic Vision and Organizational

Objectives Recent IRS SB/SE and W&I Realignment

Examination Priorities for FY 2015

SB/SE Field Examination

SB/SE Office Examination

Other Compliance Priorities

Local Items of Interest

Presenters & Contact Information

Agenda Items

IRS Operational Informational Items

&Examination Fiscal Year 2015

Program Priorities

SB/SE Midwest Area Examination ProgramSB/SE Midwest Area Examination Program

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SB/SE Midwest Area ExamSB/SE Midwest Area ExamPresenters & Contact Information

Daniel LauerActing Area Director, SBSE Examination,

Midwest AreaDaniel.Lauer@irs.gov

Kevin HarrisTerritory Manager,

St. Louis, MO TerritoryKevin.x.Harris@irs.gov

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IRS Strategic Vision

and Organizational Objectives

SB/SE Midwest Area ExamSB/SE Midwest Area Exam

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Recent IRS SB/SE and W&I Realignment

SB/SE Midwest Area ExamSB/SE Midwest Area Exam

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• Examination Priorities for FY 2015

• SB/SE Field Examination

• SB/SE Office Examination

• Other Compliance Priorities

SB/SE Midwest Area ExamSB/SE Midwest Area Exam

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Local Items of Interest

SB/SE Midwest Area ExamSB/SE Midwest Area Exam

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Beverly MorrisBeverly Morris

SBSE Collection Territory Manager

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Deborah LaneDeborah Lane

Appeals Area Manager

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Peggy GuinnPeggy Guinn

Local Taxpayer Advocate for Missouri

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Stakeholder Liaison Hot Topics

Stakeholder Liaison Hot Topics

Eden SimpsonKathleen FoxDoug Blade

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Affordable Care Act Information for Tax Professionals

Affordable Care Act Information for Tax Professionals

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Filing Season NewsFiling Season News

• Online Practitioner Data Base

• Direct Deposit Limit

• Filing Season Starts – • Form 1040 returns 1/20/2015

ID Theft Resources ID Theft Resources

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Online Payment & Online Payment Agreement Resources

Online Payment & Online Payment Agreement Resources

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IRS Tax Calendar IRS Tax Calendar

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IRS e-News Subscriptions for Tax Professionals

IRS e-News Subscriptions for Tax Professionals

Issue Management Resolution System (IMRS)

Issue Management Resolution System (IMRS)

Used to address: • Systemic problems• Internal practices, policies and

procedures• Contact your Local Stakeholder Liaison

to submit an issue• Go to www.irs.gov and type IMRS in the

search box

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www.irsvideos.gov

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ACA IRC 5000A Premium Tax Credit

ACA IRC 5000A Premium Tax Credit

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Webinar is scheduled for January 20, 2015 12p to

1p1 hour IRS CE Credit

pre-registration required

IMRS Quarterly UpdateIMRS Quarterly Update

Issue Management Resolution System

Date: January 21, 2015Time: 10:00 AM - 11:00 AM

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Kansas City Campus PLM

Kansas City Campus PLM

Wednesday May 20, 2015 at the

IRS Kansas City Campus

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Larry GrayLarry Gray

Missouri Tax Professional

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Tax ProfessionalsTax Professionals

What are Your Issues & Concerns?

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