MO PLM 1/14/15 9a – 12p WebInterpoint Log In Information: vents/IRS/ and complete the login informationhttp:// vents/IRS/ Participant Code: Audio Call In Information: Access Code: #

Welcome to the IRS Missouri Practitioner Liaison Meeting January 14, 2015 Welcome to the IRS Missouri Practitioner Liaison Meeting January 14,

Your 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

4 Central Area Acting Manager Craig Crews Internal Revenue Service 801 Broadway, Room 483, MDP2 Nashville, TN Office: EFAX:

5 Introduction of Senior Stakeholder Liaisons Kathleen Fox Eden Simpson FY 2015 SL Field Commitments

Central Area Stakeholder Liaisons Doug Blade Craig Crews Kathleen Fox Eden Simpson Melody Green Anita Douglas

Agenda Part 1 9:00 - Doug Blade, SBSE SSL 9:05 - Craig Crews, Acting Central Area Manager 9:15 -Dan Lauer, Midwest SBSE Exam Acting Area Director Kevin Harris, SBSE Exam Territory Manager 9:30 –Beverly Morris, SBSE Collection Territory Manager 9:40 – Deborah Lane Appeals Area Manager

Agenda 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 Acting Midwest Area Director SBSE Exam & Territory Manager 9

SB/SE Midwest Area Exam Daniel Lauer Acting Area Director, SBSE Examination, Midwest Area Kevin Harris Territory Manager, St. Louis, MO, Territory  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 Program 11

SB/SE Midwest Area Exam Presenters & Contact Information Daniel Lauer Acting Area Director, SBSE Examination, Midwest Area Kevin Harris Territory Manager, St. Louis, MO Territory 12

IRS Strategic Vision and Organizational Objectives SB/SE Midwest Area Exam 13

Recent IRS SB/SE and W&I Realignment SB/SE Midwest Area Exam 14

Examination Priorities for FY 2015 SB/SE Field Examination SB/SE Office Examination Other Compliance Priorities SB/SE Midwest Area Exam 15

Local Items of Interest SB/SE Midwest Area Exam 16

Beverly Morris SBSE Collection Territory Manager 17

Deborah Lane Appeals Area Manager 18

Peggy Guinn Local Taxpayer Advocate for Missouri 19

Stakeholder Liaison Hot Topics Eden Simpson Kathleen Fox Doug Blade 20

Affordable Care Act Information for Tax Professionals 21

Filing Season News Online Practitioner Data Base Direct Deposit Limit Filing Season Starts – Form 1040 returns 1/20/2015

ID Theft Resources 23

Online Payment & Online Payment Agreement Resources 24

25 IRS Tax Calendar IRS Tax Calendar

26 IRS e-News Subscriptions for Tax Professionals

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 and type IMRS in the search boxwww.irs.gov 27

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ACA IRC 5000A Premium Tax Credit 29 Webinar is scheduled for January 20, p to 1p 1 hour IRS CE Credit pre-registration required

IMRS Quarterly Update Issue Management Resolution System Date: January 21, 2015 Time: 10:00 AM - 11:00 AM 30

Kansas City Campus PLM Wednesday May 20, 2015 at the IRS Kansas City Campus 31

Larry Gray Missouri Tax Professional 32

Tax Professionals What are Your Issues & Concerns? 33