Designated Federal Official

• Fallacaro, Betsy

Committee Members Present

• Barry, Shaun - Chair
• Hom, Gim
• Jackson, Robert
• Leggett, John
• Margulies, Howard
• Whiteside, Deidra
• Yandow, Robert - Vice Chair
• Zgoda, Bruce

Committee Members Absent

• Jason, Julie

TAP Staff

• Jenkins, Audrey
• Odom, Meredith
• Morizio, Louis

Other Attendees
None

Welcome/Announcements/Review Agenda
Barry welcomed everyone to call.

DFO Report
Morizio informed the committee that they need to review all of the issues assigned to the committee and priortize them. If the come across something that is not currently being worked, it needs to be put it in the parking lot.

Two issues from Area 1 will be presented to the Joint Committee at the upcoming face to face meeting; Online Payments and Problem Solving Days.

Area 1 only has one more interview to conduct, to conclude the new member interviews. Leggett suggests considering while awaiting Treasury approval, “appoint people subject to” this will keep members interested.

Joint Committee Report
Shaun Barry informed members that the committee will have to review all active issues and prioritize them.  If they are issues not being worked, they must go into the Parking Lot.  The Area 1 issues of Online Payments and Problem Solving will be presented to the JC.  The JC face to face meeting is 6/19 – 6/20/08 in St. Louis.  There are six issues in total being brought forward to the JC. 

Hank Mosler is looking forward to completing the 2008 TAP Annual Report.  The 2007 Annual Report has been drafted and the final editing is taking place. TAP to date has submitted 300 proposals to the IRS and Area 1 is responsible for 30% of them.

TAP will be participating in the IRS Tax Forums this year and the Forum in NY will take place August 26th-28th.  Due to the budget, local members will be asked to participate.  If interested in attending, please let Jenkins or Morizio know.

Subcommittee Report-Out
Subcommittee 1
Jackson reported that the committee met and reviewed Hom’s Publication 1796-CD proposal which is attached for the full committee. Hom stated that he received some additional information while at his Forms and Publications Committee face to face meeting that he needs to include in his proposal. He has learned that the Publication 4591 - Small Business CD will also soon incur a cost to order. Therefore he would like to rework the proposal for re-presentation at the July full committee meeting. Hom suggests the content of the CD be available on the web.

The proposal 1040X proposal to add the line for representation, was rejected because the signature from the original return carriers over to the amended return and is good for one year. The question is what if you want to change representative because the originator was the one who made the mistake? The committee is still interested speaking with the Analyst who responded to the original proposal.  Jenkins reminds the committee that due to the new procedures for the Forms and Publication Committee this proposal may have to be sent to them.

Subcommittee 2
Whiteside reported that the committee met and individuals were assign specific items;
Jackson & Yandow - Identity Theft issue
Whiteside – W4 Issue
Jason - Innocent Spouse and Website issue,
Leggett - Problem Solving Day

Barry congratulated both committees on all of the work they have done.

Office Report
Jenkins and Morizio thanked everyone that participated with the interviews.

Rob Yandow reported that he was the members who reached out the interviewees who were interested in speaking with someone prior to their interview. He spoke to a total of 8 people who were very impressive. John Leggett also reached out 2 people.

Public Participation
None

Round Robin/Outreach
Hom – Outreach in Andover

Barry – One on one’s at the SBSE meeting and to IBM employees

Jackson – RI Practitioners Program in Andover

Leggett – Presentation to a small group and will have a booth at the Canada Affair

Margulies – One on one’s in a taxi and a barber shop

Whiteside – One on one’s with taxpayers

Yandow – One on one’s Article published in a local paper

Zgoda – One on one’s with cab drivers and local television station interview along with Kevin McKean

Closing Remarks
Barry encouraged members to keep up the good work.