EITC Issue Committee Meeting Minutes
March 12, 2008
Teleconference
Program Owner
- Hill, Sandra
- O’Brien, Mary
Designated Federal Official
Committee Members Present
- Birge, Eileen
- Cecchi, Emilo
- Jonathan, Sabby
- Leggett, John
- Patterson, Robert
- Tanna, Wayne
- Verviel, John
- Villarreal, Josephina
- Wernz, Stanley
- Widmer, Harris
Committee Members Absent
- Adlhock, Teerance
- Armstrong, Mary
- Cooper III, Dale
TAP Staff
- Jenkins, Audrey
- Odom, Meredith
Roll Call
Quroum Met
Welcome/Announcements/Review Agenda
Verwiel welcomed everyone to the call.
2007 EITC Committee
Wernz sent out the 2007 EITC Committee Annual Assessment to all members. The report was made up of minutes and notes from the entire 2007 committee. This information was sent to the EITC Office and they used some of the information at the Annual Meeting when the EITC Office gave their report.
Wernz informed the committee that the EITC Committee Self Assessment was done but there wasn’t a lot of participation. Wernz suggests that members use the format for the Self Assessment that way everything will be in place for when it’s sent to Verwiel at the end of the year. There were some concerns in reference to the focus group meetings where the transcripts had some unnecessary information included. Wernz suggest a report come along with the transcript from the focus groups. This will avoid duplication of efforts. Verwiel would like to see a comprehensive module attached to the website but will discuss this further at the face to face meeting.
2008 EITC Assignment
Hill and O’Brien informed the committee there are two areas in which they want them to proceed. One is the Web Base Tools and the other is the EITC Training Module using the 2007 focus group results. Hill suggests breaking off into smaller groups such as subcommittees to tackle the issues and asks the committee to come up with some suggestions.
The EITC Web based Tools Improvement Project will focus on the following questions:
- Are there any inconsistencies found on irs.gov and eitcfortaxpreparers.com?
- What are the duplications found on irs.gov and eitcfortaxpreparers.com?
- Given the findings of focus groups and the limitations of irs.gov, what should be housed on irs.gov versus toolkit?
- What are the gaps in information that need to be developed for either irs.gov or eitcfortaxpreparers.com?
- How should irs.gov be structured?
- If we were to build a new platform for irs.gov what recommendations would you make?
The EITC Training Module Requirements for Tax Professionals and Communication/Marketing Improvement Project will focus on:
- What recommendation would you make on development requirements? i.e.
- What types of information should the module focus on?
- Length of the module?
- Should the module be interactive?
- Where do we house the module?
- Should it be scored and if so what does feedback to the tax professional look like and what should the record retention be?
- Do we give CPE credit?
- Etc. (You have the ability to be creative)
- What recommendations would you make to market this module and other IRS tools for tax professionals?
The committee is asked to write requirements and come up with ideas for these committees.
Subcommittee Assignments
Web Base Tools
Leggett, John
Widmer, Harris
Training Modules
Jonathan, Sabby
Patterson, Robert
Villarreal, Josefina
Wernz, Stanley
Adhoc
Birge, Eileen
Cecchi, Emilo
Face to Face Needs
The committee will work in the new subcommittees at the face to face meeting in Atlanta on April 18 – 19, 2008.
Jenkins asked the committee to provide her with any needs for the face to face meeting.
Office Report
Odom informed the committee that they will receive a package 2 weeks prior to the trip which will have all travel arrangements as well as transportation options.
Members will meet at the IRS on Friday and at the Hotel on Saturday. |
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