2015 FALL MEETING

Kyle BurnsMeetings

Friday, October 23, 2015
Crystal Gateway Marriott Hotel
Arlington, VA

Speakers will include:

John Koskinen, Commissioner, Internal Revenue Service
Kenneth Corbin, Director, Return Integrity & Compliance Services, Internal Revenue Service
Kevin Counihan, CEO of the Marketplace, Centers for Medicare & Medicaid Services, U.S. Department of Health & Human Services
Melissa Koide, Deputy Assistant Secretary, Office of Consumer Policy, U.S. Department of the Treasury
Gale Garriott, Executive Director, Federation of Tax Administrators
Tom Wilder, Senior Counsel, AHIP (America’s Health Insurance Plans)
Stephen Ryan, Partner, McDermott Will & Emery
Jorge Castro, Founder & Principal, Castro Strategies
Jeffery Trinca, Vice President, Van Scoyoc Associates
Mimi Nolan, Director, The Tax Institute at H&R Block
Kerri Gibson, VP & General Manager, Small Professional, CCH Small Firm Services
Kate Sullivan Hare, Senior Policy Manager, Health & Corporate Affairs, Intuit
Jim Buttonow, Director, Tax Resolution Services, H&R Block, & Chairman, ETAAC
Mark Castro, Government/Industry Liaison, Petz Enterprises

Topics for October 23 will include:

The Commissioner’s Overview of IRS Priorities
Update on the Security Summit & Initiatives to Fight Fraud
State Perspectives on Fraud Prevention & Upcoming Season Issues
HHS/CMS Perspectives on Affordable Care Act Implementation
Industry Analysis of ACA Implementation & Key Issues for the Coming Season
U.S. Treasury’s myRA Initiative
Late Legislation Impacting Upcoming Filing Season
Fraud & Identity Theft Legislative Initiatives
Tax Reform and Other Key Tax Policy Issues
Congressional Issues Impacting the Filing Season
Key Recommendations from ETAAC
Update on Free File Alliance

2015 SPRING MEETING

Kyle BurnsMeetings

May 14, 2015
Crystal Gateway Marriott Hotel
Arlington, VA

Featured Speakers will include:

Debra Holland, Commissioner Wage & Investment Division, Internal Revenue Service
Patrick Carter, Director, Delaware Division of Revenue, and, Immediate Past President, Federation of Tax Administrators
Dr. Mandy Cohen, Chief of Staff to CMS Administrator, U.S. Department of HHS
Congressman James Moran, Senior Legislative Advisor, McDermott Will & Emery, and for 24 years, Member of Congress (D-VA)
Chad Brooker, Manager, Policy and Strategy, Connecticut Health Insurance Exchange
CeCe Morken, Senior VP and General Manager, ProTax Group, Intuit
John Sapp, VP, Strategic Development, Drake Software
Kathy Pickering, Executive Director, The Tax Institute, and VP, Regulatory Affairs, H&R Block
Joe Sica, Chief Public Policy Officer, TPG/Green Dot
Bernie McKay, Chief Public Policy Officer, and, VP, Corporate Affairs, Intuit
Kerri Gibson, VP & General Manager, Small Professional, CCH Small Firm Services
Mimi Nolan, Director, The Tax Institute at H&R Block
Steve Ryan, Counsel, Free File Alliance