Monday, April 16, 2012

FYI: IRS Webinar - Ethics presentation on overview of Circular 230 - May 7th

Hello Everyone,
Please see below information about Free Ethics Webinar given by Karen Hawkins, IRS Director of Office of Professional Responsibility (OPR).
Got Ethics? 
Need Ethics CE Credit…for FREE?
Get the latest - directly from Karen Hawkins, IRS Director of OPR, during this FREE two-hour webinar
Topic: Circular 230 Overview: Key Provisions & Responsibilities for Tax Professionals
DateMonday, May 7, 2012
Time11:00 a.m. (Pacific); Noon (Mountain); 1:00 p.m. (Central); 2:00 p.m. (Eastern)
What's Covered:
  • Recent changes to Circular 230
  • New regulations governing tax practice
  • Overview of key provisions
  • Practitioner responsibilities
  • Important issues for all tax professionals
CPEEarn up to TWO CE Credits for Ethics
Information & Registration:  
Click on the following link to register
Please share this information, including the flyer, with your tax professional members and colleagues.  Thank you!
Jennifer Henrie-Brown, ID #94-07690
Stakeholder Liaison Specialist
Communications Stakeholder Outreach
510-637-2199/ fax 510-637-2434

Tuesday, April 10, 2012

FYI: IRS Workshop for Tax Exempt Organizations on April 26th (San Francisco)

Hello Everyone,
IRS is giving a workshop for small and medium-sized tax-exempt organizations, Navigating the IRS Workshop for 501(c)3 Public Charities, which will be held at San Francisco State University on April 26, 2012 from 9 a.m. - 4:30 p.m.  This workshop is to help small and medium-sized tax-exempt organizations comply with their tax obligations and maintain their tax-exempt status.  The workshop is for tax-exempt organizations and tax preparers who work with them.   
IRS revenue agents and tax law specialists will lead the workshop which will cover the "nuts and bolts" of tax compliance for exempt organizations.  Workshop topics include an in-depth discussion of activities that can jeopardize 501(c)(3) status, unrelated business income, gaming and employment issues.  Particular emphasis will be given to explaining resources available to help with completing the revised Form 990 and 990-EZ annual information returns that tax-exempt organizations submit to the IRS. 
Please see attached IRS press release for additional information, and share this information with your members and tax-exempt organizations so they can take advantage of, and benefit, from this information.   Thank you!
Workshop Information:
Workshop:  Navigating the IRS Workshop for 501(c)3 Public Charities
Date:  April 26, 2012
Time:  9:00 a.m. - 4:30 p.m.
Location:  San Francisco State University's Seven Hill's Conference Center, 800 Font Blvd., Mary Ward Hall, San Francisco  CA 94132
For more information or to register, go to or call 415-817-4462.
Jennifer Henrie-Brown, ID #94-07690
Stakeholder Liaison Specialist
Communications Stakeholder Outreach
510-637-2199/ fax 510-637-2434

Friday, April 6, 2012

IRS News & Events from Stakeholder Liaison (4-6-2012)

Hello Everyone,
I hope all is going well with you!
Below is our local IRS Stakeholder Liaison News & Events for April 6, 2012.  Also, our Local Taxpayer Advocate has requested we forward information about volunteering for Taxpayer Advocacy Panel (information located below IRS Stakeholder Liaison News & Events).  Please share this information with your members and colleagues.  Thank you! 
Have a great day, and weekend!


Select the blue links to see the full article.

Newsroom                                                                                                                   April 6, 2012



CCE Practitioner Priority Service is a new toll-free resource for tax professionals responding to campus correspondence examination calls and correspondence.


Prepared Remarks Commissioner of Internal Revenue Douglas H. Shulman before the National Press Club
IR-2012-42, April 5, 2012 ― Prepared Remarks Commissioner of Internal Revenue Douglas H. Shulman before the National Press Club


Remarks of Steven T. Miller, IRS Deputy Commissioner, Service and Enforcement, Before the Tax Executives Institute, Mid-Year Conference
Prepared Remarks of Steven T. Miller, IRS Deputy Commissioner Service and Enforcement, Before the Tax Executives Institute, Mid-Year Conference, March 26, 2011

IRS Provides Penalty Relief to Farmers Affected by MF Global Bankruptcy
IR-2012-37, March 23, 2012 — IRS will provide relief to farmers who incur penalties because they didn't timely receive Forms 1099 from MF Global or its court appointed trustee, and were unable to file their 2011 tax return by March 1, 2012.

IRS Releases FY 2011 Data Book
IR-2012-36, March 22, 2012 — Fiscal Year 2011 stats are available in the recently issued IRS Data Book.

IRS Seeks Volunteers for Taxpayer Advocacy Panel
IR-2012-35, March 19, 2012 — The IRS seeks volunteers to serve on the Taxpayer Advocacy Panel (TAP), a federal advisory committee that listens to taxpayers, identifies key issues, and makes recommendations for improving IRS service.

IRS Creates Online Search Tool for Easier Check on Information About Exempt Organizations
IR-2012-34, March 14, 2012 — A new online search tool, Exempt Organizations Select Check, has been launched to help users more easily find key information about tax-exempt organizations, such as federal tax status and filings.

IMRS Hot Issues, April 1, 2012

IRS Offers New Penalty Relief under Fresh Start Initiative, Beware of Phony Refund Scheme Abusing Popular College Tax Credit, Return Preparer Update and more . . .


IRS Technical Guidance


Delay for Some Enrolled Agents Awaiting Renewal Cards

Some enrolled agents are still experiencing delays in the processing of renewal applications. For those individuals who timely filed a renewal application and have an enrollment card with an expiration date of March 31, 2012, the card is valid for another 60 days or until receipt of a new card.  Enrollment will not expire due to this IRS delay.


Headliner 326 - IRS Updates the Allowable Living Expense Standards for 2012, April 2, 2012

The Internal Revenue Service released the 2012 update to the Collection Financial standards, also known as the Allowable Living Expense standards on April 2.


Headliner 327 - New Practitioner Priority Service for Campus Correspondence Examinations, April 2, 2012

Tax professionals responding to Campus Correspondence Examination telephone calls and/or correspondence can take advantage of a new service beginning April 2.  Tax professionals can access the CCE Practitioner Priority Service by calling the PPS toll-free number and selecting the Correspondence Examination option.


Announcement 2012-16 announces the July 27, 2012 filing deadline for Telephone Excise Tax Refund requests and confirms that the IRS will continue to process requests for the refund of the wrongfully collected Telephone Excise Taxes described in Notice 2006-50 and Notice 2007-11.


Which Form? Chart Explains Foreign Asset Reporting

The new Form 8938, Statement of Specified Foreign Financial Assets, does not eliminate a taxpayer’s obligation to file Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts (FBAR). Some taxpayers are required to file both.


IRS Issues Final Regulations on Public Inspection of EO Material

The IRS recently published final regulations on Public Inspection of Material Relating to Tax-Exempt Organizations (TD 9581) that affects organizations that were exempt but are no longer exempt from Federal income tax, and organizations that were denied tax-exempt status.


New COBRA Audit Technique Guide

A new Audit Technique Guide covers tax examinations involving the continuation of employee health care coverage.


IRS2Go is an IRS-developed app designed to help taxpayers

The app lets taxpayers check on the status of their refund, sign up for helpful tax tips or get the most recent IRS Twitter feeds. Download IRS2Go, then connect with the IRS whenever you want, wherever you are.


Recent Developments for Tax Forms, Instructions, and Publications

Corrections to Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities -- 4-APR-2012, Revised 2012 Forms W-2, W-3SS, and 2012 General Instructions for Forms W-2 and W-3; Note Regarding 2012 Form W-3 -- 22-MAR-2012, Update to the Instructions for 2011 Forms 1040, 1040A, and 1040EZ -- 16-MAR-2012, and more . . .



National/Local Phone Forums and Webinars for Practitioners

  • No events scheduled


Retirement Plans - Phone Forums


Register for Upcoming Workshops for Small and Medium-sized 501(c)(3)s

  • San Diego (April 24) hosted by University of San Diego
  • San Francisco (April 26) hosted San Francisco State University


IRS Nationwide Tax Forum Information

The IRS Nationwide Tax Forums offer three full days of seminars with the latest word from IRS leadership and experts in the fields of tax law, compliance and ethics.


California Workshops for Small Business Owners

Please share this link with your small business clients.  The workshops provide detailed instructional lessons that cover their tax filing, paying and operating requirements and responsibilities.


I hope you find this information useful.  If you would like additional information, you can subscribe to an IRS e-Subscription by going to the Subscription page on


If you would like to discontinue receiving our local Stakeholder Liaison e-mails, please e-mail  and  request removal of your name.

Jennifer Henrie-Brown, ID #94-07690
Stakeholder Liaison Specialist
Communications Stakeholder Outreach
510-637-2199/ fax 510-637-2434

IRS Invites Taxpayers to Apply for Taxpayer Advocacy Panel

TAP is made up of citizen volunteers who help the IRS improve taxpayer service View full-sized image

The IRS is inviting civic-minded individuals to help improve the nation’s tax agency by applying to become members of the Taxpayer Advocacy Panel (TAP). This year’s application period runs from March 19 to April 27, 2012.

Current IRS employees cannot serve on the Panel, but your assistance in helping to recruit good candidates is appreciated. The TAP is a Federal Advisory Committee, established under the authority of the Department of the Treasury, to allow citizens the opportunity to participate in improving America’s tax administration system by providing direct input to the IRS. The Panel is comprised of approximately 80 ethnically diverse citizens from all walks of life, with balanced representation from each state, the District of Columbia, and Puerto Rico. Applicants must be:

  • U.S. citizens;
  • Current with all federal tax obligations;
  • Able to pass an FBI criminal background check;
  • Not registered lobbyists; and
  • Willing to commit 300 to 500 hours during the year to the panel.

Potential candidates should complete and submit an application online at For additional information about TAP or the application process, candidates should call 1-888-912-1227. All applications must be received no later than April 27.

The TAP program is supported by the Taxpayer Advocate Service and works with the National Taxpayer Advocate and the IRS operating divisions to identify issues that will benefit from citizen input. The operating divisions use the TAP to obtain input and recommendations regarding tax products and services or program changes that affect taxpayers.

“In trying to comply with an increasingly complex tax system, taxpayers may find they need different services than the IRS is currently providing,” said Nina E. Olson, National Taxpayer Advocate. “The TAP is vital because it provides the IRS with the taxpayer’s perspective as well as recommendations for improvement. This will help the IRS deliver the best possible service to assist taxpayers in meeting their tax obligations.”

Tiffany J. Todaro
Taxpayer Advocate Service
Local Taxpayer Advocate
(510) 637-3079 phone
(510) 637-2511 fax