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Taxpayer First Act Planning Placemat

These ideas came from Enrolled Agents who are members of the Minnesota Society of Enrolled Agents. These ideas were discussed during a face-to-face meeting on January 2, 2020. COMPREHENSIVE TAXPAYER EXPERIENCE STRATEGY How do we think more holistically about our “customers” and their entire experience with the IRS (e.g. services, enforcement, other interactions)? What are […]

IRS NEWS FOR TAX PROFESSIONALS

February 2020 ►UPCOMING WEBINARS There will be two webinars in February. Details to follow. Please check Webinars for Tax Practitioners for updates. ►NEWS Get up-to-date information this tax filing season with redesigned IRS e-News Subscriptions The IRS encourages taxpayers, businesses, tax professionals and others to take advantage of a variety of improved e-mail subscription services. […]

First Thursday Minutes – December 5, 2019

Stakeholder Liaisons Doug Blade Karen Brehmer Neki Cox Kathleen Fox Stakeholder Liaison Manager Kristen Hoiby, Area 6 manager Departments of Revenue MO       Laura Wallendorf NE        Dawn Holtmeier Tax Professionals Rita Barnard Darrel Beadle Velma Bjorgum Jacob Borash Frank Carnahan Brad J Decker Kelly Golish Jacen Gondringer Doug Gross Steven Heeley Cindy Hockenberry Terry Johnson Bill […]

First Thursday Minutes – November 7, 2019

Stakeholder Liaisons Doug Blade Kathleen Fox Cathye Mason Mike Mudroncik Sherry Saucerman Stakeholder Liaison Manager Kristen Hoiby, Area 6 Departments of Revenue IL          Maribeth Oliver MN       Mark Krause Tax Professionals Gail Bates Darrel Beadle Ron Berman Jacob Borash Velma Bjorgum Barbara Brown Leslie Chambers Carrie Christensen Tracy Danzer Laura Dawson Brad Decker Susan Du Jodi […]

First Thursday Minutes – October 3, 2019

Discussion items  1)   Tax Withholding Estimator – new and improved! Tax Withholding Estimator Tax Withholding Estimator helps retirees; figures tax on Social Security benefits New IRS Tax Withholding Estimator helps workers with self-employment income 2)   Tax-Exempt Organization Update Treasury and IRS issue proposed regulations and provide relief for certain tax-exempt organizations 3)   Tax Security 2.0 […]

December 6 – FRIDAY – Message for Tax Pros

Tax Practitioners Must Draft Written Data Protection Plans The IRS, state tax agencies and the nation’s tax industry today reminded tax professionals that federal law requires them to create and use a written information security plan to protect their clients’ data. The reminder came as the IRS and its Security Summit partners completed the fourth […]

December 5 – THURSDAY – Message for Businesses

Cyberthieves Target Businesses of All Sizes Employers large and small must be alert to the growing threat of business identity theft and take additional steps step up cybersecurity protections. Awareness about business identity theft is one in a series of tips offered by the Internal Revenue Service, state tax agencies and tax industry, which work […]

December 4 – Wednesday – Message for Taxpayers

How to Create Strong Password A commonly overlooked step to protecting your personal tax and financial data is using strong passwords to protect online accounts and digital devices from data theft. The Internal Revenue Service, state tax agencies and tax industry remind taxpayers that using strong passwords and keeping them secure are critical steps to […]

December 3 – TUESDAY – Message for Taxpayers

Don’t take the bait: Recognize and Avoid Phishing Scams This holiday season don’t let the cyber grinches steal your money or your identity. The Internal Revenue Service, state tax agencies and the nation’s tax industry are working together to protect taxpayers from stolen identity refund fraud. All this week, the Security Summit partners will be […]

DECEMBER 2 – MONDAY – Message for Taxpayers

Cyber Monday Tips for Secure Shopping As Cyber Monday kicks off the holiday shopping season, the Internal Revenue Service and its partners urged the public to shop safely by securing their computers and mobile phones. The IRS, state tax agencies and the tax industry mark the fourth annual National Tax Security Awareness Week with tips […]