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Airlines Car Rental

Forum Location Hotel Information RateAtlantic City, NJ* Sheraton Atlantic City $125.00(July 9-11) Two Miss America Way

Atlantic City, NJ 08401(800) 325-3535

Ft.Lauderdale, FL Wyndham Resort & Spa $72.00(July 23-25) 250 Racquet Club Road

Ft. Lauderdale, FL 33326(954) 389-3300

St. Louis, MO Millennium Hotel $90.00(August 6-8) 200 South 4th Street

St. Louis, MO 63102(314) 241-9500

Note: Special rates are guaranteed until 30 days from the first day ofeach forum.

Forum Location Hotel Information RateAtlanta, GA Hyatt Regency Atlanta $93.00(August 20-22) 265 Peachtree Street NE

Atlanta, GA 30303(404) 577-1234

New Orleans, LA New Orleans Marriott $102.00(September 3-5) 555 Canal Street

New Orleans, LA 70130(888) 364-1200

Reno, NV* Atlantis Casino Resort $65.00(September 17-19) 3800 S. Virginia Street

Reno, NV 89502(800) 723-6500

*The forum will be held in the adjacent convention center.

Gold 

Airline File 

Carrier Telephone City NumberU.S. Airways (877) 874-7687 Atlantic City 77112237Southwest (800) 433-5368 Ft. Lauderdale R 1641

St. Louis R1072New Orleans R9965

Reno R1662

Delta (800) 241-6760 Atlanta DMN 

183475A

Car Rental Gold File Agency Telephone NumberHertz 1-800-654-2240 CV#02QT0002

(for all cities)

HotelsThe room rates quoted include all applicable taxes and are for single occupancy.
would like to take this 

opportunity, on behalf

of the dedicated men and

women of the Internal

Revenue Service, to personally welcome each of you to 

the Internal Revenue Service

Nationwide Tax Forums

for 2002.

Last year, a record number

of tax professionals—almost 14,000 of you —participated 

in the six forums sponsored by the Internal Revenue Service

across the nation. This year, even more of you will take

advantage of this opportunity. By spending just a few days

with us, you can register to become an e-file provider, learn

about recent IRS initiatives, and engage in valuable dialogue

with IRS personnel, tax product vendors, and your peers.

For the first time, you can also attend a seminar describing

tax scams and schemes and the measures we are taking to

identify and stop them.

The Nationwide Tax Forums provide us with the opportunity to more fully engage you in shaping the new IRS. As tax

professionals, you play a vital role in helping us achieve our

modernization goals. As I met with representatives of tax

professional organizations this past year, they never failed to

express their high level of interest in supporting our modernization effort. They offered countless valuable suggestions

for developing our programs. We look forward to continuing

this dialogue with the tax professional community at these

forums and in the future.

Our task is enormous. The final numbers from fiscal year

2001 illustrate the complexity and magnitude of our charge.

In fiscal year 2001, the IRS collected $1.9 trillion, processed

over 130 million individual returns, and issued more than 92

million refunds. IRS representatives met with 7.4 million taxpayers, answered 108 million telephone calls, and responded

to 19.2 million letters. Notwithstanding the incredible size of

these numbers and efforts, the inquiries, returns, payments,

and refunds were efficiently processed. We removed barriers

and increased incentives for the electronic filing of returns

and payment of taxes. We developed and administered many

key initiatives that increased the rights afforded taxpayers.

We stabilized several key compliance activities and worked 

diligently to ease the burden on those affected by the

September 11 terrorist attacks.

We continue to build on this progress into 2002. Early this

year, we unveiled the revamped IRS Web site that will help

take us from an information-only portal to a world-class,

transaction-based gateway. At the same time, we continued

to modify programs and resources to streamline and enhance

service. For example, we introduced Practitioner Priority

Service —a toll-free telephone number staffed by employees

specially trained to respond to practitioners’ account-related

questions. We centralized other programs as well. We

reduced the number of service center campuses involved in

EIN issuance, Centralized Authorization File, and Combined

Annual Wage Reporting—to name a few.

As often happens, revamping these programs causes some 

bumps in service along the way. So I am particularly grateful 

for the patience, support,

and feedback we have 

received from the tax 

professional community 

as we adjusted staffing 

and otherwise ironed 

out the wrinkles in 

these programs. I 

believe we are on the 

right track with these 

changes. Centralization 

and consolidation of many 

of our programs will ultimately 

streamline the related business processes,

make more efficient use of specialized resources,

and thus better serve taxpayers.

Once again, welcome to the 2002 Nationwide Tax Forums.

As you attend the seminars and events described in this

brochure, you will see evidence of our dedication to delivering top quality customer service. With your continued support and active participation, we are steadily closing the gap

between where we were and where we want to be for our

customers. Thank you.

Charles O. Rossotti

Commissioner, Internal Revenue Service

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From the Commissioner ■

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I
his year’s tax forums will be bigger and better than ever

before, offering several advanced seminars for returning 

attendees, while continuing to provide basic sessions for first

time attendees. We offer three full days of seminars and we are

introducing a new concept in four cities called “Mega Forums”.

The Mega Forums will offer the same seminar schedule as the

other two forums, but will be expanded to include special 

value-added events. For those seeking Continuing Professional

Education (CPE) credits, a total of 21 credits may be earned.

This year, the opportunity to interact with IRS executives and

other tax professionals is greatly

expanded in both formal and informal settings. In addition to the everpopular Commissioner’s Address,

we will host an executive panel discussion designed to address general 

tax professional concerns.

The awards dinner offered on the

second night of the forum is included

in the registration fee and will be a

highlight of the forums. It is designed 

to provide an informal setting for the

exchange of professional information

and ideas, which makes the tax forums

so valuable to the tax professional community.

Vendors will display and discuss their latest business products.

The vendor demonstration room will offer additional opportunities with which to assess the products important to tax professionals in a more focused, “hands-on ” environment.

Please carefully review the schedule of seminars. Traditionally,

most seminars are repeated. Some are offered the first day and

repeated the second. Others are offered

the second day and repeated the third.

However, to afford maximum choice

by participants, there are several 

seminars that are offered only once.

We recommend that first time participants plan to spend the full three

days with us for maximum benefit.

Tax forum veterans and CPE-seeking

participants will find all three days

interesting, informative and well worth

spending with us. These tax forums

remain the most inexpensive way to

acquire valuable CPE credits anywhere.

Mega Forums

The new Mega Forums will be offered in four cities this year:

Atlantic City, NJ; Atlanta, GA; New Orleans, LA; and Reno, NV.

The Mega Forum is designed to accommodate very large audiences and also provides additional events. This year, the Mega

Forums will feature the overwhelmingly successful Case Resolution

Program, piloted last year. You will have an opportunity to bring 

in your toughest case (one case only) and receive one-on-one 

assistance from our experienced technical specialists. Feedback

from last year’s pilot was extremely positive. We successfully 

resolved 87 percent of the cases on-site 

and assigned the remaining cases to 

local offices, where most were resolved 

within 30 days. To provide you with

the maximum opportunity 

to attend the seminars,

we have designed a 

“by appointment only”

schedule for the Case 

Resolution Program.

You may make your appointment at the IRS Information 

Booth as early as Monday evening

during pre-registration. If you

would like to participate in the Case Resolution Program, please

check the designated block on the attached registration form.

The Mega Forums will also feature a new partnership among

the IRS, the National Association of Enrolled Agents (NAEA),

the National Association of Tax Professionals (NATP), the

National Society of Accountants (NSA), and the National Society

of Tax Professionals (NSTP). These associations have been invited

to assist with seminar presentations, provide exhibit booths and

conduct special events. Both the NATP and NSTP will offer seminars at selected forums on popular topics of interest to the tax

professional community. The Pennsylvania Chapter of the NAEA

will host a special seminar, entitled “How to Become an Enrolled

Agent,” at each Mega Forum. Additionally, the New Jersey chapter

of the NAEA will conduct their annual meeting during the

Atlantic City Forum.

The Mega Forums will also introduce an executive panel discussion designed to address general concerns in the tax professional community and disseminate key organizational messages.

Top IRS executives will be available to answer your questions.

Participants will have an opportunity to prepare questions in

advance for executives to address.

Welcome Aboard!

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T

Don’t Delay—Apply Today

IRS personnel will be on site to assist

you in completing Form 8633,

Application to Participate in the IRS

e-file Program. Bring your social security card and verification of your birth

date to get your application on its way

to the IRS for speedy processing. Free

fingerprinting will be provided.

Enrolled Agents, 

CPAs, and Attorneys: 

Skip the fingerprinting by providing

proof of your professional status

(including expiration date).

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The Seminars 

As in previous years, high-level IRS executives will present many

seminars. Our goal is to provide participants with the latest “word”

directly from the IRS official in charge of the particular area or 

program under discussion in the particular seminar. We have also

included a number of events specifically designed to allow the participants one-on-one access to IRS executives and officials for the

purpose of providing you an opportunity to give us direct feedback

on our programs and policies. Speakers will be available throughout the hotel and exhibit hall area, and they are easily identifiable

by their white “speaker” ribbons. Please avail yourself of the opportunity to speak informally with them and with the IRS personnel

identified by red IRS“staff”ribbons during the course of the forum.

In many cases, seating is limited in the seminar rooms, so please

plan to arrive a little early to each seminar. (Seats are available on 

a first-come, first-served basis and are not guaranteed.)

The Vendors 

We invite your attention to the exhibit area where vendors display

their products. Many of our vendors are sponsoring special events

this year. An information sheet identifying each vendor and their

respective location within the exhibit area is contained in the

package you will receive at the registration counter. The vendor

demonstration room also affords an opportunity to assess our

vendors’ products in a more focused, “hands-on” atmosphere.

Please explore the exhibit hall and take advantage of these opportunities. Opening and closing times for the exhibit hall are indicated in the schedule portion of this brochure.

Professional Credit 

Attendance at these seminars will qualify for Continuing

Professional Education (CPE) Credits for Enrolled Agents. Other

professional groups should consult their respective licensing agencies regarding qualifying credit. Each seminar qualifies for one

CPE credit. Due to the concurrence of seminars, the maximum

number of CPE credits available is 21 for each forum location.

Registered with the National Association of State Boards of

Accountancy as a sponsor of continuing professional education 

on the National Registry of CPE Sponsors. State Boards of

Accountancy have final authority on the acceptance of individual courses.

Complaints regarding registered sponsors may be addressed to NASBA,

150 Fourth Ave. North, Suite 700, Nashville, TN. 37219-2417.

Registration Fee

The basic fee for this year’s tax forums is $65 for the first member

of a business or organization, $55 for the second attendee from

the same business or organization, and $40 for all subsequent

members of the same business or organization and for spouses.

Included in the fee are the reception on the evening of the first

day and the awards dinner on the evening of the second day.

Individual vendors participating in the forums may sponsor other

food events, such as breakfast, coffee, and the ice cream social.

The admission fee remains modest and covers the administrative

costs accrued by the management firm hired to perform logistics

and other services. With fees this low, the cost of administering

refunds would be prohibitive. As a result, the registration fee is

non-refundable.

Details concerning the admission fee and person-specific application can be obtained by calling Public Affairs International at

301-593-0200.

Awards Dinner

On Wednesday evening, please plan to join us for the awards dinner honoring Electronic Tax Administration’s (ETA) “Exemplary

EROs.” ETA has selected 50 Exemplary EROs nationwide who will

receive special recognition for their e-file services.

The awards dinner is designed to provide an informal setting 

in which participants, vendors and IRS personnel may meet to

exchange information and ideas. The dinner features a guest

speaker, and honors various members of the tax professional

community.

Because of the prior planning required for this event, we ask

that you please register to attend the awards dinner in advance by

checking the appropriate box on the registration form. Although

we will do our best to accommodate those who choose to register

on site, only those who pre-register a minimum of 14 days prior to

each forum will be guaranteed a seat at the dinner.

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As part of IRS’ continuing effort to

provide top quality service to taxpayers and their representatives,

the Atlantic City, Atlanta, New

Orleans and Reno tax forums will

include the “Practitioner Case

Resolution At The Forums” program. This program provides an

opportunity to resolve client issues

through IRS’ Everyday Tax

Solutions assistance and Taxpayer

Advocate Service. Authorized taxpayer representatives are invited to

bring their toughest IRS case (one

case per person), or their toughest

question regarding IRS tax law and

procedures to the case resolution

station. IRS service representatives

with specialized expertise will be

available throughout the three days

of the forum to meet one-on-one

with tax practitioners for on-site

resolution of their case or issue. If

the case cannot be resolved on the

spot or requires further research, it

will be controlled and assigned to

an appropriate IRS expert for follow-up and resolution.

A signed original or copy of your

Power of Attorney (Form 2848) is

required to authorize IRS disclosure of confidential tax information. To participate, please check

the case resolution program box on

the registration form and visit the

IRS Information Booth to schedule

your appointment upon arrival at

the forum.

Practitioner Case Resolution 

At The Forums
1. Bothered by “B” Notices 

and Pesky IRP Penalties?

Don’t get uptight when you receive a Notice CP2100 (“B” Notice) or

Notice 972CG (IRP Penalty). This session will define backup withholding, provide an overview of Form W-9, advise the payer with respect to

the actions required when a CP2100 Notice is received, and outline the

steps necessary to establish reasonable cause when a proposed penalty

972CG Notice is received.

2. Collection Due Process Hearings 101

This practice-oriented panel, conducted by employees actively working

Collection Due Process (CDP), will explain what a CDP hearing is, and

what Appeals expects of someone requesting a hearing.

3. Communicating with the IRS 

When your client has a problem with the IRS, they expect you to know

how to resolve it quickly! Learning how to communicate with IRS is the

secret to your success. Learn who to call, when to write, and how to reach

the IRS office that can help your client resolve the problem. Presented by

the National Association of Enrolled Agents.

4. Education Menu: 

Choices, Choices and More Choices 

This presentation provides a complete review of the tax law changes

regarding new education programs including: Education Savings

Accounts (Coverdell Accounts); Qualified Tuition Programs; Hope and

Lifetime Learning Credit; New 2002 Deduction for Higher Education

Expenses; Student Loan Interest Deduction; and Employer-provided

Educational Assistance. Presented by the National Society of Tax

Professionals.

5. e-file Compliance Panel

Hear discussions of IRS e-file compliance issues including IRS e-file

rules, monitoring of providers, and appeal of suspensions from the 

e-file Program.

6. e-file for Beginners 

Learn about the requirements for becoming an Authorized e-file Provider

from the application process through e-filing the first return.

7. EITC Panel

Join us in a discussion of EITC issues faced by tax return preparers,

such as due diligence, and IRS’ plans to work with preparers in the

upcoming year.

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Seminar Topics ● ● ●

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Schedule

Day 1

7:00am Registration Begins

7:00am - 5:00pm Case Resolution Room 

(Mega Forums only)

8:00am - 12:10pm Seminars

1:30pm - 5:00pm

8:00am - 4:00pm ERO & EFTPS Sign Up

9:00am - 6:00pm Exhibit Hall Open

11:20am - 12:10pm Commissioner’s Address

12:10pm - 1:30pm Lunch

5:00pm - 6:00pm Welcome Reception 

in Exhibit Hall

Day 2

7:00am Registration Begins

7:00am - 5:00pm Case Resolution Room 

(Mega Forums only)

8:00am - 12:10pm Seminars

1:30pm - 4:20pm

8:00am - 4:20pm ERO & EFTPS Sign Up

9:00am - 3:00pm Exhibit Hall Open

12:10pm - 1:30pm Lunch

6:30pm Awards Dinner

Day 3

7:00am Registration Begins

7:00am - 3:00pm Case Resolution Room 

(Mega Forums only)

8:00am - 11:50am Seminars

1:00pm - 3:50pm

8:00am - 3:00pm ERO & EFTPS Sign Up

11:50am - 1:00pm Lunch 
8. EITC Survival Tips 

What do you need to know for clients who wish to claim or

should claim the EITC on their federal income tax return for

2002? Join us for a presentation of this year’s successes, 2002

changes in the EITC tax law, upcoming programs for education

outreach, and compliance enforcement plans.

9. Executive Panel Discussion

A panel of IRS executives will conduct a panel discussion addressing key organizational issues and hot topics. They will also answer

your general questions in this high-powered session. Attendees

will have an opportunity to prepare questions in advance for IRS

executives to address.

10. Filing Forms W-2/W-3

Electronically with the 

Social Security Administration

See a live demo and hear about the free, quick, and easy way to

electronically file your Forms W-2/W-3 over the Internet.

11. The FIRE System

Don’t be left out in the cold. Learn about the hottest way to file

your information return Forms 1042-S, 1098, 1099, 5498, W-2G,

8027, and Questionable W-4 using the Filing Information Returns

Electronically or FIRE System. This session will discuss the advantages and specifications designed exclusively for the electronic filing of information returns, instructions for new filers, common

problems associated with electronic filing, and will provide a 

LIVE demo of the FIRE system.

12. Form 4797 – Sale of Assets 

This seminar will give you a real world understanding of ordinary

capital gains and/or losses. You will learn the Recapture Rules of

IRC Sections 1231, 1245, 1250, 1252, 291, etc. You will learn how

to calculate gains and loses without completing Form 4797, and

likewise, determine if your computer’s computations are correct.

Presented by the National Association of Tax Professionals.

13. Guided Tour of e-services

for the Third-Party Community

Take a guided tour of the e-services registration and application

processes that will be available later this year. Preview the new 

e-services and learn how to navigate the system as an 

authorized member of the third party community.

14. Introduction 

to Exempt Organizations 

Whether it’s a boosters club, church group or sports league, if

you work with tax-exempt organizations you must attend this

seminar. Topics include tax-exempt filing requirements and the

Exempt Organizations e-file Program.

15. LMSB/Appeals Fast Track

Dispute Resolution Process 

This session will present an overview of the procedures involved

in the new dispute resolution process, that is designed to expedite

the traditional examination process. The presentation will include

the following aspects of this new procedure: increase issue resolution at the lowest level; use of Appeals tools in large case examinations; and decrease the amount of time required to proceed from

the return filing date to the ultimate conclusion of the case.

16. The Modernized e-file of 

the Future – starting in 2004!

An overview of the all-new e-file system. We are building a system

that will grow and serve us for years to come. This system is based

on input from our customers and partners, and will address the

old system’s limitations, constraints, and lack of standardization.

Find out about filing complex returns; multiple file types and formats; standardized acknowledgements; standardized reject codes;

and other enhancements that will make e-file your filing choice

because it works for you and your clients.

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17. National Research Program –

Ensuring Fairness by Measuring

Taxpayer Compliance 

Learn about the National Research Program (NRP), a new,

less-intrusive system of measuring compliance that will ensure

fairness, yet be far less burdensome for taxpayers. Hear about 

the IRS’ plans to eliminate up to 15,000 unnecessary audits of

compliant taxpayers each year and focus tax enforcement on

under-reporting and non-filing taxpayers.

18. The New Appeals

This high-level management presentation will focus on the 

current “hot” issues in Appeals.

19. New Compliance Programs

Affecting Taxpayers 

Learn about Examination and Collection Reengineering Programs

and their impact on the audit and collection processes. Learn

about the Anti-Money Laundering Program. The first crucial step

in protecting your business is learning the legal requirements that

apply to you, what you should do to meet these requirements, and

why it is more important than ever to know your customer.

20. New Customer Account Services

Affecting Practitioners

Learn about the new Practitioner Priority Services (PPS), formerly the Practitioner Hotline, Centralized Authorization File

(CAF), Centralized Employer Identification Number (EIN), and

transcripts on-line.

21. Offer-In-Compromise Program 

Learn about the latest changes to the Offer-In-Compromise 

(OIC) program changes and most recently issued guidance that

can help you help your clients. Learn which OICs are eligible 

and which are not.

22. On the Cutting Edge 

with IRS Lockbox

This presentation will focus on new addresses for all form types

due to realignment of the states and the use of the voucher due to

the separate mail-out of the Form 1040-V vouchers. The session

will also discuss the advantages of using IRS tax forms.

23. On the Move 

to Better Processing

We recognize the importance of keeping customers informed 

and up-to-date in our fast paced world. This session will focus 

on the Service Center side of processing. This presentation will

discuss paper processing and the impact on your customers.

24. Overview and Updates 

on IRS e-file for Form 1040

This session will provide information regarding IRS e-file programs and products for the Form 1040, U.S. Individual Income

Tax Return. This seminar will discuss the programs currently

available and enhancements for the upcoming filing season,

including additional forms to be processed and changes to the

processing of Schedule D.

25. Payroll Pointers 

for Filers of Forms W-2/W-3

This session will provide all you need to know to file Forms 

W-2/W-3 with the Social Security Administration.

26. Privacy Builds Trust

Learn how IRS privacy initiatives—the Privacy Impact

Assessment, our Internet policy and disclosure rules—

protect you and your client’s tax information. The IRS 

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guarantees privacy, whether you use traditional methods or 

file electronically. Ensuring privacy builds trust in our electronic

systems, trust that will encourage your clients to use current 

e-government services and those of the future.

27. Retire with a PLAN

Help your clients choose a retirement plan for their employees.

What are the advantages of having a retirement plan? What

options are available for your clients to consider? The full array 

of tax-favored retirement vehicles for small business owners will

be discussed. Plus “What’s Next” after establishing a plan.

28. SIMON SAYS “Benchmark” –

Differentiate/Define Customer

Needs (Part I)

In “Marketing for the 21st Century,” Dr. Skip Ulmer discussed

strategic planning, flexibility in the face of change, working to

develop committed employees, and customer focus as essential

elements for competitive success. Now, see what highly-regarded

corporations, such as Timberland and Coca-Cola, are doing to

prepare for the future. This session will show you how to differentiate your products and services and how to define your 

customer’s needs.

29. SIMON SAYS “Benchmark” –

Customer Service/Company Culture

(Part II)

In Benchmark Part II, Dr. Skip Ulmer will show you what wellrespected corporations, such as Whole Foods Company and

Southwest Airlines, do to create exceptional customer service and

extraordinary company culture. Learn how to individualize your

customer service and create an outstanding company culture for

your business.

30. Support Panel for Authorized

IRS e-file Providers, Transmitters

and Software Developers

Learn about the various support services available to you as an

IRS e-file Provider. The panel will include IRS representatives

addressing the Electronic Management System (EMS) Help Desk,

QuickAlerts system, the Marketing Tool Kit updates and more.

31. Taxpayer Advocate Service:

Advocacy In Action 

Learn who to call and what is required to get assistance from 

the Taxpayer Advocate Service in resolving problems with the 

IRS. Discover the vital role you can play to get help for your

clients. Hear how the Taxpayer Advocate Service is working to 

fix systemic problems and reduce taxpayer burden through

administrative recommendations and legislative proposals.

32. Tax Scams, Schemes and Cons

Learn about today’s most prevalent abusive tax schemes, how 

to identify potential scams and how to avoid them. Gain insight

into IRS activities regarding the identification of schemes and 

the prosecution of offenders.

33. Technology-Based Products &

Services Affecting Small Businesses 

Learn how the Electronic Federal Tax Payment System (EFTPS)

can help you solve tax-paying problems with your clients. Learn

about the easy ways the Department of Treasury can help you

market EFTPS to build stronger client relationships. Hear what’s

new on the Small Business Web site and what new and exciting

small business products are available to assist your clients, such 

as the Virtual Small Business Workshop CD-ROM.

34. Transitioning to e-file for 

Tax Accounting Professionals

A panel of tax practitioners from professional accounting firms

will share their personal experiences in transitioning to e-file.

Included in the discussion will be the challenges and rewards of

choosing e-file as a way to do business.

35. Wage & Investment Compliance

Issues: Examination and Collection

Among the topics to be covered: EITC examinations;

Correspondence Audit issues; Collection issues; Automated

Underreporter issues; current trends; and practitioner issues.

36. What’s New in Tax Forms &

Publications for Tax Year 2002

We will discuss the significant tax law changes that take effect 

in 2002 and the related new and revised tax forms, instructions,

and publications.

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Day 1 ■

Time Seminar Room 1 Seminar Room 2 Seminar Room 3 Seminar Room 4

8:00am- Modernized e-file Guided Tour of e-services Education Menu: Filing W2/W3 

8:50am of the Future Choices and More** † Electronically†

8:50am- Break Break Break Break

9:00am

9:00am- Advocacy in Action EITC Survival Tips New Customer Payroll Pointers for 

9:50am Account Services Filers of W2/W3 †

9:50am- Break Break Break Break

10:00am

10:00am- W&I Compliance Issues** Overview & Updates Form 4797 Tech-Based

10:50am on IRS e-file Sale of Assets** † ‡ ± Products & Services/EFTPS

10:50am- Break Break Break Break

11:20am

11:20am- Commissioner’s Address Commissioner’s Address Commissioner’s Address Commissioner’s Address

12:10pm

12:10pm- Lunch Lunch Lunch Lunch

1:30pm

1:30pm- Communicating EITC Panel e-file for Beginners The New Appeals**

2:20pm with the IRS

2:20pm- Break Break Break Break

2:30pm

2:30pm- Offer-in-Compromise Tax Scams, Schemes e-file Compliance Panel The FIRE System 

3:20pm Program** and Cons

3:20pm- Break Break Break Break

4:10pm

4:10pm- Support Panel for Authorized National Research Program Transitioning to e-file for Bothered by “B” Notices

5:00pm IRS e-file Providers Accounting Professionals †

5:00pm- Welcome Reception Welcome Reception Welcome Reception Welcome Reception

6:00pm
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Day2

Time Seminar Room 1 Seminar Room 2 Seminar Room 3 Seminar Room 4

8:00am- Tax Scams, Schemes Retire with a PLAN** Modernized e-file The FIRE System

8:50am and Cons of the Future

8:50am- Break Break Break Break

9:00am

9:00am- Tech-Based Advocacy in Action Privacy Builds Trust Bothered by “B” Notices

9:50am Products & Services/EFTPS

9:50am- Break Break Break Break

10:00am

10:00am- SIMON SAYS W&I Compliance Issues** e-file for Beginners The New Appeals**

10:50am “Benchmark” Part I

10:50am- Break Break Break Break

11:20am

11:20am- Executive Panel Discussion† Executive Panel Discussion† New Compliance On the Cutting Edge 

12:10pm Programs** with IRS Lockbox

12:10pm- Lunch Lunch Lunch Lunch

1:30pm

1:30pm- Communicating EITC Panel On the Move National Research Program

2:20pm with the IRS with Better Processing

2:20pm- Break Break Break Break

2:30pm

2:30pm- SIMON SAYS Offer-In-Compromise e-file Compliance Panel Overview & Updates 

3:20pm “Benchmark” Part II Program** on IRS e-file

3:20pm- Break Break Break Break

3:30pm

3:30pm- Intro to Exempt EITC Survival Tips Collection Due Guided Tour of e-services

4:20pm Organizations** Process Hearings 101**

6:30pm Awards Dinner Awards Dinner Awards Dinner Awards Dinner

** Advanced ‡ Indicates a seminar given at Mega Forums only

† Indicates a seminar given one time only ± Not available in Atlanta
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Day 3

Time Seminar Room 1 Seminar Room 2 Seminar Room 3 Seminar Room 4

8:00am- New Compliance Programs** What's New in Tax Forms

8:50am & Publications for 2002†

8:50am- Break Break

9:00am

9:00am- SIMON SAYS Retire with a PLAN**

9:50am “Benchmark” Part I

9:50am- Break Break

10:00am

10:00am- Collections Due Intro to Exempt

10:50am Process Hearings 101** Organizations**

10:50am- Break Break

11:00am

11:00am- SIMON SAYS Support Panel for

11:50am “Benchmark” Part II Authorized IRS e-file Providers

11:50am- Lunch Lunch

1:00pm

1:00pm- On the Move to New Customer

1:50pm Better Processing Account Services

1:50pm- Break Break

2:00pm

2:00pm- Privacy Builds Trust LMSB/Appeals 

2:50pm Fast Track Dispute

Resolution Process**†

2:50pm- Break Break

3:00pm

3:00pm- On the Cutting Edge

3:50pm with IRS Lockbox

** Advanced ‡ Indicates a seminar given at Mega Forums only

† Indicates a seminar given one time only ± Not available in Atlanta
Avoid long registration lines by mailing or faxing this form or 

register online at www.paintl.com! The basic fee for this year is

$65 for the first member of a business or organization, $55 for 

the second member and $40 for each subsequent member of the

business or organization and for spouses. The fee includes all

three days of each forum, the reception at the end of the first 

day, and the awards dinner at the conclusion of the second day.

Please remit the appropriate amount by check or money 

order, payable to Public Affairs International Inc. It is important

that each attending member of your organization or business,

including spouses, complete a registration form. Please print

when filling out the information below. With fees this low, the

cost of administering refunds would be prohibitive. As a result,

the registration fee is non-refundable. Seating is on a first-come,

first-served basis and is not guaranteed.

Name (please print or type)

Firm/Affiliation 

Telephone (including area code) 

e-mail Address

Street Address

City State Zip

MAIL ALL FORMS TO:

Public Affairs International Inc.

11120 New Hampshire Avenue, Suite 203

Silver Spring, MD 20904

OR FAX FORM TO:

(301) 593-9053 

CALL:

(301) 593-0200 

E-MAIL ADDRESS: 

painternal@aol.com

PLEASE INDICATE WHICH FORUM(S) YOU WILL BE

ATTENDING BY CIRCLING THE DATE(S) BELOW:

City Dates 

Atlantic City, NJ July 9 July 10 July 11

(July 9-11)

Ft.Lauderdale, FL July 23 July 24 July 25

(July 23-25)

St. Louis, MO August 6 August 7 August 8

(August 6-8)

Atlanta, GA August 20 August 21 August 22

(August 20-22)

New Orleans LA Sept. 3 Sept. 4 Sept. 5

(September 3-5)

Reno, NV Sept. 17 Sept. 18 Sept. 19

(September 17-19)

PRACTITIONER CASE RESOLUTION PROGRAM 

AT THE FORUMS (MEGA FORUMS ONLY)

■ Check this box if you plan to participate in the Case Resolution

Program. (One case only, please.) Note: Participation is by appointment only. You may sign up at the IRS Information Booth beginning Monday evening during pre-registration.

ALL MAJOR CREDIT CARDS ACCEPTED. 

PLEASE PROVIDE THE FOLLOWING INFORMATION:

■ AMEX ■ VISA ■ MASTERCARD

Name on Card (please print or type)

Card Number

Card Expiration Date

Signature

■ If you plan to attend the awards dinner on the second day

please check this box. Only participants registered 14 days 

prior to each conference are guaranteed a seat at the banquet.

11

To Register ● ● ●

●
12

■ ■ ■

In order to apportion space for each seminar we request that you make your choice of seminars on the 

table that follows. This is for general planning purposes only and does not obligate you to attend those seminars.

Day1

Morning Sessions

8:00-8:50 ■ Modernized e-file ■ Guided Tour ■ Education Menu ■ Filing W2/W3

9:00-9:50 ■ Advocacy ■ EITC Tips ■ Customer Acct. Serv. ■ Payroll Pointers

10:00-10:50 ■ W&I Compliance ■ Overview/Updates ■ Form 4797 ■ Tech-Based/EFTPS 

Afternoon Sessions

1:30-2:20 ■ Comm. w/IRS ■ EITC Panel ■ e-file for Beginners ■ New Appeals

2:30-3:20 ■ OIC Program ■ Tax Scams ■ e-file Compliance ■ FIRE System

4:10-5:00 ■ e-file Support Panel ■ NRP ■ Transitioning ■ “B” Notices

Day 2

Morning Sessions

8:00-8:50 ■ Tax Scams ■ Retire w/PLAN ■ Modernized e-file ■ FIRE System

9:00-9:50 ■ Tech-Based/EFTPS ■ Advocacy ■ Privacy ■ “B” Notices 

10:00-10:50 ■ Benchmark I ■ W&I Compliance ■ e-file for Beginners ■ New Appeals

11:20-12:10 ■ Exec. Panel ■ Exec. Panel ■ Compliance Programs ■ IRS Lock Box

Afternoon Sessions

1:30-2:20 ■ Comm. w/IRS ■ EITC Panel ■ Better Processing ■ NRP

2:30-3:20 ■ Benchmark II ■ OIC Program ■ e-file Compliance ■ Overview & Updates

3:00-4:20 ■ Exempt Orgs. ■ EITC Survival ■ CDP Hearings ■ Guided Tour

Day 3

Morning Sessions

8:00-8:50 ■ Compliance Programs ■ Tax Forms & Pubs 

9:00-9:50 ■ Benchmark I ■ Retire w/PLAN

10:00-10:50 ■ CDP Hearings ■ Exempt Orgs.

11:00-11:50 ■ Benchmark II ■ e-file Support Panel

Afternoon Sessions

1:00-1:50 ■ Better Processing ■ Customer Account Serv.

2:00-2:50 ■ Privacy ■ LMSB/Appeals 

3:00-3:50 ■ IRS Lockbox 
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Airlines Car Rental

Forum Location Hotel Information RateAtlantic City, NJ* Sheraton Atlantic City $125.00(July 9-11) Two Miss America Way

Atlantic City, NJ 08401(800) 325-3535

Ft.Lauderdale, FL Wyndham Resort & Spa $72.00(July 23-25) 250 Racquet Club Road

Ft. Lauderdale, FL 33326(954) 389-3300

St. Louis, MO Millennium Hotel $90.00(August 6-8) 200 South 4th Street

St. Louis, MO 63102(314) 241-9500

Note: Special rates are guaranteed until 30 days from the first day ofeach forum.

Forum Location Hotel Information RateAtlanta, GA Hyatt Regency Atlanta $93.00(August 20-22) 265 Peachtree Street NE

Atlanta, GA 30303(404) 577-1234

New Orleans, LA New Orleans Marriott $102.00(September 3-5) 555 Canal Street

New Orleans, LA 70130(888) 364-1200

Reno, NV* Atlantis Casino Resort $65.00(September 17-19) 3800 S. Virginia Street

Reno, NV 89502(800) 723-6500

*The forum will be held in the adjacent convention center.

Gold 

Airline File 

Carrier Telephone City NumberU.S. Airways (877) 874-7687 Atlantic City 77112237Southwest (800) 433-5368 Ft. Lauderdale R 1641

St. Louis R1072New Orleans R9965

Reno R1662

Delta (800) 241-6760 Atlanta DMN 

183475A

Car Rental Gold File Agency Telephone NumberHertz 1-800-654-2240 CV#02QT0002

(for all cities)

HotelsThe room rates quoted include all applicable taxes and are for single occupancy.
Tax Forums

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