This year, the National Taxpayer Advocate Erin M. Collins will host Town Halls in Chicago, Orlando, Baltimore, and San Diego, and the Deputy National Taxpayer Advocate Kim Stewart will host one in Dallas/Grapevine. They eagerly await input from the tax community during the Q&A sessions. Additionally, the Taxpayer Advocate Service (TAS) will host focus groups, present seminars, engage with attendees in the exhibit hall, and provide assistance in resolving challenging cases with our on-site staff in the TAS Case Resolution Room.

2024 Tax Forum Locations and Dates

New this year, tax professionals can schedule appointments for the TAS Case Resolution Room online. No need to stand in line, sign up now to ensure you get a chance to work one-on-one to resolve one of your client’s toughest tax issues.

Focus Groups

TAS invites tax professionals attending this year’s forum to also sign up and participate in our group sessions on “IRS Online Accounts and Tax Pro Accounts” and “Appeals Alternative Dispute Resolution (ADR).” The knowledge and innovative ideas shared during these discussions help TAS improve taxpayer service on these issues.

• IRS Online Accounts and Tax Pro Accounts: What services are used, how well do they work, and what new feature should be added? Are there access barriers to authentication?
• Appeals Alternative Dispute Resolution (ADR): How is it working and how can the IRS improve the process?

Please share your perspective and thoughts in our focus group – look for the sign-up table at your respective tax forum.

Seminars

TAS is presenting two seminars at this year’s forum. Some of the areas we will explore include:

• Statutes – Protecting your Clients’ Rights and Making sure the Assessment Periods are Calculated Correctly: What you need to know about assessment, statutes, refund statutes, and collection statutes. Protecting your clients’ rights and ensuring the assessment periods are calculated correctly. Understanding the rules, exceptions, and how to advise and protect your clients.
• Let’s Chat about What You need to Know about Transcripts and How we might Improve Them: Understanding the different types of IRS transcripts, which one to request, interpreting their content, and suggestions for improvement.

No advance sign-up is required for seminars, but seating is first-come, first-served, so arrive early.

Taxpayer Advocacy Panel and Low Income Taxpayer Clinics Outreach

Representatives from the Taxpayer Advocacy Panel (TAP) and Low Income Taxpayer Clinics (LITC) will be available at each Tax Forum location to engage with and educate tax practitioners about their programs. For further details on TAP, visit ImproveIRS.org, and for information about LITC, go to Taxpayeradvocate.irs.gov/litc.

Case Resolution Room

Bring your toughest unresolved IRS case to the Case Resolution Room, where IRS and Taxpayer Advocate representatives will provide one-on-one assistance (by appointment only). For the 2024 IRS Tax Forum, you can now book your appointment with TAS Case Resolution in advance. Online booking will be open for one week, Wednesday to Wednesday, prior to each event. Visit the Case Resolution Information Page for details.

In-person appointments are still available at each Tax Forum event on Monday from 1 to 7 p.m., look for our table near conference registration. On Tuesday from 9 a.m. to 5 p.m. and Wednesday from 8 a.m. to 5 p.m., we will have a table outside our Case Resolution Program room for any remaining appointments.

If scheduling an in-person appointment, please complete IRS Tax Forum Case Resolution Data Sheet in advance and bring your authorization (Form 2848, Power of Attorney (POA) or Form 8821, Tax Information Authorization) and any relevant documentation to the event.

Electronic document submission options will be provided after setting up your appointment, either online in advance or at the event.