From karen.park at state.or.us Mon Nov 9 06:46:00 2009 From: karen.park at state.or.us (Karen PARK) Date: Mon, 9 Nov 2009 06:46:00 -0800 Subject: [OSSSA218] IRS Webinar for Tax Professionals Nov 18 09 E-file: Building the Case In-Reply-To: <252711D1622F7545835A431B524D020E020186C7@KAN0010CP3MB01.ds.irsnet.gov> References: <252711D1622F7545835A431B524D020E020186C7@KAN0010CP3MB01.ds.irsnet.gov> Message-ID: <4AF7BAA6.4CA4.0094.3@PERS.STATE.OR.US> FYI.... Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm >>> "*SBSE National Phone Forum" 11/6/2009 9:17 AM >>> Internal Revenue Service Webinar for Tax Professionals E-file: Building the Case A Panel Discussion with Tax Professionals Presented by Stakeholder Liaison Small Business/Self-Employed Division Date: November 18, 2009 (archived* for later viewing) Register and attend: http://cs.sbtv.com/irswebinarreg/ This FREE webinar is for: ? Tax Professionals ? Payroll professionals ? Small businesses Learn about: ? Benefits of e-file ? Enhancements to the e-file program ? First-hand experience from panelists and peers o James Adelman, NAEA o Larry Gray, NATP o Joe Marchbein, AICPA Earn Continuing Professional Education credit ? Enrolled agents receive one CPE credit for participating for a minimum of 50 minutes from the start of the webinar. ? Other tax professionals may receive credit if the webinar meets your organization?s or state?s CPE requirements. ? To receive credit, you must attend one of the three presentations offered on November 18, 2009. Register for the webinar using your e-mail address, and use the same e-mail address to login to attend. This will confirm your attendance and generate your Certificate of Completion. ? *Only November 18, 2009 participants will receive certificates. If you do not need a certificate to obtain CPE credit, you may choose to view the archived version of the webinar after November 19, 2009. ? Look for your Certificate of Completion by e-mail approximately one week after the webinar. If you have met all requirements, you will receive your certificate automatically. Register at http://cs.sbtv.com/irswebinarreg/ for one of three times: EASTERNCENTRALMOUNTAINPACIFIC 10 a.m.9 a.m.8 a.m.7 a.m. 1 p.m.Noon11 a.m.10 a.m. 4 p.m.3 p.m.2 p.m.1 p.m. Note: Time zones shown are standard time. Information ? Visit www.irs.gov and search Webinars for information. ? If you require special accommodations (for example, a larger-print on presentation materials), contact Brian Finn at nationalphoneforum at irs.gov. Sponsored by: IRS Small Business/Self Employed, Communications, Liaison and Disclosure, Stakeholder Liaison Field Operation -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: From karen.park at state.or.us Mon Nov 9 07:02:09 2009 From: karen.park at state.or.us (Karen PARK) Date: Mon, 9 Nov 2009 07:02:09 -0800 Subject: [OSSSA218] IRS Exempt Organization Update In-Reply-To: <1257536355885.1839630308.115417121.bulletin.tomcat5@prod-batch2.visi.gdi> References: <1257536355885.1839630308.115417121.bulletin.tomcat5@prod-batch2.visi.gdi> Message-ID: <4AF7BE52.4CA4.0094.3@PERS.STATE.OR.US> Good morning again, Another FYI ...... Please let me know if you have any questions. Have a great week! Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm >>> "Internal Revenue Service (IRS)" 11/6/2009 11:39 AM >>> EO Update November 6, 2009 Useful Links: IRS.gov Charities and Nonprofits Homepage EO FAQs EO Forms and Publications EO Newsletter Life Cycle Upcoming Events: EO Calendar of Events IRS Resources Compliance & Enforcement Contact My Local Office e-file Forms & Pubs Frequently Asked Questions News Taxpayer Advocacy Where to File Issue Number: 2009-16 Inside This Issue Form 990 Filing Tips and FAQs: Schedules A and L New! Compliance Guide for Non-501(c)(3) Tax-Exempt Organizations IRS Seeks Applicants for TE/GE Advisory Committee Updated Disaster Relief Publication Issued Compliance Guide for Public Charities Updated Guidance Issued for Employers Eligible to File Annual Return Weathering the Storm: Helping Exempt Organizations in Troubled Times Western Conference on Tax-Exempt Organizations 1. Form 990 Filing Tips and FAQs: Schedules A and L The IRS has issued frequently asked questions on reporting public support and public charity status (Schedule A) and transactions with interested persons (Schedule L) on forms 990 and 990-EZ for tax year 2008. These are the last in a series of tips for filing the 2008 Form 990. Back to Top 2. New! Compliance Guide for Non-501(c)(3) Tax-Exempt Organizations In Exempt Organizations' newest compliance guide, Pub. 4221-NC, Compliance Guide for Tax-Exempt Organizations (other than 501(c)(3) Public Charities and Private Foundations), the IRS addresses activities that could jeopardize an organization's exempt status and discusses the general recordkeeping, reporting and disclosure responsibilities that apply to non-501(c)(3) exempt organizations. Back to Top 3. IRS Seeks Applicants for TE/GE Advisory Committee The IRS is seeking applications for vacancies on the Advisory Committee on Tax-Exempt and Government Entities (ACT). The ACT provides the IRS with regular input from representatives of the TE/GE community on IRS policies and procedures affecting employee plans, exempt organizations, Indian tribal governments, federal, state and local governments, and tax-exempt bonds. Vacancies are currently available for representatives from the exempt organizations (2) and employee plans (2) communities. For additional information about the application process, see this notice published in the Federal Register. Back to Top 4. Updated Disaster Relief Publication Issued The IRS has updated Pub. 3833, Disaster Relief, Providing Assistance Through Charitable Organizations. Read the latest information about the tax rules that apply to disaster relief providers, including employer-related charities, the special rules that apply to those who receive assistance, and the tax treatment of donors in disaster and emergency hardship situations. Back to Top 5. Compliance Guide for Public Charities Updated Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities has been updated to incorporate changes in the compliance requirements that apply to public charities, and includes information about the redesigned Form 990, the "e-Postcard," as well as information about classification as a public charity after the elimination of the advance ruling process. Back to Top 6. Guidance Issued for Employers Eligible to File Annual Return Form 944, Employer's Annual Federal Tax Return, was designed to reduce the burden on small employers by allowing them to file one employment tax return to report their employment taxes for an entire taxable year instead of four employment tax returns (one for each quarter). Revenue Procedure 2009-51 sets out the procedures for employers to follow to request the annual return. In addition, it sets out the procedures to be used by employers who previously were notified to file Form 944 to opt out and file the Form 941, Employers Quarterly Tax Return. Back to Top 7. Weathering the Storm: Helping Exempt Organizations in Troubled Times Did you miss EO's seminar at the 2009 Tax Forums? If so, you can watch a recording of Weathering the Storm: Helping Exempt Organizations in Troubled Times at no cost, or pay a $35 fee and earn continuing education credit, on the IRS Tax Forums Web site. Back to Top 8. Western Conference on Tax-Exempt Organizations Register on-line now to attend the annual Western Conference on Tax-Exempt Organizations on November 19-20, 2009 at the Sheraton Los Angeles Downtown Hotel in Los Angeles, CA. The two-day program for tax professionals and exempt organization executives is jointly sponsored by IRS Exempt Organizations and Loyola Law School. Back to Top If you have a technical or procedural question relating to Exempt Organizations, visit the Charities and Nonprofits homepage on the IRS.gov Web site. If you have a specific question about exempt organizations, call EO Customer Account Services at 1-877-829-5500. Subscribe to EO Update. This message was distributed automatically from the mailing list eo-update. Please Do Not Reply To This Message. Update your subscriptions, modify your password or e-mail address, or stop subscriptions at any time on your Subscriber Preferences Page. You will need to use your e-mail address to log in. If you have questions or problems with the subscription service, please contact support at govdelivery.com. This service is provided to you at no charge by Internal Revenue Service (IRS). Internal Revenue Service ? 1111 Constitution Ave. N.W. ? Washington DC 20535 ? 800-439-1420 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 26710 bytes Desc: not available URL: From karen.park at state.or.us Thu Nov 12 15:34:21 2009 From: karen.park at state.or.us (Karen PARK) Date: Thu, 12 Nov 2009 15:34:21 -0800 Subject: [OSSSA218] Training Opportunity input - Wasco County (The Dalles) and Klamath Falls Message-ID: <4AFC2AF4.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon, Exciting news......We're bringing the Oregon State Social Security sponsored training with the IRS and SSA to The Dalles and Klamath Falls. Here's where I need your help. I need to find out how much interest (potential attendees) there are. This information is important for obtaining the facility. Below are the tentative dates. Wasco County (The Dalles) December 10, 2009 Klamath Falls Week of February 22 At this time a room has been reserved with the County for the 24th & 25th. The number of potential attendees will determine if there will be two one day trainings or one two day training. Your input is very important to organizing these events. If your interested in participating in either of these events please reply to this e-mail with the number of participants for your entity. For those of you who have attended in the past you know the benefits of the trainings. It's a great time to learn, ask your questions and meet our federal partners. Thank you Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: From karen.park at state.or.us Mon Nov 23 08:21:54 2009 From: karen.park at state.or.us (Karen PARK) Date: Mon, 23 Nov 2009 08:21:54 -0800 Subject: [OSSSA218] FYI - Commissioner Astrue Asks Inspector General to Investigate California and Hawaii Disability Determination Services Message-ID: <4B0A4617.4CA4.0094.3@PERS.STATE.OR.US> Skip to content Social Security OnlinePress Releases www.socialsecurity.govSearch Press Office Home Commissioner Astrue Asks Inspector General to Investigate California and Hawaii Disability Determination Services Meet the Press Office Facts And Figures Press Releases PSAs for Radio PSAs for Television Congressional Testimonies SSA Reports SSA Research Friday, November 20, 2009Mark Lassiter, Press Officer For Immediate Release410-965-8904 press.office at ssa.gov SOCIAL SECURITY News Release Commissioner Astrue Asks Inspector General to Investigate California and Hawaii Disability Determination Services (Printer friendly version) Michael J. Astrue, Commissioner of Social Security, today asked the agency?s Inspector General to investigate allegations that the states of California and Hawaii have recently implemented practices that deny applicants the right to receive full consideration of their Social Security disability claims. In a memo to Patrick P. O?Carroll, Inspector General, Social Security Administration, Commissioner Astrue writes, ?As you know, Gov. Schwarzenegger has insisted on furloughing California Disability Determination Service (DDS) employees, despite the fact that we fully fund both their salaries and overhead. According to Congressman Robert Filner, the State is attempting to find ways to improperly circumvent the effects of the furlough at the expense of some of the State residents who are in the greatest need.? At a hearing before the House Ways and Means Subcommittee on Social Security yesterday, Congressman Filner (D-CA) testified that the California DDS is denying the claims of disability applicants who fail to return a 25-page report within 20 days ? a practice which has been adopted since the institution of furloughs. He reported that one office had closed 30 percent of its cases due to the applicants? failure to return the completed form within 20 days. In addition, he testified the California DDS may be manipulating its service numbers by assigning claims to fictional examiners or supervisors. According to the Congressman, this scheme would allow the DDS to hide the fact these cases are not actually being reviewed. ?I am concerned about the State of Hawaii DDS, which is furloughing its DDS employees for as many days as California, and which has made statements about new business efficiencies that closely track statements made by California officials,? Commissioner Astrue writes to the Inspector General. ?Accordingly, I ask that you also review that agency to ensure they are also fully adhering to all SSA rules and policies.? The text of Commissioner?s Astrue?s memo is below: At yesterday?s hearing before the House Ways and Means Subcommittee on Social Security, I testified about some disturbing practices the State of California has instituted that aggravate, rather than help, in response to its budgetary situation. As you know, Gov. Schwarzenegger has insisted on furloughing California Disability Determination Service (DDS) employees, despite the fact that we fully fund both their salaries and overhead. According to Congressman Robert Filner, the State is attempting to find ways to improperly circumvent the effects of the furlough at the expense of some of the State residents who are in the greatest need. Congressman Filner indicated that since the furloughs began, the California DDS has begun denying the claims of those disability applicants who fail to return a 25-page report within 20 days. This practice, if true, places applicants in an untenable position because the substantial amount of information required must often be gathered from third parties. If an applicant fails to return complete information within the time set by the State, the DDS deems the applicant to have failed to cooperate and closes the file, thereby depriving that applicant of fair and full consideration. I am also greatly concerned by Congressman Filner?s report that the California DDS may be manipulating its service numbers by ?staging? claims, assigning them to fictional examiners or supervisors, rather than to actual examiners. According to Congressman Filner, this practice would allow the DDS to claim that the cases have been assigned, rather than indicate that they are still in queue, thus minimizing the effects of the furlough. If true, these practices are, of course, very disturbing. Therefore, I am asking you to undertake a full review of the practices of the California DDS to determine the scope and breadth of any inappropriate practices. I am also concerned about the State of Hawaii, which is furloughing its DDS employees for as many days as California, and which has made statements about new business efficiencies that closely track statements made by California officials. Accordingly, I ask that you also review that agency to ensure they are fully adhering to all SSA rules and policies. Thank you for your assistance. # # # SSA Press Office 440 Altmeyer Building 6401 Security Blvd. Baltimore, MD 21235 410-965-8904 FAX 410-966-9973 Privacy Policy | Website Policies & Other Important Information | Site MapNeed Larger Text? -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 1174 bytes Desc: not available URL: