Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.
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- (00:00) - Introduction and Setting the Scene
- (01:02) - Overview of IRS Tax Forums
- (01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison
- (03:07) - History and Evolution of Stakeholder Liaison
- (04:57) - Current Challenges and Changes in Stakeholder Liaison
- (05:53) - Addressing Practitioner Issues and Communication
- (16:05) - How to Contact Stakeholder Liaison
- (19:55) - Introduction to Data Safetys
- (22:07) - Steps to Take After a Data Breach
- (24:00) - IRS Support and Resources
- (25:12) - State-Specific Requirements for Data Breaches
- (27:11) - The Importance of Online Accounts
- (28:45) - Setting Up and Using IRS Online Accounts
- (37:28) - Power of Attorney and Tax Pro Accounts
- (42:31) - Handling Disasters and IRS Outreach
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Connect with Maggie
LinkedIn: https://www.linkedin.com/in/margaret-romaniello-5189758a
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Roger Harris
Annie Schwab
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