Thursday, June 13, 2024, 8:30 a.m. – 4:05 p.m. Urban Institute 500 L’Enfant Plaza, S.W. Washington, D.C. 20024 The Internal Revenue Service and the Urban-Brookings Tax Policy Center will co-sponsor their 14th annual tax administration research conference this year. It will be held on June 13, 2024, at the Urban Institute in Washington, D.C. For more information about IRS research conferences, including previous conference programs and papers, see IRS Research Conference for links to previous conferences. Register for the 14th Annual IRS/TPC Joint Research Conference on Tax Administration 8:30 a.m. – 8:45 a.m. — Opening Robert McClelland (Senior Fellow, Urban-Brookings Tax Policy Center) Barry Johnson (Chief Data and Analytics Officer, Research, Applied Analytics and Statistics (IRS)) 8:45 a.m. – 10:15 a.m. — Session 1: Harnessing Data for Better Research Moderator: Brittany Jefferson (IRS, Wage and Investment) Improving Linkages to Individual Income Tax Data Amy O'Hara, Stephanie Strauss, Maanasa Vatsavayi, Nathan Wycoff (Georgetown University) A Large Scale, High Quality US Occupational Database: Results from Merged IRS and ACS Write-Ins Victoria Bryant, Thomas Hertz, Kevin Pierce (IRS, RAAS); Julia Beckhusen, Lynda Laughlin, Liana Christin Landivar, Carl Sanders (US Census Bureau); Josh Gagne, David Grusky, Sofia Jamesson (Stanford University); Michael Hout (New York University); Ananda Martin-Caughey (Brown University); Javier Mirand (University of Jena) Disaggregating Tax Compliance Burden: A Comparative Study Bizuayehu Bedane (IRS, RAAS) Discussant: Leonard Burman (Urban-Brookings Tax Policy Center) 10:15 a.m. – 11:45 a.m. — Session 2: Discovering the Art of Avoidance Moderator: Devi McKalko (IRS, RAAS) Using a Gravity Model to Predict Cross-Border Tax Avoidance Lori Stuntz, Michael Udell (IRS, RAAS) Art in the Age of Tax Avoidance Matthew Pierson (The Wharton School, University of Pennsylvania) Staying on the Wagon: Estimating Indirect Deterrence Effects from Filing and Payment Compliance Programs Brett Collins, Chris Wilson, Corbin Miller, Mark Payne, Sean Roh, Yan Sun, Alex Turk (IRS, RAAS) Discussant: William Boning (U.S. Department of the Treasury) 11:45 a.m. – 12:15 p.m. — Break/Lunch 12:15 p.m. – 12:45 p.m. — Keynote Speaker Danny Werfel (Commissioner of Internal Revenue) Interview with Tracy Gordon (Co-Director, Urban-Brookings Tax Policy Center) 12:45 p.m. – 1 p.m. — Break 1 p.m. – 2:30 p.m. — Session 3: Trusting the Tax Man: Metrics, AI, and Audits Moderator: Melissa Vigil (IRS, RAAS) Measuring Success: New Performance Metrics for a New Internal Revenue Service Janet Holtzblatt (Urban-Brookings Tax Policy Center) Research on Audit Rates by Race and Ethnicity: 2024 Update Thomas Hertz (IRS, RAAS) Tools to Promote Trustworthiness in a Prototype AI System at the IRS Michael Szulczewski, M. Feldman, Steffani Silva (MITRE); Brandon Anderson, Alissa Graff (IRS, RAAS) Discussant: Arnstein Øvrum (Norwegian Tax Administration) 2:30 p.m. – 4 p.m. — Session 4: Simplifying the Filing Burden Moderator: John Guyton (IRS, RAAS) Technical Challenges in Maintaining Tax Prep Software with Large Language Models Sina Gogani-Khiabani, Varsha Dewangan, Ashutosh Trivedi (CU Boulder) Nina Olson (Center for Taxpayer Rights); Saeid Tizpaz-Niari (UT El Paso) Rethinking Tax Information: The Case for Quarterly 1099s Kathleen DeLaney Thomas (UNC School of Law) Investigating the Impact of Free E-File Letter Intervention on Taxpayer’s Tax Filing and Preparation Methods Pei-Hua Chen, Astin Cornwall, Anne D. Herlache, Scott Leary, Brenda Schafer, Melissa Vigil (IRS, RAAS); Rizwan Javaid (IRS Taxpayer Experience Office) Discussant: Robert Weinberger (Urban-Brookings Tax Policy Center) 4 p.m. – 4:05 p.m. — Wrap-up Barry Johnson (Chief Data and Analytics Officer, Research, Applied Analytics, and Statistics (IRS)) Note: Bolded names indicate presenters. For more information about IRS research conferences, including previous conference programs and papers: Tax stats IRS Research Conference
