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Acting IRS chief, targeted Tea Party groups will tell their stories at separate House committee hearings

May 31, 2013

The IRS tax-exempt status saga continues next week with a new round of Congressional hearings.

In separate appearances before different committees, IRS Acting Commissioner Danny Werfel and members of groups whose applications for 501(c)(4) got special attention will tell their stories.


Daniel Werfel official portraitThe temporary commish is up first.

Although Werfel has only been on the job since May 22, the House
Appropriations Subcommittee on Financial Services and General
Government wants to hear from him how the IRS allocates its money.

"As the subcommittee drafts the Fiscal Year 2014 Financial Services
Appropriations Bill, it is critical to gain a clear understanding of how
the IRS uses the taxpayer dollars it receives from Congress and to
research how our bill can help prevent abuses like those revealed in the
Treasury Inspector General for Tax Administration report from ever
happening again," said subcommittee chairman Rep. Ander Crenshaw (R-Fla.) in announcing the hearing.

The hearing will begin at 3 p.m. Eastern time in 2359 Rayburn House Office
Building.

Joining Werfel as a witness will be Treasury Inspector General for Tax Administration J. Russell George.

Targeted groups to get their say: The full Ways and Means Committee is in the on-deck hearing circle. It will convene on Tuesday, June 4, to hear from organizations
that were targeted as part of the IRS' tax-exempt application review process.

While the TIGTA report revealed that the IRS scrutinized many more applications that just those submitted by conservative groups, the agency's use of a now infamous "be on the look out" (BOLO) list of group names has driven the investigation.

Breakdown of IRS reviewed political cases by name

"Tea Party," "patriots" and "9/12" were among the monikers indicating conservative leanings and which tax-exempt application reviewers in the IRS' Cincinnati field office were told to watch for and potentially give extra attention.

So who will be telling the House tax-writing committee their tales starting at 10 a.m. Eastern time, June 4, in 1100 Longworth House Office Building?

"In view of the limited time available to hear witnesses, oral testimony
at this hearing will be from invited witnesses only," notes the hearing announcement.

The panel has not yet released its select witness list, but I'm willing to bet they all will represent conservative groups, not others who also had problems getting the special social welfare group tax-exempt status.

However, those excluded from speaking can submit a written statement for
inclusion in the printed record of the hearing.

As with previous Capitol Hill hearings, the sessions will be streamed at the committees' websites for those of us outside the Beltway.

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TAX-SAVVY WAYS 
TO WRAP UP 2026

It’s over! With October’s extended filing deadline behind us, it is now time to focus on year-end moves to reduce your 2026 tax bill. 

You’ll find ways to do just that on the Tax Tips page (see the More Tax Posts drop-down menu at the top of the blog), as well as the separate tax tip pages for each month, notably October through December. If you’re on the Tax Tips page, you’ll find a monthly list at the end of this column. If you’re on another blog page, you can head straight to the October tips; at the bottom of that tips page you’ll find links to all the other 11 months’ collections of tax advice.

Not to spoil what you’ll find in that tax advice, but it does cover such things as tax deductions for charitable donations, investment moves that could reduce tax due, and ways to max out your tax-favored retirement savings. 

Finally, as the year winds down, things get hectic. There are lots of other things to occupy our time, like the much more fun upcoming holidays. But don’t lose sight of taxes, since timing is key. To be of use, most tax moves must be made by the end of the tax year. That’s Thursday, Dec. 31, which also is the last business day of the year. 

So that you don’t miss that final tax year deadline, also keep an eye on the countdown clock below. It will keep you on top of just how much time is left to make important, tax-saving moves. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)

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