Name
Individual Taxation: Section 7216 in Practice: Confidential Taxpayer Data and the Third-Party Prep Industry
Speakers
Natalie Loebner, Loebner Consulting, LLC
Alexandra Minkovich, Baker & McKenzie LLP
Chris Rizek, Holland & Knight LLP
Christine Speidel, American University Washington College of Law
Alexandra Minkovich, Baker & McKenzie LLP
Chris Rizek, Holland & Knight LLP
Christine Speidel, American University Washington College of Law
Date & Time
Wednesday, January 13, 2027, 10:30 AM - 11:45 AM
Description
A September 2024 TIGTA report questioned whether several online tax preparers had obtained adequate consent under Section 7216 before sharing taxpayer data with third-party technology platforms—findings that drew congressional attention and calls for closer scrutiny, even as the enforcement path remains uncertain. This panel examines the Sections 7216 and 6713 consent framework, the practical questions around how taxpayer information may be used and shared, and what ultimately safeguards confidential taxpayer information as both industry practices and enforcement priorities continue to evolve.