Lerner TIGTA IRS emails
Category:Obtained Document
Number of Pages:4
Date Created:October 29, 2014
Date Uploaded to the Library:April 09, 2015
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From: Lerner Lois Sent: Tuesday, February 05, 2013 2:12 To: Kindell Judith Goehausen Hilary Cc: Paz Holly Subject: FW: Follow-Up Attachments: Updated TIGTA Exception Cases Post Discussion.xlsx Please take look and see you still believe these should have been included --seems like may very well disagreement big time. That means will need start drafting our arguments. Lois Lerner Director Exempt Organizations From: Paterson Troy TIGTA [mailto:Troy.Paterson@tigta.treas.gov] Sent: Tuesday, February 05, 2013 1:28 To: Lerner Lois Cc: Paz Holly Subject: RE: Follow-Up Lois, requested, here listing applica tion cases. There one case that are working with Holly (case b(3)6103 This one may may not stay the list. Troy 404-338-7476 From: Lerner Lois [mailto:Lois.G.Lerner@irs.gov] Sent: Tuesday, February 05, 2013 11:01 To: Paterson Troy TIGTA Cc: Paz Holly Subject: RE: Follow-Up Thank you Lois Lerner Director Exempt Organizations From: Paterson Troy TIGTA mailto:Troy.Paterson@tigta.treas.gov Sent: Tuesday, February 05, 2013 10:50 To: Lerner Lois Cc: Paz Holly Subject: RE: Follow-Up JW1559-007620 Lois, That problem. ask the team put together listing and send you and Holly this afternoon. Troy 404-338-7476 From: Lerner Lois [mailto:Lois.G.Lerner@irs.gov] Sent: Tuesday, February 05, 2013 10:33 To: Lerner Lois Paterson Troy TIGTA Cc: Paz Holly Subject: RE: Follow-Up One more thing --can get the names the cases please? Lois Lerner Director Exempt Organizations From: Lerner Lois Sent: Tuesday, February 05, 2013 10:27 To: Paterson Troy TIGTA Cc: Paz Holly Subject: RE: Follow-Up Thanks Troy--It probably makes sense see what you put together and react rather than continuing the discussion the abstract. will begin put together reply. sure (b)(5) you would guess, Keep appraised progress the report. Lois Lerner Director Exempt Organizations From: Paterson Troy TIGTA mailto:Troy.Paterson@tigta.treas.gov Sent: Tuesday, February 05, 2013 7:54 To: Lerner Lois Cc: Paz Holly Subject: RE: Follow-Up Lois, After the discussion last week, the team went over some cases Friday afternoon and Monday morning. then met yesterday afternoon discuss the cases and our thoughts moving forward. (b)(5) JW1559-007621 (b)(5) far moving forward, began working yesterday morning very rough version the report that had asked the team prepare while were awaiting your feedback. There lot information currently the report and lot information that currently not the report. our side, have lot difficult decisions coming what relevant include and what our interpretation regarding, not only the allegations that led initiating this review, but the actions the function has taken since that time. this point, have not determined what will will not included the report and how will present everything. you would like meet discuss your concerns, available. what are considering for the report, can that also. you would rather wait until have clearer view How would you like proceed? Troy 404-338-7476 From: Lerner Lois [mailto:Lois.G.Lerner@irs.gov] Sent: Thursday, January 31, 2013 2:34 To: Paterson Troy TIGTA Cc: Paz Holly Subject: Follow-Up were disappointed that you couldnt attend the meeting today. think would useful for you, your group, and mine have another conversation bout approach. feel your folks are being too narrow their view and have decided that because the language the earlier BOLO list regarding Tea Party, everything that followed was tainted. They seem believe that case was initially sent the advocacy group, but ultimately determined approval, that our action putting into the advocacy group the first place incorrect, and illustrates targeting. think they remain confused about the purpose screening vs.. bucketing--and have tried explain several time. They also dont seem taking big picture look what have done. That is, weve already owned the fact that recognized mid-process that Cincinnati was struggling with the issues. That why sent our experts this area Cincinnati for weeks work hand hand with the Determ folks train them and then walk through their post training assessments ensure they understood and were getting the right treatment for the cases. When describe that process, they acknowledge that that approach sounds reasonable, but seem saying that reasonableness overshadowed the fact that the criteria look bad folks the outside, there way could cure the initial bad impression. understand why the criteria might raise questions. fact refined more accurately reflect what are doing. met with the group today and asked your folks what they thought the TIGTA audit was all about. The response was that they were here because there were allegations that the IRS was targeting. When asked, they didnt seem able provide with clear definition what they meant targeting, and they confused when they said wasnt necessarily political. told them understanding that the audit was determine whether the IRS was acting politically motivated manner --not whether the earlier articulation the criteria looked bad. However, that doesnt seem the focus. hey have said they arent looking whether the organizations are conservative liberal because that too difficult figure out. They have also acknowledged that there are both conservative and liberal organizations the list advocacy cases. JW1559-007622 So, not sure how they are looking whether were politically motivated, what they are looking for with regard targeting.They didnt seem understand the difference between IRS acting politically motivated manner and front line staff people using less than stellar judgment. willing take the blame for not having provided sufficient direction initially, which may have resulted front line staff doing things that appeared politically motivated, but not board that anything that occurred here shows that the IRS was politically motivated the actions taken. So, suggested the group that all get together after they have had chance talk you. asked both sides think about the main points they anted make better understand, the meeting can most fruitful. This the toughest one you and have worked together. But, hoping the meeting will get all improved understanding that your report can better reflect what occu rred and why. Lois Lerner Director Exempt Organizations JW1559-007623