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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