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IR-2013-59: Management Veterans Selected to Assist New IRS Acting Commissioner Werfel; Maloy, Grams, Fisher Named to Senior Posts
IR-2013-59, June 3, 2013
WASHINGTON ― The Internal Revenue Service today announced the selection of several senior leaders to assist new Acting Commissioner Danny Werfel. Heather Maloy will handle the responsibilities of Deputy Commissioner for Services and Enforcement, W. Todd Grams will be Chief of Staff and David Fisher will serve as Senior Advisor to the Acting Commissioner and Chief Risk Officer.
The three senior members will assist Werfel in his work to conduct a comprehensive review of IRS operations and make improvements to the nation’s tax agency.
“This group brings a strong set of management skills and government experience that will be an immediate help as we conduct our review of operations, processes and practices at the IRS,” Werfel said. “Their extensive expertise in management inside and outside the IRS will help us make improvements now and in the future. These are essential steps to restore the public’s trust and ensure the fair and effective administration of the nation’s tax system.”
Maloy will handle the responsibilities for the Services and Enforcement portion of the IRS following more than three years as Commissioner of the IRS Large Business and International (LB&I) Division.
Grams currently serves as Executive-in-Charge of the Office of Management, Performance Improvement Officer and Chief Financial Officer (CFO) for the Department of Veterans Affairs (VA). He is a seasoned leader and has served in diverse executive roles across multiple federal agencies, including a previous tour at the IRS as Chief Financial Officer and Chief Information Officer.
Fisher joined the IRS after serving as Chief Administrative Officer/Chief Financial Officer for the Government Accountability Office (GAO), where he was responsible for a full range of functions ― including budget, financial management, information technology, security, facilities and human capital. Fisher also was the Co-Performance Improvement Officer at the GAO, responsible for standing up a new Continuous Process Improvement Office and overseeing numerous projects that yielded both short- and long-term efficiency gains for the organization.
Werfel also announced that Washington attorney Jennifer O’Connor will join the Chief Counsel’s office. She will serve as a counselor to both Werfel and IRS Chief Counsel William Wilkins. O’Connor most recently was a partner with Washington’s WilmerHale law firm, where she has been since 2002, and where her duties included managing complex investigations and litigation and providing public policy and strategic advice to a broad range of clients. At the IRS, her work will include assisting Werfel and Wilkins with the current IRS review effort.
Heather Maloy
Heather C. Maloy will take over handling the Deputy Commissioner for Services and Enforcement position, where she will oversee the four IRS operating divisions and Criminal Investigation. Maloy has served as commissioner of LB&I, one of the four divisions, since November 2009. In LB&I, she oversaw tax administration activities for domestic and foreign businesses and partnerships that have assets of $10 million or more and a United States tax filing requirement.
From 2006 until 2009, Maloy served in private practice with Skadden, Arps, Slate, Meagher & Flom in its Washington, D.C. office, where she advised clients on tax accounting and partnership tax issues, tax compliance and tax policy.
Maloy previously held a wide variety of positions at the IRS from 1994 to 2006, including associate chief counsel for both the Income Tax & Accounting division and the Passthroughs & Special Industries division. She also served as assistant to the commissioner, deputy associate chief counsel and acting deputy chief counsel.
W. Todd Grams
W. Todd Grams rejoins the IRS after serving at VA since November 2009. Grams was responsible for VA’s $130 billion budget as well as performance management, enterprise risk management, business oversight, financial management and asset enterprise management.
He also served at the U.S. Department of Commerce’s National Institute of Standards and Technology (NIST) from July 2006 to November 2009, where he was responsible for all administrative support functions.
At the IRS, Grams served as the CIO from 2003 through 2006 and CFO from 2001 through 2003. Prior to joining the IRS, he served at VA from 1994 to 2000 as the first CFO of the Veterans Health Administration (VHA). He served in a variety of positions at the Office of Management and Budget from 1983 to 1994.
David Fisher
David Fisher formerly served as the first permanent Director of the Business Transformation Agency within the Department of Defense (DOD). While at DOD, Fisher also held other leadership positions, including Defense Enterprise Integration Executive and Special Assistant to the Deputy Under Secretary of Defense (Financial Management). Prior to joining DOD, Fisher was Managing Director with BearingPoint, a business and IT consulting firm.
Fisher holds a Master’s of Business Administration from Santa Clara University’s Leavey School of Business and a Bachelor’s Degree in Communication from Stanford University.
IR-2013-58: Spring 2013 Statistics of Income Bulletin Now Available
IR-2013-58, May 31, 2013
WASHINGTON — The Internal Revenue Service today announced the availability of the spring 2013 issue of the Statistics of Income Bulletin, which features information on high-income individual income tax returns filed for tax year 2010.
Taxpayers filed almost 4.3 million returns with adjusted gross income of $200,000 or more for 2010. These high-income returns represent about 3.0 percent of all returns filed for the tax year.
The Statistics of Income (SOI) Division produces the SOI Bulletin on a quarterly basis. Articles included in the publication provide the most recent data available from various tax and information returns filed by U.S. taxpayers. This issue of the SOI Bulletin also includes articles on the following topics:
- Sales of capital assets. For tax years 2007-2009, data from individual
income tax returns show that taxpayers realized the highest net capital gains
of $914 billion in 2007, while only $37 billion were reported for 2009. - Municipal bonds. The municipal bonds market was still dominated by almost 22,000 tax-exempt governmental bonds issued in 2010, raising $293.6 billion in proceeds for public projects, such as schools, transportation infrastructure and utilities.
- Nonresident alien estate tax. Executors for estates of nonresident aliens filed 1,887 tax returns in filing years 2009-2011. Returns filed were predominantly for estates of decedents who died between 2007 and 2010, and data from these returns showed an overall decline in the total gross estate and net estate tax owed.
- International boycott reports. For tax year 2010, about 132 U.S. entities received 3,200 requests to participate in unsanctioned international boycotts, down from 160 U.S. entities and 3,500 requests in 2009.
The Statistics of Income Bulletin is available for download at IRS.gov/taxstats. Printed copies of the Statistics of Income Bulletin are available from the Superintendent of Documents, U.S. Government Printing Office, P.O. Box 371954, Pittsburgh, PA 15250-7954. The annual subscription rate is $67 ($93.80 foreign); single issues cost $44 ($61.60 foreign).
For more information about these data, write to the Internal Revenue Service (RAS:S), Director, Statistics of Income, 1111 Constitution Ave., NW (K-Room 4160), Washington, DC 20224-0002.
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