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ROBERT E. McKENZIE, ESQ.
ARNSTEIN & LEHR
120 South Riverside Plaza, Suite 1200
Chicago, Illinois 60606-3910
(312) 876-7100
FAX (312) 876-0288
E-Mail: remckenzie@arnstein.com
WEB Site: http://www.mckenzielaw.com
RROBERT
CURRICULUM
VITAE
EMPLOYMENT
2000-Present:
Arnstein & Lehr, Chicago, Illinois
Partner
of the law firm of Arnstein & Lehr concentrating his practice in
representation before the Internal Revenue Service and state tax agencies. Bob
has lectured extensively on the subject of taxation. He has presented courses
before thousands of CPA's, attorneys and Enrolled Agents nationwide. He has made
numerous media appearances including Dateline NBC and The ABC Nightly News. He
has lectured in 41 states on various tax topics including Tax Penalties,
Administrative Practice, the Trust Fund Recovery Penalty ‑ IRC ' 6672,
Representation Before the Collection Division of IRS, Representing the Audited
Taxpayer Before the IRS, IRS Examination of Independent Contractor/Employee
Issues, and Basic Estate Planning.
1979-2000
McKenzie & McKenzie, P.C., Chicago, Illinois
Managing
partner of small (5 attorneys) law firm, specializing in representation of tax
matters before Collection Division and Examination Division of Internal Revenue
Service. Litigation of tax
controversies in State and Federal Courts.
1978 ‑ 1979
Law Clerk for Large Law Firm and Illinois Attorney General
1972 ‑ 1978
Internal Revenue Service, Chicago, IL
Revenue
Officer ‑ Investigation of tax collection matters.
Instructor of various courses for beginning and advanced Revenue
Officers. Advisor in Special
Procedures Staff. Special
achievement award, 1976
EDUCATION
1979
J.D.
(High Honors), Chicago Kent College of Law, Chicago, IL, Illinois Institute of
Technology, Chicago, IL, West Hornbook Award (Number one student in first year
class) (1977), Silas Strawn Scholarship (1977)
1970
B.A., Michigan State University, East Lansing, Michigan
1966‑1970
‑ State of Michigan Scholarship
1966‑1970
‑ Michigan State University Scholarship
PUBLICATIONS
2002
"New Offer-in-Compromise Program Creates Settlement
Roadblocks",
Tax Notes,
August 19, 2002,
2001
Mertens Law of Federal
Taxation,
Chapter 52, West Publishing Group
2000 "Innocent Spouse,
Is Any Spouse Truly Innocent?", EA
Journal, May/June 2000
1999 Mertens
Law of Federal Income Taxation, Revised
Chapter 49E: "Collection of Tax"
1997 "When is Bankruptcy
the Right Choice for your Client?" EA
Journal, May/June 1997
Tax Practitioners
Journal,
Summer, 1997
1996
"Taxpayer
Bill of Rights 2" The California
Enrolled Agent, September 1996
"A
Tribute To Our Mentors - A Willingness To Share" CBA Record, October 1996
"Avoiding
Tax Liabilities Resulting From An Independent Contractor/Employee Examination
Program" Journal of Asset
Protection, November/December 1996
1995
"Who's
Afraid of the Big, Bad Wolf? Negotiating with the IRS Collection Division"
Insight,
December/January 1995
1994
"Taxation
of Individual Bankruptcy Estates"
The Journal of the
National Association of Enrolled Agents, Spring
1994
1993
"IRS
Under Fire For Behavior In Bankruptcy Cases" IRS Practice & Policy, June 1993
1992
"The
One Hundred Percent Penalty"
The Journal of the
National Association of Enrolled Agents, Summer 1992
1991
"A
Guide to Handling Offers in Compromise" The Practical Accountant, February 1991
1990
"Representing
the Audited Taxpayer Before the IRS" published by Clark Boardman
Callaghan & Company, 1000 page workbook.
Co-authored by Karen V. Kole and M. Kevin Outterson. (Revised
1991-2001)
"Defending
Your Client When the 100% Responsible Person Penalty is Asserted"
IRS Practice Alert,
January 1990
"Settling
Audit Issues with the Agent Can Save Time and Money" IRS Practice Alert, August 1990.
"Representing
the Audited Taxpayer Before the IRS" Eight hour video lecture on
representation techniques, distributed by Tax Seminars Institute
1989 "Representation Before the Collection Division of the IRS" published by Thomson West, 900 page workbook (Revised 1990-2006); Published by Tax Seminars Institute (1984‑1988)
1988
"Strategies
for Dealing with the IRS Collection Division" The Practical Accountant, February 1988
REPRESENTATIVE SPEAKING
ENGAGEMENTS
2005
Chicago Bar Association, Chicago, IL
Illinois CPA Society, Chicago South Chapter, Crestwood, IL
Northwestern University Law School, LLM Taxation Program, Chicago, IL
Winning Strategies, Teleconference 800.322.0933
Arnstein & Lehr LLP Matrimonial Seminar, Boca Raton, FL
National Association of Consumer Bankruptcy Attorneys, San Diego, CA
National Conference of CPA Practitioners, Tarrytown, NY
CSEA Super Seminar, Las Vegas, NV
American Bar Association, Washington, DC
CSEA Super Seminar, Reno, NV
CSEA Super Seminar, Honolulu, HI
American Society of Tax Problem Solvers, Lombard, IL
Accountants Continuing Education, New York, NY
Professional Education Broadcast Network, Teleseminar
RSM McGladrey, Teleconference
RSM McGladrey, Teleconference
IRS Forum, Atlanta, GA
IRS Forum, New York, NY
Winning Strategies, Teleconference
RSM McGladrey, Teleconference
RSM McGladrey, Teleconference
IRS Forum, Chicago, IL
CSEA, Teleseminar:
American Bar Association, San Francisco, CASeptember 19-20
National Tax Institute, La Jolla, CA
American Society of IRS Problem Solvers, Denver, CO
Crowe Chizek, South Bend, IN
Best in the West Tax Seminar, Reno, NV
RSM McGladrey, St. Charles, IL
Golden Gate Chapter of Enrolled Agents, South San Francisco, CA
National Tax Institute, Kauai, HI
Best in the West Tax Seminar, Las Vegas, NV
The Successful CPA Seminar, Las Vegas, NV
2004
Ace Seminars,
Long Island and New York, NY
American Association of Tax Problem
Solvers, Baltimore, MD
American Bar Association, Chicago,
IL, San Antonio, TX and Washington, DC
American
Institute of Certified Public Accountants, Las Vegas, NV
Arizona
Society of Certified Public Accountants, Phoenix, AZ
California Society of Enrolled Agents, Maui, HI
California Society of Enrolled Agents, Super Seminar, Las
Vegas and Reno, NV
Catersource LLC, Las Vegas, NV
Chicago Bar Association, Chicago, IL
Chicago Kent College of Law, Chicago, IL
Denver Tax Institute, Denver, CO
Fiducial Triple Check, Baltimore,
MD and Los Angeles, CA
Illinois CPA Society , Chicago, and Rosemont, IL
Illinois Society of Enrolled Agents, St. Charles, IL
International Association of
Microsoft Certified Partners, Chicago, IL
National Association of Consumer
Bankruptcy Attorneys , Boston, MA
National Tax Institute, Mackinac
Island, MI
National Tax Institute, Aruba
Nevada Society of Enrolled Agents
(Best in the West), Reno and Las Vegas, NV
North Carolina Society of Enrolled
Agents, Ashville, NC
RSM McGladrey, St. Charles, IL
Society of Louisiana Certified Public Accountants, New Orleans, LA
Tax Link Preparer Services, Laughlin, NV
Tax Seminars.com, Skokie, IL
The Successful CPA Seminar, Las
Vegas, NV
US Tax Marketing - Teleconferences
"ABC
Evening News" -
Peter Jennings
"A
Closer Look" ‑ Faith Daniels, NBC
"Dateline,
NBC" ‑ Jane Pauley and Stone Philips
"Joan
Rivers Show"
Mutual
Radio - Boston, MA
Rick
Amato, "Inside Business" - Talk Radio - San Diego, CA
WBBM
(Channel 2) CBS TV ‑ Chicago,
IL
WCBR
(107.5) Radio Station ‑ Arlington Heights, IL
WCFL
(Channel 32) FOX TV ‑ Chicago, IL
WDLM
Radio Station ‑ Moline, IL
WJPC (106.3) Radio Station ‑ Chicago, IL
HONORS
1996-Present
Martindale-Hubbell
"AV Rating"
1999-Present
The Bar
Register of Preeminent Lawyers
1995-Present
"Leading
Illinois Attorney" American Research Corporation - Selected in the area of
Tax Law
1995-Present
Who's
Who in America
1992-Present "Who's Who in American Law"
2005-Present
" Illinois Top Super Lawyers"
Trial Bar of
U.S. District Court Northern Illinois, 1983
United
States Supreme Court, 1983
U.S. Court
of Appeals (Seventh Circuit), 1980
U.S. Tax
Court, 1979
U.S.
District Court for the Northern District of Illinois, 1979
Supreme
Court of Illinois, 1979
Enrolled
Agent (1978-1979) (1996 - present)
Fellow
of the American College of Tax Counsel (2001 - Present)
Fellow
of the American Bar Foundation (2001 - Present)
American Bar Association,
Vice Chair Professional Services 2003-2005
Tax
Section Council Director (1998 - 2001)
Liaison
to IRS Commissioner for Wage and Investment Income (2002-Present)
Co-Chair,
Task Force for Bankruptcy Legislation (1997 - 1998)
Member,
Committee on Government Submissions (1995 - Present)
Chairman,
Task Force on Allowable Expense Standards (1995 - 1998)
Chairman,
Employment Taxes Committee (1992 -
1994)
Vice
Chairman, Employment Taxes Committee (1990 ‑ 1992)
Chairman,
Subcommittee on Trust Fund Taxes (1989 ‑ 1990)
Chicago
Non-Filer Project (1993-1994)
Chicago
Bar Association, Tax Committee
Member
of Executive Committee (1992 - Present)
Chairman
(1996 - 1997)
Liaison
to the District Director (1988 - Present)
Secretary
(1993 - 1995)
Chairman,
Tax Practice Subcommittee (1990 - 1991)
Development
of the Law Committee Chairman (1996 - 1997)
Federal
Bar Association, Tax Committee
CCH
- Journal of Tax Practice and Procedures Advisory Board (1999 B
Present)
National
Association Of Enrolled Agents
National
Tax Practice Institute Dean (1998 B 2002)
Cook
County Courts Arbitration Panel Chaired several Arbitrations (1990 B
Present)
American
Tax Policy Institute (Life Member)
Chicago
Tax Law Assistance Project Board of Directors
Pro
bono tax assistance (1994 - 1999)
Center
for Economic Progress
Board
of Directors
Pro
bono tax assistance (1998 B2005)
Born:
December
7, 1947
Hobbies: Licensed
Private Pilot
Marital Status:
Married;
one child, Age 24
Military:
Honorable Discharge as
Captain, U.S. Army Reserve, 1978
