2014 IRS Representation Update



By: Robert E. McKenzie



IRS Workforce

1.10    Because of Congressional cuts in IRS budgets its workforce continued to shrink until 2008. In 2009 and 2010 the IRS had its budgets grow and its workforce grew. In 2011 the IRS budget was frozen and its workforce shrank. In [...]

Robert E. McKenzie’s 2014 Speaking Engagements




January 22, 2014


Winning Strategies LLC


January 28, 2014


U. S. Tax Agent Program


May 1, 2014

Chicago, IL

College of Law


May 13-14, 2014

Las Vegas, NV

Society of Enrolled Agents


May 22-23, 2014

Wrightsville Beach, NC

North Carolina Society of
Enrolled Agents


May 29-30, 2014

Reno, NV

Society of Enrolled Agents


June 5, 2014

Park City, Utah

Society of Enrolled Agents


June 23-24, 2014

Fridley, MN

Society of Enrolled Agents


August 3-5, 2014

Las Vegas, NV

Tax Practice [...]

8-24-12 Robert E. McKenzie Appearance on Money For Lunch Talk Radio

8-24-12 Robert E. McKenzie Appearance on Money For Lunch Talk Radio


Forbes Quote Regarding Hobby Losses: 7-19-12

And Chicago tax lawyer Robert E. McKenzie, who has defended rich folks claiming losses on everything from deer farms to race horses to yachts, says the Romneys -–despite the fact that Ann Romney’s statements on what dressage has done for her personally suggests lack of profit motive– likely did all the paperwork right and can assert they thought they’d make a profit, even if they never do. “The way I would argue it is `this horse competed in the Olympics and we’ll breed it and make money off the foal’,’’ says McKenzie. “When you’re that rich you can afford to have talented tax [...]

Robert E. Mckenzie on Supreme Cout Tax Decision, 4-25-12

“It’s a great result for my client,” said Robert McKenzie, a partner with Arnstein & Lehr, who represented a taxpayer in the Seventh Circuit Court of Appeals who lost to the government in a separate [...]

Robert E. McKenzie Interviewed by Marketwatch About Audit Red Flags

For example, one Chicago-based hot-dog-stand owner said his cost of goods sold was 50% of gross receipts, said Robert McKenzie, a partner in the law firm Arnstein & Lehr. “I know Chicago hot dogs are great, but he had a high cost.” [...]

Law Talk Radio: Audit and Tax Issues with Tax Attorney Robert McKenzie

Despite your best efforts at diligently filing proper tax returns, the IRS can audit your tax returns and Robert McKenzie is a tax attorney who can help sort out the mess. Sometimes the audit results areworse than expected and other times with proper representation the process can be least intrusive. Inthis episode of Law Talk Radio we examine tax law from several [...]

2012 National Taxpayer Advocate Delivers Annual Report to Congress

On January 11, 2012 National Taxpayer Advocate Nina E. Olson released her annual report to Congress, identifying the combination of the IRS’s expanding workload and declining resources as the most serious problem facing taxpayers. The result, the report says, is inadequate taxpayer service, erosion of taxpayer rights, and reduced tax compliance. The Advocate expressed her continuing concern that the IRS’s expanding use of automated processes to adjust tax liabilities is causing harm to taxpayers and recommended that Congress enact a comprehensive Taxpayer Bill of [...]

2012 Tax Gap Report

On January 6, 2012 he Internal Revenue Service released a new set of tax gap estimates for tax year 2006. The tax gap is defined as the amount of tax liability faced by taxpayers that is not paid on time. [...]

IRS Correspondence Audits

The Compliance Center computers are programmed to select those returns with high DIF scores which reflect issues that could be easily resolved by mail. The computers select those returns which are appropriate for correspondence audits and each respective return is reviewed by either a Tax examiner or clerk. The returns are DIF screened and quality reviewed using technically proficient examination personnel who are experienced in DIF screening operations. Returns which have apparent examination issues other than those appropriate for correspondence audit are referred to the local Area Office. Some examples of the kinds of items which can be verified by correspondence are itemized deductions, such as interest, taxes, contributions, medical expenses, and simple miscellaneous deductions such as union dues and small tools. Issues other than itemized deductions may be examined if they are single matters which would not be appropriate for office audit or field [...]