Practice Description: Mr. McKenzie is a partner of the firm Arnstein & Lehr who concentrates his practice in representation before the Internal Revenue Service and state tax agencies. He has lectured extensively on the subject of taxation. He has presented courses before thousands of CPAs, 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.
Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago from 1972 to 1978.
Notable Cases and Results: Hokin vs. Commissioner, - Case No. 023968-06 Mike Tyson vs. Commissioner. - Docket No. 007770-05
Phyllis Campbell vs. Commissioner, - T.C.M. 2006-24 Richard Lites v. Commissioner, - T.C.M. 2005-206
Bar Admissions: U.S. Court of Claims, 1991
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)
Hourly Rate: $501 or more/hour
Retainer: Varies Upon Case
Date of Birth: 1947
Law School: Chicago-Kent College of Law--Illinois Institute of Technology,J.D. Law School Honors/Involvement: With High Honors; West Hornbook Award (number one student in first-year class) (1977); Silas Strawn Scholarship (1977)
Undergraduate School: Michigan State University Undergraduate School Honors/Involvement: State University Scholarship
Representative Clients:
Individuals and companies involved in tax controversies with the Internal Revenue Service and state tax agencies. Services include audit and collection representation, litigation in district courts and U. S. Tax Court, representation before IRS Criminal Investigation Division.
Employment History: Arnstein & Lehr, Chicago, 2000-present
Partner of the law firm of Arnstein & Lehr
McKenzie & McKenzie, P.C., Chicago, 1979-2000
Managing partner of law firm focusing on representing tax matters before Collection Division and Examination Division of Internal Revenue Service. Litigation of tax controversies in state and federal courts.
Law clerk for large law firm and Illinois attorney general, 1978, 1979
Internal Revenue Service, Chicago,
1972-1978
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
Bar/Professional Association Involvement: Fellow of the American College of Tax Counsel (2001-present)
Fellow of the American Bar Foundation (2001-present)
American Bar Association, 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)
CCH - Journal of Tax Practice and Procedures Advisory Board (1999-present)
National Association Of Enrolled Agents
National Tax Practice Institute Dean (1998-2002)
Cook County Courts Arbitration Panel Chaired several Arbitrations (1990-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 (2000-2005)
Pro bono tax assistance (1998-present)
Community Involvement: President, Riggewood Rotary Club (1986 - 1987)
Published Legal Writing: REPRESENTATION BEFORE THE COLLECTION DIVISION OF THE IRS and coauthor REPRESENTING THE AUDITED TAXPAYER BEFORE THE IRS. and REPRESENTATION BEFORE THE U.S. TAX COURT
Legal Lectures:
Ace Seminars, Long Island and New York, NY
American Society of IRS Problem Solvers, Chicago, IL
American Society of Tax Problem Solvers, Baltimore, MD, Las Vegas, NV
American Bar Association, Chicago, IL, Washington, DC, Vancouver, BC, Canada
Arizona Federal Tax Institute, Phoenix, AZ
Arizona Society of Enrolled Agents, Tuscon, AZ
California Society of Enrolled Agents, Tax Boat, Eastern Mediterranean, Athens/Istanbul
California Society of Enrolled Agents, Super Seminar, Las Vegas, Reno, NV
Chicago Bar Association, Chicago, IL
Crowe Chizek & Company, LLC, South Bend, IN
Golden Gate Chapter, CSEA, San Francisco, CA
Hawaii Society of Enrolled Agents, Honolulu, HI
Illinois CPA Society , Chicago, and Rosemont, IL
Illinois CPA Society, Fox River Trail Chapter, Vernon Hills, IL
Illinois Society of Enrolled Agents, St. Charles, IL
Iowa State Bar Association, Des Moines, IA
IRS Tax Symposium, Rosemont, IL
MAP Forum, Wilmette, IL
National Constitution Center, Teleconference, Audio Conference
National Tax Institute, San Antonio, TX, Jackson Hole, WY, Cayman Islands
Nevada Society of Enrolled Agents (Best in the West), Reno, Las Vegas, NV
RSM McGladrey, St. Charles, IL, Skokie, IL
South Carolina/North Carolina Society of Enrolled Agents, Myrtle Beach, SC
UCLA Tax Conference, Los Angeles, CA
WebCredenza, Inc., Teleconference
Winning Strategies LLP, Teleconferences
Firm Description:
Arnstein & Lehr LLP is one of the country?s oldest and most respected law firms. Since its founding in 1893, the Firm has served clients - large and small - throughout the United States and in many foreign countries. More than a century later, Arnstein & Lehr has established itself as a sophisticated, full-service practice that addresses the diverse and complex needs of its clients with vision, expertise, and a commitment to quality and service.
We practice in five main service groups - Business, Litigation, Local Government, Tax and Estate Planning, and Real Estate.
Practice Group Description: Our tax attorneys are proficient in helping businesses minimize their risk from a tax standpoint and maximize their business and financial goals. We have a broad depth of knowledge and expertise, allowing us to handle virtually all aspects of federal tax planning and even the most complex tax issues.
Our Bankruptcy, Creditors' Rights & Restructuring Practice Group has extensive experience providing a broad range of services in situations involving financially troubled businesses and individuals.
Family: Married, 1 child.
Additional Office Locations:
Chicago, IL
Hoffman Estates, IL
Springfield, IL
Boca Raton, FL
Fort Lauderdale, FL
Miami, FL
Tampa, FL
West Palm Beach, FL
Milwaukee, WI
1015658
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