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November 13, 2019
6:00PM - 8:00PM ET


November 25, 2019
4:00PM - 6:00PM ET



Course Description

After filing a joint return, many spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. Join Robert McKenzie as he details the types of innocent spousal relief that are available to taxpayers. He'll present circumstances where relief will apply and note the procedures and forms for applying relief. In addition, he'll discuss important issues that prevent taxpayers from receiving relief from joint tax obligations.



Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight.

Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the IRS Advisory Council (IRSAC), a group appointed by the IRS Commissioner.

Bob is the author of Representation Before the Collection Division of the IRS as well as the coauthor of Representing the Audited Taxpayer Before the IRS and Representation Before the United States Tax Court.

Course Specifics

May 17, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01164-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1118
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

•Recognize circumstances where IRC 6015 for innocent spouse, separation of liability, and equitable relief applies

•Identify the procedure and forms for applying for relief

•Recognize the options available for client appeals


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