EO Tax Journal

1 – Old Business

In regard to Wednesday’s email update item on “Owens Protests Denial of Technical Advice,” Marc reported yesterday that he has received a favorable response to his February 15 letter to Diane Ryan, Chief, IRS Appeals, in which he sought technical advice over the objections of IRS case workers.

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As promised yesterday, here’s Cindy, Bobby, and Rob, with a cameo appearance by Sarah Hall Ingram.

IRS Trio Address Current EO Concerns

What follows are the February 5 remarks of the IRS’ Rob Choi, Director, EO Rulings & Agreements, Washington, Cindy Thomas, Manager, EO Determinations, Cincinnati, and Bobby Zarin, Director, Customer Education & Outreach, Washington, as delivered at the annual Joint Meeting of TE/GE Area Councils in Baltimore.

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Marc Owens, in a recent letter, reprinted below, is protesting a denial by the IRS Office of Appeals of his request for technical advice. Hey, the IRS already did its technical advice for the year (TAM 201005061). Two TAMs in one year? That’s asking a lot.

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1 – Old Business

Eve Borenstein weighs in on retroactive revocations.

2 – On the Road to Certiorari?

For most of us, we just want to know when it’s over. The latest step in the long-running medical residents saga is now a petition for certiorari, reprinted below. Normally I’d call this a slam dunk, as Ted Olson’s pals on the Supreme Court would say come on in, but now that Ted is advocating for same-sex marriages, is he persona non grata? Unfortunately, on such considerations is the law of the land decided.
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For those of you who live and die the Form 990, you probably spent the weekend studying the revised 2009 Form 990, schedules and instructions, posted last week by the IRS. For the rest of us, it’s more a matter of what we care about. What struck my fancy were two statements in the IRS announcement of significant changes, reprinted in its entirety below.

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