
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
It's also a solid standalone course.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00779-25-O
CTEC Course #: 6248-CE-00147

Donna first encountered tax issues as a teenage forestry major in a forest economics course at Oregon State University. A few educational twists and turns eventually led her to Temple Law School in Philadelphia, where she discovered her passion for tax law. She joined the tax section of a large Philadelphia law firm, Morgan Lewis, and was quickly recruited to serve as an adjunct law professor—launching a 23-year full-time teaching career.
She now holds the title of Emerita Professor of Law at Mitchell Hamline School of Law in St. Paul, MN, where she taught tax courses as well as Property, Estates and Trusts, and Food Law. (Emerita signifies she left on good terms and remains respected by the institution.) Donna began preparing tax returns as a volunteer long before computers were common in the office. Today, she owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, providing tax preparation, estate planning, and taxpayer representation since 2016.
Varies
A comprehensive, practice-focused series covering the most important federal tax developments affecting trusts, estates, and high-net-worth planning in 2025.
1 IRS CE/1 CTEC CE/1 NASBA CPE*
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
2 IRS CE/2 CTEC/2 NASBA CPE
This course provides tax professionals with practical guidance on C corporation compliance, tax planning, and savings strategies, covering shareholder loans, compensation, benefits, Section 1202 (QSBS) planning, S-corp conversions, and best practices to optimize tax outcomes while avoiding pitfalls.
4 Free NY & NJ CLE, CPE/NASBA CPE Credits
This webinar provides New Jersey tax professionals with updates on audits, tax controversies, CBT, GIT, SUT, collections strategies, SALT issues, and more.
1 NASBA/1Texas CPE
Join Kathryn in a review of the changes to New Jersey taxes this year. With the season opening up, this is a key time to make sure you have your states covered.
2 IRS CE
This webinar explains the 2026 federal disaster bill (H.R. 1491), covering extended refund claim deadlines, disaster-related tax postponements, suspended IRS collection letters, and implications for amended returns.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar covers IRS interest tracing rules, teaching tax professionals how to accurately determine deductible investment interest and avoid costly errors on client returns.
2 IRS/2 CTEC CE/2 NASBA
This webinar clarifies the Head of Household filing status, reviewing IRS requirements, common tricky scenarios, and the implications of incorrect claims for accurate tax reporting.
3 Free NY & NJ CLE, 3 CPE and 3 IRS CE/NASBA CPE Credits
This webinar helps tax professionals navigate IRS worker classification rules, covering independent contractor vs. employee distinctions, trust fund recovery penalties, Form SS-8 preparation, and strategies for representing both employers and employees, with opportunities for pro bono case involvement.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar explains how and when a taxpayer’s basis steps up, covering key rules, tax implications, and strategies for accurately reporting inherited or gifted assets.
2 IRS/2 CTEC/NASBA CPE Available
This webinar (Part 2 of a 3-part research methodology series) teaches tax professionals how to evaluate information effectively, assess the credibility of online and paid resources, apply Circular 230 standards for accuracy, and leverage AI tools and prompt engineering for reliable research outcomes.