
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.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
An overview of the tax consequences of choosing a business entity—explaining how structures like sole proprietorships, LLCs, S corporations, and C corporations impact liability, taxation, and long-term financial strategy.
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of Section 1202 Qualified Small Business Stock (QSBS) rules, highlighting federal capital gains exclusions, eligibility requirements, and key updates under the One, Big, Beautiful Bill.
An overview of California’s SB 711 Conformity Expansion, explaining how the law aligns state tax provisions with federal changes and what it means for businesses and taxpayers.
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of the 2025 updates to R&D tax credits, covering new IRS forms, revised compliance requirements, and emerging risks businesses need to understand before claiming the credit.
2 IRS CE Ethics/2 CTEC Ethics/2 NASBA CPE Ethics**
Join John Sheeley, EA and Tax Practice Pro for our annual FREE ethics program — a tradition designed to give back to the tax community every Giving Tuesday. This year’s program takes a fun, insightful journey through the ethical challenges of using artificial intelligence in modern tax practice, inspired by the classic “Bill & Ted” films.
No IRS or CTEC Credit. Only NASBA CPE (2)
A breakdown of the OBBBA workflow overhaul, explaining new pay stub requirements, updated tip and overtime tracking rules, and key changes to tax organizers and compliance processes.
NASBA CPE Field of Study: Business Management & Organization NO IRS/NO CTEC
An analysis of whether the solopreneur model remains viable for solo tax professionals, exploring entity structure, self-employment tax exposure, liability considerations, scalability, and long-term tax planning strategy.
1 IRS/1 CTEC/1 NASBA CPE
A practical overview of using AI for tax research, including benefits, limitations, compliance risks, and best practices for accuracy, documentation, and professional responsibility.
2 IRS CE/2 CTEC/2 NASBA CPE
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.