
"As a prerequisite, we recommend attending our ‘Intro to Estate Tax’ webinar to ensure a strong foundation for this program.”
Register by clicking: www.taxpracticepro.com/webinars/intro-to-estate-tax
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00780-25
CTEC Course #: 6248-CE-00148

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
In this comprehensive series, we will delve into the intricacies of IRS Representation procedures, providing actionable insights and strategies to help you confidently represent your clients. Whether you're a seasoned practitioner or just starting out, this series will provide you with the knowledge and tools needed to handle IRS collection cases, exams and appeals with proficiency and professionalism.
20 IRS/NASBA CPE credits
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.
1 IRS CE/1 NASBA CPE*
Join us for an engaging new webinar on the Tax Cuts and Jobs Act (TCJA) designed to equip tax professionals with the insights they need to stay ahead. We'll start by exploring the core components of TCJA that every tax pro should understand and why they matter. The session will cover three key areas: individual tax provisions, estate tax changes, and business-related reforms. We'll dive into which changes were made permanent (spoiler: most business-related) and which are set to expire (spoiler: most individual). Looking ahead, we’ll consult our "Magic 8 Ball" to discuss how Congress might address TCJA’s impending expiration in 2025 and whether action will be taken in a timely manner. Finally, we’ll share strategies for leveraging this information to communicate effectively with clients, positioning yourself as a knowledgeable and proactive tax professional. Don’t miss this opportunity to sharpen your expertise and prepare for the future of tax planning! The webinar is only available to monthly subscribers.
1 IRS CE/1 NASBA CPE*
Join us for the second webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. Don’t miss this opportunity to lay the groundwork for better security and peace of mind! The webinar is only available to monthly subscribers.
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 NASBA CPE*
Do you know your client's basis in their partnership interest? Do you get the usual blank stare from a new client when you ask them for their basis in their partnership interest? The IRS has opened a whole new office to audit partner basis with a team of specially trained auditors. It is the partner's responsibility to maintain their partnership basis, not the partnership's responsibility. It is not their capital account! We will review how basis is calculated for partners. The IRS just issued Form 7217 for partners who receive noncash distributions from their partnership. We will review how basis is allocated for property that is distributed to the partner. The IRS is focusing on partner basis in their audits since losses cannot be claimed when basis goes to zero.
2 IRS CE/2 NASBA CPE*
This program examines the use of the Commercial Clean Vehicle Credit and the Clean Vehicle Credit when the vehicle has a business use component.
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.