When Basis Steps Up?
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.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00854-25
CTEC Course #: 6248-CE-00217
Donna Byrne
,
EA
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.
Recommended Webinars
Tax Audit and Representation Series
32 IRS/32 NASBA CPE Credits Available
Tax Practice Pro’s IRS Representation & Controversy Webinar Series provides tax professionals with on-demand, IRS/NASBA CE-approved training on Forms 2848 and 8821, penalty abatement, audits, collections, transcript analysis, Tax Court procedures, ERC exams, passport revocation issues, FOIA requests, and practical IRS defense strategies.
Taxation of Investment Income Mini-Series
Varies
This 8 IRS CE credit Investment Taxation Miniseries equips tax professionals with advanced guidance on reporting stock and mutual fund sales, dividends, DRIPs, employee stock options, investment interest deductions, trader vs. investor status, basis calculations, bond taxation (including OID and tax-exempt bonds), capital gain netting, and cryptocurrency transactions.
John Sheeley's Weekly Tax Update 03/06/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 03/06/2026John Sheeley's Weekly Tax Update 02/27/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 02/27/2026John Sheeley's Weekly Tax Update 02/20/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 02/20/2026Employment Tax Controversies—Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Stay current on Employee Retention Credit updates, settlement and voluntary disclosure programs, and criminal tax case studies, while exploring pro bono opportunities with NYCLA, ABA Tax Court, and low-income tax clinics.
Employment Tax Controversies—Part II2026 Frank Agostino Kostelanetz LLP Series
Varies
2026 Frank Agostino Kostelanetz LLP SeriesJohn Sheeley's Weekly Tax Update 02/13/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 02/13/2026John Sheeley's Weekly Tax Update 02/06/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 02/06/2026John Sheeley's Weekly Tax Update 01/30/2026
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
John Sheeley's Weekly Tax Update 01/30/2026Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329
2 IRS CE/2 CTEC/2 NASBA CPE
Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.
Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329
Hmm...nothing here yet.
