Webinar: Introduction to Estate Tax (You Need This) by ETS TAX INSTITUTE

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About This Webinar

This course provides a broad overview of the federal estate tax system, the assets that are included in the gross estate, and implications for the income tax. This session will provide an introduction to the federal estate tax return Form 706, but the main focus will be on understanding how the estate tax operates. The session includes a short discussion of the gift tax, as well as an explanation of the implications of gross estate inclusion for basis under IRC section 1014. The course is appropriate for participants familiar with income tax preparation whether or not estate tax returns are part of their practice.

Presenter

Donna Byrne

JD, EA, LTC

Donna Byrne is an attorney, Enrolled Agent, NTPI Fellow, and Oregon Licensed Tax Consultant. She fell in love with tax at Temple Law School in Philadelphia, where she joined a large law firm after graduation. It did not take long to find her way to academia, however. She taught for four years in Delaware before moving to Minnesota. She now holds the title of Emerita Professor of Law at Mitchell Hamline School of Law in St. Paul, MN, where she was a full-time law professor for a long time. Eventually, she saw the light and left academia for the exciting real world of client-facing tax professionals.

Donna grew up in Corvallis, Oregon, and studied forestry at Oregon State University. She goes hiking in the forest as often as possible and even remembers some of the plant names.

She now owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, where she prepares wills and trusts and other estate planning documents, as well as tax returns for individuals, trusts, and estates.