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Jackson County Seminar - Trusts & Estates (6 hrs CPE)
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Join us on Nov 16 for 6 hours of education on "Trusts & Estates"
presented by Donna Byrne, Attorney, EA. She will also address all
questions submitted by Nov 2 -- what an opportunity!

11/16/2018
When: Friday Nov 16, 2018
9:00 am - 4:00 pm
Where: Masonic Lodge
975 N Phoenix Rd
(across from Albertsons)
Medford, Oregon  97504
United States
Presenter: Donna Byrne, Attorney, EA
Contact: Teresa Hector
541-840-5517


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Trusts and Estates

Frustrated you can't find answers to your Trust and Estate questions? Join us on November 16, 2018, for a class designed to answer those questions. Donna Byrne will be focusing on interpreting the trust document for information relevant to preparing the tax return, types and use of various trusts, as well as your questions. Join us for a different approach to education.

Donna requests that you submit your questions via email to Donna.Byrne@ashcreektax.com by November 2, 2018, so she has time to do whatever research may be needed. Please don't wait until the class to ask your questions. 

COST

Registrations and payments received:
  • BEFORE 11/16:  OATC Members $85.00,  Non-OATC Members $125.00
  • ON THE DAY OF THE CLASS: OATC Members $95.00,  Non-OATC Members  $135.00

What's included for this fee?

  • 6 hours of approved education + CPE certificate for your attendance
  • Handouts will be provided at the door. 
  • Lunch is NOT included

METHOD OF PAYMENT

  • Once you register, you will be offered a choice between two methods of payment:
    • Safely and securely via PayPal (no PayPal account required)
    • Via check sent in the mail TO ARRIVE BY 11/15/18:

 

Donna Byrne

ABOUT THE SPEAKER

Donna M. Byrne is an attorney in Independence, Oregon, where she owns Ash Creek Tax Counseling.  She grew up in Corvallis and studied forestry and political science at Oregon State University before moving east to Minnesota for graduate school, and then further east to Pennsylvania for law school.  Income tax was her favorite course in the second year, so she took more tax courses, which set her up to work as a tax attorney for a large law firm in Philadelphia before jumping ship to become an academic.

As a professor, she taught law school courses on individual income tax, state and local tax, international tax, estate and gift tax, estates and trusts, food law, and tax policy, and supervised a student clinic which helped startup nonprofit organizations.  She has also trained VITA volunteers and was herself a VITA volunteer for many years.

 Donna returned to Oregon in 2016 to venture out into the real world. She is an Enrolled Agent and Licensed Tax Consultant as well as an estates and trusts lawyer.  She is also a licensed Zumba instructor and a former downhill ski instructor.  

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