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Westside Chapter - Estates and Trusts for Tax Pros
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Join us for this awesome presentation about Estates and Trusts for Tax Pros.
This two hour education will qualify for 2 CE hours for the IRS,
Oregon Tax Board, and Oregon Board of Accountancy.
Participation by remote access now available for
Blue Mountain, Clackamas and Mid-Columbia Chapters.

2/25/2019
When: 2/25/2019
7:00 PM
Where: The Griffith Drive Building, Room 150 (33 max capacity!)
4755 SW Griffith Drive
PLUS REMOTE ACCESS FOR BLUE MOUNTAIN,
CLACKAMAS, AND MID-COLUMBIA CHAPTERS
Beaverton, Oregon  97005
United States
Presenter: Donna Byrne, Attorney, EA, LTC
Contact: Robert Betts
503 780 4143


Online registration is closed.
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Estates and Trusts for tax pros

Dealing with taxation of estates and trusts can be confusing for several reasons:  more than one tax is involved – the gift tax, estate tax, and income tax are all reported on separate returns; estates and trusts are similar, but not identical; there is a pass-through aspect to trusts for income tax purposes; and there is a large number of types of trusts.  This session will sort out the overlapping concepts to bring clarity to this picture.  The presentation will emphasize practical issues for income tax professionals and will highlight provisions of the Tax Cuts and Jobs Act that apply to or raise questions about trusts and estates. 

Links to the handouts are now in the Westside Chapter Library, and were emailed to all registrants on Friday, 2/22. For late registrants, those same links are displayed on the confirmation page of the registration process. If you missed ALL of these, just drop the webmistress a line at webmistress@oatc-oregon.org and she will resend them to you  so you can print/download them to your electronic device prior to the class.

Four ways to attend - be sure to PRE-REGISTER so we know you are coming

  1. In person (ONLINE REGISTRATION NOW CLOSED) at:
    The Griffith Drive Building, Room 150 (33 max capacity!)
    4755 SW Griffith Drive Beaverton, Oregon  97005

  2. Remote participation with Blue Mountain Chapter at:

    Silver Creek Financial Services
    175 Highway 82   Lostine, OR
    Questions? Contact Cathy Johnson at cathy@silvercreekteam.com

  3. Remote participation with Clackamas Chapter at:
    Clackamas Income Tax
    45 SE 82nd Drive Suite 55  Gladstone OR
    Questions? Contact Susan High at shigh@clackatax.com

  4. Remote participation with Mid-Columbia Chapter 
    Church of the Nazarene
    2168 Belmont St., Hood River, Oregon 97031  
    Questions? Contact Cheryl Woods at 
    cheryl@gorgegirlfriday.com



BRING A GUEST ALONG!  First time visits from non-OATC members are at no charge - please show them how to register.

Insider tip: Want to get your CE Certificate in a timely manner? Remember to REGISTER using the button above to let us know you are coming.


ABOUT THE SPEAKER

Donna M. ByrneDonna 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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