Donna F. Hartl

Shareholder
Chicago
30 N. LaSalle Street
Suite 2800
Chicago, IL 60602
P 312.580.1250
F 312.580.1201
P 312.580.1250 | F 312.580.1201

Overview

Ms. Hartl focuses her practice on tax planning, tax dispute work, estate planning, guardianship, probate and trust administration. She has a particular expertise in crafting creative and effective resolutions of corporate and individual federal, state and local tax planning issues and controversy work. Ms. Hartl also advises on succession planning, administration and transfer of assets, estate and gift tax returns and minor and adult guardianships. She advises individuals, businesses and non-profit organizations on philanthropic planning matters, including charitable gift planning, creation and maintaining non-profit organizations, and counseling charitable organizations on tax compliance issues. 

Services

Education

  1. Loyola University Chicago School of Law, J.D.
  2. North Central College of Naperville, B.A., Political Science & Accounting

Credentials

Bar Admissions
  1. Illinois
Court Admissions
  1. U.S. District Court, Northern District of Illinois
  2. U.S. Tax Court
  3. U.S. Court of Claims, Washington, D.C.

Recognitions

  • Certified Public Accountant (CPA)
  • Selected by Leading Lawyers Network as a Top Lawyer for Elder & Estate Planning, Chicago (2020)
  • Selected as an Illinois Leading Lawyer, Top-100 Women Business Lawyers (2020)
  • Selected by Leading Lawyers Network as a Top-10 Personal Tax Lawyer in Illinois (2019) 
  • Selected as an "Illinois Super Lawyer" by Illinois Super Lawyers magazine

Affiliations

Professional Affiliations
  • American Bar Association
  • Illinois State Bar Association, Federal Taxation Council member
  • Chicago Bar Association
  • Chicago Estate Planning Council
  • American Institute of CPAs
  • Illinois CPA Society

Insights

  1. Alerts
    IRS Announces that COVID-19 Related Personal Protective Equipment Qualifies as a Medical Expense – (Apr 5, 2021)
    IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
    Paycheck Protection Program Second Draw Opens for Small Businesses, Hotels, & Restaurants (Jan 14, 2021)
    Paycheck Protection Program Second Draw Opens for Small Healthcare Service Providers (Jan 14, 2021)
    The Eleventh Circuit Decides that Chapter 11 Debtors in Possession Cannot Receive Loans Under the Paycheck Protection Program (“PPP”) (Jan 6, 2021)
  2. Presentations
    Spotlight on Small Business - Featuring Donna Hartl - Power Networking Team (Jan 26, 2021)
    "Comparing Tax Plans of the 2020 Presidential Candidates" - Provisors Chicago, Estate and Succession Planning Affinity Group (October 2020)
    "Tax Consideration in Running a Business" - PNT Hour of Power Facebook Live (Aug 13, 2020)
    "Playing Poker in the Divorce Arena" - Anderson & Boback Facebook Live (Aug 11, 2020)
    "Provisors Zoom Panel Discussion Case Study" - Provisors Chicago, Estate and Succession Planning Affinity Group (June 2020)
  3. Podcast
    Roetzel HealthLaw HotSpot: PPP Loans - Frequently Asked Questions (Feb 11, 2021)
  4. Firm News
    Donna Hartl Joins Roetzel as Shareholder in Chicago (May 18, 2020)

Overview

Ms. Hartl focuses her practice on tax planning, tax dispute work, estate planning, guardianship, probate and trust administration. She has a particular expertise in crafting creative and effective resolutions of corporate and individual federal, state and local tax planning issues and controversy work. Ms. Hartl also advises on succession planning, administration and transfer of assets, estate and gift tax returns and minor and adult guardianships. She advises individuals, businesses and non-profit organizations on philanthropic planning matters, including charitable gift planning, creation and maintaining non-profit organizations, and counseling charitable organizations on tax compliance issues. 

Education

  1. Loyola University Chicago School of Law, J.D.
  2. North Central College of Naperville, B.A., Political Science & Accounting

Credentials

Bar Admissions
  1. Illinois
Court Admissions
  1. U.S. District Court, Northern District of Illinois
  2. U.S. Tax Court
  3. U.S. Court of Claims, Washington, D.C.

Recognitions

  • Certified Public Accountant (CPA)
  • Selected by Leading Lawyers Network as a Top Lawyer for Elder & Estate Planning, Chicago (2020)
  • Selected as an Illinois Leading Lawyer, Top-100 Women Business Lawyers (2020)
  • Selected by Leading Lawyers Network as a Top-10 Personal Tax Lawyer in Illinois (2019) 
  • Selected as an "Illinois Super Lawyer" by Illinois Super Lawyers magazine

Affiliations

Professional Affiliations
  • American Bar Association
  • Illinois State Bar Association, Federal Taxation Council member
  • Chicago Bar Association
  • Chicago Estate Planning Council
  • American Institute of CPAs
  • Illinois CPA Society

Insights

  1. Alerts
    IRS Announces that COVID-19 Related Personal Protective Equipment Qualifies as a Medical Expense – (Apr 5, 2021)
    IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
    Paycheck Protection Program Second Draw Opens for Small Businesses, Hotels, & Restaurants (Jan 14, 2021)
    Paycheck Protection Program Second Draw Opens for Small Healthcare Service Providers (Jan 14, 2021)
    The Eleventh Circuit Decides that Chapter 11 Debtors in Possession Cannot Receive Loans Under the Paycheck Protection Program (“PPP”) (Jan 6, 2021)
  2. Presentations
    Spotlight on Small Business - Featuring Donna Hartl - Power Networking Team (Jan 26, 2021)
    "Comparing Tax Plans of the 2020 Presidential Candidates" - Provisors Chicago, Estate and Succession Planning Affinity Group (October 2020)
    "Tax Consideration in Running a Business" - PNT Hour of Power Facebook Live (Aug 13, 2020)
    "Playing Poker in the Divorce Arena" - Anderson & Boback Facebook Live (Aug 11, 2020)
    "Provisors Zoom Panel Discussion Case Study" - Provisors Chicago, Estate and Succession Planning Affinity Group (June 2020)
  3. Podcast
    Roetzel HealthLaw HotSpot: PPP Loans - Frequently Asked Questions (Feb 11, 2021)
  4. Firm News
    Donna Hartl Joins Roetzel as Shareholder in Chicago (May 18, 2020)