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

When most people read tax law, they see it as being black and white. But Donna, who has decades of experience dealing with complex tax disputes, reads it as all shades of gray. Drawing on her experience as a Certified Public Accountant, Donna understands the seriousness of tax matters, as well as the sensitive nature of the issues involved. She knows how to navigate the intricacies of the ever-changing laws and regulations and often relies on her creativity to take advantage of areas that aren’t clear. And other than property tax deductions, if it has the word “tax” in it, Donna is your go-to for all things tax, including income tax, sales tax, tobacco and use tax, especially if the IRS is knocking on your door. Donna knows the rules and the system, and understands there is a very definitive and methodical way to deal with the IRS when there is a dispute. She helps clients handle past problematic events and creates plans for their futures. Donna also advises on succession planning, administration and transfer of assets, estate and gift tax returns and minor and adult guardianships.

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)
  • Named an Illinois Leading Lawyers Network as a Top Lawyer for Tax: Business, Tax: Individual and Trust/Will/Estate (2021)
  • 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 Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
    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)
  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. Podcasts
    Roetzel HealthLaw HotSpot: Health Care Practices: Can They Seek Employee Retention Credits Based on Harm Caused By COVID-19? (Jun 10, 2021)
    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

When most people read tax law, they see it as being black and white. But Donna, who has decades of experience dealing with complex tax disputes, reads it as all shades of gray. Drawing on her experience as a Certified Public Accountant, Donna understands the seriousness of tax matters, as well as the sensitive nature of the issues involved. She knows how to navigate the intricacies of the ever-changing laws and regulations and often relies on her creativity to take advantage of areas that aren’t clear. And other than property tax deductions, if it has the word “tax” in it, Donna is your go-to for all things tax, including income tax, sales tax, tobacco and use tax, especially if the IRS is knocking on your door. Donna knows the rules and the system, and understands there is a very definitive and methodical way to deal with the IRS when there is a dispute. She helps clients handle past problematic events and creates plans for their futures. Donna also advises on succession planning, administration and transfer of assets, estate and gift tax returns and minor and adult guardianships.

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)
  • Named an Illinois Leading Lawyers Network as a Top Lawyer for Tax: Business, Tax: Individual and Trust/Will/Estate (2021)
  • 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 Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
    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)
  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. Podcasts
    Roetzel HealthLaw HotSpot: Health Care Practices: Can They Seek Employee Retention Credits Based on Harm Caused By COVID-19? (Jun 10, 2021)
    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)