Donita M. Joseph, CPA, MBT
djoseph@windes.com

With more than 20 years of experience in taxation issues surrounding estate and trust tax planning, Donita is responsible for the firm’s estate and trust practice. As a partner in the firm’s Tax and Accounting Services department, she services the needs of privately held companies and individuals and provides tax services, including estate tax returns, gift tax returns, fiduciary income tax, estate planning, post mortem planning, charitable trust planning and returns, trust and estate administration, trust and estate accounting, income tax planning for individuals, nonprofit tax returns, and private foundation planning/returns. Her clients include nonprofit organizations, high net worth individuals, estates, and trusts.

Education

Professional Affiliations

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants, Chair of the State Estate Planning Committee
• Long Beach Estate Planning and Trust Council, Former President
• Orange County/Long Beach Chapter Estate Planning Committee of the CSCPA, Former Chairperson

Community Activities

• American Heart Association, Planned Giving Committee Member
• Camp Fire USA of Long Beach, Former Treasurer and Director
• California Society of Public Accountants (CalCPA), Chair of the Estate Planning Committee
• Long Beach Leadership Prayer Breakfast, Planning Committee Member
• Long Beach Museum of Art, Trustee

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