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
Rockhurst College, Missouri – Bachelor of Science, Business
Administration Accounting Emphasis, 1981
University of Southern California – Masters of Taxation, 1993
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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