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djoseph@windes.com Donita has more than 20 years of experience in taxation issues surrounding estate and trust tax planning and 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 exempt organizations, high-net-worth individuals, estates, and trusts. Education
Bachelor of Science in Business Administration, with an emphasis in Accounting, Rockhurst College, Kansas City, Missouri
Master of Science in Taxation, University of Southern California Professional Affiliations
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