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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
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