Donna has nearly 10 years of specializing in various tax compliance and planning issues surrounding the high net-worth individual income tax market, including federal, multi-state and foreign tax issues associated with individual, trust, estate and not-for-profit tax.
Donna’s tax specialization areas include complex individual, trust, estate, and gift tax, as well as, some foreign tax compliance, not-for-profit, and family-limited partnerships.
Donna received a Bachelor of Business Administration as a cum laude graduate and a Masters of Accountancy (Tax) from the University of Georgia. Donna is an active member of the Georgia Society of CPAs and has been a speaker at the GSCPA Fall Tax Forum in Atlanta and Savannah. She is also a member of the American Institute of CPAs, the Atlanta Estate Planning Council and the Children’s Legacy Advisory Council.
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