Donna provides tax consulting services for a variety of clients. Her professional experience includes tax consulting for individuals, not-for-profit entities, fiduciaries, and closely-held businesses, including acquisitions and sales of businesses and business succession planning.
Donna has over 25 years of experience in public accounting and 10 years of experience in the private practice of law. Her previous employment includes experience as a not-for-profit tax manager at a national firm and as an associate in a local law firm with an emphasis on estate planning and administration.
She also has extensive experience in partnership and S-corporation taxation, individual taxation, fiduciary taxation, and representation of taxpayers before the Internal Revenue Service and Pennsylvania taxing authorities. She is admitted to practice before the Pennsylvania Supreme Court and the U.S. Tax Court.
Donna has lectured at numerous seminars for in-house professionals, clients, community organizations, the local bar association and the PICPA regarding tax-related topics.
News & Events
- Carlisle Country Club, 06.21.2019
- West Shore Country Club, 11.16.2018
- NerdWallet, 02.26.2020
Community & Professional Affiliations
Dalit Solidarity, Treasurer and Director
Pennsylvania Bar Association (PBA), Member
Estate Planning Council of Central Pennsylvania, Member
American Institute of Certified Public Accountants (AICPA), Member
Pennsylvania Institute of Certified Public Accountants (PICPA), Member
Temple University, Bachelor of Business Administration, Summa Cum Laude, 1976
Dickinson School of Law, J.D., 1979
Credentials & Designations
Certified Public Accountant (CPA), Pennsylvania