Donita Joseph, Tax & Accounting Partner and head of the firm’s Estate & Trust and Nonprofit Tax practices was honored by the California Society of Certified Public Accountants (CalCPA) during its “2019 Women to Watch Awards” at the CalCPA Women’s Leadership Forum in San Francisco.
Donita was the winner of CalCPA’s Trailblazer Award. Awards are given in three categories: Emerging Leader, Experienced Leader, and Trailblazer. The annual “Women to Watch Awards” recognize female CPAs across all stages of their careers for their leadership, community and public service, advocacy, mentoring of other CPAs and overall contributions to the profession.
Donita has more than 30 years of experience in taxation issues involving estate and trust tax planning. Her expertise includes preparation of estate tax, gift tax, and fiduciary income tax returns, postmortem and charitable trust planning and compliance, and trust and estate administration and accounting. Donita also has extensive experience with compliance, planning, and governance issues of nonprofit organizations, including private foundations and charitable trusts.
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