Donita Joseph Speaks at Estate Planning Conferences

Tax & Accounting Services Partner Donita Joseph, was a speaker at the American Institute of Certified Public Accountants (AICPA) ENGAGE 2018 Conference, where she taught a workshop on preparing IRS Forms 706, 709, and 8971. In a separate presentation, she spoke about the CPA’s role in estate administration. Both sessions were part of the Advanced Estate Planning track of the conference.

Donita also recently spoke about reconfiguring estate plans at the CalCPA Estate and Trust Planning Conference at Golden Gate University School of Business in San Francisco.

Donita’s specialized knowledge in estate and trust taxation has made her a recognized expert and sought-after presenter.She conducts numerous seminars, lectures, and speaking engagements throughout the year and was recognized as one of the “Most Influential Women in Accounting” by the Los Angeles Business Journal in 2017.

If you would like more information, please contact Windes marketing at or (844) 252-7337.

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