Donita Joseph's Email & Phone

Donita has more than 20 years of experience in taxation issues surrounding estate and trust tax planning and 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 exempt organizations, high-net-worth individuals, estates, and trusts. Education Bachelor of Science in Business Administration, with an emphasis in Accounting, Rockhurst College, Kansas City, Missouri Master of Science in Taxation, University of Southern California Professional Affiliations American Institute of Certified Public Accountants, Member California Society of Certified Public Accountants, Chair of the Estate Planning Committee Community Affiliations American Heart Association, Planned Giving Committee Member Camp Fire USA of Long Beach, Former Director and Treasurer Long Beach Estate Planning and Trust Council, Past President Long Beach Leadership Prayer Breakfast, Planning Committee Member Long Beach Museum of Art, Trustee Long Beach Public Library Foundation, Former Treasurer Orange County/Long Beach Chapter Estate Planning Committee, Former Chairperson