Dorothy works closely with the firm’s Wealth Advisors and clients to assist in various aspects of tax coordination regarding investment portfolios. She coordinates directly with clients’ CPAs and tax preparation firms to provide tax reporting details and information necessary to complete personal, trust and foundation tax returns. Dorothy spent more than 15 years as a Tax Manager in the office of a regional CPA firm. This experience provides a solid tax foundation that allows her to understand complex tax-related matters, which is useful as she prepares personal financial plans for clients.
As a member of the Domani Wealth Family Office team, she assists clients in facilitating charitable giving, cash management and coordination, private foundation administration and family gift transfers.
Dorothy enjoys helping clients and learning about their charitable goals. It gives her great pleasure to assist in coordinating the transfers of wealth to charities and to see firsthand the benefits our communities and charities derive from these generous gifts.