- NOTICE -
All Domani Wealth offices will be closed on Tuesday, July 24, 2018 for team members and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year.

If you have an urgent matter and need immediate assistance on this day, please call Dorothy Lineaweaver at 717-824-5106 or Jim Karchner at 814-571-5556.

We appreciate your understanding.

Dorothy L. Lineaweaver

Manager of Tax Coordination

Dorothy L. Lineaweaver, EA
Manager of Tax Coordination

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.

 

Professional Accreditations & Education 
  • IRS Enrolled Agent

 

Community Involvement (Current and Prior)
  • Richland Church of the Brethren, Deacon
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