With more than 20 years of experience in the individual taxation arena, Diane focuses on complex estate and trust planning issues, as well as tax and financial planning issues related to divorce. Diane incorporates her passion for helping clients and their families throughout her technical work, which includes:

• Individual tax return preparation and year-end planning
• Multi-generational planning
• Tax consequences to investing in passive activities
• Fiduciary tax return preparation
• Fiduciary trust accounting
• Estate tax return preparation
• Estate cash flow and final distribution analysis

Certifications

• Certified Public Accountant (CPA), Texas

• Certified Public Accountant (CPA), Missouri

Education

• BS, Accounting, University of Missouri

Professional & Community Involvement

• Dallas Estate Planning Council (Member)
• International Justice Mission (Volunteer)
• Junior League of Dallas (Sustainer)
• Fellowship Church (Member; Volunteer)
• Meals on Wheels (Volunteer)
• Kappa Alpha Theta (Volunteer)
• Barbara Bush Middle School PTA (Past Member)
• Las Colinas Elementary PTA (Past Vice President)

Publications & Speeches

• Auditing Loan Portfolios for Community Banks, St. Louis Business Journal

Presentation Topics

• Trust accounting
• Passive activity rules