Orange County Office

Tax

With over twenty seven years of tax planning and consulting experience, Donna specializes in real estate and partnership-related transactions and issues, and serves a wide variety of real estate industry clients including opportunity funds, developers, real estate operators, hotel operators, contractors, pension plans and other tax-exempt entities. Her in-depth background encompasses tax-deferred exchanges, complex property acquisitions and dispositions, partnership allocations and general partner incentives, real estate loan workouts, debt and equity requirements for affordable housing projects, and tax deferral exit strategies for real estate properties.

Most recently, Donna served as Partner-in-Charge of KPMG’s Orange County Tax Practice and National Partner-in-Charge of KPMG’s Affordable Housing Tax Practice. Donna left KPMG in November 2005 and shortly thereafter opened the Orange County office for HCVT. While at KPMG, Donna was responsible for providing engagement partner services for leading real estate clients in the west, assisting clients on prospective real estate transactions and structures, monitoring pending and proposed legislation affecting the real estate industry, designing and implementing real estate training courses for tax and assurance personnel, and instructing specialized real estate tax training courses for KPMG partners and managers.

Donna is a member of the American Institute of Certified Public Accountants and of the California Society of Certified Public Accountants, including past membership on the Tax Subcommittee. Donna received a bachelor’s degree in accounting from Arizona State University, where she graduated summa cum laude.