Dawn Horvath, MST
Tax Manager – Estate, Gifts and Trust Administration
With more than 20 years of public accounting experience, Dawn has developed a loyal and diversified group of clients who continue to benefit from her tax and financial advice. Dawn specializes in estate and trust organization along with tax compliance and income tax planning. She provides skilled and practical advice while working closely with trustees, personal representatives, beneficiaries, attorneys and other fiduciaries in estates and trusts administrative matters. She understands the difficulties of dealing with the multitude of issues that rise when a loved one passes and the steps necessary to closing out the estate or implementing a trust. Prior to focusing on estates, gifts and trust administration, Dawn’s extensive experience includes assisting closely held businesses and individuals with their tax and accounting needs. Dawn has experience in federal, state and multi-state tax planning and compliance for individuals, C Corporations, S Corporations and partnerships.
- St. Olaf College, Northfield, Minnesota, Bachelors of Arts in Economics
- Golden Gate University, Masters of Science in Taxation