SPECIALISTS

Dawna Wilson

Director, Citrin Cooperman Advisors LLC

Experience

Dawna is a director in Citrin Cooperman’s Commercial Tax Services Practice. Dawna is an experienced professional with over 25 years of experience in estate, gift, and trust planning and taxation.

Dawna provides a variety of estate, gift and trust planning and taxation services and works closely with related professionals to create customized plans for clients of all asset levels. She has extensive experience in implementing multigenerational planning techniques, enabling her clients to transfer assets to successive generations with significant tax savings.

Prior to Citrin Cooperman, Dawna worked as a senior manager at UHY Advisors, LLP with a focus in estate, gift and trust tax.

CREDENTIALS

Education

Bachelor of Science in Physiology, Michigan State University

Masters of Law in Taxation, Wayne State University

Juris Doctorate, Wayne State University

Licenses

Admitted to State Bar of Michigan, 1996

Affiliations

Member, Probate and Estate Planning Section of the State Bar of Michigan

Member, Taxation Section of the State Bar of Michigan

WORK-LIFE BALANCE

Outside the Office

Dawna likes to work out, bike, and enjoy the outdoors with her dogs when not spending time with her family.

Get in touch with Dawna Wilson today.

Fill out the form below to get in direct contact with Dawna Wilson and start your personalized consultation journey.

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Get in touch with Dawna Wilson today.

Fill out the form below to get in direct contact with Dawna Wilson and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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