About Dana
Dana began her career with PricewaterhouseCoopers before joining Maxwell Locke & Ritter in 2004. As a partner in our tax compliance & advisory practice, she provides tax compliance and consulting services for clients, with a focus on high-net-worth individuals and their related partnerships, trusts, CRUTS, and foundations.
- Areas of Expertise
- High-net-worth Individuals
- Estates and Trusts
- Education
- University of Denver – Master of Taxation
- Texas A&M University – Bachelor of Business Administration in Accounting
- Professional Experience
- PricewaterhouseCoopers: 1988-1992
- Community Involvement
- AICPA Individual and Self-Employment Tax Resource Panel
- Estate Planning Council of Central Texas
- Affiliations
- American Institute of Certified Public Accountants
- Texas Society of CPAs
- Published Articles
- “Community Property Conundrums Abound” – The Tax Advisor – December 1, 2023
Years at ML&R
Years of Professional Experience
What does “No success at work is worth failure at home” mean to you?
Over the 20 years that I have been with ML&R, this has meant different things in different seasons of life. Currently, it means that I am able to maintain my role as partner while still being the one primarily responsible for my disabled son that lives at home. The flexibility that the firm provides means that I can go to his appointments, work from home when caregivers are not available, and be there when he needs me.
