Dawn E. Wittak, CPA, MST
Shareholder
With insight gained from more than 30 years of tax experience and a Master of Science in Taxation, it is Dawn’s goal to bring creative solutions, objective counsel, proactive recommendations, and a high level of personalized service to every client’s situation. Her specific areas of focus are as follows:
- Offers expertise in all areas of individual, fiduciary and business taxation, including an extensive background in tax planning for executive compensation, business start-up issues, real estate transactions, and the tax aspects of marital property
- Analyzes the feasibility and tax impact of investment decisions and provides personal tax planning services to maximize family wealth potential, including tax bracket planning and charitable, retirement, and college planning decisions
- Specializes in estate, succession, and post-mortem planning, and provides consulting and planning services to attorneys, financial advisors, fiduciaries, and families on a broad range of estate, trust, gift and income tax matters
- Serves on the Board of Directors for ProHealth Care and the ProHealth Care Finance Committee; member of Professional Dimensions, AICPA and WICPA
- Past board member for the ProHealth Care Foundation, Oconomowoc Memorial Hospital Foundation, Professional Dimensions, Professional Dimensions Charitable Fund, Girl Scouts Great Blue Heron and GSWISE Councils, and ARCW Endowment Fund, Inc.
- Lake Country Leadership participant (2004-2005); University of Wisconsin – Milwaukee Adjunct Faculty Member for the MS Taxation Program (1998-2000)
- Recognized by Milwaukee Magazine as a Five Star Financial Professional for Tax Services – 2010, 2012 through 2024