Donna Holm is a tax partner with Altum Partners, LLP. She was formerly a tax principal at Seiler LLP and Sensiba SanFilippo LLP and has over 30 years’ experience both in public accounting and the private sector as a C-suite professional, providing a broad base of knowledge to her clients with a goal towards exceeding client expectations.
Donna specializes in tax planning, compliance and tax consulting to bring optimal income, gift and estate tax solutions to high net worth individuals and their families. In addition, Donna also works extensively with those clients in closely-held businesses involved in many different industries, including real estate, construction, healthcare and the high-tech sector, to achieve their goals whether in start-up mode or succession planning.
As a former IRS Special Agent, Donna also has significant expertise in representing clients aggressively before taxing authorities and specializes in preserving the benefits from the sale of qualified small business stocks, R&D credits, and loss utilization.
Donna also has a focus in entity-level tax planning, consulting and compliance, including corporations, partnerships and limited liability companies. To that end, Donna has expertise in entity structuring, like-kind exchange transactions, multi-state taxation and foreign reporting.
Donna has published articles in both Smart Business Magazine and Accounting Today and has participated on several panels to help educate clients and other entrepreneurs. She is a licensed CPA in the states of California and Florida.
- B.S. St Thomas University, Miami FL
- M.S. in Taxation, Florida International University, Miami FL
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants