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Estate Planning and Administration

Based in Kassouf’s Auburn Office, Dawn joined the firm over 25 years ago and works in the Estate Planning and Administration Group. She specializes in trust and estate administration, accounting, and tax compliance. Dawn also manages the Estate, Trust and Gift Group’s workflow, reviews returns, and coordinates projects with other groups. As leader of the firm’s Client Management Vision Team and a member of the Business Process Team, she helps develop methods to improve internal processes and better serve clients.

Education

Bachelor of Science, Birmingham-Southern College
Master of Accountancy, Samford University

Certifications

Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)®
AICPA Estate Planning Certificate
Quickbooks Online Certified ProAdvisor

Professional and Community Involvement

Alabama Society of Certified Public Accountants (ASCPA)
American Institute of Certified Public Accountants (AICPA)
Montgomery Estate Planning Council