
While involved in every primary Tax Department function, Stephanie’s main focus is on the preparation and review of fiduciary income tax returns. She also oversees the payment of client estimated tax payments and informational tax reporting for client accounts, while also managing responses to taxing authority correspondence for all client accounts. As DWTC’s in-house IRA expert, Stephanie also directs the reporting and compliance of client Individual Retirement Accounts. Stephanie joined the Dorsey & Whitney Trust Company team in 2012.


