Our Team

Dee provides tax planning and compliance services to individuals, partnerships, S corporations and trusts, with an emphasis on high net worth individuals and their related entities. Her areas of expertise include tax research, planning, multi-state and gift tax matters. She also has experience representing clients in federal and state tax audits and resolving numerous issues with various taxing authorities.

In addition to her client work, Dee instructs internal continuing education courses in various areas of taxation.  She leads the Firm's Individuals & Trusts team and is a member of the Manufacturing, Distribution & Commercial Services team.

Areas served: service, retail, manufacturing, investment companies, and family offices

She has taught Accounting for Contemporary Issues in Taxation, Not-for-Profit Entities and Wealth Management classes at La Roche College’s Master of Science in Accountancy Program.

Dee joined Sisterson in 1990. She has two sons and lives in South Park, PA.

Education

• B.S. in Business & Administration from Duquesne University
• M.S. in Taxation from Robert Morris University

Professional Certifications

• Certified Public Accountant (Pennsylvania)
• Chartered Advisor in Philanthropy®
• CTM (Competent Toastmaster) Certification

Professional & Community Involvement

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• PICPA Federal Taxation Committee
• PICPA CPA Journal Editorial Board
• AGN Tax Sharegroup Core Team Leader
• AGN Women's Professional Development Core Team Leader
• Association for Corporate Growth - Pittsburgh Chapter