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DANA U.
SAMBOGNA, LLC
CERTIFIED PUBLIC ACCOUNTANT
Licenses:
CPA License in Commonwealth of Massachusetts
CPA Certificate in State of Connecticut
Memberships:
American Institute of Certified Public Accountants - Tax Advisor Section
Massachusetts Society of Certified Public Accountants
Estate Planning Council of Cape Cod
Yarmouth Area Chamber of Commerce
Education:
Currently pursuing designation of Certified Specialist in Estate Planning® (CSEP)
from the National Institute for Excellence in Professional Education, LLC.
University of Hartford (M.B.A., 2000) - presented with the Edith Cartin Prize
for academic excellence by a working female graduate student.
University of Connecticut (B.S.B.A., 1992, Summa Cum Laude)
Experience:
Public Accounting:
Provided
accounting, financial reporting and tax preparation services including estate
and gift tax, fiduciary, individual, partnership and S-corporation returns while
employed with a CPA firm in the Florida Keys.
Provided auditing services to a variety
of organizations while employed with a large national public accounting firm.
Private sector:
Worked in various budgeting, financial reporting and analysis functions
for several not-for-profits and a Fortune 100 company.