Dakota Dunwiddie
CPA
About
Expertise
Articles
Dakota Dunwiddie is a Supervisor in our Tax Services Department, specializing in individual income tax compliance and planning, as well as estate, trust, and gift tax strategy. He works closely with individuals and families to navigate complex tax matters and develop personalized planning solutions that align with their long-term financial goals.
Dakota began his career in public accounting in 2021 after earning both his bachelor’s and master’s degrees from Kent State University. He is a Certified Public Accountant and serves as treasurer for the Kent State University Young Alumni Advisory Board. He is also a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
In his free time, Dakota enjoys cheering on the Browns and Guardians, spending time outdoors fishing, and hanging out with his two miniature schnauzers.
Specializations
- Individual Income Tax Compliance & Planning
- Estate & Trust Tax Compliance
- Estate, Trust & Gift Tax Planning
Education
- Bachelor of Business Administration, Kent State University
- Master of Science, Accounting, Kent State University
Certifications
- Certified Public Accountant
Professional and Civic Memberships and Activities
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Kent State University Young Alumni Advisory Board, Treasurer
Service Experience
Taxation Services
Tax Court Highlights Risks in Charitable Art Donations: Appraisal Rules, Valuation Pitfalls, and Penalties
In a recent U.S. Tax Court case, WT Art Partnership LP, Lonicera LLC, Tax Matters Partner v. Commissioner of Internal Revenue, the court provided important guidance on what constitutes a “qualified appraisal” for charitable art donations and the potential. Read More >>