Donald & Company, P.S.C.

               Certified Public Accountants and Business Advisors

Doug Donald, MBA, CPA, PFS, CRPC®, CDFA™

Linda Donald, CPA

Amy Kay Tate, CPA

Mary Beth Shouse, CPA

J. Craig Keller, MS-Taxation

Dennis J. O'Brien

Administrative

Reecie Ratliff

Comments &  Suggestions

Douglas I. Donald, MBA, CPA, PFS, CRPC^®, CDFA™

President

(859) 223-3318 ext. 107

Education:  Master of Business Administration (MBA), Long Island University, C.W. Post Center on Long Island, New York ,1980.  Bachelors of Science in Business Administration (Accounting), Nichols College, Dudley, Massachusetts, 1975. 

Career:  Finance Department, Merrill Lynch, Wall Street.  Finance Department, Fasig-Tipton, Elmont, NY, 1977-1980.  Comptroller and Secretary, The Kentucky Horse Center, Inc., Lexington, KY, 1980-1982.  Branch Manager, Adams, Delaney, Davis, & Anderson Certified Public Accountants, 1982-1986.  President, Donald & Company, P.S.C., 1986-Present.

Professional Associations:  Member of Kentucky Society of Certified Public Accountants, Member of American Institute of Certified Public Accountants, Member of Personal Financial Planning Section of The American Institute of Certified Public Accountants, Member of the Institute for Divorce Financial Analysts™, Member of the Financial Services Institute (FSI), Kentucky Thoroughbred Farm Managers’ Association, Thoroughbred Club of America, Inc.

Professional Certifications & Licenses:  Certified Public Accountant (CPA) in the state of Kentucky, Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants (AICPA), Charted Retirement Planning CounselorSM (CRPC®) designation by the College for Financial Planning,  Certified Divorce Financial Analyst™(CDFA™) designation by the Institute for Divorce Financial Analysts™ (click here to see how Doug can assist in your divorce planning needs), please visit investmentservicesinc.com to view Doug's various security and insurance licenses.

Professional Experience:  Doug has over 30 years experience in public accounting and private industry.  With extensive knowledge on a variety of areas of tax and financial matters, Doug advises clients on numerous tax, estate, and difficult business planning matters.  His expertise includes operational and strategic planning, ownership transition, and new business startup.

Community/Personal Activities:  Married to Linda S. Donald and has one son.  Enjoys thoroughbred races as well as pistol and skeet shooting. 

To contact Douglas I. Donald, click here dougdon@donaldandco.com

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