MLR

Team

We care for our people.

Dana McCartney, CPA

Tax Partner

Professional Experience

After graduation, she joined Price Waterhouse in the Denver office. Subsequently, she worked in the Washington D.C. and St. Louis offices of Price Waterhouse as well.

After a sabbatical home schooling children and providing tax, accounting and volunteer services to nonprofit organizations, Dana returned to the workforce in January 2004. During her time with Maxwell Locke & Ritter, Dana has focused on high-net worth individuals and their related partnerships, trusts, CRUTS and foundations. She has developed expertise in the tax compliance and planning for high-net worth individuals including providing estate planning services.

Industry Focus

  • High-Net Worth Individuals
  • Estate Planning
  • Private Foundations

Education

  • Texas A&M University - Bachelor of Business Administration in Accounting
  • University of Denver - Master of Taxation

Community

Current

  • The Final Acts Project, Treasurer
  • Estate Planning Council of Central Texas, Past-President

Past

  • Current Christian Church, Children's Ministry Lay Leader
  • McNeil High School PTSA, President and Treasurer
  • Cedar Valley Middle School PTA, Treasurer and Board Member
  • Grisham Middle School PTA, Treasurer and Board Member

Affiliations

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants