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Diana Mitchell

CPA – State of Michigan, CSEP (Certified Specialist in Estate Planning ™)

Diana joined Clark Schaefer Hackett in October 2022. As a Senior Manager with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions. She provides tax compliance, planning, and advisory services for individuals, including sole proprietors and single member LLCs, and small to mid‐size S-corporations, corporations, LLCs, and partnerships. 

Diana earned her designation as a Certified Specialist in Estate Planning™ in 2009 and since then has also specialized in providing services for trusts and estates including fiduciary accounting, gift, trust and estate planning, tax compliance, and assisting in trust and estate asset settlement to beneficiaries.

CPA – State of Michigan CSEP (Certified Specialist in Estate Planning ™)
American Institute of Certified Public Accountants Michigan Association of Certified Public Accountants Greater Lansing Estate Planning Council, Past President
Michigan State University Alumni Association Team RWB, Lansing Chapter
BA, Accounting, Michigan State University

Certifications & Licensure

CPA – State of Michigan CSEP (Certified Specialist in Estate Planning ™)

Professional Affiliations

American Institute of Certified Public Accountants Michigan Association of Certified Public Accountants Greater Lansing Estate Planning Council, Past President

Community Activities

Michigan State University Alumni Association Team RWB, Lansing Chapter

Education

BA, Accounting, Michigan State University

Industry & Service Specialization

Articles

From Diana

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Featured Articles

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2 Min Read

New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

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2 Min Read

Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

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2 Min Read

Not-for-Profits and the De Minimis Indirect Cost Rate

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2 Min Read

Tax Deductions for Home Office Professionals

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2 Min Read

OMB Rolls Out Updated Guidance Around Federal Awards

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2 Min Read

The other side in an M&A deal can lead to tax benefits for both

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