Donna Holm

Senior tax manager

Donna Holm is a senior tax manager at Sensiba San Filippo. She specializes in closely held businesses, corporations and partnerships, domestic and international, in a variety of industries. She has extensive knowledge of business development, strategic planning, and facilitating client engagements. Holm can be reached at 408.286.7780 or at dholm@ssfllp.com.

Tax regulations

When is it OK to throw out old tax documents?

After every tax season, it’s tempting to do some spring cleaning, which often includes a massive dump of recently filed tax data.

By Donna Holm

June 16

TRENDING

Tax

Biden unveils winners of $2B in green tax credits

Battery-material maker Novonix, electric vehicle charger manufacturer Wallbox and rare earth producer MP Materials Corp. were among about 35 recipients of clean energy tax credits totaling nearly $2 billion.

By Ari Natter and Josh Saul

17m ago
Practice management

On the move: Aprio adds five partners

KPMG enters $1.1 million partnership with Women's Health Access Matters; UHY releases nonprofit trends report; and more news from across the profession.

By Danielle Lee

1h ago
Tax

Clients who claim a questionable ERC could mean trouble

Tax preparers who fail to take note of red flags and proceed with ERC calculations they know aren't reasonable, or fail to amend an existing claim, might face disciplinary proceedings.

By Darren Guillot

1h ago