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Guidance. Helping you travel down your financial path Guidance. Helping you travel down your financial path Guidance. Helping you travel down your financial path .

Addressing 360° of Your Financial Landscape

At The DeMinno CPA Firm, PC, we have long been committed to helping business owners, professionals, and families to pursue a prosperous financial future by serving as a trusted and experienced wealth management advocate. Our goal is to coordinate your strategies and simplify your financial needs so you can focus on your passions and goals.

From wealth management, tax preparation, IRS audit representation, QuickBooks consulting and business services, our diverse slate of services and dynamic team of professionals stand out from the majority of conventional firms. Our interdisciplinary approach is designed to address your varied financial needs, goals, and dreams, wherever life may lead you along the way.

Headquarters based in New City, New York, Rockland County, we serve clients across the globe, primarily in the Tri-State area. Additionally, we have a location in Palm Beach County, Florida. We invite you to contact us today for a complimentary consultation to see how we may be able to help you.

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Financial Services

From building your portfolio to evaluating your retirement needs, we help to synthesize your various financial obligations, personal goals, and future dreams into cohesive strategies.

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Tax Services

Implementing tax strategies year-round can help abate Uncle Sam’s appetite. Guiding you through a full range of services, we help you determine opportunities for mitigating taxes.

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Business Services

From bookkeeping to succession planning, your business requires dynamic solutions. We strive to serve as your lifelong advocate, undertaking your business’ accounting needs.

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Helpful Content

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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