Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Addressing 360° of Your Financial Landscape
At The DeMinno CPA Firm, PC, we have long been committed to helping business owners, professionals, and families 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 and IRS audit representation to 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.
With headquarters based in New City, New York, Rockland County, we serve clients across the globe, primarily in the Tri-State area. Additionally, we have locations in Boca Raton, Florida, and White Plains, New York. We invite you to contact us today for a complimentary consultation to see how we may be able to help you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Even if you’re young and single, you should still consider protecting yourself.
Do you have an estate strategy? You should.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Knowing the rules may help you decide when to start benefits.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.