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.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Keep Your Umbrella Handy
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How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
An Arm and a Leg
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.