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A Different Kind of CPA Firm Bridge the Gap to a Stronger Financial Future Local Reputation, Global Expertise .

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.

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Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Surprises

Making the most of surprises is a great reason to work with us.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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