Principal
D’Marie Kleeman
CPA
D’Marie advises individuals and families on gift, trust, and estate planning strategies designed to preserve wealth and support long-term goals. She works closely with clients navigating generational transitions, charitable planning decisions, and evolving tax considerations tied to personal assets. Her experience also includes tax planning and compliance services for private foundations and real estate-related interests.
Education
Evangel University, Bachelor of Business Administration in Accounting and Management
Community
Leadership Genesee, Graduate
Genesee Symphony Orchestra, former Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Western New York Estate Planning Council
Ask Me About
My favorite national park
Service Expertise
Industry Expertise
Latest Insight
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).