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
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Service Expertise
Industry Expertise
Latest Insight
Multistate Tax Liability: What’s Your Manufacturing Business’s Exposure?
As your manufacturing business expands into new markets, its state and local tax obligations become increasingly complex, spinning a web of different rules and obligations. Common business activities may produce a taxable connection, or “nexus,” that exposes your organization to sales and use tax, state income tax, and other state tax obligations. Here’s what you […]