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
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Service Expertise
Industry Expertise
Latest Insight
What Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget
New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]