Estate Planning in the Fast Lane
If your estate planning goals lean toward instilling fiscal responsibility among your children, grandchildren, and beyond, a family advancement sustainability trust (FAST) may be right for you.
D’Marie is a tax principal with experience in all areas of U.S. Federal and New York State taxation. While specializing in performing tax services for individuals, trusts, and estates, she also provides tax services to commercial businesses, real estate-related businesses, privately held businesses, and private foundations.
Evangel University, Bachelor of Business Administration in Accounting and Management
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Leadership Genesee, Graduate
Genesee Symphony Orchestra, former Treasurer
D’Marie moved to Buffalo in 1996 from Wisconsin; however, she is still a diehard Green Bay Packers fan. When it is not tax season, D’Marie enjoys traveling to different parts of the country and exploring all it has to offer, including the National Parks.
The executive branch is looking to increase revenue for the IRS. Translation: expect to see an increase in the number of IRS audits being performed, including industries not traditionally targeted.Learn More
The accounting for leases is changing significantly. The required implementation of FASB ASC 842 will mandate that most leases are included on the balance sheet as a right-of-use asset, with a corresponding lease liability. The new standard will impact nearly all commercial businesses and nonprofit organizations and is effective for annual reporting periods beginning after December 15, 2021.Learn More