Best Practices to Reassess your Beneficiary Designations
Reassess your beneficiary designations to avoid pitfalls and make smart decisions about your estate plan.
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.