4455 Military Trail, Suite 201
Jupiter, FL 33458
Hofstra Law School,
Bachelor of Science in Accounting
Licensed CPA – State of Florida
The Florida Bar
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Deana is a CPA, an attorney, and serves as the Private Client Services Leader for Daszkal Bolton. She has more than 20 years of experience working exclusively with high net worth families in the design and implementation of comprehensive income tax, financial, and estate planning solutions. Deana’s expertise includes advanced income tax for individuals and closely-held businesses, wealth transfer and preservation planning, charitable giving and private foundations, real estate transactions and private aircraft consulting. Deana also assists clients with tax controversies and litigation support.
Deana began her career at one of the nation’s largest accounting firms. Subsequently, she served as a partner of a national tax firm that specialized in tax services for high net worth families. Deana’s clients include some of the wealthiest families in the region.
Deana has authored articles for several publications, including The Tax Adviser and The Lawyer. She has been a guest speaker for a number of organizations, including Florida Institute of Certified Public Accountants (FICPA) and University of Miami. Of her most noteworthy accomplishments, she served on the advisory counsel to the President of a major global financial institution.
- Advanced Income Tax Matters – Individuals, Closely-Held Businesses, Trusts and Estates
- Charitable Planning and Private Foundations
- Estate and Gift Tax
- Family Wealth and Estate Planning
- Fiduciary Accounting
- Wealth-Transfer Planning
Professional Development and Community
- Adopt-a-Family of the Palm Beaches – Board Member; Chairperson, Planned Giving Committee
- HSBC Bank – President’s Circle Past Advisory Board Member
Honors and Awards
- South Florida Business Journal – 2015 Most Influential Business Woman