Long Island Financial Planning Estate & Trusts Best on Long Island New York 1031 exc

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Agressive Structuring for High-Net-Worth Success

Innovative strategies, to grow and protect your assets.

All under the guidance of one comprehensive partner

Business Financial Planning

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Trust & Estate Planning

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Individual Financial Planning

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Our Specialized Areas of Service

Financial Planning

DST & 1031 Exchange Expertise You Can Trust

With decades of experience guiding clients through Delaware Statutory Trusts (DSTs) and 1031 like-kind exchange transactions, we are proud to be a one-stop resource for everything from initial planning to final reporting. Our team understands the complexity, timing, and precision required in these transactions, and we’re here to ensure every detail is handled smoothly. Whether you're a first-time investor or a seasoned exchanger, we offer the tax knowledge, financial insight, and personalized su

Business & Individual Planning

Succession planning is something you can never start too early.

Our Services Include:

Tax-optimized distribution and strategies for owner withdrawals
Defined pension plans
Business valuation
Mergers and divisions
Internal share transfers
Business advisory
Business assurance
Advice on ownership structure and ownership changes
Succession planning

Trust & Estate Planning

We help you decide what is best for you and your loved ones.

Our Services Include:

Will and Trust Review
Charitable remainder unitrust (CRUT)
Charitable remainder annuity trusts (CRAT)
Business Valuations
Fiduciary Return Preparation
Estate Planning (Pre and Post-Mortem)
Design and implementation of estate plans
Advising on financial and tax implications of sophisticated estate planning strategies

D&M STRATEGIES

About Us

We specialize in business, individual, and estate taxes and planning.

With the past few years being crucial for hackers attacking companies and demanding ransoms in the U.S., we wanted to take servicing our clients to another level. We now offer, through D&M Strategies only, Cyber-Security Consulting.

Building Strong Futures

Together we are passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. What's our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We use proven investment strategies we have designed to meet your risk tolerance.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

What makes DM Strategies LLC different when it comes to 1031 Exchanges, DST transactions, and high-level tax strategy?

At DM Strategies LLC, we specialize in 1031 Exchanges and Delaware Statutory Trust (DST) transactions — but that’s just the beginning. As both CPAs and CFP® professionals, we combine trusted financial wisdom with cutting-edge technology to deliver high-level tax reporting and detailed cash flow analysis. Our approach is designed to help high-net-worth individuals and businesses thrive — maximizing profits, reducing risk, and building toward early retirement without disrupting daily operations. Whether you're planning a complex like-kind exchange or simply looking for smarter ways to structure your business, we provide the tools, strategy, and personal guidance to get you there.

Why do I need a Financial Consultant?

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best most creative ways to keep your assets safe with minimal tax ramifications.

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you and we take it from there.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.

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Agressive Structuring for High-Net-Worth Success

Innovative strategies, to grow and protect your assets.

Business Financial Planning

Trust & Estate Planning

Individual Financial Planning