JOSEPH P. MARMORATO, CPA
MANAGER OF TAX PLANNING
A willing and positive attitude.
These are key ingredients for a great team that serves clients, according to Joe Marmorato, Domani Wealth’s Manager of Tax Planning.
Clients and coworkers appreciate his willingness to always step in and help, regardless of how many tasks he’s managing.
Joe is also known for his deep understanding of tax laws, tax planning strategies, and how to help adjust client financial plans so they receive the maximum benefit to their personal finances.
He brings nearly ten years of experience working with high-net-worth individuals and businesses on tax compliance and planning to his role. Joe has spent much of his career researching and analyzing tax impacts, and at Domani, he uses that knowledge to collaborate with our Wealth Advisors and the Investment Strategy Group. Our approach in managing client portfolios and building financial plans considers tax minimization strategies and considerations.
In fact, that would be a highlight of a perfect workday for Joe: developing a creative tax savings opportunity for a client.
Joe leads the education of Domani Wealth’s teams on new tax legislation and proposals and trains our staff on tax strategies as part of our commitment to continually enhancing our knowledge and services. He also is involved in financial planning for clients, including retirement, estate, trust, and gift planning.
His career has led here because Joe attended college during the Great Recession and was aiming for a stable career during that turbulent time. His father was a businessman, and accounting was a path he’d always considered. As a CPA, he brings his public accounting knowledge to the table, benefitting clients with Domani’s wide array of financial services.
The core value that most resonates with Joe is positivity. “The value is key to maintaining positive relationships with clients and coworkers,” he says.
As he works on client accounts, Joe communicates results and techniques with advisors. Joe also manages trust income calculations for clients. He is involved with tax projections and managing quarterly estimates for income tax purposes, obtaining tax compliance facts, and examining cash flow for clients.
Joe’s dream job as a child was to be a game show host, and his most favorite place he’s ever visited is Amsterdam. He is also always up for reruns of The Office.
PROFESSIONAL ACCREDITATIONS & EDUCATION
- Certified Public Accountant
- BS, Accounting, Quinnipiac University
- New Jersey Society of Certified Public Accountants
- American Institute of Certified Public Accountants, Tax Section
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Domani is engaged, or continues to be engaged, to provide investment advisory services.
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