squaresJUSTINE DEVITO TENNEY
Senior Advisor

Justine has more than 40 years of experience in public accounting providing audit, tax and consulting services to the firms’ Entrepreneurial Business Group, Private Client Services and Private Business Group. She has extensive experience in dealing with law firms, professional service firms, family office firms, financial services firms, closely held entities and private equity and hedge funds. In addition, she provides outsourced family office functions, including business management for high net worth individuals and family groups. She also provides outsourced accounting and controllership functions, including design and implementation of financial systems, monitoring of clients’ compliance with payroll and other tax requirements and assistance with budgeting and financial management.

Justine received her BS in Accounting and Economics and her MBA in Finance at St. John’s University. In addition to being a CPA, she is a Certified Financial Planner and has earned the American Institute of Certified Public Accountants Personal Financial Planner designation. Justine is a member of a variety of organizations such as the National Organization of Italian American Women, the New York State Society of Certified Public Accountants, the St. John’s University Executive in Residence Program, and the American Institute of Certified Public Accountants (AICPA). Justine recently published an article called “Translating Family Values into a Tax Planning Tool” in the AICPA’s Wealth Management Insider newsletter. She has been designated as a “Money Doctor” in the AICPA’s 360 Degrees of Financial Literacy program, and is a frequent contributor to the “Ask the Money Doctor” column. She has participated in the Executive Residency Program at St. John’s University every year since 2006 and gives three to four pr sentations each year to the students and faculty at the University. Justine also contributes annually to the Year-End Guide for Controllers publication which is distributed to clients and contacts of the firm. She has been published in the Accounting Today Executive Research Council and Who’s Who in Women in Professional Services for the Long Island Business News in 2011.

Industry Expertise

  • Entrepreneurial Businesses
  • Private Businesses
  • Law Firms
  • Professional Services Firms
  • Family Office Firms
  • Financial Services Firms
  • Closely-Held Entities
  • Private Equity and Hedge Funds
  • High Net Worth Individuals

Service Specialties

  • Accounting, Auditing, and Assurance
  • Tax Planning and Compliance
  • Consulting Services
  • Private Client Services
  • Outsourced Accounting and Controllership
  • Payroll and Tax Requirements
  • Budgeting and Financial Management

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Financial Planner, New York
  • Personal Financial Specialist, New York

 

 

 



squaresJUSTINE DEVITO TENNEY
Senior Advisor

Justine has more than 40 years of experience in public accounting providing audit, tax and consulting services to the firms’ Entrepreneurial Business Group, Private Client Services and Private Business Group. She has extensive experience in dealing with law firms, professional service firms, family office firms, financial services firms, closely held entities and private equity and hedge funds. In addition, she provides outsourced family office functions, including business management for high net worth individuals and family groups. She also provides outsourced accounting and controllership functions, including design and implementation of financial systems, monitoring of clients’ compliance with payroll and other tax requirements and assistance with budgeting and financial management.

Justine received her BS in Accounting and Economics and her MBA in Finance at St. John’s University. In addition to being a CPA, she is a Certified Financial Planner and has earned the American Institute of Certified Public Accountants Personal Financial Planner designation. Justine is a member of a variety of organizations such as the National Organization of Italian American Women, the New York State Society of Certified Public Accountants, the St. John’s University Executive in Residence Program, and the American Institute of Certified Public Accountants (AICPA). Justine recently published an article called “Translating Family Values into a Tax Planning Tool” in the AICPA’s Wealth Management Insider newsletter. She has been designated as a “Money Doctor” in the AICPA’s 360 Degrees of Financial Literacy program, and is a frequent contributor to the “Ask the Money Doctor” column. She has participated in the Executive Residency Program at St. John’s University every year since 2006 and gives three to four pr sentations each year to the students and faculty at the University. Justine also contributes annually to the Year-End Guide for Controllers publication which is distributed to clients and contacts of the firm. She has been published in the Accounting Today Executive Research Council and Who’s Who in Women in Professional Services for the Long Island Business News in 2011.

Industry Expertise

  • Entrepreneurial Businesses
  • Private Businesses
  • Law Firms
  • Professional Services Firms
  • Family Office Firms
  • Financial Services Firms
  • Closely-Held Entities
  • Private Equity and Hedge Funds
  • High Net Worth Individuals

Service Specialties

  • Accounting, Auditing, and Assurance
  • Tax Planning and Compliance
  • Consulting Services
  • Private Client Services
  • Outsourced Accounting and Controllership
  • Payroll and Tax Requirements
  • Budgeting and Financial Management

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Financial Planner, New York
  • Personal Financial Specialist, New York



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