Bea Rosenberg is a Director with Deming, Malone, Livesay & Ostroff (DMLO) and serves as Chair of its Wealth Advisory Niche. Bea specializes in estate planning, estate & gift tax, and fiduciary & individual income tax. Prior to joining DMLO, she devoted over 15 years to developing expertise in this field within the tax departments of two local trust companies. Bea earned both a Bachelor’s in Accounting and Masters of Business Administration from the University of Louisville, and is a licensed CPA.