David M. Desmarais, CPA/PFS, MST, MBA Joins KLR's Wealth Tax and Advisory GroupJanuary 30, 2013
KLR announced today that David M. Desmarais joined the firm.
KLR (Kahn, Litwin, Renza & Co., Ltd.), one of the top 3 regional accounting firms in the New England area, announced today that David M. Desmarais has joined the firm as a Principal in the Wealth Tax and Advisory Group. David will advise individuals, families and closely-held businesses on specialized tax matters, estate planning and planned charitable giving.
“We are extremely excited to welcome David” said David Shuman, Managing Director, Greater Boston. “As we continue to provide individuals and families, including corporate executives, with sophisticated tax planning solutions, David’s professionalism, knowledge and experience will ensure that our clients meet their financial goals. Attracting David Desmarais to the KLR team significantly enhances the firm’s commitment to the private client space.”
Mr. Desmarais has more than 15 years of experience, focusing primarily on private foundations, high net worth individuals, closely-held businesses, and trusts. His areas of expertise include income tax planning, estate and gift tax planning and charitable gifting strategies. Most recently, David was a Partner in the Tax Services Department at Grant Thornton where he served as the Private Wealth Services Line Leader for the New England Cluster. He was also a Partner in the Tax Services Department at CCR, LLP and the Partner-In-Charge for CCR’s Private Client Services Group.
Mr. Desmarais earned a Bachelors of Business Administration from the University of Massachusetts. He also earned a Masters of Science in Taxation from Northeastern University and a Masters of Business Administration from Nichols College. Mr. Desmarais is a member of the American Institute of Certified Public Accountants (AICPA), Massachusetts Society of Certified Public Accountants (MSCPA), and Florida Institute of Certified Public Accountants (FICPA). He is also a member of the Boston Estate Planning Council.