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David M. Desmarais , CPA, PFS, MST, MBA, AEP®

Partner, Private Client Services Group

"I’ve been working with some of the same families since I started in public accounting back in 1998. The ability to work with the same clients year over year is very rewarding, and the clients appreciate all of the historical knowledge we possess."



  • More than 25 years of experience in public accounting
  • Specializes in Private foundations, high-net-worth individuals, closely-held businesses and trusts
  • Experience includes general income tax planning, estate and gift tax planning and charitable gifting strategies
  • Partner-in-charge for Boston Accounting firm's Private Client Services Group for 5 years
  • Private Wealth Services line leader for the New England Cluster at National Accounting Firm
  • National Private Wealth Services Leadership Team Member at National Accounting Firm


  • Bachelor of Business Administration in Accounting, University of Massachusetts, Amherst
  • Master of Science in Taxation, Northeastern University
  • Master of Business Administration, Nichols College


  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • National Association of Estate Planners & Councils
  • Worcester Business Journal 40 under 40 Award Winner
  • Published in Journal of Accountancy, CPA Wealth Provider, Accounting Today, USA Today and The Wall Street Journal
  • Committee Member – AICPA REG Subcommittee
  • Past Board Member - Boston Estate Planning Council (BEPC)
  • Past Committee Member - Boston Foundation Professional Advisors Committee
  • Past Committee Member - BEPC NAEPC, Sponsorship, Leadership Development, Council Outreach and Budget & Finance Committee
  • Past Committee Member - AICPA PFP Executive Committee, AICPA PFS Credential Committee
  • Past Committee Member - MSCPA Educational Foundation
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