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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."
 

Background

Experience

  • More than 20 years of experience in public accounting
  • Specialize 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

Education

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

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA PFP Executive Committee, Member
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • MSCPA Educational Foundation, Member
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Boston Estate Planning Council, Member, Sponsorship Committee Member, Leadership Development Committee member and past Council Outreach Committee Member
  • 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
  • Past Committee Member - BEPC NAEPC Committee
  • Past Committee Member - AICPA PFS Credential Committee