David M. Desmarais, CPA/PFS, MST, MBA, AEP®: A Member of KLR's Leadership Team

About Us

KLR Leadership

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

Shareholder, Private Client Services Group

Client Service . . .

Most practices staff their jobs by expertise and availability.  The Private Client Services group adds a third criteria, familiarity.  Our clients want to know the same dedicated team is going to work with them for a very long time.  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.

  • Experience & Education
  • Professional
  • 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:

  • BBA in Accounting, University of Massachusetts, Amherst
  • MST, Northeastern University
  • MBA, Nichols College
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA PFP Executive Committee, Committee Member
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • MSCPA Eductional Foundation, Member
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Boston Estate Planning Council, Member, Sponsorship Commitee Member, Leadership Development Commitee 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