01 Jul July 01, 2014

Samet & Company, PC Creates New Director Role and Promotes Three

Alison Simons 0 Firm News

July 1, 2014 – Chestnut Hill, MA, USA – To recognize the next generation of leaders in the firm, Samet & Company, PC has created a new role at the firm, Director. This is a level between manager and shareholder and involves an increase in responsibility and firm leadership. Samet is pleased to recognize three team members who are being promoted to Director effective July 1:

David Marcus, CPA has shown great dedication to the firm through his efforts in client service in the tax department. In addition, he is consistently mindful of business development, receiving many referrals from his clients, and offers his service as a board member of MS Cure Fund.

Kristie Cotter, CPA is a trusted client advisor and valuable mentor to others in the firm. She was honored by the MSCPA in their Women to Watch award program in 2013, is an active member of the Junior League of Boston, and sits on the board of Inner Explorer.

Paul Flanagan, CPA is working toward two additional certifications in 2014, the CVA and CFE. He has been instrumental in the growth of the litigation support practice of the firm and is respected for his commitment to meeting clients’ needs.

“Congratulations David, Kristie, and Paul! Thank you for your continued dedication to Samet and our clients.  The firm’s steady growth and solid reputation will surely be enhanced as you step into this new leadership role.” Compliments John Czyzewski, CPA, MST, MBA Co-Managing Shareholder of Samet & Company, PC.

Jay Kessler, CPA, Co-Managing Shareholder of Samet & Company PC, adds “Succession planning for the firm is vital to the health of our organization and the quality of service we can continue to provide to our clients.  We are proud of the work that David, Kristie and Paul do in the office, in our clients’ offices, and in the community.  Creating this Director role is a way to recognize their contributions.”

The Director promotions are effective as of July 1, 2014 for all three professionals.


About Samet & Company, PC: Samet has developed a solid reputation as trusted and resourceful public accountants and business advisors who develop unique financial, tax and consulting solutions for businesses, not-for-profit organizations, and individuals over its forty year history.  Located in Chestnut Hill, Massachusetts, our team is comprised of approximately forty-five members.  Leveraging the knowledge of Samet’s experienced accountants, exceptional staff, and state-of-the-art technology; you will receive superior service, advice and results.