MANAGER

James Alexander

About James

Jim joined Samet & Company in 2010. He specializes in providing accounting and auditing services to businesses across a wide range of industries, including service companies, manufacturing, hospitality, and has many years of experience auditing employee benefit plans and nonprofit organizations.

He provides clients with year-round support and strives to build lasting relationships with each client he works with.

Publications:

Plan Eligibility and Increasing Participation

Choosing the Right Investment Options to Suit Your Goals

Fee Arrangements: Put a Process in Place

8 Methods to Increase Plan Participation

The Benefits of Forming an Investment Committee

The Detrimental Effects of Late Deposits

Natural Disasters Retirement Plans

Responsibilities and Common Risk Areas of Fiduciaries

Tax Considerations for Tax Brewery Tasting Rooms

Top Plan Failures and Prevention Practices

Education

Bentley University, Bachelor of Science in Accountancy

Membership / Community Involvement

American Institute of Certified Public Accountants (AICPA)

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