The Benefits of Forming an Investment Committee

August 19, 2019·Dennis Giangregorio

Samet’s Dennis Giangregorio, Shawn P. Huxley and James Alexander explore the many reasons a company’s plan sponsor should consider forming an investment committee.

To read the article published on BenefitsPro Magazine’s website, click here!

To view Dennis’s bio, click here.

To view Shawn’s bio, click here.

To view Jim’s bio, click here.

Dennis Giangregorio

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Employee Benefit Plan Audits

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CPAs – Are You Ready For Tax Season?

By Samet CPA | January 21, 2015

Our own Cathy Dana and Helen Schussler were published by the Massachusetts Society of CPAs for their article “Are YOU ready for tax season? 6 Tips for Massachusetts CPAs” giving advice...

IRS Standard Mileage Rates for Your 2015 Taxes

By Samet CPA | January 12, 2015

The standard mileage rates for the use of a car, van, or pickup truck in 2015 are: 57.5 cents per mile for business miles driven, up 1.5 cents from 2014...

Tax Changes for Businesses and Health Plans Taking Effect in 2015

By Samet CPA | January 5, 2015

There are many important tax changes taking effect in 2015. They are the result of the Tax Increase Prevention Act of 2014 (TIPA) as well as other tax legislation, or...

Tax Planning 2014: 10 Tax Planning Strategies for Businesses & Business Owners

By Samet CPA | December 15, 2014

In case you missed it, please read our recent tax planning articles, Tax planning 2014: If and When Congress Decides to Act and Tax Planning 2014: 15 Tax Planning Strategies for...

Tax Planning 2014: 15 Tax Planning Strategies for Individuals

By Samet CPA | November 26, 2014

If you missed it, please review our recent article, Tax planning 2014: If and When Congress Decides to Act, which outlines the tax breaks that Congress has on its docket...

Tax planning 2014: If and When Congress Decides to Act

By Samet CPA | November 26, 2014

Update: In summary, everything that was in limbo has passed (once it has the President’s signature). On December 16, Congress passed a tax extender package, known as the “Tax Increase...

Kristie Cotter CPA Interviewed By Alma Mater NCC

By Samet CPA | November 17, 2014

Kristie Cotter, CPA, a Director with Samet, was interviewed by her alma mater, North Central College in Naperville, IL. The college considers hers an alumni success story. She didn’t always...

Samet Shareholders Attend TIAG International Conference in Hong Kong

By Samet CPA | October 27, 2014

John Czyzewski, co-managing shareholder, and Norman Posner, shareholder at Samet & Company PC recently attended TIAG’s 31st international conference in Hong Kong. The conference, which took place on October 20...

Edgar Allan Poe Foundation Statue Unveiling

By Samet CPA | October 6, 2014

Norman Posner, shareholder, attended the ceremony for the unveiling of the Edgar Allan Poe statue by Stefanie Rocknak. This statue was commissioned by the non-profit, The Edgar Allan Poe Foundation of...

Jay Kessler Participates in Juvenile Diabetes Walk Boston

By Samet CPA | October 1, 2014

On September 27, 2014, co-managing shareholder, Jay Kessler participated in the JDRF Walk for juvenile Diabetes. His team, Natalie’s Neighborhood, collectively raised over $5,000.

Be Aware – That Caller May NOT be from the IRS

By Samet CPA | September 24, 2014

There are stories every day of scammers calling or emailing individuals and business owners pretending to be from the IRS and making dramatic claims of investigations and penalties. It can be stressful...

Congratulations to Joe Goldberg on His Wedding Day

By Samet CPA | September 15, 2014

Samet manager, Joe Goldberg, and Meghan Albert married in Newport, RI on Saturday, September 13. All of us at Samet send heartfelt best wishes to the couple.

How to Protect Yourself From Underpayment Penalties

By Samet CPA | September 10, 2014

You can be subject to penalties if you don’t pay enough tax during the year through estimated tax payments and withholding. Here are some strategies to protect yourself: Know the...

What’s the Difference Between a Compilation, Review, Audit?

By Samet CPA | September 5, 2014

The three basic levels of financial statement services are compilation, review, and audit. There are other steps/procedures involved in all levels, but this is a basic summary: A Compilation provides...

Top Takeaways from 2014 Boston Fiduciary Summit

By Samet CPA | August 11, 2014

Jay Kessler was a keynote speaker at the July 2014 Boston Fiduciary Summit. This event was held for the benefit of employee benefit plan fiduciaries to learn trends and best...

Jay Kessler Speaks at 2014 Boston Fiduciary Summit

By Samet CPA | July 16, 2014

On July 17, Jay Kessler will speak at the Boston College Club for an audience of CFOs, HR Directors, business owners, and fiduciaries of employee benefit plans. Topics to...

TIAG Alliances 2014 Mid-Year Report released

By Samet CPA | July 16, 2014

View the TIAG Alliances 2014 Mid-Year Report Excerpt from the report: As we pass the mid-year point in 2014, we can report very good progress on many fronts. Our recruiting...

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

By Samet CPA | July 1, 2014

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...

Samet & Company PC Attends TIAG International Conference in Miami

By Samet CPA | May 19, 2014

Samet shareholders John Czyzewski, and Norman Posner recently attended TIAG’s International Conference in Miami. The conference, which took place on May 5th through 7th, provided TIAG® members with the opportunity to...

It’s Not Too Late To Make A 2013 Contribution To An IRA

By Samet CPA | April 9, 2014

Tax-advantaged retirement plans allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. But annual contributions are limited by tax law, and any unused limit...

Your 2013 Return May Be Your Last Chance For 2 Depreciation-Related Breaks

By Samet CPA | April 9, 2014

If you purchased qualifying assets by Dec. 31, 2013, you may be able to take advantage of these depreciation-related breaks on your 2013 tax return: 1. Bonus depreciation. This additional...

2013 Higher Education Breaks May Save Your Family Taxes

By Samet CPA | April 9, 2014

Tax credits can be especially valuable because they reduce taxes dollar-for-dollar; deductions reduce only the amount of income that’s taxed. A couple of credits are available for higher education expenses:...

Jeff Swersky re-joins Samet as Shareholder

By Samet CPA | March 7, 2014

Jeffrey Swersky, CPA, MBA, MST re-joins Samet & Company, PC as a shareholder of the firm. Most recently Swersky was a shareholder with Braver PC, a Needham based CPA firm....

Samet & Company, PC Announces New Co-Managing Shareholders

By Samet CPA | December 6, 2013

Jay Kessler and John Czyzewski named CPA firm’s next generation of leadership. Pictured above: John Czyzewski, Norman Posner, Jay Kessler The public accounting firm, Samet & Company, PC, today announces...