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Alan Theriault

Director of Tax, EA, MST, MBA
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Credentials

  • Enrolled Agent admitted to practice before the IRS
  • M.S. Taxation (Sawyer School of Management, Suffolk University)
  • MBA (Sawyer School of Management, Suffolk University)
  • B.S. Business Administration (Bertolon School of Business, Salem State University)

At Exemplar

  • Provides a portfolio of tax and accounting services to business, corporate, and individual clients, including tax advisory, tax planning, tax preparation, tax recovery/resolution, IRS audit representation, and accounting services.
  • Creates and executes sophisticated tax reduction strategies, including defined benefit and cash balance pension plans, QBI deduction optimization under IRC Section 199A, appreciated asset donations, Qualified Small Business Stock (QSBS) under IRC Section 1202, tax-loss harvesting, and conservation easements. Also develops tax deferral strategies, including like-kind real estate exchanges under Section 1031.

The Real Me

I’m originally from Salem, MA, the “Witch City.” I grew up, went to school, and worked in Massachusetts until I moved to Florida 20 years ago. I now reside in Vero Beach, FL. I’m passionate about golf, exercise, swimming, and the beach. I love the outdoors and take advantage of the great weather in South Florida every chance I get with my wife and our 12-pound Shih Tzu, Chloe. I’m a people person and always enjoy making new personal and professional connections.