CPA/PFS, MST
Partner
With more than 20 years of public accounting experience, Helder Medeiros specializes in serving high-net-worth families and individuals, advising them in sophisticated strategies regarding tax, estate, gift, trust compliance and business succession planning. Helder takes a proactive approach to his clients' unique situations in order to optimize their business, financial and accounting operations, paying particular attention to issues of taxation.
Helder has made estate planning and wealth preservation an integral part of the firm's clients' accounting and taxation engagements, overseeing estate and gift planning, and transfer of wealth issues. Specializing in this area, Helder is one of very few expert advisors in the state who focus on such matters, and his expertise in trust taxation and compliance, and estate administration is among the best available.
In accord with his commitment to comprehensive service, Helder takes an active role with his clients–carefully reviewing each account and offering proactive advice based on his research regarding relevant trends. And Helder's expertise on estate, trust, gift, tax planning and compliance is also highly valued by attorneys, investment advisors and family offices.
As a result of his personal discretion and his in-depth, hands-on approach, high-net worth families and individuals throughout New England rely on Helder assistance with trust compliance, and sophisticated estate and gift tax planning.
In addition to regularly reading Trusts & Estates, the journal of wealth management, as well as several investment journals, Helder enjoys spending time traveling with his wife and three young children.
Areas of Expertise
- Partnership and individual taxation
- Estate and trust taxation
- Estate planning consulting and administration
- Trust compliance and tax planning assistance
- Gift planning consultation and administration
- Business succession planning
Education:
- Rhode Island College: B.S. in Taxation
- Bryant University: M.S. in Taxation
- American Institute of Certified Public Accountants: Personal Financial Specialist
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Estate Planning Council of Rhode Island
Contact Helder by email at: hmedeiros@rm-llp.com