HELDER M. MEDEIROS
ESTATE PLANNING & WEALTH PRESERVATION
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Certified Public Accountant (CPA)
Masters of Science in Taxation (MST)
Rhode Island College: B.S. in Accounting
Personal Financial Specialist (PFS)
American Institute of Certified Public Accountants (AICPA)
Rhode Island Society of Certified Public Accountants (RISCPA)
Florida Institute of CPAs (FICPA)
Estate Planning Counsel of RI
Helder M. Medeiros is a Co-Founder and Partner of Restivo Monacelli, an innovative tax, accounting and business advisory firm with offices in Providence, RI and Boca Raton, FL.
As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with more than 25 years of experience, Helder leads the firm's Estate Planning and Wealth Preservation Practice Group.
Helder is widely recognized for his forward-thinking strategies in advising high-net-worth families and individuals on important matters pertaining to income tax, estate and gift tax planning, fiduciary compliance and administration, charitable giving and business succession planning. He stays ahead of the curve on industry trends, regulations and resources in order to minimize the estate and gift tax burden, and ensure the maximum amount possible to his clients' beneficiaries.
Helder is one of a few leading advisors who are licensed to practice in both Rhode Island and Florida. Due to his personal discretion, understanding of clients' unique situations and creative solutions, high-net worth families and individuals rely on Helder's guidance with trust compliance, and sophisticated estate and gift tax planning to ensure their lifetime of assets are safely transferred to future generations. His expertise and hands-on approach are also highly valued by attorneys and investment advisors.
AREAS OF EXPERTISE
Tax planning for high net worth individuals and closely held businesses
Estate and gift tax planning
Estate and trust administration and compliance
Charitable and gift-giving strategies
Business succession planning
Corporate, partnership and individual tax compliance
Federal and state tax planning and consulting