Helder M. Medeiros

About

Experience

• PartnerCurrent

  Withum

  Nov 2021 – Present

  With more than 25 years of public accounting experience, I specialize in serving high-net-worth families, family offices, and individuals, advising them in sophisticated strategies regarding tax, estate, gift, trust compliance and business succession planning. I take a proactive approach to our clients' unique situations in order to optimize their business, financial and accounting operations, paying particular attention to issues of taxation. I have 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. In accord with my commitment to comprehensive service, I take an active role with our clients–carefully reviewing each situation and offering proactive advice based on my research regarding relevant trends. And my expertise on estate, trust, gift, tax planning and compliance is also highly valued by attorneys, investment advisors and family offices. As a result of my personal discretion and my in-depth, hands-on approach, high-net worth families and individuals throughout South Florida and New England rely on my assistance with trust compliance, and sophisticated estate and gift tax planning.

• Partner

  Restivo Monacelli LLP

  Jun 2000 – Nov 2021

Education

• Bryant University — Master of Science in Taxation · 2002 – 2005
• Rhode Island College — Bachelor of Science in Accounting · 1986 – 1991

Skills