Erica Nadeau

About Erica Nadeau

I am a leader in AAFCPAs’ Tax Practice, with specialized expertise advising private businesses, high-net-worth individuals, and family offices.I am an adept tax strategist, offering dynamic tax planning and regulatory compliance solutions that allow clients to adapt to fluctuating tax landscapes while reducing their tax obligations. Specializing in a broad range of tax categories, my expertise covers income and partnership tax planning and preparation, international tax planning, and other state and local levies. I am proficient in tax minimization strategies and adept at advising on tax credits and additional incentives.Serving a diverse clientele that includes private enterprises, individuals, and family offices, I offer annual tax assessments alongside the implementation of robust asset protection measures and wealth transfer plans. Furthermore, I assist in navigating complex inheritance planning procedures.My comprehensive expertise extends to mitigating the effects of gift, estate, and generation-skipping taxes. Leveraging sophisticated strategies like Family Limited Partnerships (FLPs), Limited Liability Companies (LLCs), Grantor Retained Annuity Trusts (GRATs), and other trust structures, I strive to safeguard assets, facilitate business succession, and ensure clients’ wealth preservation and transfer directives are legally secured.Prior to joining AAFCPAs, I gained public accounting experience at regional and national public accounting firms. When not solving tax challenges, I may be found cheering her daughters on in swim meets, and serving as an official, helping run consistent, high-quality and technically-correct competitions.

Experience

1. Tax Partner

   AAFCPAs

   Jun 2023 — Present

Education

• Bryant University

  MST, Tax

  2002 — 2004

• Bryant University

  BS, Accounting

  1996 — 2000