Helder Medeiros

About Helder Medeiros

I am a Tax Partner in Withum’s Private Client Services team and have over 25 years of experience in accounting, tax and business consulting. I advise high-net-worth individuals and families, family offices on important matters related to income tax, estate and gift tax planning, fiduciary compliance and administration, charitable giving and business succession planning, where I succeed at minimizing estate and gift tax burden for clients.I am a licensed certified public accountant in the states of Florida, New Jersey and Rhode Island and earned the professional designation of personal financial specialist (PFS) from the American Institute of Certified Public Accountants (AICPA). In the community, I am an active member of the Greater Boca Raton Estate Planning Council and the Business Development Board of Palm Beach County

Experience

1. Partner

   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.

Education

• Rhode Island College

  Bachelor of Science in Accounting

  1986 — 1991

• Bryant University

  Master of Science in Taxation

  2002 — 2005

Skills

• Investments
• Finance
• Estate Law
• Estate Administration
• Trust
• Estate Planning
• Financial Analysis
• Gift Tax
• Trust Compliance
• Cpa
• Strategic Planning
• Accounting
• Wealth Management
• Wealth
• Gift Planning
• Partnership and Individual Taxation
• Tax
• Financial Advisory
• Financial Planning
• Trusts
• Income Tax
• Succession Planning
• Estate Tax Planning
• Business Succession Planning
• Estate & Trust Taxation