PRINCIPAL, TAX

Helen joined LGA in 2024, bringing 25 years of experience in individual, trust, estate, and gift tax. She acts a trusted advisor for clients in fiduciary matters in guiding trustees and beneficiaries through the landscape of financial responsibilities and reporting obligations.

 

She thrives on forging strong collaborative client relationships, seamlessly integrating her insights with estate attorneys and financial advisors. This collaborative spirit enables her to produce short and long-term financial plans, encompassing both income and estate tax planning, with ease.

 

With a keen eye for detail and a dedication to delivering results that exceed expectations, Helen is a trusted partner for anyone seeking to navigate the complexities of fiduciary duties with confidence and success.

Education

• Barnard College, Colombia University: Bachelor of Arts in History
• Baruch College, City University of New York: Accounting Coursework

Professional Affiliations

• Massachusetts Society of Certified Public Accountants (MSCPA)
• American Institute of Certified Public Accountants (AICPA)

Personal

Helen enjoys gardening, reading, biking, yoga, and spending time with her family.