DIRECTOR - TRUST & ESTATE TAXATION

Helen Schussler

CPA, CEP

Helen-Schussler-(13)-A

About Helen

Helen joined Samet as a Tax Manager in 2011. She began her accounting career in 1999 at a large national firm in their in investment company tax consulting group, giving her a background in taxation of various investment vehicles.

She subsequently developed an expertise in individual, trust, gift and estate tax.

Helen enjoys learning about each client’s unique tax situation and then working as a team with them and their advisors to find creative solutions to tax issues affecting their families, businesses, trusts, investments and philanthropic endeavors.

Education

Baruch College, City University of New York – CPA Certification courses

Barnard College, Columbia University, New York, NY Bachelor’s Degree in History

Membership / Community Involvement

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants – Federal Taxation Committee, State Taxation Committee (MSCPA)

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