Elizabeth Zeldes, CPA
Manager, Advisory and Tax Services
Location
Grand Rapids, MI
616.975.4100
Education
University of Tennessee
BS, accounting
I want to shift as much of the burden as possible from their shoulders to mine.”
Current Role
As a member of Rehmann’s estate, gift and trust group, Elizabeth leverages her knowledge to provide trust and estate planning for families to help them preserve and transfer wealth and manage cash flow. She incorporates her experience as a Certified Daily Money Manager® while serving each client, which encompasses a broad range of tasks and responsibilities.
Service Areas
- Trust, estate and gift taxation
- Personal finance management
- Cash flow management
- Fiduciary support
- Accounting and tax services
Experience
Elizabeth has been in public accounting for over 30 years. In 2005, she founded a specialty CPA firm in order to serve older adults through daily money management, fiduciary accounting, tax services, and advocacy. In 2017 that firm became part of Rivertown Finance, which combined with Rehmann in 2022 to offer an expanded level of service.
Elizabeth has spoken at national conferences of American Association of Daily Money Managers and American Society on Aging, as well as Michigan Elder Law Institute of Continuing Legal Education, Grand Valley State University Art & Science of Aging Conference, WZZM 13 TV and numerous community groups.
A Closer Look
- As a thought leader in the industry, Elizabeth regularly shares her knowledge through presentations or speaking engagements with industry associations.
- Elizabeth specializes in working with clients with mild cognitive impairments and is passionate about keeping older adults safe from financial exploitation.
- Elizabeth has been a regular blogger for the American Association of Daily Money Managers.
Certified Daily Money Manager® is a registered trademark of the American Association of Daily Money Managers.
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