Richard Bloom Partner
Richard delivers personal tax, financial, and estate planning, as well as compliance services, to high net worth individuals, executives, family offices and hedge fund managers. Richard’s more than 25 years of experience encompass advising clients on multigenerational tax planning, philanthropic guidance, wealth preservation strategies, and risk management. He also represents clients before federal and state tax authorities. Richard has a Bachelor of Science in Accounting from University of Delaware, and a Master of Science in Taxation from Seton Hall University.
Industry Expertise | Closely-Held Business Owners | C-Suite Executives |
Service Specialties | Estate Planning and Wealth Preservation | Risk Management |
Licenses & Certifications | Certified Public Accountant, New Jersey | Personal Financial Specialist |
Memberships | American Institute of Certified Public Accountants | New Jersey Society of Certified Public Accountants |