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Richard J. Bloom, CPA, PFS, MST

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Phone

732.475.2146


Contact me for: Personal tax and financial planning services; tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities.

Richard has more than 20 years of experience delivering specialized personal tax and financial planning services to high net worth individuals, including closely held business owners, executives, and hedge fund managers. He provides tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities for such individuals. Richard works with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management.

Prior to joining WeiserMazars, Richard held senior executive positions at two prominent family office advisory firms and was National Leader of Trusts and Estates at a major accounting firm. He has over 17 years of Big 4 personal financial planning experience.

Richard is the Chairperson of the Private Client Service’s Editorial Board, and has been quoted in various newspapers and magazines. He teaches on financial planning and tax issues and has published numerous professional and technical articles.

Richard received his Bachelor of Science in Accounting from the University of Delaware and his Master of Science in Taxation from Seton Hall University. He is a Certified Public Accountant in New Jersey, a Personal Financial Specialist and a licensed insurance advisor (Life, Accident, Health or Sickness and Variable).

Richard is a member of the American Institute of Certified Public Accountants – Personal Financial Planning Section and the New Jersey Society of Certified Public Accountants.

Expert Articles by Richard J. Bloom, CPA, PFS, MST

Taxes

Filing and preparing taxes for high net worth executives
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Contact Richard J. Bloom, CPA, PFS, MST

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