squaresBruce LEV
Partner 

Bruce is a trusted advisor providing high level planning for income tax, estate & gift tax, and financial planning to many entrepreneurs, high net-worth individuals and family offices. Bruce has served on the firm’s Tax Practice Board & currently leads the Private Client Services practice in the firm’s New York City office. In addition, he is actively involved with staff recruiting, and training and development of the tax department’s personnel.

Bruce’s professional affiliations include American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. Bruce has been an instructor at Pace University’s Certified Financial Planner Program teaching its income tax planning & estate & gift tax planning courses, has presented tax planning seminars, and is a speaker at various firm tax seminars and in-house education programs.

Bruce is a graduate of Adelphi University with a degree in Accounting. He is a Certified Public Accountant in the state of New York.

Industry Expertise

  • Closely Held Businesses
  • Pass Through Entities
  • Not for Profit Organizations

Service Specialties

  • Tax Planning and Compliance
  • Income Tax Services
  • Estate Tax Services
  • Financial Planning
  • Consulting Services

Licenses & Certifications

  • Certified Public Accountant, New York

 

 

 

 

squaresBruce LEV
Partner 

Bruce is a trusted advisor providing high level planning for income tax, estate & gift tax, and financial planning to many entrepreneurs, high net-worth individuals and family offices. Bruce has served on the firm’s Tax Practice Board & currently leads the Private Client Services practice in the firm’s New York City office. In addition, he is actively involved with staff recruiting, and training and development of the tax department’s personnel.

Bruce’s professional affiliations include American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. Bruce has been an instructor at Pace University’s Certified Financial Planner Program teaching its income tax planning & estate & gift tax planning courses, has presented tax planning seminars, and is a speaker at various firm tax seminars and in-house education programs.

Bruce is a graduate of Adelphi University with a degree in Accounting. He is a Certified Public Accountant in the state of New York.

Industry Expertise

  • Closely Held Businesses
  • Pass Through Entities
  • Not for Profit Organizations

Service Specialties

  • Tax Planning and Compliance
  • Income Tax Services
  • Estate Tax Services
  • Financial Planning
  • Consulting Services

Licenses & Certifications

  • Certified Public Accountant, New York

 

 

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