squaresRichard J. Bloom
Partner | CPA, PFS, MST

Richard delivers personal tax, financial, and estate planning, as well as compliance services, to high-net-worth individuals, executives, 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.

Prior to joining Mazars in 2014, Richard was National Director of Trusts and Estates at Rothstein Kass (now KPMG), and held Director positions at two prominent family office advisory firms. He began his career at KPMG where he serviced clients for over 17 years. Often published and quoted on technical topics in various periodicals, Richard teaches courses on financial planning and tax issues.

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
  • Hedge Fund Managers
  • High Net Worth Individuals and Families
  • C-Suite Executives
  • Family Offices

Service Specialties

  • Estate Planning and Wealth Preservation
  • Individual Income Tax Planning
  • Personal Financial Planning
  • Succession Planning
  • Risk Management
  • Tax Compliance

Licenses & Certifications

  • Certified Public Accountant, New Jersey
  • Personal Financial Specialist
  • Licensed Insurance Advisor
  • Master of Science in Taxation 

 

Recent Media Coverage
8 To-Do Items for Year-End Income and Estate Tax Planning,” Currents Magazine, November 14, 2014
Your Money: NJ’s ‘exit tax’ and home sales,” NJ.com, July 02, 2014
“Ins and Outs of Insurance Dedicated Funds and Private Placement Life Insurance,” Panelist, July 24, 2013
“A Practical Guide to Capital Markets: Participants, Instruments and Compliance,” Contributing Author, 2012 and 2013
“GRATs: Now or Never,” Private Asset Management, August 2010







squaresRichard J. Bloom
Partner | CPA, PFS, MST

Richard delivers personal tax, financial, and estate planning, as well as compliance services, to high-net-worth individuals, executives, 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.

Prior to joining Mazars in 2014, Richard was National Director of Trusts and Estates at Rothstein Kass (now KPMG), and held Director positions at two prominent family office advisory firms. He began his career at KPMG where he serviced clients for over 17 years. Often published and quoted on technical topics in various periodicals, Richard teaches courses on financial planning and tax issues.

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
  • Hedge Fund Managers
  • High Net Worth Individuals and Families
  • C-Suite Executives
  • Family Offices

Service Specialties

  • Estate Planning and Wealth Preservation
  • Individual Income Tax Planning
  • Personal Financial Planning
  • Succession Planning
  • Risk Management
  • Tax Compliance

Licenses & Certifications

  • Certified Public Accountant, New Jersey
  • Personal Financial Specialist
  • Licensed Insurance Advisor
  • Master of Science in Taxation 

 

Recent Media Coverage
8 To-Do Items for Year-End Income and Estate Tax Planning,” Currents Magazine, November 14, 2014
Your Money: NJ’s ‘exit tax’ and home sales,” NJ.com, July 02, 2014
“Ins and Outs of Insurance Dedicated Funds and Private Placement Life Insurance,” Panelist, July 24, 2013
“A Practical Guide to Capital Markets: Participants, Instruments and Compliance,” Contributing Author, 2012 and 2013
“GRATs: Now or Never,” Private Asset Management, August 2010


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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.