squaresRichard J. Bloom
Partner | CPA, PFS, MST

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 Mazars, 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.

Industry Expertise

  • High Net Worth Individuals
  • Closely Held Business Owners
  • Hedge Fund Managers

Service Specialties

  • Tax Planning and Compliance
  • Tax Consulting
  • Personal Financial Planning
  • Wealth Preservation Strategies
  • Risk Management

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 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 Mazars, 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.

Industry Expertise

  • High Net Worth Individuals
  • Closely Held Business Owners
  • Hedge Fund Managers

Service Specialties

  • Tax Planning and Compliance
  • Tax Consulting
  • Personal Financial Planning
  • Wealth Preservation Strategies
  • Risk Management

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.