squaresBruce Balsam, CPA
Partner


Bruce has more than 30 years of experience helping clients in diverse industries meet their personal and business goals. He offers solutions to the financial challenges that clients encounter daily in the areas of taxation, finance and benefits.  Strategies for short-term and long-term planning are developed to maximize business and personal financial wealth.  Bruce often provides advice on tax structures for start-up companies, including family planning for ownership.

His experience includes working on compliance and planning of Federal, State and Local taxation for businesses, individuals, trusts and estates.  Analysis of the tax burdens and benefits of investments are an important factor in determining if an investment is worthwhile. He regularly speaks at seminars and events including the ARTSLAB Special Workshop: Legal, Tax, Insurance & Finance for Arts Entrepreneurs in June 2017.

Bruce received his Bachelor of Science from City University of New York, Brooklyn College and a Master Degree in Taxation from Long Island University.

Accounting, Auditing, and Assurance

  • Real Estate
  • Professional Services
  • Trusts & Estates
  • Entertainment
  • High Net Worth Families

Service Specialties

  • Federal Planning – Compliance
  • Taxpayer Representation
  • State & Local Tax Compliance
  • Foreign Tax Reporting
  • Litigation Support

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Public Accountant, New Jersey

Membership

  • American Society of Certified Public Accountants
  • New York State Society of Certified Public Accountants
Recent Media Coverage

“Divorce Recovery: Cocktail Parties & “Can’t Miss” Financial Opportunities,” sasforwomen.com, December 2016



squaresBruce Balsam, CPA
Partner


Bruce has more than 30 years of experience helping clients in diverse industries meet their personal and business goals. He offers solutions to the financial challenges that clients encounter daily in the areas of taxation, finance and benefits.  Strategies for short-term and long-term planning are developed to maximize business and personal financial wealth.  Bruce often provides advice on tax structures for start-up companies, including family planning for ownership.

His experience includes working on compliance and planning of Federal, State and Local taxation for businesses, individuals, trusts and estates.  Analysis of the tax burdens and benefits of investments are an important factor in determining if an investment is worthwhile. He regularly speaks at seminars and events including the ARTSLAB Special Workshop: Legal, Tax, Insurance & Finance for Arts Entrepreneurs in June 2017.

Bruce received his Bachelor of Science from City University of New York, Brooklyn College and a Master Degree in Taxation from Long Island University.

Accounting, Auditing, and Assurance

  • Real Estate
  • Professional Services
  • Trusts & Estates
  • Entertainment
  • High Net Worth Families

Service Specialties

  • Federal Planning – Compliance
  • Taxpayer Representation
  • State & Local Tax Compliance
  • Foreign Tax Reporting
  • Litigation Support

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Public Accountant, New Jersey

Membership

  • American Society of Certified Public Accountants
  • New York State Society of Certified Public Accountants
Recent Media Coverage

“Divorce Recovery: Cocktail Parties & “Can’t Miss” Financial Opportunities,” sasforwomen.com, December 2016

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