Richard Bloom

Richard Bloom Email and Phone Number

Partner @ Forvis Mazars US
Toms River, NJ, US
Richard Bloom's Location
Toms River, New Jersey, United States, United States
Richard Bloom's Contact Details

Richard Bloom personal email

n/a
About Richard Bloom

I have 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. I provide 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. I work with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management. Prior to joining Mazars, I held senior executive positions at two prominent family office advisory firms and was National Leader of Trusts and Estates at a major accounting firm. I have over 17 years of Big 4 personal financial planning experience. I am the Chairperson of the Tax Thought Leadership Committee, and have been quoted in various newspapers and magazines. I teach on financial planning and tax issues and have published numerous professional and technical articles.

Richard Bloom's Current Company Details
Forvis Mazars US

Forvis Mazars Us

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Partner
Toms River, NJ, US
Website:
dhgsearch.com
Employees:
28
Richard Bloom Work Experience Details
  • Forvis Mazars Us
    Partner
    Forvis Mazars Us
    Toms River, Nj, Us
    View
  • Forvis Mazars Us
    Partner
    Forvis Mazars Us Jun 2024 - Present
    New Jersey, United States
    View
  • Mazars Usa Llp
    Partner
    Mazars Usa Llp Jan 2014 - Jun 2024
    Edison, New Jersey
    View
  • Rothstein Kass
    National Director Of Trusts And Estates
    Rothstein Kass Jul 2009 - Jan 2014
    Roseland, New Jersey
    View
  • Wilmington Family Office
    Director
    Wilmington Family Office Jul 2006 - Jun 2009
    Princeton, New Jersey
  • Deutsche Bank
    Director
    Deutsche Bank Jul 2004 - Jun 2006
    Greater New York City Area
    View
  • Kpmg
    Senior Manager
    Kpmg 1987 - 2004
    Short Hills, New Jersey
    View
  • Kpmg Peat Marwick
    Senior Manager
    Kpmg Peat Marwick 1987 - 2004
    View

Richard Bloom Skills

Income Tax Tax Trusts High Net Worth Individuals Tax Accounting Corporate Tax Partnership Taxation Financial Planning Tax Research Tax Advisory Tax Preparation Cpa Tax Returns Tax Law International Tax Estate Law Accounting

Richard Bloom Education Details

Frequently Asked Questions about Richard Bloom

What company does Richard Bloom work for?

Richard Bloom works for Forvis Mazars Us

What is Richard Bloom's role at the current company?

Richard Bloom's current role is Partner.

What is Richard Bloom's email address?

Richard Bloom's email address is ri****@****ast.net

What schools did Richard Bloom attend?

Richard Bloom attended University Of Delaware, Manalapan High School.

What skills is Richard Bloom known for?

Richard Bloom has skills like Income Tax, Tax, Trusts, High Net Worth Individuals, Tax Accounting, Corporate Tax, Partnership Taxation, Financial Planning, Tax Research, Tax Advisory, Tax Preparation, Cpa.

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