Richard Bloom Email & Phone Number

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.

Listed skills include Income Tax, Tax, Trusts, High Net Worth Individuals, and 13 others.