Bruce Balsam Partner

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

Industry Expertise

Closely-Held Businesses
Real Estate
Professional Services
Trusts & Estates

High Net Worth Families

Service Specialties

Tax Planning and Preparation
Client Representation at Tax Audits
Sales Tax Nexus and Compliance

Foreign Reporting and Withholding
Litigation Support

Licenses & Certifications

Certified Public Accountant, New York

Certified Public Accountant, New Jersey


American Society of Certified Public Accountants

New York State Society of Certified Public Accountants

Board Memberships

Greenwich Chelsea Chamber of Commerce
Visions Services for the Blind and Visually Impaired

Tenafly Nature Center

Recent Media Coverage

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





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