Bruce A. Lev, CPA

Partner

 

Practice Strengths

Bruce Lev heads the Private Client Services Group for the firm's NY office, concentrating his practice on individual tax and financial planning matters. Mr. Lev provides income tax, estate tax, financial planning, and consulting services to high net-worth individuals and their family offices. In addition, Mr. Lev is actively involved with staff recruiting, and training and development of the tax department's personnel.

Licenses

Certified Public Accountant, New York

Education

BBA in Accounting, Adelphi University

Affiliations

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Publications and Speeches

Instructor, Pace University's Certified Financial Planner Program

  CFP Course IV - Individual Income Tax Planning

  CFP Course VI - Estate Planning

Speaker at various firm tax seminars and in-house education programs

Speaker at various universities in the area of time management