Overview

Bryan Bloom is a tax authority and attorney who provides personalized and comprehensive estate planning for family offices and tax and transactional advice for investment funds and investors. He designs multigenerational plans, putting into place the right system to integrate next generations into the business, investment and charitable philosophy of the family. Bryan maintains a keen focus on designing tax-efficient strategies to advance clients’ personal goals and to protect family legacies. His background as a long-time general counsel of an investment management firm supports his work advising clients on tax aspects of major transactions and various forms of investments, both on entering and exiting the investments. Given his background, Bryan is uniquely situated to integrate all facets of income and estate taxes into transaction structures, addressing a wide range of issues related to their assets and business interests.

Family Offices

Bryan’s background in tax, private equity, trusts and estates, charitable planning, and asset management allows him to serve the needs of family offices. His individualized counsel addresses structural issues that can arise as new generations are incorporated into family businesses and family offices. He implements solutions as appropriate through family meetings and in conjunction with clients’ investment and charitable strategies. Bryan leverages his tax, accounting and business backgrounds to deliver informed and creative solutions to preserve company legacies and address business challenges.

Bryan’s client representation is national in scope, including clients with substantial assets in Texas, Nevada and South Dakota. As a member of the Florida, New York and New Jersey bars, a large portion of his client base resides in those three states. He has re-domiciled many clients to Florida while continuing to serve as the family advisor.

Clients value his ability to arrange — and rearrange — ownership structures to minimize both estate and income taxes, and to achieve their personal goals, being they philanthropic, impact investing, or just tax planning. Bryan incorporates domicile planning into his tax analysis, counseling clients on changing domicile as appropriate and practical. He has represented clients in residency audits and in litigating other tax controversies in Tax Court.

Transaction and Business Counsel

Bryan advises clients on the tax implications of mergers, asset purchases, partnership investments and joint venture arrangements. He also provides general corporate counseling. Bryan spent 20 years as the general counsel of a private investment management firm and is steeped in the nuance of tax-efficient structuring of investments. As an adviser to clients, Bryan incorporates deep experience structuring investments in the most strategic way. He also assists clients in operating and disposing of portfolio assets.

A noted tax corporate authority, Bryan is a coauthor on two continuing education books that have been used by the American Institute of Certified Public Accountants (AICPA), Corporate Taxation and C Corporations, Mergers and Acquisitions in its continuing education programs. He was also an adjunct professor at the Graduate Tax Program at Fairleigh Dickinson University, teaching classes on partnership and corporate taxation.

Governance Experience

Bryan has served on the board of directors of various public and private companies, including CKx, Inc., the company responsible for the success of American Idol. He also served on a variety of creditors’ committees, including Adelphia Communications and Bruno’s Supermarkets. Bryan’s governance experience has sharpened his insight into the tax and commercial considerations of businesses of all sizes and the corresponding challenges facing fiduciaries.

This experience has led Bryan to represent a number of trustees and trusts in carrying out their duties to their beneficiaries and to provide practical solutions to complex problems.

Faculty Positions

  • Fairleigh Dickinson University Graduate Tax Program — Adjunct Professor, 1991-99
  • American Institute of Certified Public Accountants — Lecturer, 1992-2004

Personal Interests

Bryan is an avid runner and has participated in nine marathons and 20 half marathons. He also enjoys golfing, skiing and cheering for all Penn State teams.

Credentials

Bar Admissions

New Jersey
New York
Florida

Court Admissions

U.S. Tax Court

Certifications

Certified Public Accountant, passed exam
Chartered Financial Analyst, passed exam

Education

New York University School of Law
Masters in Taxation (1986)

American University, Washington College of Law
J.D. (1983)

University of Pennsylvania, Wharton School of Business
B.S. (1980)

Insights & Events

Other Perspectives
  • “Wall Street, Hedge Funds, and Private Equity”
    Guest Lecturer, Kellogg School of Management, Class on Alternative Investing (2014)
  • “Distressed Investing 2013 — Maximizing Profits in the Distressed Debt Market”
    Faculty Member, presented by the Beard Group (2013)
  • C Corporations, Mergers and Acquisitions
    Course book for the American Institute of Certified Public Accountants
  • Corporate Taxation
    Course book for the American Institute of Certified Public Accountants
  • Tax Section, Bartlett, Equity Finance, Venture Capital, Buyouts, Restructurings and Reorganizations 
    Wiley Law, 1995
  • Tax Section, Bartlett, Corporate Restructurings, Reorganizations and Buyouts 
    Wiley 1991

Leadership & Community

Pro Bono

  • American Cancer Fund
  • New Jersey Audubon Society

Professional Associations

  • American Bar Association
  • Florida Bar Association
  • New Jersey State Bar Association
  • New York Bar Association

Civic Activities

  • Millburn Soccer Club — Treasurer
  • Gates of Israel Foundation, Temple Sharey-Tefilo, South Orange, New Jersey—Board Member

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