Laurence R. Bloom, CPA, CGMA
Larry is one of the founding members of the firm with over 30 years of experience advising privately controlled companies, professional practices, investment partnerships and entrepreneurs. He assists them in all areas of taxation, accounting and auditing, business management and lifestyle management.
He brings extensive credentials and a unique skillset to firm clients. Larry is very passionate about his work and enjoys being a value added, integral part of his clients’ planning team. Clients appreciate that he works closely with their attorney, insurance agent and investment professionals designing tax efficient business succession or estate plans. He has a hands-on approach to problem solving and often acts as a coach, helping clients achieve their business and personal goals. His objective is to build lasting relationships.
A graduate of American University in Washington, D.C., Larry has a Business Administration degree with concentrations in Accounting and Finance. He received his formal accounting training at a prestigious medium size accounting firm in New York City. In 1995, Katz & Bloom, CPAS, LLC was formed, which became Katz Bloom & Schon CPAS LLC in 2009, and then BloomSchon CPAS LLC upon Mr. Katz’s retirement.
In addition to being a CPA, Larry is a Chartered Global Management Accountant. The CGMA designation demonstrates management accounting expertise, determination and commitment to achieving sustainable business success. The issuing body is a joint venture owned by the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA) and the designation requires a combination of exams, experience and other membership requirements.
Larry is licensed by the New York Department of Financial Services as an agent for Life, Accident and Health Insurance. He integrates this license as part of advising clients on retirement planning strategies particularly focusing on planning for long-term care.
In his spare time, Larry enjoys playing basketball, hiking, traveling and spending time with his family.
Contact Larry at firstname.lastname@example.org