Burt R. Bloom, CPA, CVA


Burt R. Bloom, CPA

E-mail: Bloom@bloomgettis.com

Admitted:

Certified Public Accountant – Florida, 1978
Certified Public Accountant - New York, 1978

Education:

City University of New York, 1975
Bachelor of Arts in Accounting and Finance

Areas of Practice:

  • Accounting services

  • Estate and gift tax planning

  • Income tax planning and compliance

  • Litigation services

  • Business valuations

  • Corporate strategic planning

  • Business consulting

Professional Credentials and Affiliations:

  • Institute of Business Appraisers, Member

  • American Institute of Certified Public Accountants, Member

  • Florida Institute of Certified Public Accountants, Member

  • New York State Society of Certified Public Accountants, Member

  • National Association of Securities Dealers Series 6 License

  • Florida Insurance License – Life, Health & Variable Annuity

Professional Experience:

  • Valuing closely-held businesses and professional practices,

  • Estate and gift tax valuations,

  • Analysis of damages and lost profits,

  • Fraud investigations,

  • Shareholder dispute valuations,

  • Transition planning for family owned businesses,

  • Auditing, tax and general business consulting services,

  • Provided court testimony in District and Federal courts,

  • Served as a court appointed trustee and receiver, 

  • Served a term on the Florida Bar Grievance Committee,

  • Served as an arbitrator for the American Arbitration Association.

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