Tri-state firm Nussbaum Yates Berg Klein & Wolpow hires Bruce Lev
Bruce A. Lev, CPA, has joined Nussbaum Yates Berg Klein & Wolpow, LLP, as a Tax Partner. One of the tri-state’s leading accounting and consulting firms, NYBKW provides personalized accounting and consulting services to entrepreneurs, private and public companies, and high net worth individuals and families, including home office services.
“We are excited to welcome Bruce to NYBKW,” said Steve Wolpow, Co-Managing Partner. “Bruce has the hands-on experience in complex tax matters coupled with a long track record of success in guiding high net worth individuals and families that will serve our clients well.” Wolpow further indicated that it isn’t just Lev’s reputation for exceptional tax planning that made him a match, “it is Bruce’s devotion to clients that is vital to us and will fit in perfectly with our culture – a culture that is defined by delivering superior client service and value.”
Mr. Lev will be a Tax Partner splitting up his time between NYBKW’s state-of-the-art headquarters in Melville and the NYBKW mid-town Manhattan office, devoting himself to his clients and helping to grow the firm’s tax practice. Mr. Lev specializes in all aspects of sophisticated tax planning and consulting. With a watchful eye on the big picture, he will continue to serve as a trusted advisor to the many high net worth individuals and family groups that rely on him to guide them through numerous complicated issues including tax planning, income tax, estate tax, and financial planning.
An active member of the AICPA as well as the NYS Society of Certified Public Accountants, Mr. Lev has also devoted time to educating other professionals, and he has shared his expertise as a Certified Financial Planner Program Instructor at Pace University. He has been a featured lecturer, presenter, and speaker at a variety of industry events, schools, symposiums, and at various training and educational seminars.
When asked why he chose NYBKW to expand his career, Mr. Lev replied, “Two words. Service and caring. The partners at NYBKW impressed me with their unwavering commitment to client service. Further, they have a real passion for caring about their clients. They spoke of long lasting relationships with individuals and businesses that span decades. And they expressed a deep respect for each other, and also for the firm’s many seasoned professionals. This combination is very rare to find these days.”
Co-Managing Partner Barry Berg added, “I first met Bruce when we served together on the Community Board of Directors at Hofstra University Hillel. I saw that he is well-respected as a top client service professional. Bruce also has the heavy experience in tax complexities that we excel at. We are very happy he chose to join our team.”