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Bruce Levinson, CPA, MBA, CFP, PFS



Mr. Levinson has over 35 years of experience in advising business owners of all sizes and phase of operations. His unique combination of business advisory and financial planning experience results in close working and long-term relationships with business owners and their families. His specialties include taxation of closely held businesses and high-net-worth individuals, including next generation succession planning and business exit strategies. His experience includes federal and state and local representation related to tax controversies.


Bruce graduated from the University of Pittsburgh with a BA in Political Science. He also has an MBA from Pace University in New York City.


  • Member, American Institute of Certified Public Accountants

  • Member, New York State Society of Certified Public Accountants Partnership Committee


Mr. Levinson served on the board of directors, finance committee, and was the Treasurer of Congregation Beth Chaim in West Windsor, New Jersey.