Of Counsel
Bruce Benjamin, CPA, MT
Of Counsel
- Philadelphia
- 267-765-0201
Staying curious will help you achieve success.
Staying curious will help you achieve success.
Bio
Bruce has been practicing in the field of public accounting since 1979, as a tax generalist with an extensive background in tax and financial planning for closely held businesses and individuals. His knowledge of trust taxation and partnership taxation allows him to work with a diverse group of clients in multiple industries.
During his career, Bruce has presented on a variety of tax subjects as part of continuing professional education programs. In addition to his efforts to further the accounting profession, Bruce’s community involvement also includes fundraising activities for the American Cancer Society.
Experience
With technological advances, clients need to make decisions and react to their customers’ needs almost instantly. I advise them on the tax implications of their decisions and provide insight on changing demands to help them respond quickly and stay nimble.
My favorite client was a family-owned business with multiple layers of complexity. They had a very interesting product, an inspiring business model and the clients themselves were exceptional, charitable-minded people. Working with them involved a lot of business tax planning and business tax planning, as well as providing assistance in wealth preservation.
I work hard, but I also think that humor is very important. I think the most important assets we have are our clients and our people. That’s why I always focus on their needs to develop relationships of trust.
Both of my parents. My father taught me to have a strong work ethic. He was a butcher who worked long, hard hours to support our family. My mother is one of the most caring people I know, and she taught me to be respectful of others.
Ask questions and don’t be afraid to make mistakes. Taking a proprietary interest in your clients and understanding their needs is the best way to facilitate your own growth.
