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Bryan Bloom

Partner
Faegre Drinker
Bryan Bloom is a tax authority and attorney who provides personalized and comprehensive estate planning for family offices and tax and transactional advice for investment funds and investors. He designs multigenerational plans, putting into place the right system to integrate next generations into the business, investment and charitable philosophy of the family. Bryan maintains a keen focus on designing tax-efficient strategies to advance clients’ personal goals and to protect family legacies. His background as a long-time general counsel of an investment management firm supports his work advising clients on tax aspects of major transactions and various forms of investments, both on entering and exiting the investments. Given his background, Bryan is uniquely situated to integrate all facets of income and estate taxes into transaction structures, addressing a wide range of issues related to their assets and business interests.

SESSIONS

Tax Planning Ideas That Are Getting Attention in 2021, Including Tax Law Changes Speaker

Changes in the tax law are inevitable, if not imminent.  In this session, Bryan Bloom will provide an update on any legislative developments, along with a discussion of planning for changes.  Included will be a focus on Private Placement Life Insurance, Opportunity Zone investments, and the potential use of charitable vehicles.