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Management

Stephen A. Bleyer, Partner
stephen.bleyer@marcumllp.com

CPA*

Phone: 610.784.0130
Office: Philadelphia, PA

Stephen A. Bleyer is a trusted advisor with a long history of working with some of Philadelphia’s most prestigious and high-net-worth individuals and families. He has an outstanding reputation for successfully establishing long-standing client relationships and is often asked to serve as the trustee or executor for many of his clients’ trusts and estates.

Mr. Bleyer helps clients in various industries. Most notably, he oversees the financial reporting activities for a well-established, family-owned metal manufacturing company and manages the family’s personal finances. In addition, he represents the estate of a renowned clothing designer and movie producer; carries out financial planning and tax services for a wellknown, regional home improvement services company; and provides tax services for a leading national insurance broker.

Mr. Bleyer has more than 40 years experience. He joined Marcum’s forerunner in 1990 as a Tax Partner. Previously, he was the Partner-in- Charge of tax services for the Philadelphia office of a national professional services firm. Earlier in his career, Mr. Bleyer worked in the Audit department at a “Big Four” accounting firm.

Professional and Civic Affiliations

• American Institute of Certified Public Accountants (AICPA)
  
• Pennsylvania Institute of Certified Public Accountants (PICPA),
  
• Federal Tax Committee; State Tax Committee
  
• IRS-Working Together Program
  
• Philadelphia Estate Planning Council, Past President

Areas of Expertise

• Tax Planning
  
• Personal & Estate Financial Planning
  
• Pension Planning

Key Clients

• High-Net-Worth Individuals/Families
  
• Manufacturing
  
• Construction
  
• Real Estate
  
• Professional Services
  
• Corporate Executives
  
• Multi-National Companies

Education

• Bachelor of Science, Accounting
  Babson College

*Licensed by the Commonwealth of Pennsylvania