Jeffrey Saltzer is a Partner in the Marcum Family Office group and a member of its High-Net-Worth Individuals Practice group. He has more than 30 years experience & providing business management, financial advisory and strategic tax planning services. Mr. Saltzer works closely with High-Net-Worth Individuals of privately- and family-owned enterprises offering innovative solutions to solving complex income, estate, trust and succession issues.
Mr. Saltzer has advised numerous clients throughout his career with his uncanny and discerning penchant for uncovering significant tax minimization and deferral solutions. As a trusted advisor, mentor, corporate officer and board member, Mr. Saltzer has counseled clients through diverse entrepreneurial endeavors, including creating, developing and capitalizing on entertainment conglomerates, luxury new home construction and innovative enterprises in technology.
Mr. Saltzer joined the Firm in 2007. Previously, he was President of a publicly-owned professional services firm. Earlier in his career, Mr. Saltzer was the Managing Partner of an accounting practice which he grew from a two-person company into a multi-disciplined professional services organization with a staff of 50. He also worked in the tax and integrated services division of a "Big Four" accounting firm.
Over the course of his career, Mr. Saltzer has presented to professional and industry organizations and authored articles on tax and accounting issues. In addition to earning his Bachelor's degree in Accounting, Mr. Saltzer completed all course requirements for a Master's degree in Taxation.
Jeffrey Saltzer is a registered representative and offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. Other services offered are not affiliated with Raymond James. Family wealth services and media and entertainment services are not affiliated with Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Arnold P. Gold Foundation, Board of Trustees, Officer and Treasurer
- Variety Child Learning Center, Past Board Member
Trust & Estate Consulting
Bachelor of Science, Accounting
State University of New York at Albany
Not since Congress demanded a 'kinder gentler IRS' in 1998, has the individual owner of bank accounts and other financial assets maintained outside the US, ....