A tax professional with more than 25 years experience, Nancy specializes in Individual and Corporate Tax Planning, Family Business Consulting, Succession Planning, and Personal Financial Planning. Nancy serves as an Advisory Board Member of Rittenhouse Trust and is frequently sought as a speaker on personal financial planning.

Nancy Blumberg, CPA/PFS, CFP™

Director

 

vCard

 

An active member of the business and professional community, Nancy belongs to:

  • American Institute of Certified Public Accountants (Personal Financial Planning Division)
  • Delaware Society of Certified Public Accountants
  • CPA Associates International, Inc.
  • Delaware Tax Institute (Planning Committee)
  • Estate Planning Council (Past President)
  • Wilmington Tax Group (Past Chair)
  • Wilmington Rotary Club (Treasurer)
  • Forum of Executive Women/Delaware
  • Fund for Women (Advisory Board)
  • Delaware Committee Foundation (Planned Giving Committee)

NANCY'S BALANCE SHEET

Q: How did you get interested in Estate Planning?

A: When I was taking the Master's program in tax, I learned of the substantial impact estate planning has on people's lives. Planning enables one to save substantial taxes and at the same time provide guidance to heirs in a difficult time.

Q: Why did you become a certified financial planner?

A: As a tax practitioner dealing with individuals and their tax situations, I was often asked to review financial plans prepared by investment advisors. I wanted to have the knowledge to assist my clients with comprehensive financial planning services; independent of an investment advisor who sells investment and insurance products.

Q: What are some of the unique challenges of Family Business Consulting and Succession Planning?

A: Consulting with family owned businesses requires you to balance the needs of the business and family members. The dynamics of each family is unique and each generation has a different perspective.

Q: What motivates you to be active in professional and community organizations?

A: The accounting profession and the community have always been good to me. I enjoy mentoring other professionals and giving back to the community.

 

Nancy holds a Master of Science in Taxation from Widener University, a B.S. in accounting from Queens College (City University of New York), and she earned the Elijah Watt Sells Award for merit on the Uniform Certified Public Accountant Examination. She serves on the Advisory Board of the Haverford Trust Company.