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As a third generation Denver native, Bruce S. Hellerstein began his accounting career after graduating from the University of Denver with a Bachelor of Science in Accounting, Cum Laude in 1971, then passing the CPA exam on his first sitting in 1973.

After working for Levine, Hughes and Mithuen, Inc. CPA’s as the Director of Estate, Gift & Trust Services for over 25 years, he established Bruce S. Hellerstein, CPA, P.C. in 2006. The firm is affiliated with Stark Winter Schenkein & CO., LLP.

Bruce is an active participant in continuing education, including the annual University of Miami’s prestigious Heckerling Institute of Estate Planning. This Institute is considered by many the nation’s top estate planning conference and is rarely attended by other Colorado CPA’s.
Bruce is the Executive Director of the Estate Planning Council of Southeast Denver. His memberships include:

• Colorado Society of CPA’s
• American Institute of CPA’s
• Estate Planning Council of Southeast Denver
• Denver Estate Planning Council
• Rocky Mountain Estate Planning Council
• Colorado Charitable Planned Giving

In addition to his passion for Estate, Gift & Trust, Bruce is an avid baseball historian and is instrumental in Denver’s baseball community, including:

• Member of Denver Baseball Commission
• Design Committee for Coors Field
• Creator and President of B’s Ballpark Museum
• Member of the Society for American Baseball Research

Bruce has been married to Lynn, an optometrist, for over 30 years. They have two children, Annie, a graphic designer and Becky, a Registered Dietitian.

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Living My Legacy - B’s Ballpark Museum

Bruce created B’s Ballpark Museum, a 501(c)(3) tax-exempt organization as part of his Will-Full Planning™. The Museum has provided the following tax and estate benefits:

• An immediate charitable income tax deduction for the fair market value of the collectibles initially contributed to the Museum. Subsequent contributions to the Museum are also income tax deductible.
• The Museum’s assets are excluded from our estate for estate tax purposes.
• If the Museum’s assets are ever sold or transferred, it will be to another qualifying charity.
• The legal structure of the Museum provides asset protection.
• The Museum has a life of its own.
  

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