Michael Bergman is a financial and real estate professional with 35+ years of experience who helps investors preserve and grow wealth through strategic property transactions. As one of the few professionals holding both a California CPA license and a California Real Estate Broker license, he offers clients a unique combination of tax expertise and real estate execution.
Renowned for integrity, precision, and strategic insight, Michael is a praised advisor for high-net-worth enterprise owners, real estate investors, and entrepreneurs who seek informed, financially sound real estate decisions.
Michael regularly shares his knowledge through educational articles on 1031 exchanges, tax strategies, and real estate investment. Read his latest insights →
Credentials:
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- California Certified Public Accountant (CPA)
- California Real Estate Broker (DRE)
Experience:
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- 35+ years in commercial real estate investment, brokerage, and financial management
- Licensed CPA
- $100+ million in commercial real estate transactions (analysis, acquisition, management, disposition)
- Exposed to thousands of 1031 exchange transactions over career
Expertise Areas:
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- 1031 tax-deferred exchanges (delayed, reverse, improvement exchanges)
- Complex tax reporting and IRS compliance
- Investment portfolio optimization
- Commercial real estate valuation and structuring
- Capital gains tax deferral strategies
- Financial oversight and fiduciary management