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.
Michael advises high-net-worth business owners, real estate investors, and entrepreneurs who want clear, financially sound real estate decisions, with a focus on accuracy and practical strategy.
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