Adam Bergman is a senior tax partner at the IRA Financial Group, LLC, the leading Self-Directed IRA LLC and Solo 401(k) facilitator. Mr. Bergman is also the managing partner of the law firm The Bergman Law Group, LLC.
Mr. Bergman has been quoted in a number of major publications on the area of self-directed retirement plans. Mr. Bergman is also a frequent contributor to Forbes magazine and Forbes.com on the subject of retirement funds and tax law. Mr. Bergman has been interviewed on CBS News and has been quoted in Businessweek, CNN Money, Forbes, Dallas Morning News, Daily Business Review, Law.com, San Francisco Chronicle, U.S. Tax News, the Miami Herald, Bloomberg, Arizona Republic, San Antonio Express, Findlaw, Smart Money, USA Today, Houston Chronicle, Morningstar, and American Lawyer on the area of retirement tax planning.
Prior to joining the IRA Financial Group, LLC, Mr. Bergman worked as a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. Throughout his career, Mr. Bergman has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans. Mr. Bergman received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. Mr. Bergman also received his Masters of Taxation (LL.M.) from New York University School of Law.
Mr. Bergman is recognized as a leading retirement tax-planning expert and has lectured attorneys on the legal and tax aspects of Self-Directed IRA LLC and Solo 401(k) Plans. Mr. Bergman has also been retained by several leading IRA custodians, including Entrust, to offer expertise on the Self-Directed IRA structure. Mr. Bergman is a member of the Tax Division of the American Bar Association and New York State Bar Association.
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Scott Krokoff is a tax attorney at the IRA Financial Group, LLC. Prior to joining the IRA Financial Group, Mr. Krokoff worked as a tax attorney at White & Case LLP and Merrill Lynch (now part of Bank of America), advising clients on a wide range of tax matters involving business entities, corporate structures and retirement plans. In addition to his law degree from Brooklyn Law School, Mr. Krokoff has a Masters of Taxation (LL.M.) from New York University School of Law.
Brian C. Goldstein is a partner at the International Law Firm Winston & Strawn LLP. Mr. Goldstein focuses his practice on mergers and acquisitions and private equity transactions.
Mr. Goldstein represents private equity and venture capital funds, investment banks, and LBO firms. He also has assisted publicly traded and privately held companies in all aspects of mergers and acquisitions. He has participated in all stages of such transactions, led teams of other attorneys, and drafted and negotiated documentation for these deals.
Mr. Goldstein received a J.D./M.B.A., magna cum laude, in 2000 from Boston University School of Law and School of Management.
Michael I. Daszkal, CPA
Michael co-founded Daszkal Bolton LLP in 1992 as a boutique certified public accounting firm. Through his leadership, Daszkal Bolton LLP, has grown from a 2 person firm to a 3 office, 110 person certified public accounting firm and consulting firm. Michael continues to lead the firm as Managing Partner and member of the Executive Committee.
With over 25 years in the accounting industry, Michael has expertise in a number of areas including audit, tax planning, mergers & acquisitions, business disputes and consulting. His practice focuses on providing professional services to businesses and individuals in the areas of auditing, accounting, business consulting and tax matters.
Michael earned his Bachelor of Business Administration degree from Eastern Michigan University. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Michael is licensed as a CPA through the State of Florida.
Richard Cohen is Tax Counsel/Senior Tax Manager at General Electric. Prior to joining General Electric, he has worked as a tax professional at VNU/A.C. Nielsen, White & Case, Ernst & Young and Deloitte & Touche. He has over 15 years of tax experience working across many specialties including International, Corporate and M&A. In addition to his law degree from Syracuse University College of Law, Mr. Cohen has a Masters of Taxation (LL.M.) from DePaul School of Law. He earned a B.S. in Accounting at Indiana University and is a Certified Public Accountant.
Howard Endelman is a Partner and Founder of Baseline Partners. Mr. Endelman is also the Associate Head Coach of Men's Tennis at Columbia University in New York City. Prior to forming Baseline Partners, Mr. Endelman was involved in several successful entrepreneurial ventures including InsideOut Sports & Entertainment, where he worked to build a senior tennis tour in the U.S. with John McEnroe, Pete Sampras and Jim Courier. He also co-founded an alliance partner with publicly-traded Newtek Business Services, Inc., developing efficient electronic payment processing solutions for the entertainment industry. Mr. Endelman previously was a Vice President in the Investment Banking Group at Merrill Lynch in New York. Prior to his investment banking tenure, Mr. Endelman was a corporate attorney at Clifford Chance Rogers & Wells law firm. He has broad transactional experience including IPOs and add-on equity, debt and convertible financings, as well as M&A experience. Prior to his Wall Street career, Mr. Endelman was a professional tennis player on the ATP Tour, reaching a high world doubles ranking of #183 and participating in the U.S. Open and Wimbledon. Mr. Endelman is a graduate of Columbia University and Boston College Law School. He serves on the Board of Directors of the New York Junior Tennis League, the largest tennis and education-themed community organization in the United States, offering comprehensive school and community based programs throughout New York City’s five boroughs reaching more than 100,000 youth from ages 6-18.
Jay M. Rosen
Jay Rosen is a corporate associate at the law firm Carlton & Fields P.A. Mr. Rosen represents public and private companies in connection with mergers and acquisitions, private offerings, securities compliance and public company disclosure, as well as corporate governance and general corporate matters.
Mr. Rosen received a LL.M., in Taxation from Boston University, his J.D., cum laude from Miami School of Law, and his B.A. from The George Washington University.
Mendy Lieberman is a partner in Levey Lieberman, LLP. Mr. Lieberman practices in the areas of civil litigation, commercial collections and Real Estate law. His Real Estate experience includes handling both the Litigation and Transactional side of Real Estate Transactions.
Mendy Lieberman is a member of the Florida bar and is also admitted to practice in the U.S. District Court for the Southern District of Florida.
Mr. Lieberman serves as general counsel for IRA Financial Group and has advised clients on various retirement and trust matters.