Drew Bernstein, CPA
CoFounder | Managing Partner
Mr. Bernstein also serves as director and chairman of the audit committee of NASDAQ- and AMEX-listed companies, and is a frequent speaker at industry, investment banking and university conferences. He is an active member of the board of directors and an officer of a prestigious foundation that was honored with the President’s Voluntary Action Award by the late President Ronald Reagan.
Mr. Bernstein received his B.S. degree from the University of Maryland Business School. He is licensed in the State of New York and other states and is a member of the AICPA, the NYSSCPA and the NSA.
Expertise
Drew Bernstein
New York, New York 10001
Tel 212.279.7900
Industry Insight
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Maximizing Benefits and Navigating Pitfalls: Understanding the Tax Implications of Inheriting or Receiving a Home as a Gifton May 7, 2024 at 8:00 am
Article Highlights: Gifting Considerationso Gift Tax Returno Gift Basiso Holding Periodo Home Sale Exclusiono Capital Gainso Special Considerations Inheritanceo Inherited Basiso Depreciation Reset Comparison A frequent question, and […]
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Video Tips: Careful Tossing Out Old Tax Recordson May 4, 2024 at 8:00 am
Now that April 15 has come and gone, taxpayers are wondering what old tax records can be discarded. There is no fixed timeline, as it depends on the type of records and whether there were any omissions on the related tax return.