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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Gift and Estate Tax Primeron April 25, 2024 at 8:00 am
Article Highlights: Exclusions from Gift and Estate Taxes Annual Gift Tax Exclusion Gifts for Medical Expenses and Tuition Lifetime Exclusion from Gift and Estate Taxes Spousal Exclusion Portability Qualified Tuition Programs Basis of Gifts The tax […]
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Video Tips: Are You Ignoring Your Retirement Planning?on April 23, 2024 at 8:00 am
Some people ignore or put off planning for their future retirement needs. Although the retirement phase of life may seem to be far in the future, to retire comfortably, people should start planning for it early in life.