Self Directed IRA Lawyers

About the Firm

The Bergman Law Group was founded by Adam Bergman, Esq. Prior to forming the Bergman Law 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. He has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans for over 10 years. 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 worked with a number of the most prominent passive custodians, including Entrust, IRA Services Inc., and Sunwest Trust, Inc. to help educate their clients on Self Directed IRAs and IRS prohibited transactions. Mr. Bergman is a member of the Tax Division of the American Bar Association and New York State Bar Association. Mr. Bergman has been quoted in Businessweek, Crain’s NY Business, Dallas Morning News, Tax Analysts, Daily Business Review, Law.com, and American Lawyer.