Warren Bergstein CPA, AEP©

Warren brings over 40 years of expertise in tax planning, estate administration, and personal finance to his NYC firm, Adelman, Katz & Mond LLP. He advises high-net-worth individuals, entrepreneurs, and sole proprietors on the complexities of tax law.
An adjunct professor at LIU, NJCU, and Rutgers, Warren is also a frequent speaker and published author in trusted industry journals. When he's not teaching or advising, he enjoys reading biographies, cheering on local sports, and spending time with family

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4.4 out of 5

1024 ratings

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Lilibeth Swain, CFO/Controller

Relevant information well presented

Peter Kranenburg, Founder

The audio was very difficult to understand. The presenter needs to get new equipment or upgrade provide better audio. Given the presenters, deep voice, his equipment did not compensate and made it very difficult to understand what he was saying during the presentation.

Brian Neville, Chief Accounting Officer

Great factual information and an excellent refresher!

Varadaraju Pavan Kumar Varma, Consultant

Section 501(a) grants eligible organizations federal tax-exempt status, allowing them to operate without paying federal income tax on activities related to their exempt purpose. Private foundations must comply with specific IRS rules governing self-dealing, taxable expenditures, reporting requirements, and charitable distributions to maintain their tax-exempt status.

Adelman Katz & Mond LLP

4.4

Lost in the pages, found in the meaning!

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