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Warren Bergstein

Warren Bergstein , CPA, AEP©

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  • 4.3 / 5

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

Tax in Finance
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The Role of Taxes in Financial Planning
  • Nov 21, 12:30 PM ET
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  • 4.3
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Financial Planning
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Communication with the Financial Planning Client
  • Nov 22, 03:00 PM ET
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  • 4.4
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Tax Planning
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Income Tax Planning for Financial Planners
  • Nov 23, 01:00 PM ET
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  • 4.3
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Estate and Gift
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The Role of Estate and Gift Tax in Financial Planning
  • Nov 25, 11:00 AM ET
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  • 4.4
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Financial Plan Implementation & Communication
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Implementing and Monitoring the Financial Plan - Communicating the Results
  • Nov 25, 12:30 PM ET
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  • 4.4
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Tax Landscape & AI Impact
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Tax Landscape over Financial Planning
  • Nov 26, 12:30 PM ET
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  • 4.4
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Form 1040
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
  • Dec 23, 01:00 PM ET
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  • 4.4
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Tax in Finance
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The Role of Taxes in Financial Planning
  • Dec 24, 10:00 AM ET
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  • 4.3
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Tax Planning
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Income Tax Planning for Financial Planners
  • Dec 26, 03:00 PM ET
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  • 4.3
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Estate and Gift
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The Role of Estate and Gift Tax in Financial Planning
  • Dec 27, 09:30 AM ET
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  • 4.4
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Tax Landscape & AI Impact
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Tax Landscape over Financial Planning
  • Dec 30, 12:30 PM ET
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  • 4.4
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