Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

Want to save this page for later?

Warren Bergstein
Firm: Adelman Katz & Mond LLP

Most people's finances are pretty complex, so they don't always stop to consider all the elements and how they work together. I'm proactive about bringing these things to my clients' attention - no matter what time of year it is. 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. 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 and has also taught at New York University. 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, Long Island 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, including the Mets, the Giants and the Jets. He also likes to read biographies and books on curent events. He and his wife, Susan, live on Staten Island. They have two children, Sam ond Robin, and a granddaughter, Reily. Years as CPA:40 Specialties: - Tax planning - Financial planning - Estates and trusts - administration and planning - Tax exempt organizations Memberships: - American Institute of Certified Public Accountants - New York State Society of Certified Public Accountants - Past President, Brooklyn Chapter - Member & Past Chairman, Estates and Trusts Administration Committee - Member, Personal Financial Planning Committee - Past Member, PAC Board of Directors - Past Chairman, Taxation of Individuals Committee - Past Member, Nominating Committee - President Council, New York chapter - Accountants Club of America,Inc. lAccountants Forum, Inc. - Current President - Past Treasurer and Vice President - Member, Board of Governors - Financial Planning Association - Past President, New York Chapter - Past Member, National Advisory Board - Member, President's Counsel - Estate Planning Council of New York City - Past Director - National Business Education Association - Institute of Management Accountants - Past President, New York Chapter - Member, Board of Directors - Tax Society of New York llniversity - Past President - Estate Planners Day - Past Chairman - National Business Education Association