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Warren Bergstein

Adelman Katz & Mond LLP
Partner
wbergstein@akmcpa.com
(212) 382-0404

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Warren Bergstein is a partner at Adelman Katz & Mond LLP. Warren has more than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning, and accounting, giving him 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 and its applications and implications for individuals.

About Us: AKM clients rely on the firm as their most trusted business advisor. They assist their clients with a wide range of financial and tax planning strategies. From wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio review, to specialty compliance for multi-state and multi-national investors (FIRPTA, FATCA, etc.), to everyday bill payment and multi-family office services, AKM provides strategies and tactics to make life easier.

Archived Webinars

USING FORM 1040 AS A TOOL FOR FINANCIAL PLANNING OPPORTUNITIES & RECOMMENDATIONS
Recorded Date November 9, 2023  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
TAX LEGISLATION UPDATE: INFLATION REDUCTION ACT, SECURE ACTS, AND CTA
Recorded Date April 26, 2023  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
TAX PLANNING & COMPLIANCE 2023: HOW CURRENT TAX LEGISLATION AFFECTS YOUR CLIENTS
Recorded Date February 24, 2023  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
FEDERAL TAX UPDATE FOR 2022
Recorded Date December 30, 2022  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other