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Warren Bergstein Photo

Warren Bergstein

Adjunct Professor

B.S., Accounting, Baruch CollegeM.S., Taxation, LIU Brooklyn

Description

Warren Bergstein is a partner at Adelman Katz & Mond LLP, a firm that provides tax, accounting, financial, and business management services to its clients. 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. In addition to teaching at LIU Brooklyn, Warren 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. In January 2017, Warren published Federal Tax Planning Strategies for Individuals and Small Businesses. 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 current events. He and his wife, Susan, live on Staten Island. They have two children, Sam and Robin, and a granddaughter, Reily.

Specialties

Tax Planning, Financial Planning, Estates and Trusts, Non-Profit Taxation

Professional Affiliations

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
Accountants Club of America, Inc. / Accountants Forum, Inc.
  • President
  • Past Vice President
  • Past Treasurer
  • Member, Board of Governors
Financial Planning Association
  • Past President, New York Chapter
  • Past Member, National Advisory Board
  • Member, President’s Council
Estate Planning Council of New York City
  • Past Director
Institute of Management Accountants
  • Past President, New York Chapter
  • Member, Board of Directors
Tax Society of New York University
  • Past President
Estate Planners Day
  • Past Chairman

Licenses and Accreditations

Certified Public Accountant
Life, accident & health insurance, New York
Accredited Estate Planner, National Association of Estate Planning Councils