This course is brought for you to familiarize yourself with tax items relevant for your clients headed in to tax season.
December 18, 2024
Live Webcast
NASBA 1
Instructor
Warren Bergstein
View Bio
Instructor
Warren
Bergstein
View Bio
Mr. Warren Bergstein
Bio
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
This course is brought for you to familiarize yourself with tax items relevant for your clients headed in to tax season.;
Learning Objectives
Upon completion of this course, you'll be able to:
Identify key items to prepare for the upcoming tax season
Understand the implications of the recent election on tax policies
