Title: 2020/2021 Federal Tax Update for Individuals
Date: December 7, 2020
Time: 12 pm EST
Earn: 1 CPE
Synopsis: Warren will update the Chapter membership and other interested accounting professionals on current rules and regulations and their affect on tax planning and preparation
Learning Objectives:
- To highlight tax compliance and planning issues for 2020 and 2021
- To review and update the CARES Act passed in 2020 and SECURE Act passed in 2019 with provisions postponed for 2020 and other provisions first effective in 2021.
- To discuss other recent developments that affect taxpayers who are individuals with investment income and those who are engaged in small businesses
Field of Study: Taxation
Speaker Bio: WARREN M. BERGSTEIN, CPA, AEP©, Tax Partner, Adelman, Katz & Mond LLP
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, New Jersey City University, and Rutgers. 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 current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily