Webcast Title: New York Chapter – 2021/2022 Tax Update
Webcast Date: Thursday, December 09, 2021, at 12:00 PM Eastern Standard Time
Audience URL:
https://event.on24.com/wcc/r/3534302/453DF1DE3861E9AFC05747EC9C8ED4CD
Earn: 1 CPE
Synopsis: To update members and guests on current tax rules and regulations and effect on tax planning for 2021 and 2022
Learning Objectives:
- To highlight tax compliance and planning issues for 2021 and 2022
- To discuss status of pending and recently passed tax legislation
- To review tax planning ideas and strategies for individuals and businesses
Field of Study: Taxation
Speaker Bio: WARREN M. BERGSTEIN, CPA, AEP©
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. At his firm, Adelman, Katz & Mond LLP, 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, 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, New York 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. 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.