[Fredslist] Welcome Warren M. Bergstein to Gotham and the Virtual Group

[Ray Walcott]

Good morning Gotham!

Please help me give a big warm welcome to one of Gotham's newest members,
Warren M. Bergstein!

For 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.

Warren 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.  Warren 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.

Please get to know Warren, introduce him to your network,  or anyone
looking for a CPA with a specialties in tax planning, estate and trust
administration and planning.

*Gotham Profile:*
*https://www.gothamnetworking.com/Warren*
<https://www.gothamnetworking.com/Warren>


*Warren M. Bergstein, CPA, AEP® |Adelman Katz & Mond LLP, Partner |Tel:
212.382.0404 |Cell 917.541.4652|wbergstein at akmcpa.com
<wbergstein at akmcpa.com> *

*Best Regards,*
Ray Walcott
*Sr. Business Banker • Business Banking*
*[image: address] 299 Park Avenue, 14th Floor, New York, NY 10171*
*718-354-7585*

*E-Fax: 888-722-8185*

______________________________________________________________________



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