Join this session with Warren Bergstein, Partner at Adelman Katz & Mond LLP, as he updates tax and accounting professionals on current tax rules and regulations. Warren will bring his four decades of experience to this discussion of the 2022 tax form changes and issues as well as proposed changes at the present time. During this session, he’ll also review the effect of current tax laws on tax planning for the future.
Learning Objectives:
- Outline tax compliance and planning issues for 2022 tax preparation and 2023 (and beyond) tax planning
- Recognize the current effect of the Tax Cuts & Jobs Act (TCJA) as well as the effect of the TCJA ending at the end of 2025
- Identify the tax provisions of the Inflation Reduction Act, Secure Act (2018), and Secure Act 2.0 (2022)
- Summarize compensation and investment strategies for tax planning for individuals and small businesses for 2023 and beyond
- Plan for questions arising from 2022 tax return preparation and review any major current developments of 2023
Warren Bergstein
Adelman Katz & Mond LLP
Partner
wbergstein@akmcpa.com
(212) 382-0404
Warren Bergstein is a partner at Adelman Katz & Mond LLP. 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.
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