With over 45 years of experience in tax planning, estate and trust planning, administration, financial planning, and accounting, Warren M. Bergstein brings unmatched depth and insight to every presentation.

He is the President of Warren M. Bergstein CPA, PC and the founder of Planning for the Unexpected. Warren also serves as a Principal at AKM Advisors and is a former Senior Manager at Ernst & Young.

A dedicated educator, he has taught as an Adjunct Professor of Accounting and Taxation at Rutgers University and New Jersey City University. He is also a frequent and well-regarded speaker for organizations such as the New York State Society of CPAs, the Financial Planning Association (NY and Long Island Chapters), New York University and Pioneer Educator.

Warren is a contributing author to Marshall Loeb’s Money Guide, The CPA Journal, and Taxation. He remains deeply involved in the profession as an active member and past officer of several prominent organizations, including the New York State Society of CPAs, Institute of Management Accountants, Financial Planning Association, Estate Planning Council, Tax Society of New York University, and the Accountants’ Club of America.

Outside of his professional commitments, Warren is an avid fan of local sports teams, a passionate reader of biographies and current-events literature, and a devoted family man.