MYCPE ONE
Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

  • Warren brings over 40 years of expertise in tax planning, estate administration, and personal finance to his NYC firm, Adelman, Katz & Mond LLP. He advises high-net-worth individuals, entrepreneurs, and sole proprietors on the complexities of tax law.
  • An adjunct professor at LIU, NJCU, and Rutgers, Warren is also a frequent speaker and published author in trusted industry journals. When he's not teaching or advising, he enjoys reading biographies, cheering on local sports, and spending time with family
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40+

Years of Experience

4.4/5

Average Rating

89%

Avg. Completion Rate

50+

Number of Courses

Knowledge You Need, From Experts You Trust

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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1024 ratings

Excellent

Very Good

Average

Poor

JP

Jeet Panchal, Account Executive
5 rating rating rating rating rating

Thanks for this wonderful course.

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

LM

letty marquez, Advisor
4 rating rating rating rating

Presenter has the knowledge and experience to present this class, Overall, I appreciate the effort put into creating such thorough and informative course material. With a bit more dynamic presentation, this course could truly be outstanding.

LB

Leslie Bresowsky, Staff or Senior
5 rating rating rating rating rating

Excellent Seminar.

AS

Angel Sotomayor, Assistant Manager
5 rating rating rating rating rating

Great instructor

DM

David Mischler, Manager
4 rating rating rating rating

Good information. Useful class.

BS

Brenda Spears, Manager
5 rating rating rating rating rating

ok

BM

Brianna Madren,
5 rating rating rating rating rating

This was effective of giving a high level overview of tax law changes that resulted from the OBBBA.

ZV

Zoraida Velez Usera, Owner
5 rating rating rating rating rating

I enjoyed taking the financial planning course it was very informative and will help me in my area of work.

RE

Russell Epperson, Principal
5 rating rating rating rating rating

Overall excellent seminar particularly for people unfamiliar with estate and trusts and their value.

BS

Bianca Siske, Senior Staff Member
4 rating rating rating rating

Very user friendly and easy to understand.

RA

Ross Allen, Paraprofessional
3 rating rating rating

Presenter was not referencing correct items on slides at times. Difficult to follow the presentation.

Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
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