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

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SP

Sandra Padgett, Owner
5 rating rating rating rating rating

Very comprehensive!

RH

Richard Herman, Owner
5 rating rating rating rating rating

Very good class.

DB

Douglas Breckenridge, Owner
5 rating rating rating rating rating

Great course. I was interested in adding Financial Planning to my practice. I think this course helped talk me out of it.

GM

GILLES MESSIER, Owner
5 rating rating rating rating rating

I would like to see this as a 2Hrs session.

RK

RONALD KIEF, Certified Public Accountant (CPA)
3 rating rating rating

The program was the role of taxes in financial planning. The actual course was defining current taxes, not showing how it relates to financial planning.

EP

Erinne Perry, Owner
5 rating rating rating rating rating

Great webinar!

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

Specific state issues focused and announced in the materials prior to the webinar would be most helpful

SB

Seth Bauer,
5 rating rating rating rating rating

Overall good course

MK

Michael Koeppel, Shareholder
4 rating rating rating rating

A lot of material for 1 hour

MS

Michael Spolar, Owner
4 rating rating rating rating

Enjoyed the whole presentation, well prepared!

AB

Anantharamakrishnan Balakrishnan, Owner
5 rating rating rating rating rating

Webinar on Tax Planning for 1040 Individual Tax Returns is good for understanding the subject matter through Video and Handouts. It was interesting to learn this subject matter for the area of Tax Planning

KP

Keith Phillips, Owner
2 rating rating

Course was for updates but was completed in 2021. If I had looked at the date it was made, I probably would not have taken it. There were technical problems with advancing slides and quiz questions. FYI - all my other evaluations have been 4's or 5's so I am happy with MyCPE. This course was the exception.

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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