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

1023 ratings

Excellent

Very Good

Average

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LB

Larry Bezy,
4 rating rating rating rating

Very informative and inciteful.

YK

Yingluan Kong, Manager
5 rating rating rating rating rating

Great

EG

Edith Gardner, Owner
5 rating rating rating rating rating

Going to a live presentation was such a welcome change for me. The presenter is so knowledgeable and presented the material very well.

GS

Gary Schwertly, Owner
4 rating rating rating rating

Content was good,but speaker jumped around too often with confusing slides.

RA

Ross Allen, Paraprofessional
3 rating rating rating

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

SO

STEVEN OFFILL, Senior Advisor
4 rating rating rating rating

fine

JW

jay weiner, Owner
4 rating rating rating rating

nice recap

KW

Katherine Walker, Owner
5 rating rating rating rating rating

Good course and instructor. However, more time should be allocated for this complex subject.

MK

Michael Koeppel, Shareholder
4 rating rating rating rating

A lot of material for 1 hour

ER

Edmund Ricker, Owner
5 rating rating rating rating rating

Great webinar that clarified information that has changed recently.

SP

Sandra Padgett, Owner
5 rating rating rating rating rating

Very comprehensive!

CW

Chia-Yen Wu, Owner
4 rating rating rating rating

Useful. List out the tax opportunities of each individual and entities.

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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