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

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KC

Kerry Crutchfield, Owner
4 rating rating rating rating

Good basic review of U.S. taxation and recent changes.

CW

Chia-Yen Wu, Owner
4 rating rating rating rating

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

GS

Gary Schwertly, Owner
4 rating rating rating rating

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

SY

Siu Yin Yeung, Other(s)
4 rating rating rating rating

OK

BS

Brian Smith, Co-Founder
5 rating rating rating rating rating

Quick and clear!

AH

Arthur Holman, Owner
5 rating rating rating rating rating

The live webinar, "Use of Trusts in Estate and Gift Tax Planning," was presented in a very well organized and informative way. I find that webinars provided by MYCPE ONE are consistently excellent.

SB

Seth Bauer,
5 rating rating rating rating rating

Overall good course

LK

LORI KOCH, Owner
3 rating rating rating

I felt the presenter was very dry. The webinar was for 2024 CPE, but the presenter kept referring to 2021 and 2022. Although I learned valuable information his way of presenting was not the most interesting.

HM

Harsh Mittal, Tax Manager
5 rating rating rating rating rating

Good

AS

Al Sanifar, Partner
5 rating rating rating rating rating

great

LD

Laura Lee Desmond, Professor
5 rating rating rating rating rating

excellent

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

A useful review of Forms 706 and 709, covering estate and gift tax rules, deductions, and credits. It also explains key topics like gift splitting, portability, life insurance, and taxable estate calculations.

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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