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

Poor

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

JP

John Prothero, Staff Accountant
3 rating rating rating

It was adequate.

JR

James Rohrig, Finance Manager
5 rating rating rating rating rating

This was a good course on risk management.

LS

Lori Stansfield, CFO/Controller
4 rating rating rating rating

Good information was presented.

HZ

Herand Zargarian, Owner
5 rating rating rating rating rating

I enjoyed. I emailed the instructor with a question.

DB

Donald Bastis, CFO/Controller
5 rating rating rating rating rating

Good update for estates and trusts, thoroughly enjoyed.

DF

David Felsing, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Warren covered all estate planning components nicely in the time provided.

SY

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

OK

EM

Eric McGaugh, Auditor
5 rating rating rating rating rating

Solid overview of the important tax changes associated with the OBBBA.

GT

Guihua Tian,
5 rating rating rating rating rating

good

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.

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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