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

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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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JS

John Schulte, Manager
5 rating rating rating rating rating

Knowledgeable instructor.

MD

Michael Darany, Owner
5 rating rating rating rating rating

Great Job Tuff Subject

LP

Lynn Parent, Owner
4 rating rating rating rating

The instructor skipped over a few things due to time limitations but the information was in the syllabus.

LR

Laurie Ross Reed,
5 rating rating rating rating rating

Thank you very much. The course was very informative. Although I was very concerned for the speaker at times, He looked like maybe he was having a medical issue or the computer may have been freezing up.

JM

Jennifer Miller, Tax Manager
5 rating rating rating rating rating

clear info provided

JL

John Lucia, Staff or Senior
5 rating rating rating rating rating

The presenter and the overall course experience was wonderful, insightful and informative.

LR

Leatia Redmon Redmon, Owner
3 rating rating rating

Dry ..

LL

Lidiya Loukinykh, Owner
5 rating rating rating rating rating

The lecturer is very experienced. Great class.

MM

Michael McKenna,
3 rating rating rating

Detailed information was provided by the presenter, who had in depth knowledge of the topic, which was appreciated.

JW

John White,
5 rating rating rating rating rating

Very informative.

SY

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

OK

MS

Michael Sowa, Manager
5 rating rating rating rating rating

Handout materail was very useful in following the presenter Warren. Very helpful tips in showing how to plan various tax strategies with clients.

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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