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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BS

Bianca Siske, Senior Staff Member
4 rating rating rating rating

Very user friendly and easy to understand.

RS

Richard Salvatori, Manager
5 rating rating rating rating rating

good

MS

Mark Seidler, Accountant and Enrolled Agent
4 rating rating rating rating

Great refresher.

WT

Whitney Thomas, Vice President
3 rating rating rating

Communication is key.

RS

Robert Stafford, Owner
5 rating rating rating rating rating

Excellent course!

ZV

Zoraida Velez Usera, Owner
5 rating rating rating rating rating

I enjoyed taking the financial planning course it was very informative and will help me in my area of work.

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.

RV

rohin VOHRA, Owner
5 rating rating rating rating rating

great

SF

Steven Fox-Middleton, Advisor
5 rating rating rating rating rating

Tax basics.

CT

Colette Tan, Others
5 rating rating rating rating rating

Thanks for good review

IH

In Yong Hwang, Owner
4 rating rating rating rating

good

RH

RICHARD HERMAN, Sr. Sales Consultant
5 rating rating rating rating rating

Very good course. Effective presentation and knowledgeable instructor. Handout is very valuable for reference. Thanks for offering this outstanding webinar.

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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