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

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1023 ratings

Excellent

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Average

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KP

Keyur Pandya, Staff Accountant
5 rating rating rating rating rating

Fantastic!

CQ

Carla Quade, Project Manager
5 rating rating rating rating rating

Informative class

DC

Diana Canaan,
5 rating rating rating rating rating

Great range of topics, very helpful for planning

AB

Anantharamakris Balakrishnan, Owner
5 rating rating rating rating rating

Webinar and handout material is useful for future reference

LM

letty marquez, Advisor
4 rating rating rating rating

Presenter has the knowledge and experience to present this class, Overall, I appreciate the effort put into creating such thorough and informative course material. With a bit more dynamic presentation, this course could truly be outstanding.

AR

Astrid Restrepo, Owner
5 rating rating rating rating rating

It was great material

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.

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.

JR

Joseph Rebovich, Certified Public Accountant (CPA)
4 rating rating rating rating

Well done seminar.

KS

Karen Scott, Certified Public Accountant (CPA)
5 rating rating rating rating rating

This presentation was excellent. It made even me think, and I am managing my sister's estate, which included setting up special needs trusts, as well as my and my husband's estate. He hit on exactly what I have been worried about. Where is everything!

NA

Nicolette Alexandroff, Owner
5 rating rating rating rating rating

Great course for tax knowledge.

JG

JAMES GODLEWSKI, Staff or Senior
5 rating rating rating rating rating

By far the finest handout for a myCPE course hands down!

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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