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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HS

HIMANSHU SHUKLA, Associate
5 rating rating rating rating rating

Loved the details & content.

AV

Abhishek Varma,
5 rating rating rating rating rating

ok

GH

GLEN HELMBRECHT, Owner
4 rating rating rating rating

Very good presentation but a little dry.

CO

charles oparah, Auditor
5 rating rating rating rating rating

excellent

KA

Kurtis Alder,
5 rating rating rating rating rating

Thank you for taking on this important but difficult topic

KK

Kumani Kee, Senior Accountant
5 rating rating rating rating rating

The instructor was very well versed and informed on the subject matter, and I found the CPE to be very intriguing overall especially when it comes to the various types of trust and asset protection/management.

MK

Myung Hwan KIM, Finance Manager
5 rating rating rating rating rating

Very Great!

DM

David Murray, Vice President (VP)
5 rating rating rating rating rating

Great job. Thank you.

SR

Sierra Rolon, Finance Manager
3 rating rating rating

Good information

GM

GILLES MESSIER, Owner
5 rating rating rating rating rating

I would like to see this as a 2Hrs session.

PC

Polly Cheung,
5 rating rating rating rating rating

Thank you.

MN

Mary Nicks, Owner
4 rating rating rating rating

Good program.

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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