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

Poor

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.

MI

Mahaveer Inani, Owner
5 rating rating rating rating rating

Awesome

HZ

Herand Zargarian, Owner
5 rating rating rating rating rating

I enjoyed. I emailed the instructor with a question.

SM

Stephen Morano, Director of Accounting and Administration
5 rating rating rating rating rating

Great Content!

DR

Digna Robles, Registered Preparer
5 rating rating rating rating rating

I like the way each course is designed

MS

Michael Spolar, Owner
4 rating rating rating rating

Enjoyed the whole presentation, well prepared!

TH

Taylor Haviland, Assistant Manager
5 rating rating rating rating rating

Good

RV

rohin VOHRA, Owner
5 rating rating rating rating rating

great

PO

Pat OReilly, Owner
4 rating rating rating rating

Good instructor

SF

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

Tax basics.

OO

OLUSOLA OSHIN, Internal and external audit professionals
5 rating rating rating rating rating

Great information

AO

Aaryan Oza, Consultant
5 rating rating rating rating rating

It was wonderful learning experience.

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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