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

Poor

MH

MAUREEN HUMPL, Owner
5 rating rating rating rating rating

Great update and summary

NA

Nicolette Alexandroff, Owner
5 rating rating rating rating rating

Great course for tax knowledge.

DC

Diana Canaan,
5 rating rating rating rating rating

Great range of topics, very helpful for planning

GH

GLEN HELMBRECHT, Owner
5 rating rating rating rating rating

Good program, Presenter was a little dry.

PC

Peter Cole, Staff or Senior
5 rating rating rating rating rating

great

LF

Laura Fralick, Certified Public Accountant (CPA)
3 rating rating rating

Presenter was very knowledgeable about subject but presentation of material was hard to follow at times. It was a lot of material in a short amount of time.

PB

Paul Boland, Owner
4 rating rating rating rating

I enjoyed this update very much - nice and short and to the point!

DR

Dean Rakoskie, Owner
4 rating rating rating rating

This course opened my eyes to the complexity of Estate and Gift Tax Planning. I intend to explore this topic more and will be discussing some of the topics here with my wife to see if we want to make changes to what we have in place.

LS

Lori Shady, Manager
4 rating rating rating rating

Great course!

AF

Alfred J Fernandez, Owner
4 rating rating rating rating

Unbeliveable educational experience

SB

Steven Brendle, Owner
4 rating rating rating rating

Presenter was a little hard to understand.

JS

Jennifer Syme, Vice President (VP)
4 rating rating rating rating

Good overall information presented, just seemed slow in the presentation of it.

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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