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

Excellent

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Average

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JB

John Bednarski, Manager
4 rating rating rating rating

Power point slides were very helpful in following the speaker's presentation. Very informative, concise with concepts, easy to follow.

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.

RD

Robert Davies, Owner
5 rating rating rating rating rating

Good tax planning review.

MM

Marina Mendoza, Certified Public Accountant (CPA)
4 rating rating rating rating

Good and informative!

JW

Jennifer Williams,
5 rating rating rating rating rating

Comlplete

JW

James Ward, Managing Partner
5 rating rating rating rating rating

very thorough

WM

Whitley Moore, Owner
5 rating rating rating rating rating

Great course!

AR

Alieck Roldan, Owner
5 rating rating rating rating rating

This was new for me.

YG

Yerikendi Gonzalez, Senior Manager
5 rating rating rating rating rating

thank you por this information

HK

Helen Kyrillidis, Partner
5 rating rating rating rating rating

Very knowledgeable instructor.

JM

Joseph Mattes, Project Manager
5 rating rating rating rating rating

Instructor was great

NB

Neven Bahnan, Staff Accountant
3 rating rating rating

very informative

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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