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
Follow Now

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

Very Good

Average

Poor

LF

Lisa Foley, Account and Project Manager
4 rating rating rating rating

His power point was quite impressive. Could of used a little more time.

MI

Mahaveer Inani, Owner
5 rating rating rating rating rating

Awesome

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

Specific state issues focused and announced in the materials prior to the webinar would be most helpful

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

Section 501(a) grants eligible organizations federal tax-exempt status, allowing them to operate without paying federal income tax on activities related to their exempt purpose. Private foundations must comply with specific IRS rules governing self-dealing, taxable expenditures, reporting requirements, and charitable distributions to maintain their tax-exempt status.

LB

Leslie Bresowsky, Staff or Senior
5 rating rating rating rating rating

Excellent Seminar.

ZV

Zoraida Velez Usera, Owner
5 rating rating rating rating rating

I enjoyed taking the financial planning course it was very informative and will help me in my area of work.

FM

Frank McCallick, Vice President (VP)
3 rating rating rating

The course has good slides; however, the instructor could benefit from adding examples to his review of the slides.

CB

Chris Barnas, Financial Controller
5 rating rating rating rating rating

Well done!

CT

Colette Tan, Others
5 rating rating rating rating rating

Thanks for good review

KC

Kerry Crutchfield, Owner
4 rating rating rating rating

Good basic review of U.S. taxation and recent changes.

NB

Neven Bahnan, Staff Accountant
4 rating rating rating rating

great

DM

David Mischler, Manager
4 rating rating rating rating

Good information. Useful class.

Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
Connect On LinkedIn Follow Now

Connect with Warren Bergstein CPA, AEP©