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

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CD

Carla Daniel, Principal
4 rating rating rating rating

Material is a good overview. Very technical area where much time could be allocated for each type of trust.

SD

Sam DeBiasi, Owner
5 rating rating rating rating rating

Good

KP

Kashyap Parmar, Senior Associate
5 rating rating rating rating rating

Very Good Class

YK

Yingluan Kong, Manager
5 rating rating rating rating rating

Great

JW

John White,
5 rating rating rating rating rating

Very informative.

MD

Michael Darany, Owner
5 rating rating rating rating rating

Great Job Tuff Subject

DB

Dudley Bowdon, Owner
5 rating rating rating rating rating

I will use this information.

DH

Dulaima Huo, Senior Accountant
5 rating rating rating rating rating

The lecturer is super knowledgeable.

BC

Brian Cleven, President
5 rating rating rating rating rating

Great information on a specific topic!

TP

Tatiana Pekina, Assistant Manager
5 rating rating rating rating rating

This is a very complex area and the presenter provided a lot of information for the time allotted.

GD

Georgina Delgado-Moore, Owner
5 rating rating rating rating rating

great

RC

Roger Caruso, Owner
4 rating rating rating rating

Very good general overview of trusts. Fairly remedial, but good for a refresher.

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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