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

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out of 5

1024 ratings

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SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

CP

Cynthia Powers, Tax Advisor
5 rating rating rating rating rating

GREAT

KS

KEYA SHAH, Partner
5 rating rating rating rating rating

TEACHING STYLE IS IMPRESSIVE.

LR

Lorraine Royer, Owner
5 rating rating rating rating rating

I have a few questions on the trusts I am not to sure about. I was going to send an email to the speaker for him to clarify for me.

VV

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

The quiz effectively covered key estate and trust taxation concepts, including probate assets, gross estate inclusion, and GSTT purpose. It was a concise and useful refresher for understanding how different transfers are treated for tax purposes.

MH

markus HENAIN, Owner
5 rating rating rating rating rating

perfect

KS

Kara Sweet, Manager
5 rating rating rating rating rating

Excellent and knowledgeable instructor!

LO

LINDSAY OTT, President
5 rating rating rating rating rating

Excellent

MH

Merrill Higham, Owner
4 rating rating rating rating

Timely.

PC

Patrick Capozzi, Owner
5 rating rating rating rating rating

Very informative and helpful

GS

Gulam Nabi Azad Shaik, Associate
3 rating rating rating

Good

KS

Kara Sweet, Manager
5 rating rating rating rating rating

Instructor incredibly knowledgeable!

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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