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

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Using Form 706 And 709 And Technology Tools For Estate Planning

1.5 Credits

Warren BergsteinCPA, AEP©

Form 706 and 709: Optimizing Estate and Gift Taxes

Sep 30, 09:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
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  • 4.6
  • rating
  • rating
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Estate Planning for the Digital Age

1 Credit

Warren BergsteinCPA, AEP©

Estate Planning for the Digital Age: Managing Digital Assets

Sep 30, 11:30 AM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
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Financial Planning

1 Credit

Warren BergsteinCPA, AEP©

An Overview of Financial Planning – Definition, History, Regulations and Ethics

Oct 01, 10:00 AM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Federal Tax Planning Strategies Under OBBBA for 2026 and Beyond

1 Credit

Warren BergsteinCPA, AEP©

Federal Tax Planning Strategies Under OBBBA for 2026 and Beyond

Oct 01, 04:00 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Form 1040 Financial Planning Strategies: OBBB Updates

2 Credits

Warren BergsteinCPA, AEP©

Form 1040 Financial Planning Strategies: OBBB Updates

Oct 05, 12:30 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Estate Planning for the Digital Age

1 Credit

Warren BergsteinCPA, AEP©

Estate Planning for the Digital Age: Managing Digital Assets

Oct 05, 02:30 PM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1013 ratings

Excellent

Very Good

Average

Poor

DR

Digna Robles, Registered Preparer
5 rating rating rating rating rating

I like the way each course is designed

JE

JOHN EASON, Owner
4 rating rating rating rating

Course presentation and materials met my expectations.

DZ

David Zoellick, Director (Finance)
4 rating rating rating rating

great

GW

George Wertheimer, Owner
4 rating rating rating rating

The course was informative and revelant.

RV

rohin VOHRA, Owner
5 rating rating rating rating rating

great

RL

ROBERT LAFFERTY, CFO/Controller
4 rating rating rating rating

Good

RM

Renee Mayden, President
5 rating rating rating rating rating

excellent information and very formal

PO

Pat OReilly, Owner
4 rating rating rating rating

Good instructor

AF

Alfred J Fernandez, Owner
4 rating rating rating rating

great platform for education

JS

Justin Sanford, Accountant and Enrolled Agent
4 rating rating rating rating

Provided good info, but hard to hear him at times

KR

Kirtika Ramnani, Finance Manager
5 rating rating rating rating rating

GOOD

SB

SANDRA BETTIS, Owner
5 rating rating rating rating rating

GREAT LEARNING TOOLS

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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