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

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

out of 5

1036 ratings

Excellent

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Average

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JA

James Akoury, Staff or Senior
4 rating rating rating rating

good concepts explain and how to assist taxpayer in there planning finances

PK

Pam Krueger, Controller
5 rating rating rating rating rating

Great presentation and handout. Very informative!

CO

charles oparah, Auditor
4 rating rating rating rating

good

EA

EDUARDO ARREOLA, Manager
5 rating rating rating rating rating

excellent material, i wish there were more tax planning courses available.

OO

OLUSOLA OSHIN, Internal and external audit professionals
5 rating rating rating rating rating

Great information

SS

Samuel Schey, Owner
5 rating rating rating rating rating

Great content. Very valuable to someone like me who is just getting into taxation.

HZ

Herand Zargarian, Owner
5 rating rating rating rating rating

I enjoyed. I emailed the instructor with a question.

MM

Michael Murphy,
5 rating rating rating rating rating

Presenter is a bit dry but does a great job of covering the information to be presented.

SM

Stephen Morano, Director of Accounting and Administration
5 rating rating rating rating rating

Great Content!

NW

Nicole Westra, Owner
3 rating rating rating

The instructors voice was often challenging to understand/slurred.

NJ

Neha Jadhav, Owner
5 rating rating rating rating rating

learned quite a bit on tax planning

MM

Michelle Michler, Tax Manager
5 rating rating rating rating rating

The material was relevant and the course delivered as promised.

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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