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

988 ratings

Excellent

Very Good

Average

Poor

BM

Bradley Madigan, Advisor
5 rating rating rating rating rating

great

DA

Dawnice Anglin, Owner
5 rating rating rating rating rating

Well done webinar. Valuable content to go along with Module 1.

WG

William D Griffith III, Owner
5 rating rating rating rating rating

Good update. Have not been involved in creating trusts, but several clients use trusts and are very good use of handling their funds to their benefit.

TM

TONY MELUCCI, CFO/Controller
4 rating rating rating rating

Good

SB

Steven Burton, Shareholder
5 rating rating rating rating rating

great work, very informative

SO

STEVEN OFFILL, Senior Advisor
4 rating rating rating rating

fine

KV

Karen Vanderwal, Assistant Manager
5 rating rating rating rating rating

Great

JC

Julian Conner, Others
5 rating rating rating rating rating

Great lesson on how to put together a financial plan. This a very important foundation to have.

TP

Tushar Patki, Staff or Senior
4 rating rating rating rating

Good

JM

Joseph Montanaro, Director
4 rating rating rating rating

Not bad

FC

Fritzner Cadet, Owner
4 rating rating rating rating

Very informative!

JK

James Kiriakos, Other(s)
5 rating rating rating rating rating

Great job and interesting course.

img

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©