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

1025 ratings

Excellent

Very Good

Average

Poor

MS

Mark Seidler, Accountant and Enrolled Agent
4 rating rating rating rating

Great refresher.

RE

Russell Epperson, Principal
5 rating rating rating rating rating

Overall excellent seminar particularly for people unfamiliar with estate and trusts and their value.

DM

David Mischler, Manager
4 rating rating rating rating

Good information. Useful class.

DB

Donald Bastis, CFO/Controller
5 rating rating rating rating rating

Good update for estates and trusts, thoroughly enjoyed.

AS

Al Sanifar, Partner
5 rating rating rating rating rating

great.

SH

Suriani Hostetler, Owner
5 rating rating rating rating rating

Enjoyable

VV

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

Recent tax legislation changes, including updates to SALT deductions, Section 179 expensing, and bonus depreciation, create new planning opportunities for taxpayers and businesses. AI tools enhance tax planning by automating research, analyzing large datasets, improving compliance, and helping tax professionals deliver faster, more accurate strategic advice.

LK

LORI KOCH, Owner
3 rating rating rating

I felt the presenter was very dry. The webinar was for 2024 CPE, but the presenter kept referring to 2021 and 2022. Although I learned valuable information his way of presenting was not the most interesting.

MM

Michelle Michler, Tax Manager
5 rating rating rating rating rating

The material was relevant and the course delivered as promised.

ER

Edmund Ricker, Owner
5 rating rating rating rating rating

Great webinar with practical and applicable information.

KP

Keith Phillips, Owner
2 rating rating

Course was for updates but was completed in 2021. If I had looked at the date it was made, I probably would not have taken it. There were technical problems with advancing slides and quiz questions. FYI - all my other evaluations have been 4's or 5's so I am happy with MyCPE. This course was the exception.

FM

Frank McCallick, Vice President (VP)
3 rating rating rating

The course has good slides; however, the instructor could benefit from adding examples to his review of the slides.

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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