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

988 ratings

Excellent

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Average

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JC

Julian Conner, Others
5 rating rating rating rating rating

Great lesson on risk and the steps taking to handle it on minimizing losses. This can help in making financial decisions.

DD

Darlene Dotzler, Owner
2 rating rating

a little hard to listen but might just be me

MN

Mary Nicks, Owner
4 rating rating rating rating

Good program.

JC

JOSEPH CARUANA, Owner
4 rating rating rating rating

interesting but very similar to another course by same instructor

FC

Fritzner Cadet, Owner
4 rating rating rating rating

Very informative!

RT

Robert Teller, Auditor
3 rating rating rating

Interesting

HW

Hart Williams, Staff or Senior
4 rating rating rating rating

good

KA

KATHRYN ASTBURY, Treasurer
5 rating rating rating rating rating

Presenter had a wealth of experience and knowledge!

JD

Joel D'souza, Senior Finance Specialist
5 rating rating rating rating rating

Great

AP

Ann Pushinsky, Partner
5 rating rating rating rating rating

Great - thanks!

KT

Kashyap Thakar, Owner
4 rating rating rating rating

good, clear speaker

MB

Michael Boyle, Owner
5 rating rating rating rating rating

This was a very informative course. It is an invaluable introductory course on the elements of taxable gifts and estates. The treatment of planning strategies was very well done – not just for financial planners, but also providing a structure for tax planning. I needed the refresher on the generation skipping tax. Well done.

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Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
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