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

1024 ratings

Excellent

Very Good

Average

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MH

MAUREEN HUMPL, Owner
5 rating rating rating rating rating

Great update and summary

JC

JOSEPH CARUANA, Owner
4 rating rating rating rating

great instructor

BS

Brenda Spears, Manager
5 rating rating rating rating rating

ok

WF

Wendy Fowler, CFO/Controller
5 rating rating rating rating rating

Good information

RK

RONALD KIEF, Certified Public Accountant (CPA)
3 rating rating rating

The program was the role of taxes in financial planning. The actual course was defining current taxes, not showing how it relates to financial planning.

EP

Erinne Perry, Owner
5 rating rating rating rating rating

Great webinar!

HC

Howard Cutler, Owner
5 rating rating rating rating rating

Great presentation by expert practitioner.

HM

HEATHER MCTAVISH, Owner
3 rating rating rating

great

TM

TONY MELUCCI, CFO/Controller
4 rating rating rating rating

Good

MS

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

Great refresher.

YJ

Yehuda Javasky, Owner
4 rating rating rating rating

Very interesting and important information. The instructor is a bit dry so it was difficult to follow along

LP

Lynn Parent, Owner
4 rating rating rating rating

The instructor skipped over a few things due to time limitations but the information was in the syllabus.

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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