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

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

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.

KS

Kathy Salvia, Principal
3 rating rating rating

Disappointed because content wasn't up to date. I feel that you should have made it clear in description that the update was old and not for any law changes in 2022/2023.

GM

George Marino, Certified Public Accountant (CPA)
5 rating rating rating rating rating

excellent update!

MM

Melanie Matovich, Senior Associate
5 rating rating rating rating rating

Interesting subject.

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.

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Fantastic

AH

Arthur Elliott Holman III, Owner
5 rating rating rating rating rating

Very eye-opening in terms of how valuable a Form 1040 can be in financial planning.

JP

Jerome Price, Owner
4 rating rating rating rating

A good overview of recent tax legislation but a somewhat boring presentation.

HJ

Hermel Johnson, President
5 rating rating rating rating rating

The information in the course was accurate but outdated. Much of the info referenced changes that went into effect in 2019-2022.

EA

Elizabeth Angle, Staff or Senior
5 rating rating rating rating rating

Great

SR

Shere Rucker, Assistant Manager
4 rating rating rating rating

Comprehensive review.

KK

Kumani Kee, Senior Accountant
5 rating rating rating rating rating

The instructor was very well versed and informed on the subject matter, and I found the CPE to be very intriguing overall especially when it comes to the various types of trust and asset protection/management.

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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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