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

988 ratings

Excellent

Very Good

Average

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VG

VIRGINIA GILBERT, Owner
4 rating rating rating rating

Dry but informative and accurate

AM

Angie Morris, Owner
4 rating rating rating rating

Good information.

ES

Edgar Sarmiento, Finance Manager
5 rating rating rating rating rating

Good info to know

CP

Cynthia Powers, Tax Advisor
5 rating rating rating rating rating

great

RK

Ronald Kyi, Tax Manager
5 rating rating rating rating rating

well organized and highly informational

JC

JOSEPH CARUANA, Owner
5 rating rating rating rating rating

instructor is easy to understand and teaches at a nice pace

CM

Cecelia MacVittie, Owner
5 rating rating rating rating rating

I feel comfortable with Warren and am confident in his knowledge.

DH

Dulaima Huo, Senior Accountant
5 rating rating rating rating rating

The lecturer is super knowledgeable.

MD

Michael Darany, Owner
4 rating rating rating rating

Warren did a very good job of covering the important elements associated with Estate Planning

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

SC

Sharon Casagrande, Other(s)
4 rating rating rating rating

The information shared was good, but there was way too much information for a one hour session. It should have been two hours, or split it into two 1-hour sessions.

CC

Christine Casares, Tax Manager
4 rating rating rating rating

It was good

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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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