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

1024 ratings

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RC

Robert Carucci, President
4 rating rating rating rating

N/A

KM

Kelly Mussori, Tax Manager
4 rating rating rating rating

I couldn't find a download for the slides.

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.

KM

Kenneth McDermott, Principal
4 rating rating rating rating

Well done presentation, especially for a dry topic.

MH

MAUREEN HUMPL, Owner
5 rating rating rating rating rating

Great update and summary

PA

Patrick Ames, Tax Manager
4 rating rating rating rating

This webinar was helpful in planning for 1040 prep. Mr Bergstein was sometimes a little hard to understand but overall he got his message across.

TP

Tatiana Pekina, Assistant Manager
5 rating rating rating rating rating

Very knowledgeable instructor! Explained concepts that are more advanced. Thank you, instructor!

LB

Laxman Bhandari, Owner
4 rating rating rating rating

Thanks

LF

Lisa Foley, Account and Project Manager
4 rating rating rating rating

His power point was quite impressive. Could of used a little more time.

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

GH

GLEN HELMBRECHT, Owner
4 rating rating rating rating

Very good presentation but a little dry.

FC

Fritzner Cadet, Owner
4 rating rating rating rating

Very informative!

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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