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

Very Good

Average

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ER

Edmund Ricker, Owner
5 rating rating rating rating rating

Great webinar that clarified information that has changed recently.

GM

GILLES MESSIER, Owner
5 rating rating rating rating rating

I would like to see this as a 2Hrs session.

SB

Seth Bauer,
5 rating rating rating rating rating

Overall good course

DK

DAVID L KEMP, Shareholder
3 rating rating rating

THANKS

JS

Joyce Salizzoni, Shareholder
5 rating rating rating rating rating

Instructor does a great job at articulating relevant information.

DW

Dustin Wong Wong, Owner
5 rating rating rating rating rating

Very down to earth and useful/interesting course and is a great preliminary to updating the next year's tax organizer questions.

SR

Steve Rygh, CFO/Controller
5 rating rating rating rating rating

Great job!

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

WF

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

Good information

AL

anne lennstrom, Owner
5 rating rating rating rating rating

class was informative and instructor explained thoroughly reporting info on the estate forms

DV

Debra Vande Vrede, Business Consultant
4 rating rating rating rating

The slides were excellent but it would have been nice to make the session 1.5 hours instead of 1 hour to be able to go through some of the ones that were skipped.

DC

Denise Caruso, Owner
4 rating rating rating rating

Great Course

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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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