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

986 ratings

Excellent

Very Good

Average

Poor

WM

Whitley Moore, Owner
5 rating rating rating rating rating

Great course!

NA

Nicolette Alexandroff, Owner
5 rating rating rating rating rating

Great informational course

PP

Patricia Poplau, Staff or Senior
5 rating rating rating rating rating

Excellent presentation.

BS

Bradley Smith, CFO/Controller
3 rating rating rating

Useful for a quick review of changes to the tax law.

SO

STEVEN OFFILL, Senior Advisor
4 rating rating rating rating

fine

JW

jay weiner, Owner
4 rating rating rating rating

nice recap

KW

Kevin Wernli, Partner
4 rating rating rating rating

Good program.

BS

Brian Smith, Co-Founder
4 rating rating rating rating

Solid presentation of difficult material. Perhaps a few more examples sprinkled in would have been more enjoyable.

JW

James Ward, Managing Partner
5 rating rating rating rating rating

very thorough

MS

Michael Sowa, Manager
5 rating rating rating rating rating

The presenter was very effective in presenting highlights fro the latest tax bill OBBBA. The handout material is extremely handy to follow.

EW

Elissa Wurf, Certified Public Accountant (CPA)
4 rating rating rating rating

The speaker obviously knows a lot, so I benefitted from his knowledge that is more extensive than my own. Presentation was a little dry, however.

YP

Yong Park, Partner
5 rating rating rating rating rating

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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