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

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out of 5

986 ratings

Excellent

Very Good

Average

Poor

GM

GILLES MESSIER, Owner
5 rating rating rating rating rating

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

RC

Rosio Castro, Other(s)
5 rating rating rating rating rating

Fantastic course. Great instructor as always.

KO

Kathleen Olex, Owner
4 rating rating rating rating

Good overview. I have worked in this field for so many years that I knew most of the content. Never hurts ro review.

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

DB

Donald Bastis, CFO/Controller
5 rating rating rating rating rating

Good update for estates and trusts, thoroughly enjoyed.

DF

David Felsing, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Warren covered all estate planning components nicely in the time provided.

MP

Matthew Peterson, Owner
4 rating rating rating rating

Quality information, learning objectives were met and the presenter kept it interesting...overall satisfied with the course!

DC

David Ciarrocca, Principal
5 rating rating rating rating rating

A very well done seminar.

DD

Debra Delaney, Owner
4 rating rating rating rating

informative

RH

Richard Hamiprodjo, CFO/Controller
5 rating rating rating rating rating

It was a valuable info for 709 and 706

HJ

Hermel Johnson, President
4 rating rating rating rating

The presentation was a bit dry but the info was valuable.

MA

Mario Abreu, Tax Manager
5 rating rating rating rating rating

Excellent

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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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