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
Follow Now

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

985 ratings

Excellent

Very Good

Average

Poor

SD

Sanel Dragovic, President
5 rating rating rating rating rating

Presenter was very informative and had some great lessons on estate planning.

PC

Peter Cole, Staff or Senior
5 rating rating rating rating rating

great

RB

RICKY BALSINGER, Owner
5 rating rating rating rating rating

excellent presentation and presenter

SP

Shanti Pangestu,
5 rating rating rating rating rating

great

CE

Carl Ehmann, Advisor
5 rating rating rating rating rating

good

AA

Alec arharrold23@gmail.com, Financial Controller
5 rating rating rating rating rating

Good

SM

Stephen Masula, Owner
5 rating rating rating rating rating

none

SJ

Sam Jarrar, Chief Executive Officer (CEO)
5 rating rating rating rating rating

good

JK

Jacqueline Kong, Auditor
5 rating rating rating rating rating

I learnt many new things in this valuable course- digital assets! Thanks for the insights! Best to the instructor!

GH

GLEN HELMBRECHT, Owner
5 rating rating rating rating rating

Good program, Presenter was a little dry.

CX

Cindy Xie, Owner
5 rating rating rating rating rating

Very informative Webner.

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

OBBBA tax planning focuses on updated deductions, credits, retirement contributions, and business provisions for 2026 and beyond. Professionals should review these changes to identify tax-saving opportunities and maintain compliance.

img

Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
Connect On LinkedIn Follow Now

Connect with Warren Bergstein CPA, AEP©