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

1023 ratings

Excellent

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Average

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SR

STUART RICH, Staff or Senior
4 rating rating rating rating

bvm

YK

Yingluan Kong, Manager
5 rating rating rating rating rating

Great

DT

DAWN TAULLI, Owner
4 rating rating rating rating

Great review of fiduciary responsiblilities

KF

Katherine Farlow, Staff Accountant
5 rating rating rating rating rating

I really appreciated the instructor's approach and the topics covered, AI is an ethical minefield for a lot of reasons, and this was a great explanation of the non-technical areas of weakness and how to evaluate and adapt to cultivate a trustworthy system.

NW

Nicole Westra, Owner
3 rating rating rating

The instructors voice was often challenging to understand/slurred.

AS

Abigail Saba, Manager
3 rating rating rating

The gentleman seemed extremely knowledgeable but was difficult to understand.

NS

Nicholas Scheibner, Owner
3 rating rating rating

Overall, the material was important, but the Presentation was not very engaging

SG

Steve Gentry, Director (Tax)
3 rating rating rating

This presentation provides good information regarding various laws recently passed.

DD

Diane Daversa, Tax Manager
3 rating rating rating

I can tell he is very knowledgeable about the subject; however, it was difficult to follow. He talked very slow and monotone.

RC

Roger Caruso, Owner
4 rating rating rating rating

Very good general overview of trusts. Fairly remedial, but good for a refresher.

VV

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

A useful review of Forms 706 and 709, covering estate and gift tax rules, deductions, and credits. It also explains key topics like gift splitting, portability, life insurance, and taxable estate calculations.

JR

Jonathan Reid, Assistant Manager
4 rating rating rating rating

good presentation - focusing on actual incidents makes relating easier

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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