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

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

984 ratings

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DS

DENNIS SKODA, Owner
5 rating rating rating rating rating

Good seminar

CD

Carla Daniel, Principal
4 rating rating rating rating

Material is a good overview. Very technical area where much time could be allocated for each type of trust.

KK

Kumani Kee, Senior Accountant
5 rating rating rating rating rating

The instructor was very well versed and informed on the subject matter, and I found the CPE to be very intriguing overall especially when it comes to the various types of trust and asset protection/management.

AS

Aaron Spechler, Consultant
4 rating rating rating rating

I'm retired, thus my "neutral" answers to some questions. you should have a "not applicable" option in the responses.

HM

HEATHER MCTAVISH, Owner
3 rating rating rating

great

JS

Julie Stapf, HR Professionals
5 rating rating rating rating rating

Good Course! Very informative.

HJ

Hermel Johnson, President
4 rating rating rating rating

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

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.

MD

Miguel Delgado jr, President
5 rating rating rating rating rating

I learn something new when I take a new webinar course with MyCPE. I'm very happy with them.

GS

Gordon Siskey,
4 rating rating rating rating

The presentation clearly taught the central concepts.

PF

Patrice Fitzpatrick, Owner
4 rating rating rating rating

Thank you for the education. It is very helpful to be updated.

DW

Dominique Wohlstadter, Partner
4 rating rating rating rating

Was hoping for more details.

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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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