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

1023 ratings

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Average

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SS

Susan Schreiner, Owner
5 rating rating rating rating rating

Great overview of some important tax changes and challenges.

LB

Laxman Bhandari, Owner
4 rating rating rating rating

Thanks

SD

Sean Daly, Partner
5 rating rating rating rating rating

Great seminar

JP

Jerome Price, Owner
4 rating rating rating rating

A good overview of recent tax legislation but a somewhat boring presentation.

MM

Michelle Michler, Tax Manager
5 rating rating rating rating rating

The material was relevant and the course delivered as promised.

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.

CK

Cynthia Keenan, Owner
5 rating rating rating rating rating

Very informative webinar.

VV

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

This course provided valuable insights into the use of trusts for effective estate and gift tax planning. It enhanced understanding of trust structures, tax benefits, and strategies for wealth transfer and asset protection.

MH

Merrill Higham, Owner
4 rating rating rating rating

Timely.

MB

Michael Boyle, Owner
5 rating rating rating rating rating

This was a very informative course. It is an invaluable introductory course on the elements of taxable gifts and estates. The treatment of planning strategies was very well done – not just for financial planners, but also providing a structure for tax planning. I needed the refresher on the generation skipping tax. Well done.

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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