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

986 ratings

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HT

Hazel Tamano, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Good to know the difference between 706 and 709 forms TY

CL

Clarence Light, Owner
5 rating rating rating rating rating

The course could include some examples with calculations.

KP

Krutik Patel, Associate
5 rating rating rating rating rating

awesome

BD

Brenda Duran, Owner
5 rating rating rating rating rating

short and informative

DD

David DeMuth, Owner
5 rating rating rating rating rating

The course covered all the elements necessary to comply with gift and estate taxes.

AL

anne lennstrom, Owner
5 rating rating rating rating rating

class was informative and instructor explained thoroughly reporting info on the estate forms

JG

Jonathan Gentry, President
5 rating rating rating rating rating

All the topics were covered thoroughly and I felt that my understanding of estate and gift tax was a lot more clearer now. Thank you.

VH

Valerie Hoffman, Chief Financial Officer (CFO)
5 rating rating rating rating rating

Wow! I had no idea there were so many schedules that need to be filed with Form 706. I am brushing up on this stuff since my father is 90 and my mother is 85. I want to be sure I know what to do if either of them should pass away.

RV

ROHIN VOHRA, Owner
5 rating rating rating rating rating

Overall, the experience was very good. The questions were well structured, relevant to practical tax knowledge, and aligned with real-world estate, gift, and GST concepts. The multiple-choice format was clear, and the progression of questions helped reinforce understanding.

KM

Kenneth McDermott, Principal
3 rating rating rating

Well done

SD

Sam DeBiasi, Owner
5 rating rating rating rating rating

Good

MP

maryanne pape, Manager
4 rating rating rating rating

Thank you - this was informative.

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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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