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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DR

Donald Robison, Owner
5 rating rating rating rating rating

A very good overview of Trusts and Estates

RK

Ronald Koch, Owner
5 rating rating rating rating rating

Good basic understanding of grantor trusts

MS

Melinda Sineriz,
4 rating rating rating rating

Course was thorough.

MN

Maria Nodarse, Owner
5 rating rating rating rating rating

excellent

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.

MK

Myung Hwan KIM, Finance Manager
5 rating rating rating rating rating

Very Great!

DM

David Murray, Vice President (VP)
5 rating rating rating rating rating

Great job. Thank you.

SR

Sierra Rolon, Finance Manager
3 rating rating rating

Good information

CT

Christopher Tomasino, Owner
5 rating rating rating rating rating

EXCELLENT COURSE

PF

Paul Fried, Principal
4 rating rating rating rating

worthwhile webinar

PB

Paul Boland, Owner
4 rating rating rating rating

I enjoyed this update very much - nice and short and to the point!

DR

Dean Rakoskie, Owner
4 rating rating rating rating

This course opened my eyes to the complexity of Estate and Gift Tax Planning. I intend to explore this topic more and will be discussing some of the topics here with my wife to see if we want to make changes to what we have in place.

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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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