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

985 ratings

Excellent

Very Good

Average

Poor

NA

Nicolette Alexandroff, Owner
5 rating rating rating rating rating

Great course for tax knowledge.

DC

Diana Canaan,
5 rating rating rating rating rating

Great range of topics, very helpful for planning

GH

GLEN HELMBRECHT, Owner
5 rating rating rating rating rating

Good program, Presenter was a little dry.

PC

Peter Cole, Staff or Senior
5 rating rating rating rating rating

great

LF

Laura Fralick, Certified Public Accountant (CPA)
3 rating rating rating

Presenter was very knowledgeable about subject but presentation of material was hard to follow at times. It was a lot of material in a short amount of time.

RN

Roberta Nail, Owner
4 rating rating rating rating

This was a good introduction to the many types of trusts with emphasis on the ones most often employed. The slides were very comprehensive. However, it was very difficult to follow along with the instructor.

SD

Sanel Dragovic, President
5 rating rating rating rating rating

Great webinar with a knowledgeable speaker discussing the changes in new tax bill and how previous acts were affected.

SM

Sherri Melsha, Staff or Senior
5 rating rating rating rating rating

Insightful

AF

Alfred J Fernandez, Owner
4 rating rating rating rating

Unbeliveable educational experience

SB

Steven Brendle, Owner
4 rating rating rating rating

Presenter was a little hard to understand.

JS

Jennifer Syme, Vice President (VP)
4 rating rating rating rating

Good overall information presented, just seemed slow in the presentation of it.

JB

John Bednarski, Manager
4 rating rating rating rating

Power point slides were very helpful in following the speaker's presentation. Very informative, concise with concepts, easy to follow.

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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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