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

1024 ratings

Excellent

Very Good

Average

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MR

Michael Reardon, Certified Public Accountant (CPA)
4 rating rating rating rating

good webinar

VH

Virginia Harris, Analyst
5 rating rating rating rating rating

Good seminar

EM

Eric McGaugh, Auditor
5 rating rating rating rating rating

Solid overview of the important tax changes associated with the OBBBA.

SM

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

Insightful

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

Specific state issues focused and announced in the materials prior to the webinar would be most helpful

WG

William D Griffith III, Owner
5 rating rating rating rating rating

Good update. Have not been involved in creating trusts, but several clients use trusts and are very good use of handling their funds to their benefit.

NB

Neven Bahnan, Staff Accountant
3 rating rating rating

very informative

MM

Marina Mendoza, Certified Public Accountant (CPA)
4 rating rating rating rating

Good and informative!

LM

Leon Maynard, Owner
4 rating rating rating rating

It was good

KC

Kerry Crutchfield, Owner
4 rating rating rating rating

Good overview.

KW

Katherine Walker, Owner
5 rating rating rating rating rating

Good course and instructor. However, more time should be allocated for this complex subject.

SI

Stefanie Irwin, CFO/Controller
5 rating rating rating rating rating

Good refresher

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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