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

985 ratings

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VH

Virginia Harris, Analyst
5 rating rating rating rating rating

Good seminar

TQ

Tim Quinn, Owner
5 rating rating rating rating rating

Very helpful.

KS

KEYA SHAH, Partner
5 rating rating rating rating rating

iMPRESSIVE TEACHING STYLE .

RC

Rajesh Chudasama, Tax Manager
5 rating rating rating rating rating

Overall good experience and know new updates

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.

MS

Mieko Sunbury, Owner
4 rating rating rating rating

A lot of it was tax info that wasn't necessarily tied to the OBBBA, but was just good tax info for financial planning in general.

RS

Rohit Suneja, A&A Sr Manager
5 rating rating rating rating rating

good.

DN

David Nuzzolo, Owner
5 rating rating rating rating rating

The instructor knew the material well

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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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