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

Excellent

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Average

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SI

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

Good refresher

SM

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

Insightful

DC

Daniel Costa, Owner
5 rating rating rating rating rating

Relevance to job.

DA

Doris Adams, Owner
5 rating rating rating rating rating

The webinar had a lot of useful information.

AM

Annette Markin, Certified Public Accountant (CPA)
5 rating rating rating rating rating

It was a very good overview of the OBBBA. Finally!

DF

David Felsing, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Mr. Bergstein knows his stuff and made a good presentation.

SR

Shere Rucker, Assistant Manager
4 rating rating rating rating

Informative and helpful.

KK

Keith Knabe, Owner
5 rating rating rating rating rating

I was a little rough on this instructor yesterday about a different course I listened to. I enjoyed this one much better and he is a good instructor who really knows his stuff. He had more energy for the info today.

TO

Troy O'Callaghan,
4 rating rating rating rating

Susu Warren

JG

James Geswein, Owner
4 rating rating rating rating

Well-done presentation

FS

Ferris Simpson, Staff Accountant
4 rating rating rating rating

The information in the slides was very informative.

AA

Arether Arrington, Tax and Consulting
4 rating rating rating rating

The highlighted contents of this webinar gave direction to what is needed for my clients.

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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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