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

Very Good

Average

Poor

AS

Aaron Spechler, Consultant
4 rating rating rating rating

I'm retired, thus my "neutral" answers to some questions. you should have a "not applicable" option in the responses.

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.

DD

Debra Delaney, Owner
4 rating rating rating rating

informative

SC

Sallie Craig, Certified Public Accountant (CPA)
4 rating rating rating rating

Lots of good information here.

JR

Joseph Redd, Consultant
5 rating rating rating rating rating

Great Info

AS

Angel Sotomayor, Assistant Manager
5 rating rating rating rating rating

Great instructor

TB

THOMAS BOWEN, Owner
5 rating rating rating rating rating

Very good content

YP

Yong Park, Partner
5 rating rating rating rating rating

good

GS

Gordon Siskey,
4 rating rating rating rating

The presentation clearly taught the central concepts.

CD

Carla Daniel, Principal
4 rating rating rating rating

Material is a good overview. Very technical area where much time could be allocated for each type of trust.

SD

Sam DeBiasi, Owner
5 rating rating rating rating rating

Good

KP

Krutik Patel, Associate
5 rating rating rating rating rating

awesome

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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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