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

1024 ratings

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AL

anne lennstrom, Owner
5 rating rating rating rating rating

instructor is very knowledgable . learned addl info in planning

KS

Karen Scott, Certified Public Accountant (CPA)
5 rating rating rating rating rating

This presentation was excellent. It made even me think, and I am managing my sister's estate, which included setting up special needs trusts, as well as my and my husband's estate. He hit on exactly what I have been worried about. Where is everything!

CQ

Carla Quade, Project Manager
5 rating rating rating rating rating

Informative class

GM

George Marino, Certified Public Accountant (CPA)
5 rating rating rating rating rating

excellent update!

YP

Yong Park, Partner
5 rating rating rating rating rating

good

GS

Gagandeep Singh, Staff Accountant
5 rating rating rating rating rating

Thank you!

EG

Edward Gill, CFO/Controller
5 rating rating rating rating rating

Good Presentation

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

OBBBA tax planning focuses on updated deductions, credits, retirement contributions, and business provisions for 2026 and beyond. Professionals should review these changes to identify tax-saving opportunities and maintain compliance.

BM

Brianna Madren,
5 rating rating rating rating rating

This was effective of giving a high level overview of tax law changes that resulted from the OBBBA.

LN

Lawrence Novick, Owner
5 rating rating rating rating rating

great info

HM

Hanzhao Meng, Manager
4 rating rating rating rating

great course

KT

Kashyap Thakar, Owner
4 rating rating rating rating

good, clear speaker

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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