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

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1024 ratings

Excellent

Very Good

Average

Poor

VV

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

This course provided valuable insights into the use of trusts for effective estate and gift tax planning. It enhanced understanding of trust structures, tax benefits, and strategies for wealth transfer and asset protection.

CS

Cheryl Sadlon, Owner
5 rating rating rating rating rating

Knowledgeable presenter

CS

Cheryl Sadlon, Owner
5 rating rating rating rating rating

Informative

MS

Michael Sowa, Manager
5 rating rating rating rating rating

The presenter was very effective in presenting highlights fro the latest tax bill OBBBA. The handout material is extremely handy to follow.

BS

Bradley Smith, CFO/Controller
3 rating rating rating

Useful for a quick review of changes to the tax law.

VC

Vijaykumar Chavda, Consultant
4 rating rating rating rating

Good

CP

Cynthia Powers, Tax Advisor
5 rating rating rating rating rating

ok

EG

Eric Grant, Principal
4 rating rating rating rating

Very knowledgeable and professional. Exciting? Not really. Effective? Absolutely.

RS

Ruchik Sanghavi, Consultant
5 rating rating rating rating rating

Good

RS

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

good.

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

KS

KEYA SHAH, Partner
5 rating rating rating rating rating

iMPRESSIVE TEACHING STYLE .

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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