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

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Reviews and Ratings

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

out of 5

1036 ratings

Excellent

Very Good

Average

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JA

James Akoury, Staff or Senior
4 rating rating rating rating

good concepts explain and how to assist taxpayer in there planning finances

TS

Teresa Smith,
5 rating rating rating rating rating

Thank you!

LV

Lora Van Sickle, Owner
5 rating rating rating rating rating

nice paced class

JO

James Ourand,
5 rating rating rating rating rating

Great presentation

MH

Meet Harvani, Associate
4 rating rating rating rating

mandatory management course for risk

CL

Craig Lowder,
5 rating rating rating rating rating

The class was great.

DT

DAWN TAULLI, Owner
4 rating rating rating rating

Great class

BS

Brian Smith, Co-Founder
4 rating rating rating rating

Solid presentation of difficult material. Perhaps a few more examples sprinkled in would have been more enjoyable.

JF

James Fisher,
4 rating rating rating rating

A good basic intro to Trusts and Estates.

PK

Priyanka Khatri, Specialist
5 rating rating rating rating rating

good

LT

Lawrence Timmons, Staff Accountant
5 rating rating rating rating rating

The was informative and interesting.

MR

Margo Rodgers, Staff Accountant
5 rating rating rating rating rating

This is a really good class for someone who has no knowledge or bare minimum knowledge of trusts. He spent a lot of quality time clearly explaining terms, types and situations for trusts. I wish I had taken this class before working on my dad's trust return!

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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