Learn - Comply - Certify - All Year.
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40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
JM
Good presentation...
KS
Wonderful instructor! Clearly knowledgeable and experienced.
RP
Be able to print out handouts as Text only, no pictures, drawings etc.
LM
I enjoyed listening to Warren's presentation. He wasn't reading off a script and provided valuable information surrounding the topic. I also liked that he addressed and embraced the new technology we are all facing. Thank you.
VV
An insightful course covering key tax law changes, planning opportunities, and compliance requirements for the 2026-2028 tax years. Provides practical guidance on new deductions, retirement rules, business tax updates, and strategies to help taxpayers adapt to evolving legislation.
KS
Good to watched.
BS
Solid presentation of difficult material. Perhaps a few more examples sprinkled in would have been more enjoyable.
AV
Good
SG
Great
RS
It was overall a great learning and looking forward to learn more.
VV
A useful review of Forms 706 and 709, covering estate and gift tax rules, deductions, and credits. It also explains key topics like gift splitting, portability, life insurance, and taxable estate calculations.
BD
short and informative
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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