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

1010 ratings

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MM

Mohammad Malik, Financial Controller
4 rating rating rating rating

good test

JW

Jennifer Williams,
5 rating rating rating rating rating

Comlplete

JM

John McGovern, Owner
5 rating rating rating rating rating

Good presentation...

CT

Colette Tan, Others
5 rating rating rating rating rating

Thanks for good review

CB

Chris Barnas, Financial Controller
5 rating rating rating rating rating

Well done!

JP

John Prothero, Staff Accountant
3 rating rating rating

It was adequate.

ZV

Zoraida Velez Usera, Owner
5 rating rating rating rating rating

I enjoyed taking the financial planning course it was very informative and will help me in my area of work.

IH

In Yong Hwang, Owner
4 rating rating rating rating

good

DG

Dan Gibson, Partner
4 rating rating rating rating

Very informative and educational program.

DM

David Murray, Vice President (VP)
4 rating rating rating rating

This was a very good course and well presented. Thank you.

MS

Melinda Sineriz,
4 rating rating rating rating

Course was informative.

VV

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

Trust and estate taxation focuses on fiduciary responsibilities, Distributable Net Income (DNI), and proper reporting to ensure accurate tax compliance and efficient asset distribution. Effective trust and estate planning uses appropriate trust structures, sound recordkeeping, and ethical fiduciary management to protect beneficiaries and achieve tax and estate planning goals.

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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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