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Warren Bergstein

Warren Bergstein, CPA, AEP©

  • 4.3 / 5
  • 634 Professionals Trained

About Speaker

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

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  • 4.3

(220) Ratings



Very Good









Digna Robles, CPA (US)

Jan 21st 2022

I like the way each course is designed


Susan Schreiner, CPA (US)

Jun 11th 2022

Very good overview.


John Sparling, CPA (US)

May 27th 2022

Excellent overview.


Yan Ji, CPA (US)

Aug 5th 2022

great course


John Shenk, CPA (US)

May 23rd 2022

Instructor informative though not necessarily an exciting speaker. Still got good information.

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