Estate & Trust Planning
Whether you’re helping clients preserve wealth, plan for the future, or navigate tax implications, we’ve got you covered. Explore expert-led CPE, tools, and resources designed to keep CPAs at the top of their game in this specialized area.
Introducing the Estate Planning Special Interest Community!
We’re excited to launch the Estate Planning Special Interest Community (SIC)! This group will be dedicated to discussions on estate planning, providing a space for professionals to share knowledge and strategies. We’re looking for an Estate Planning SIC champion. If you’re interested in that role, fill out this form and help us build this community!
Resources
Featured Events & CPE
Stay current on evolving laws, strategies, and best practices with our specialized conference and courses. Our trust and estate planning programs give you the knowledge and tools to better serve clients and grow their expertise.
VirtualForm 706 Preparation Part 1: Overview Including Portability 2024 | 126407
April 21, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Living Trust Administration Workshop 2024 | 126603
April 22, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Form 706 Preparation Part 2: Reporting Assets 2024 | 126410
April 22, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
