Estate Planning

Helping your clients plan for their financial future can be difficult on both a practical and personal level.

This course series aims to help tax professionals navigate the often difficult process of estate planning.

Live CPE Webinars

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May 24, 2018 11:00AM EDT
ESTATE PLANNING: PAST, PRESENT AND FUTURE OF A-B TRUSTS, PART 1
Bill Coyne (BOSTON LEGACY PLANNING LLC)
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1.0
FREE
May 29, 2018 10:00AM EDT
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
Chuck Roulet (ROULET LAW)
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1.0
FREE
May 30, 2018 11:00AM EDT
ESTATE PLANNING: PAST, PRESENT AND FUTURE OF A-B TRUSTS, PART 2
Bill Coyne (BOSTON LEGACY PLANNING LLC)
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1.0
FREE
June 18, 2018 11:00AM EDT
DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
Joshua Wu (CLARK HILL STRASBURGER)
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1.0
FREE
June 20, 2018 10:00AM EDT
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
Chuck Roulet (ROULET LAW)
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1.0
FREE
July 16, 2018 04:00PM EDT
FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
FREE

Self-Study CPE

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August 31, 2018
SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
Chelsea May (HOLLAND & HART)
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1.5
FREE

Archived Webinars

Please Note: Archived webinars do not qualify for CPE
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March 20, 2018
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
Chuck Roulet (ROULET LAW)
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1.0
FREE
February 28, 2018
ESTATE PLANNING: PAST, PRESENT AND FUTURE OF A-B TRUSTS, PART 2
Bill Coyne (BOSTON LEGACY PLANNING LLC)
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1.0
FREE
February 14, 2018
ESTATE PLANNING: PAST, PRESENT AND FUTURE OF A-B TRUSTS, PART 1
Bill Coyne (BOSTON LEGACY PLANNING LLC)
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1.0
FREE
December 20, 2017
DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
Joshua Wu (CLARK HILL STRASBURGER)
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1.0
FREE
November 28, 2017
ESTATE PLANNING MISCONCEPTIONS: A SIMPLE WILL?
Jacob Stewart (INTER VIVOS, PLLC)
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1.0
FREE
September 8, 2017
THE PERFECT MODERN TRUST - THE QUINTESSENTIAL ESTATE PLANNING VEHICLE
Richard Oshins (OSHINS & ASSOCIATES, LLC)
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2.0
FREE
August 30, 2017
LEGAL ESTATE PLANNING ISSUES: PLANNING AT THE CLIFF OF CLIENT CAPACITY
Marve Ann Alaimo (PORTER WRIGHT MORRIS & ARTHUR LLP)
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1.0
FREE
July 7, 2017
POWERFUL INCOME TAX PLANNING OPPORTUNITIES THROUGH ESTATE PLANNING STRATEGIES
Richard Oshins (OSHINS & ASSOCIATES, LLC)
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1.0
FREE
November 2, 2016
CYBER ESTATE PLANNING AND ADMINISTRATION
Gerry Beyer (TEXAS TECH UNIVERSITY SCHOOL OF LAW)
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1.0
FREE