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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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June 10, 2023 11:00AM EDT
BRAND NEW COURSE!
EVALUATING ESTATE TAX TECHNIQUES (PART 2)
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
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1.0
FREE
June 14, 2023 11:00AM EDT
2022 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$50.00
June 17, 2023 11:00AM EDT
BRAND NEW COURSE!
EVALUATING ESTATE TAX TECHNIQUES (PART 3)
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
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1.0
FREE
June 17, 2023 12:00PM EDT
BRAND NEW COURSE!
ESTATE PLANNING FOR MUSICIANS: CHUCK DAELLENBACH & THE CANADIAN BRASS STORY
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
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1.0
FREE
June 21, 2023 12:00PM EDT
2022 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$50.00
June 22, 2023 12:00PM EDT
THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2023
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$50.00
June 26, 2023 5:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
June 30, 2023 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 1, 2023 11:00AM EDT
BRAND NEW COURSE!
BUSINESS PROFESSIONALS: CREDITOR PROTECTION & ESTATE TAX PLANNING
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)
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1.0
FREE
July 13, 2023 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
July 19, 2023 12:00PM EDT
2022 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$50.00
July 27, 2023 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
July 31, 2023 9:00AM EDT
ESTATE TAX SECRET LIENS; CHARITABLE GIFTS; PREFERRED PARTNERSHIPS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.5
FREE
August 1, 2023 4:00PM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
View Details / Register
2.0
FREE
August 10, 2023 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
View Details / Register
1.5
FREE
August 16, 2023 12:00PM EDT
2022 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
View Details / Register
2.0
$50.00
August 17, 2023 4:00PM EDT
SAVING TAX BENEFITS FROM ESTATE TAX AUDITS: S CORPORATION AND PARTNERSHIP SALES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.5
FREE
August 24, 2023 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
View Details / Register
1.5
FREE
August 30, 2023 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
View Details / Register
2.0
FREE

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