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Form 706 and 709: Optimizing Estate and Gift Taxes

PREMIUM

Warren Bergstein, CPA, AEP©
2 Credits

Form 706 and 709: Optimizing Estate and Gift Taxes

CPA (US)
EA
AFSP
CRTP
CPA/PFS
CFP® (US)
CFA
DE LPA
ChFC
ORTP
CWS
TEP
CFIRS
RICP
LTC
CPFA/QPFC
WMCP
FSCP
Maryland Tax Preparer
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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PREMIUM

Jessie Seaman
1 Credit

Deductions, Gains, & Losses – Oh My! Navigating Trust Tax Filing

CPA (US)
EA
AFSP
CRTP
CPA/PFS
CFP® (US)
CGFM
DE LPA
ChFC
ORTP
CWS
TEP
CFIRS
RICP
LTC
WMCP
FSCP
Maryland Tax Preparer
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC

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Special Needs Planning: Financial Security and Care Solutions

PREMIUM

Nathan Shoff
1 Credit

Special Needs Planning: Financial Security and Care Solutions

CPA (US)
CPA/PFS
CFP® (US)
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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Building a Legacy: Future-Proofing Family Businesses

PREMIUM

Ilene Slatko
1 Credit

Building a Legacy: Future-Proofing Family Businesses

CPA (US)
CPA/PFS
CFP® (US)
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
ME LPA
CSA
CASL
ChSNC
CIPM

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PREMIUM

Ilene Slatko
1 Credit

Boosting Your Firm's Success: The Power of a Financial Coach

CPA (US)
CPA/PFS
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
ME LPA
CSA
CASL
ChSNC
CIPM

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PREMIUM

J.Patrick Garverick, CPA (US), CFP®
8 Credits

Passive Activities & Rental Real Estate Income Tax Issues

CPA (US)
EA
AFSP
CRTP
CPA/PFS
CFP® (US)
CFA
DE LPA
ChFC
ORTP
CWS
TEP
CFIRS
RICP
LTC
CPFA/QPFC
WMCP
FSCP
Maryland Tax Preparer
IA LPA
ME LPA
CSA
CASL
ChSNC
CIPM

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PREMIUM

Ilene Slatko
1 Credit

Estate Planning Strategies to Navigate Divorce Financial Challenges

CPA (US)
CPA/PFS
CFP® (US)
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
CDFA
RICP
WMCP
FSCP
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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PREMIUM

1.5 Credits

Income Tax Planning for Financial Planners

CPA (US)
EA
AFSP
CRTP
CPA/PFS
CFA
DE LPA
ChFC
ORTP
TEP
RICP
LTC
WMCP
FSCP
Maryland Tax Preparer
IA LPA
ME LPA
CSA
CASL
ChSNC
CIPM

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PREMIUM

Ilene Slatko
1 Credit

Strengthening Your Financial Health with FERS

CPA (US)
CPA/PFS
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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PREMIUM

Ilene Slatko
1 Credit

Demystifying FERS and Calculating Your Retirement Eligibility

CPA (US)
CPA/PFS
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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PREMIUM

Ilene Slatko
1 Credit

An Overview of the FERS Retirement

CPA (US)
CPA/PFS
CFA
DE LPA
ChFC
CWS
TEP
CFIRS
RICP
WMCP
FSCP
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

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PREMIUM

2 Credits

The Role of Estate and Gift Tax in Financial Planning

CPA (US)
EA
AFSP
CRTP
CPA/PFS
CFA
DE LPA
ChFC
ORTP
CWS
TEP
CFIRS
RICP
LTC
WMCP
FSCP
Maryland Tax Preparer
IA LPA
CLU
ME LPA
CSA
CAP
CASL
ChSNC
CIPM

Learn More

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CE Courses for CSA (2025)

300+ Hours Online CPE/CE Approved Estate Planning, Trusts, Financial & Retirement Planning Courses for CSAs

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