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CE Courses for Trust, Estate & Financial Planning (TEP)

  • Online CPE/ CE Live Webinars & Self-Study Courses for CPA (US), EA, PFS, Tax Preparers, TEP, AFSP, CTEC, CSA Professionals to meet their CE Requirements

  • Put your learning into your professional practice and plan your client's financial future with our continuing education courses on estate planning.

No. of Speakers

30+

No of Hours

300+

No of Reviews

25K

Course Available

100+

How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 5
  • rating
  • rating
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Transfer Taxes for American Nondomiciliary
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Transfer Taxes for American Nondomiciliary
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 5
  • rating
  • rating
  • rating
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Exploring Decedent Estates and the Final 1040
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Exploring Decedent Estates and the Final 1040
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
  • rating
  • rating
  • rating
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Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
Employee Ownership Trusts
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Employee Ownership Trusts
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 5
  • rating
  • rating
  • rating
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  • rating
Traditional and Roth IRA Distributions, Taxation and Withholding
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Traditional and Roth IRA Distributions, Taxation and Withholding
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
The Power and Essentials of Estate Planning
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The Power and Essentials of Estate Planning
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them
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Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them
  • CPA (US)
  • CFP® (US)
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating
Trusts and Estates Administration Strategies to Avoid Future Issues
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Trusts and Estates Administration Strategies to Avoid Future Issues
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Section 121 real estate
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Tax Aspects of Selling a Home
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ChFC
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  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Five Mistakes Advisors Make Regarding Charitable Giving Advice
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Five Mistakes Advisors Make Regarding Charitable Giving Advice
  • CPA (US)
  • CFP® (US)
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Non-Cash Philanthropy: The Power of Untapped Resources
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Non-Cash Philanthropy: The Power of Untapped Resources
  • CPA (US)
  • CFP® (US)
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating

myCPE Unlimited Access

With myCPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

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