CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Estate and Financial Planning: Latest Topics and Best Techniques

Estate and Financial Planning: Latest Topics and Best Techniques

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00199-20-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0208)

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00199-20-S)

2 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00199-20-S)

2 CE credit for Certified Senior Advisor (CSA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • Changes in Landscape
    25 mins
  • Bridging Services
    28 mins
  • Primary Planning Issues for All Clients
    48 mins
  • Estate Tax Issues
    75 mins
  • Traps, Pitfalls, and Tips in Plann
    88 mins

Course Description

Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?

This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you’ll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth. The landscape for CPAs and EAs serving individual clients is shifting. Consumers are seeking a primary point of contact to address the full scope of their financial needs, which include tax planning, estate, and gift planning, retirement planning, risk management and integrated advisory services.

During this course, we will discuss tax strategies for you to assist your clients in meeting their goals, securing their future.

This webinar helps certified public accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients.

Learning Objectives

  • To identify clientele Estate and Financial Planning products
  • To recognize planning options best suited for clients’ financial needs
  • To recall effective planning strategies for meeting clients’ long-term retirement goals

Who Should Attend?

  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA