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

The Power and Essentials of Estate Planning

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
The Power and Essentials of Estate Planning

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00567-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0544)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00567-21-O)

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00567-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know it throws us all curve balls. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

Why bother with estate planning?

It is easy.

You get to plan where your money goes.

How it gets invested.

How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam.

The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

This online CPE webinar covers the following key topics:

  • Why estate planning?
  • What are the benefits of estate planning?
  • What are the tools available for estate planning?

Click here for more related webinars on Trust, Estate and Financial planning

Learning Objectives

  • To discuss the documents required for planning
  • To evaluate where, when, why, and how to begin the process
  • To know who to call and how to trust someone else with your investments
  • To compare and contrast the different options available for your investments
  • To discuss ways to create paths of success with instruments you did not know exist
  • To discuss key tax basics and understand the difference between gift tax and estate

Who Should Attend?

  • California Registered Tax Professional
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Professionals
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA


    [average] => 4.5000
    [no_of_record] => 2




I love this platform of learning. Opens many doors and allows you to learn from someone who has experience in the field