MYCPE ONE

Estate and Gift Tax Masterclass: Forms, Trusts, and Compliance

Build Smarter Plans, Secure Every Estate.

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497

Enrollments

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Published on March, 2026
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Multiple

Qualifications 

16.5

Credits

16.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

How well do you really understand the complex world of estate and gift taxes? The Estate and Gift Tax Masterclass: Forms, Trusts, and Compliance is a hands-on, practitioner-focused course designed for tax professionals, financial planners, and CPAs. It walks you through everything from Form 706 preparation to strategic trust planning and portability compliance. Each module translates IRS forms and regulations into real-world guidance for maximizing client value and minimizing errors. By completing this course, participants gain a deeper understanding of advanced estate tax strategies, ensuring accuracy, efficiency, and lasting financial impact.

Get Deeper Understanding of:
  • Estate and gift tax planning concepts.
  • Portability elections for married taxpayer compliance.
  • Form 706 and 709 reporting accuracy.
  • Tax optimization through trusts and gifting.
  • Decedent estate filing requirements and elections.
Recommended For:
  • CPAs, TEPs, and Tax Attorneys seeking to enhance their expertise in estate and gift tax planning beyond foundational knowledge.
  • Financial planners, tax professionals, and compliance advisors aiming to strengthen their ability to handle Form 706 and 709 with precision and efficiency.
  • Individuals looking to deepen their understanding of estate planning, wealth transfer strategies, and tax optimization for high-net-worth clients.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Introduction to the Estate Tax Form 706Form 706 Unlocked: Keep Your Estate Plans Portability-ProofedForm 706 and 709: Optimizing Estate and Gift TaxesThe Role of Estate and Gift Tax in Financial PlanningUse of Trusts in Estate and Gift Tax PlanningIntroduction to Financial & Estate Planning for IRAsBeyond the Numbers: Understanding the Important Gift, Estate, and Income Tax ElectionsEstate & Gift Tax Review Under OBBB For 2026Estate Tax Planning - Techniques We Haven’t Covered YetEstate Planning, Gift Transfers, & International Tax ComplianceExploring Decedent Estates and the Final 1040
Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01965) 2 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Estate Planning for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01965) 2 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02522-25-S) 2 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Estate Planning for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Prepare a decedent’s final return with fiduciary accounting concepts.

  • Explain how Wills and Trusts function in estate planning.

  • Analyze valuation adjustments and key estate tax deductions.


1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332970) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01770) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332970) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01770) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02192-24-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • Analyze how to take advantage of DSUE benefits.

  • Discuss consequences of not claiming DSUE on Form 706.

  • Explain taxable estate components and related deductions.


2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 336384) (Valid upto : Dec 31, 2025) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01860) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 336384) (Valid upto : Dec 31, 2025) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01860) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02301-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Explain the framework of the Estate Tax regime and Form 706 structure.

  • Discuss DSUE, Portability rules, and related filing requirements.

  • Identify valuation rules and post-mortem tax planning opportunities.


2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02131) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02131) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02641-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Explain key elements of taxable and probate estates.

  • Discuss estate planning strategies, gifting, and life insurance.

  • Identify essential tools, forms, and planning risks.


1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347060) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02523) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Taxes for CIPM 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347060) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02523) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Taxes for CIPM 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Define trusts per treasury regulations and trustee asset ownership.
  • Identify trust parties, types, and tax/non-tax advantages.
  • Explain ethical rules for trusts, trustees, and beneficiaries.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 337371) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01982) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Retirement Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 337371) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01982) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02440-25-S) 1 CE Approved
Retirement Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • Explain SECURE Act 1.0 impact and key trust differences.

  • Analyze IRA trust advantages, rules, and documentation requirements.

  • Distinguish trust types, rollover options, and tax implications.


1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 338143) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01966) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 338143) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01966) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02421-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • Explain core tax planning principles and compliance fundamentals.

  • Apply tax laws and strategies to real-world scenarios.

  • Develop problem-solving skills for complex tax challenges.


2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345626) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02422) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345626) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02422) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Explain estate, gift, and generation-skipping transfer tax fundamentals.

  • Discuss key filing forms, including Forms 706, 709, 1040, and 1041.

  • Analyze portability issues and tax planning under OBBB.


1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332221) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01685) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
CIPM 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332221) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01685) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02096-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
CIPM 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain QPRT benefits for gift and estate tax reduction.

  • Discuss CLAT structure and charitable income distribution benefits.

  • Describe CRT advantages and their role in estate planning.


1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 334904) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01948) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 334904) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01948) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02402-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify estate tax exemptions, deductions, and taxable assets.

  • Explain foreign income taxation, FBAR, and FATCA compliance.

  • Evaluate tax treaties and estate reporting for executors.


1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332224) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01491) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332224) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01491) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01869-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Define key estate terms, checklists, and filing requirements.

  • Review essential forms, deadlines, and compliance procedures.

  • Discuss identity protection and personal representative duties.


* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Alan Gassman

Alan Gassman

Senior Partner, Gassman, Crotty & Denicolo, P.A.

Alan S. Gassman is a board certified Trust and Estates lawyer practicing with the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which he founded in 1987. The firm focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring. 

Mr. Gassman is the primary creator and developer of EstateView software, which allows for the design, illustration and analysis of estate tax, estate planning and charitable strategies. Jerry Hesch, Jonathan Blattmachr, Robert Keebler and Mr. Gassman serve as the Creative Team that continues to develop this software. 

He is also the lead author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner's Guide to Bankruptcy, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others. 

Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI).

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Allan J. Reynolds

Allan J. Reynolds

President, ABC Bookkeeping & Tax Service, Inc.

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.

A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. 

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.

Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.

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Top Tax Speaker | Jason Dinesen

Jason Dinesen

President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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Michael Miranda

Michael Miranda

Owner, MIRANDA CPA & Consulting LLC

Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD.  His tax practice focuses on corporate, individual, estate and gift, and tax accounting.  He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans.  As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits.  As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.  

Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm.  Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses.  He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC).  Michael resides in Sioux Falls, SD with his wife Jeanette.

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Tony Curatola

Tony Curatola

Drexel University

Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia and is one of the 2024 Top Educators award recipients. He was the Tax Column Editor for Strategic Finance between 1992 and 2024. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current global service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Journal of Legal Tax Research, Strategic Finance, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.

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Warren Bergstein

Warren Bergstein

Account Executive, Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

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This training covers the entire landscape of estate and gift taxation, including the practical preparation of Forms 706 and 709, portability elections, and trust-based strategies. It also explores decedent estate filing requirements, elections impacting wealth transfers, and compliance considerations. Participants will gain a thorough understanding of tax planning opportunities that align with both compliance and client goals.

This training empowers tax and financial professionals to approach estate and gift tax filings with clarity and confidence. You’ll learn to implement advanced planning strategies, manage compliance accurately, and create client-focused solutions that optimize tax outcomes. By completing this course, you’ll become proficient in real-world estate tax applications—translating complex regulations into effective, results-driven practice.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

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