MYCPE ONE

Estate Planning That Works: Your Legacy Blueprint

Build Confidence in Estate & Legacy Planning

certificate
5810

Enrollments

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Published on June, 2026
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Multiple

Qualifications 

11

Credits

11 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

What happens to your wealth, assets, family interests, and legacy when life takes an unexpected turn?

Estate planning is no longer reserved for ultra-high-net-worth families. Individuals, business owners, retirees, and advisors increasingly face decisions involving trusts, estate taxes, charitable giving, digital assets, wealth transfer strategies, and changing tax laws. Effective estate planning requires more than preparing documents—it requires thoughtful coordination of financial, tax, and legacy objectives.

The training program, “Estate Planning That Works: Your Legacy Blueprint”, focuses on practical estate planning strategies designed to help professionals and advisors navigate modern wealth transfer challenges. It covers estate and gift tax considerations, trust planning techniques, estate valuations, charitable giving strategies, digital asset planning, and recent legislative developments affecting estates and trusts.

By focusing on real-world planning scenarios, this training helps professionals strengthen estate planning knowledge, improve client advisory capabilities, and develop practical approaches to preserving and transferring wealth across generations.

Get Deeper Understanding of:
  • Estate and gift tax planning fundamentals
  • Trust structures and wealth transfer strategies
  • Estate valuation concepts and planning assumptions
  • Digital asset and modern estate planning considerations
  • Charitable giving and tax-efficient legacy planning
  • Recent estate, trust, and legislative developments
Recommended For:
  • This program is designed for estate planning professionals, financial advisors, wealth managers, CPAs, ChFC professionals, trust officers, and professionals involved in wealth transfer and legacy planning.
  • It is particularly relevant for professionals working with trusts, estate tax planning, charitable giving, wealth preservation, and multi-generational financial planning. Those advising individuals, families, business owners, and retirees on estate-related matters will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen estate planning expertise, improve advisory capabilities, and provide more comprehensive legacy planning guidance.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Estate Planning for the 99 Percent of U.S with Estates Under 14MThe Role of Estate and Gift Tax in Financial PlanningEstate & Gift Tax Review Under OBBB For 20262026 Estate Planning After H.R. 1 with New Estate and Trust RulesOBBB Impact on Estate Planning: Avoiding Intestate vs. Testate PitfallsUse of Trusts in Estate and Gift Tax PlanningTrusts and Estates: Tax and Accounting InsightsEstate Planning Valuations: From Basics to Key AssumptionsEstate Planning for the Digital Age: Managing Digital AssetsEstate Planning with Charitable Giving under SECURE 2.0 and OBBBA Updates
Course Title Time Credits Learning Format
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-02904-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347067) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02387) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning 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
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning 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-02904-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347067) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02387) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning 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
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify key estate planning considerations for estates under $14 million.
  • Develop personalized estate plans aligning with family circumstances.
  • Recognize pitfalls in estate planning and ways to prevent them.
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-03018-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 349359) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02499) 1 CE Approved
Taxes for 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-03018-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
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-03018-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 349359) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02499) 1 CE Approved
Taxes for 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-03018-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03018-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE003) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the elements of the taxable estate.
  • Show financial planners the significance of planning using techniques and strategies during a client’s life.
  • Identify tools, checklists, and government forms to assist the planner in analyzing a client’s tax situation.
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
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE 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 Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
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
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02940-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE 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 Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Review of the estate tax & generation skipping transfer tax.
  • Illustrate the filing of Forms 706 and 709.
  • Discuss the difference between Form 1040 and 1041 by an estate.
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-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for 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-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
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-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for 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-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the core estate and trust changes under H.R. 1.
  • Identify tax-efficient planning strategies based on client wealth levels.
  • Explore planning priorities for business owners and married couples.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 344750) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 344750) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the differences between intestate and testate estate processes.
  • Identify common errors in estate planning and prevention strategies.
  • Explore ways to assemble and manage an expert planning team.
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
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE 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 Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (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
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE 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 Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (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.
  • Analyze trustee elections and appointment powers in planning.
  • Explain ethical rules for trusts, trustees, and beneficiaries.
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-02706-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 344770) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02193) 1 CE Approved
Taxes for 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-02706-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
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 Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (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-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 344770) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02193) 1 CE Approved
Taxes for 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-02706-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02706-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
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 Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE017) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the role and duties of a fiduciary.
  • Analyze income calculation and filing rules.
  • Explore legislation and AI's current impact.
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-02979-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345655) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02460) 1 CE Approved
Taxes for 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-02979-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02979-26-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
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 Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (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-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345655) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02460) 1 CE Approved
Taxes for 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-02979-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02979-26-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
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 Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the fundamentals of valuations in an estate planning context.
  • Identify key assumptions and variables that influence valuation outcomes.
  • Explore methods to apply valuation insights in client estate planning.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 346462) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for 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
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 346462) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for 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
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Understand the importance of integrating digital assets into estate planning.
  • Identify various types of digital assets and their value within an estate.
  • Gain practical techniques for managing and preserving digital wealth and legacy.
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-02871-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345705) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02355) 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-02871-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Enrolled Retirement Plan Agent (ERPA) 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-02871-25-S) 1 CE Approved
Estate Planning 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
IRAs for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
IRAs for Qualified 401(k) Administrator (QKA) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
IRAs for Associated Professional Member(APM) 1 CE Eligible
IRAs for Qualified Pension Administrator(QPA) 1 CE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
IRAs for Nonqualified Plan Consultant (NQPC) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
IRAs for Tax-Exempt and Governmental Plan Consultant (TGPC) 1 CE Eligible
IRAs for 401(k) Rollover Specialist ((k)RS) 1 CE Eligible
IRAs for Qualified 401(k) Consultant(QKC) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
IRAs for Certified Pension Consultant (CPC) 1 CE Eligible
IRAs for Certified Plan Sponsor Professional (CPSP) 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-02871-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345705) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02355) 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-02871-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Enrolled Retirement Plan Agent (ERPA) 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-02871-25-S) 1 CE Approved
Estate Planning 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
IRAs for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
IRAs for Qualified 401(k) Administrator (QKA) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
IRAs for Associated Professional Member(APM) 1 CE Eligible
IRAs for Qualified Pension Administrator(QPA) 1 CE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
IRAs for Nonqualified Plan Consultant (NQPC) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
IRAs for Tax-Exempt and Governmental Plan Consultant (TGPC) 1 CE Eligible
IRAs for 401(k) Rollover Specialist ((k)RS) 1 CE Eligible
IRAs for Qualified 401(k) Consultant(QKC) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
IRAs for Certified Pension Consultant (CPC) 1 CE Eligible
IRAs for Certified Plan Sponsor Professional (CPSP) 1 CE Eligible
On Demand (video)
  • Discuss how charitable giving aligns with overall tax efficiency.
  • Identify various charitable vehicles and their key advantages.
  • Explore ways to position philanthropy as part of legacy planning.

* 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

Ilene Slatko

Ilene Slatko

Account Executive, DSS Consulting

Ilene Slatko is CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, where she coaches clients on building strong financial decision-making skills. With over 25 years as a financial advisor, she grew her business through her seminar series “Women and Their Money.” Ilene is a recognized subject-matter expert on the Federal Employees Retirement System (FERS) and delivers insights to civil-service employees across federal agencies.


As an award-winning speaker featured on MyCPE-One, Ilene empowers professionals with practical financial strategies and retirement planning expertise. Her platforms provide accessible education and consulting for personal and professional financial success.

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Richard Peck

Richard Peck

Founder, Richard C. Peck Consulting, LLC

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.


For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.


Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.


Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

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Tony Curatola

Tony Curatola

Drexel University

Tony Curatola is the Joseph F. Ford Professor of Accounting and Tax at Drexel University, recognized for his long-standing research on individual, small business, and retirement income taxation. He has published more than 230 articles, completed sponsored research, and his work has been cited by major outlets including Forbes, The Washington Post, The Wall Street Journal, and The New York Times.


He also spent 32 years editing the tax column for Strategic Finance before stepping down in 2024. Today, he continues creating interactive tax education courses for CeriFi and frequently presents webinars for MY-CPE ONE, where he received Excellence Awards in 2024 and 2025. With degrees from Drexel, Wharton, and Texas A&M, he remains active in accounting leadership through roles in professional associations such as the Institute of Management Accountants.

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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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Frequently Asked Questions

This program covers estate planning fundamentals, estate and gift tax strategies, trust planning, estate valuations, charitable giving, digital asset planning, and legislative developments affecting estates and trusts. It focuses on practical approaches to preserving and transferring wealth efficiently.

This program helps professionals strengthen estate planning expertise, improve wealth transfer strategies, and provide more effective guidance on trusts, taxes, charitable planning, and legacy preservation. It supports more informed decision-making for individuals, families, and business owners planning for the future.

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.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.