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Trust, Estate & Financial Planning Continuing Education Webinars

Courses for CFP, EA, Tax Pros, PFS and other Trust, Estate and Financial Professionals

7064+

No. of Hours

7064

CPE Approved

85

No. of courses

0

Enrolled

  • Courses Approved by CFP Board, NASBA, IRS, TSBPA, NYSED, VSCPA, FICPA, ACBWA other regulating bodies.
  • Learn suitable strategies for financial planning with real world examples from the experts of the subject
  • Eligible course for multiple credits
  • Up-to-moment tax related content to stay ahead in your profession
  • Put your learning into your professional practice and win clients
  • Instant CPE Certification
  • Wide variety of topics available for selection.

Upcoming Webinars

PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 13, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (626)
PREMIUM
The Role of Estate and Gift Tax in Financial Planning

The Role of Estate and Gift Tax in Financial Planning

  • May 13, 03:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.3 (12)
PREMIUM
Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

  • May 13, 03:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 5 (3)
PREMIUM
Retire Right: Mastering the Art of Holistic Financial Planning

Retire Right: Mastering the Art of Holistic Financial Planning

  • May 14, 09:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.7 (20)
FREE
Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

  • May 15, 03:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (223)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 16, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 20, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (626)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 23, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 27, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (626)
PREMIUM
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

  • May 28, 02:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (11)
PREMIUM
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (8)
FREE
Leaving a Legacy: How to Pass Assets to The Next Generation

Leaving a Legacy: How to Pass Assets to The Next Generation

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6 (90)

Self Study Webinars

PREMIUM
Secure Your Legacy: Estate Planning Strategies for Financial Advisors

Secure Your Legacy: Estate Planning Strategies for Financial Advisors

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.4 (57)
PREMIUM
Tax Law Update for Financial Planners: CE Course | MY-CPE

Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (205)
PREMIUM
Guide to Roth IRA Contributions & Distributions | MY-CPE

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (89)
PREMIUM
Introduction to the Estate Tax (2024) | MY-CPE

Introduction to the Estate Tax

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.5 (141)
PREMIUM
Passive Activities & Rental Real Estate Income Tax | myCPE

Passive Activities & Rental Real Estate Income Tax Issues

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.8 (76)
PREMIUM
Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.5 (25)
PREMIUM
Introduction to Financial & Estate Planning for IRAs

Introduction to Financial & Estate Planning for IRAs

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
Register
  • 4.5 (54)
PREMIUM
trust and estate planning

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.5 (176)
PREMIUM
Best techniques for preparing Form 1041

Best techniques for preparing Form 1041

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.6 (156)
PREMIUM
Trusts and Estates Administration Strategies to Avoid Future Issues

Trusts and Estates Administration Strategies to Avoid Future Issues

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.6 (92)
PREMIUM
The Power and Essentials of Estate Planning

The Power and Essentials of Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.7 (53)
PREMIUM
Retire Right: Mastering the Art of Holistic Financial Planning

Retire Right: Mastering the Art of Holistic Financial Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.8 (45)
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