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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

No records available

Self Study Webinars

PREMIUM
Exploring Decedent Estates and the Final 1040

Exploring Decedent Estates and the Final 1040

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
Register
  • 4.7 (55)
PREMIUM
Transfer Taxes for American Nondomiciliary

Transfer Taxes for American Nondomiciliary

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.8 (11)
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

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.8 (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

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6 (8)
PREMIUM
The Role of Estate and Gift Tax in Financial Planning

The Role of Estate and Gift Tax in Financial Planning

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (32)
PREMIUM
Financial and Estate Planning: Tools and Techniques

Financial and Estate Planning: Tools and Techniques

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
Register
  • 4.3 (16)
PREMIUM
A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead

A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 5 (3)
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