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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

3487+

No. of Hours

3487

CPE Approved

27

No. of courses

5.1k

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

$10
The Power and Essentials of Estate Planning

The Power and Essentials of Estate Planning

  • Oct 21, 02:00 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.5 (4)
$15
Tax Valuation: Things you should know

Tax Valuation: Things you should know

  • Oct 22, 03:00 PM EDT
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
FREE
Spooky Stuff: Debt, Inflation, Interest Rates, and Equities.  Why Private Real Estate Now?

Spooky Stuff: Debt, Inflation, Interest Rates, and Equities. Why Private Real Estate Now?

  • Oct 26, 11:00 AM EDT
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
$80
Fundamental Concepts of Trusts & Estates for Planning & Compliance

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Oct 27, 09:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.3 (24)
$20
Crucial Insights For Real Estate: Treatment & Minimizing QBID & Maximizing UBIA

Crucial Insights For Real Estate: Treatment & Minimizing QBID & Maximizing UBIA

  • Oct 27, 12:30 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4.9 (9)
$20
Basic Estate Administration for CPAs & Financial Advisors

Basic Estate Administration for CPAs & Financial Advisors

  • Oct 27, 03:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.3 (4)
$10
Gain Realization at Death and At Gift - Tax on Wealthy Estates

Gain Realization at Death and At Gift - Tax on Wealthy Estates

  • Nov 01, 01:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.5 (34)
$80
Fundamental Concepts of Trusts & Estates for Planning & Compliance

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Nov 03, 10:30 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.3 (24)
$10
Elder Care Planning: The CPA as a Key Figure

Elder Care Planning: The CPA as a Key Figure

  • Nov 03, 03:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.6 (689)
$20
CPAs and Financial Planners Must Know This About Trusts and Estates

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Nov 08, 01:30 PM EDT
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.4 (47)
$20
Estate Planning for IRAs Payable to Trusts After the Secure Act

Estate Planning for IRAs Payable to Trusts After the Secure Act

  • Nov 11, 11:30 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.6 (50)
$15
The Mathematics of Estate Planning for IRAs After the Secure Act

The Mathematics of Estate Planning for IRAs After the Secure Act

  • Nov 12, 03:30 PM EDT
  • AFSP
  • CFP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
Register
  • 4.6 (110)

Self Study Webinars