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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

6650+

No. of Hours

6649.5

CPE Approved

78

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
Exploring Decedent Estates and the Final 1040

Exploring Decedent Estates and the Final 1040

  • Jun 05, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
Register
  • 4.6 (99)
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

  • Jun 05, 01:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (6)
PREMIUM
The Role of Estate and Gift Tax in Financial Planning

The Role of Estate and Gift Tax in Financial Planning

  • Jun 06, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (67)
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

  • Jun 06, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (744)
PREMIUM
Latest Trusts and Estates Planing course 2022 | 2.0 hrs CE credit | myCPE

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Jun 06, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (460)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • Jun 10, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (714)
PREMIUM
Introduction to the Estate Tax

Introduction to the Estate Tax

  • Jun 10, 02:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
Register
  • 4.5 (112)
PREMIUM
Transfer Taxes for American Nondomiciliary

Transfer Taxes for American Nondomiciliary

  • Jun 12, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.7 (29)
PREMIUM
Retire Right: Mastering the Art of Holistic Financial Planning

Retire Right: Mastering the Art of Holistic Financial Planning

  • Jun 13, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.7 (85)
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

  • Jun 13, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (744)
FREE
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

  • Jun 13, 03:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.6 (15)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • Jun 17, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (714)

Self Study Webinars

PREMIUM
Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits

Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.2 (36)
PREMIUM
Estate Planning for Qualified Retirement Plans and IRA’s

Estate Planning for Qualified Retirement Plans and IRA’s

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (541)
PREMIUM
Estate Planning With and Without Life Insurance for Canadians

Estate Planning With and Without Life Insurance for Canadians

  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CFA
  • QAFP
  • CIPM
  • CFP (CA)
Register
  • 4.4 (63)
PREMIUM
Estate Planning for Cannabis Business Owners

Estate Planning for Cannabis Business Owners

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CSA
Register
  • 4.6 (101)
PREMIUM
Introduction to Estate Planning

Introduction to Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (58)
PREMIUM
Use of Trusts in Estate and Gift Tax Planning

Use of Trusts in Estate and Gift Tax Planning

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.3 (236)
PREMIUM
How to be a Money Master Millionaire (Part 3)

How to be a Money Master Millionaire (Part 3)

  • Accountant/Bookkeeper/Tax Professionals
  • CPA/ABV
  • CPA in Canada
  • CFP® (US)
  • CGFM
  • CPA (US)
Register
  • 4.3 (76)
PREMIUM
Analyzing Generational Trusts for Basis Increase Opportunities

Analyzing Generational Trusts for Basis Increase Opportunities

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.7 (81)
PREMIUM
Basics of Trusts (“Trusts 101”) in Estate Planning and Elder Law

Basics of Trusts (“Trusts 101”) in Estate Planning and Elder Law

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (313)
PREMIUM
Estate, Gift, and Generation-Skipping Transfer Taxes - Overview

Estate, Gift, and Generation-Skipping Transfer Taxes - Overview

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.5 (198)
PREMIUM
Leaving a Legacy: How to Pass Assets to The Next Generation

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

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (206)
PREMIUM
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.4 (47)
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