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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

7003+

No. of Hours

7002.5

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

  • Apr 22, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (622)
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

  • Apr 25, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (638)
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

  • Apr 25, 01:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (8)
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

  • Apr 26, 10:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.8 (5)
FREE
Leaving a Legacy: How to Pass Assets to The Next Generation

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

  • Apr 26, 04:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6 (89)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • Apr 29, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (622)
PREMIUM
Introduction to Financial & Estate Planning for IRAs

Introduction to Financial & Estate Planning for IRAs

  • May 01, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.7 (29)
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 02, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (638)
PREMIUM
Exploring Decedent Estates and the Final 1040

Exploring Decedent Estates and the Final 1040

  • May 03, 09:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
Register
  • 4.5 (19)
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

  • May 03, 01:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.7 (3)
PREMIUM
trust and estate planning

CPAs and Financial Planners Must Know This About Trusts and Estates

  • May 03, 02:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (41)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 06, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (622)

Self Study Webinars

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 (441)
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 (35)
PREMIUM
Estate Planning and FERS

Estate Planning and FERS

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (15)
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
A Deep Dive into your FERS Retirement Benefits

A Deep Dive into your FERS Retirement Benefits

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.3 (3)
PREMIUM
Estate Planning for Cannabis Business Owners

Estate Planning for Cannabis Business Owners

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CSA
Register
  • 4.7 (21)
PREMIUM
Introduction to Estate Planning

Introduction to Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (55)
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 (231)
PREMIUM
Anatomy of a Conservator: A High Level Look at the Expectations, Responsibilities, Restrictions, and Resources of the Role

Anatomy of a Conservator: A High Level Look at the Expectations, Responsibilities, Restrictions, and Resources of the Role

  • Accountant/Bookkeeper/Tax Professionals
  • CPA/ABV
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
Register
  • 4.7 (7)
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 (71)
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 (30)
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 (151)
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