Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualTitans Annual Federal Tax Planning: Business & Estate Update 25-26 | 132967
Dec. 30, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Titans Annual Federal Tax Planning: Business & Estate Update 25-26 | 132966
Dec. 30, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 25-26 | 132701
Jan. 5, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 25-26 | 132704
Jan. 5, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
101 Tax Planning Ideas 25-26 | 131926
Jan. 6, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132152
Jan. 6, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
101 Tax Planning Ideas 25-26 | 131923
Jan. 6, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132156
Jan. 6, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
Stay Ahead with Financial Planning CPE Courses for California CPAs
Earn CPE credit while sharpening your expertise in trusts and estate planning, retirement and pensions, and financial planning and insurance. Our expert-led webinars deliver timely insights, California-specific guidance, and flexible learning options—live or on demand. Stay ahead of regulatory changes and client expectations with high-impact courses designed for today’s CPAs.
