Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualGlobal Mobility from a Tax Perspective 25-26 | 132731
July 21, 2025 | 9–10 a.m. PT
CPE: 1
- Virtual
Fiduciary Taxation Part 1: Introduction to Form 1041 25-26 | 132687
July 22, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 25-26 | 132690
July 22, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132898
July 23, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132901
July 23, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Tax Issues with Transferring U.S. Assets Offshore 2025 | 133982
July 23, 2025 | 9–11 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 25-26 | 132693
July 24, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 25-26 | 132696
July 24, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
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.
