Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualPension and Profit-Sharing Plan Strategies 25-26 | 132588
Dec. 9, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Titans Annual Federal Tax Planning: Business & Estate Update 25-26 | 132964
Dec. 10, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Titans Annual Federal Tax Planning: Business & Estate Update 25-26 | 132963
Dec. 10, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
California Fiduciary Taxes Part 1: Form 1041 Conformity Rules 25-26 | 132712
Dec. 10, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132900
Dec. 11, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132903
Dec. 11, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
California Income Tax and Trust Planning 25-26 | 132724
Dec. 12, 2025 | 9–10 a.m. PT
CPE: 1
- Virtual
California Fiduciary Taxes Part 2: California Throwback Rules 25-26 | 132715
Dec. 12, 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.
