Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualTax Issues with Transferring U.S. Assets Offshore 2025 | 134101
Nov. 17, 2025 | 9–11 a.m. PT
CPE: 2
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26 | 131986
Nov. 18, 2025 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Living Trust Administration Workshop 25-26 | 132595
Nov. 19, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132899
Nov. 19, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
101 Tax Planning Ideas 25-26 | 131925
Nov. 19, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Living Trust Administration Workshop 25-26 | 132599
Nov. 19, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 25-26 | 132902
Nov. 19, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
101 Tax Planning Ideas 25-26 | 131922
Nov. 19, 2025 | 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.
