Estate & Trust Planning
Whether you’re helping clients preserve wealth, plan for the future, or navigate tax implications, we’ve got you covered. Explore expert-led CPE, tools, and resources designed to keep CPAs at the top of their game in this specialized area.
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Bucket List Estate Planning
Bucket list estate planning is a planning strategy from an accountant’s standpoint. It’s a holistic approach that considers the financial aspects of estate planning as well as personal goals and values.
Featured Events & CPE
Stay current on evolving laws, strategies, and best practices with our specialized conference and courses. Our trust and estate planning programs give you the knowledge and tools to better serve clients and grow their expertise.
VirtualForm 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27 | 138564
Sept. 21, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27 | 138567
Sept. 21, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 26-27 | 138570
Sept. 24, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27 | 138573
Sept. 24, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
ABC Trust Planning and the Portable Exclusion 26-27 | 137956
Sept. 30, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
ABC Trust Planning and the Portable Exclusion 26-27 | 137960
Sept. 30, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
