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.
VirtualCalifornia Fiduciary Taxes Part 1: Form 1041 Conformity Rules 26-27 | 138577
Oct. 30, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
California Fiduciary Taxes Part 2: California Throwback Rules 26-27 | 138581
Oct. 30, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Estate Planning: A Comprehensive Overview 26-27 | 138626
Nov. 3, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Estate Planning: A Comprehensive Overview 26-27 | 138630
Nov. 3, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138882
Nov. 10, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Current Developments in Estate Planning 2026 (no cpe) | 146140
Nov. 11, 2026 | 12–2 p.m. PT
