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.
Introducing the Estate Planning Special Interest Community!
We’re excited to launch the Estate Planning Special Interest Community (SIC)! This group will be dedicated to discussions on estate planning, providing a space for professionals to share knowledge and strategies. We’re looking for an Estate Planning SIC champion. If you’re interested in that role, fill out this form and help us build this community!
Featured article
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.
VirtualIRAs—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
