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.
VirtualFiduciary Taxation Part 1: Introduction to Form 1041 25-26 | 132689
March 24, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 25-26 | 132692
March 24, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26 | 131984
March 25, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 25-26 | 132695
March 26, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 25-26 | 132698
March 26, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
California Income Tax and Trust Planning 25-26 | 132725
March 27, 2026 | 9–10 a.m. PT
CPE: 1
