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Estate Planning

Helping your clients plan for their financial future can be difficult on both a practical and personal level.

This course series aims to help tax professionals navigate the often difficult process of estate planning.

Live CPE Webinars

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March 27, 2025 10:00AM EDT
DIVORCE: A NEW BEGINNING FOR YOUR CLIENTS
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE
March 28, 2025 2:00PM EDT
INCOME TAX ELECTIONS FOR ESTATES
Martin Shenkman (SHENKMAN LAW)
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1.0
FREE
April 2, 2025 5:00PM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
April 4, 2025 4:00PM EDT
OVERVIEW OF THE ESTATE TAX RETURN INCLUDING PROPERTY LAW ASPECTS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
April 8, 2025 4:00PM EDT
INCOME TAX ELECTIONS FOR ESTATES
Martin Shenkman (SHENKMAN LAW)
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1.0
FREE
April 17, 2025 10:00AM EDT
GENERATION-SKIPPING TRANSFER TAX: STRATEGIES TO NAVIGATE ISSUES AND PITFALLS
Griffin Bridgers (HUTCHINS & ASSOCIATES LLC)
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1.5
FREE
April 29, 2025 5:00PM EDT
BRAND NEW COURSE!
ESTATE PLANNING MASTERCLASS: POWERFUL STRATEGIES FOR WEALTH TRANSFER
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
May 5, 2025 9:30AM EDT
OVERVIEW OF THE ESTATE TAX RETURN INCLUDING PROPERTY LAW ASPECTS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
May 30, 2025 10:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE