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.
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.
VirtualFiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 25-26 | 132677
Feb. 17, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 25-26 | 132680
Feb. 17, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
International Tax Encore Virtual Conference 2026 | 1000004885
Feb. 18, 2026 | 8:30 a.m.–4 p.m. PT
CPE: 8
