Estates & Trusts

Explore estate planning strategies and specialized tax rules.

Estates & Trust Taxation CPE courses explore the specialized tax rules governing fiduciary income, distributions, and estate planning strategies. Our estates & trust taxation CPE courses help CPAs and tax professionals apply technical guidance to sensitive client situations involving wealth transfer and legacy planning. Learn about income taxation of trusts and estates, gift and estate tax considerations, basis adjustments, and reporting requirements for fiduciaries and beneficiaries. Gain practical insight into compliance obligations, tax minimization strategies, and fiduciary responsibilities while earning your CPE credits.