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Estate Tax CPE Courses

Surgent’s estate tax CPE courses address the tax issues faced by high-net worth clients looking to leave a legacy. Learn how to negotiate the intricacies of federal and state estate tax laws with our tax CPE courses. Our tax CPE webinars will help you to explain the tax implications of decisions to clients. These CPE tax courses will also help you show clients how to minimize the tax consequences of distributing their estates to beneficiaries.


Surgent CPE courses cover the very latest information, regulatory changes, and practical issues related to tax, accounting, audit, ethics, government, non-profit, and technology — topics that affect practicing CPAs, including those serving in public accounting, as well as accountants working in corporate roles such as CFOs, Controllers, and Comptrollers. Our course materials take you beyond your CPE needs by serving as a constant source of reference in your professional career.

Course TitleDate & TimeInstructorsCreditsPricePurchase

Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)
Field of Study: Taxes (8)

December 06, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

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Estate and Life Planning Issues for the Middle-Income Client (PMIC)
Field of Study: Taxes (8)

December 13, 2016 09:00 AM - 05:00 PM (Eastern)

Neil Brown, CPA, CFP

8

$219.00

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Sophisticated Estate Tax Planning for Super High Net Worth Clients (SOPH)
Field of Study: Taxes (2)

December 16, 2016 01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.

2

$89.00

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Estate and Life Planning Issues for the Middle-Income Client (PMIC)
Field of Study: Taxes (8)

January 04, 2017 09:00 AM - 05:00 PM (Eastern)

Neil Brown, CPA, CFP

8

$219.00

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Preparing the Decedent Final 1040 Return - Key Elections and Compliance Issues (PDFR)
Field of Study: Taxes (2)

January 10, 2017 01:00 PM - 03:00 PM (Eastern)

Karen Davis, EA, MBA, Ph.D., Stephen Bigge, CPA, CSEP

2

$89.00

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Successfully Completing a Gift Tax Return -- Form 709 (F709)
Field of Study: Taxes (2)

February 02, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

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Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (FM41)
Field of Study: Taxes (2)

February 03, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

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Successfully Completing an Estate Tax Return -- Form 706 (F706)
Field of Study: Taxes (2)

February 08, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

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Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (FM41)
Field of Study: Taxes (2)

February 13, 2017 01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

2

$89.00

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