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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.

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Course TitleDate & TimeInstructorsCreditsPricePurchase

Consistent Basis Reporting Between Estates and Beneficiaries: The Proposed Regulations (F971)
Field of Study: Taxes (1)

September 26, 2016 01:00 PM - 02:00 PM (Eastern)

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

1

$49.00

Buy Now

Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms (GIFT)
Field of Study: Taxes (8)

October 19, 2016 11:30 AM - 07:30 PM (Eastern)

Robert Barnhill, III, CPA/PFS, CFP, JD, MBA

8

$219.00

Buy Now

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)
Field of Study: Taxes (8)

October 21, 2016 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

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

October 21, 2016 01:00 PM - 03:00 PM (Eastern)

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

2

$89.00

Buy Now

Surgent’s Virtual Tax Planning Conference (Day 1 of 2) (VPC1)
Field of Study: Taxes (8)

October 25, 2016 09:00 AM - 05:00 PM (Eastern)

Surgent's top tax instructors

8

$199.00

Buy Now

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

October 26, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

Buy Now

Surgent’s Virtual Tax Planning Conference (Day 2 of 2) (VPC2)
Field of Study: Taxes (8)

October 26, 2016 09:00 AM - 05:00 PM (Eastern)

Surgent's top tax instructors

8

$199.00

Buy Now

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

November 01, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

Buy Now

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

November 03, 2016 01:00 PM - 03:00 PM (Eastern)

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

2

$89.00

Buy Now

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)
Field of Study: Taxes (8)

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

Dennis Benvie, MS, CPA

8

$219.00

Buy Now
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