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  Form 706 Preparation Part 1: Overview Including Portability 2024 | 126407

  April 21, 2025 | 10 a.m. – 12 p.m. PT

  CPE: 2

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  Living Trust Administration Workshop 2024 | 126603

  April 22, 2025 | 8 a.m. – 3:30 p.m. PT

  CPE: 8

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  Form 706 Preparation Part 2: Reporting Assets 2024 | 126410

  April 22, 2025 | 10 a.m. – 12 p.m. PT

  CPE: 2

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  Advanced Personal Financial Planning Update 2024 | 124818

  April 24, 2025 | 8 a.m. – 3:30 p.m. PT

  CPE: 8

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  Non Pro Rata Trust and Will Distributions of Property Overview 2024 | 126644

  April 25, 2025 | 11 a.m. – 12 p.m. PT

  CPE: 1

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    $49.00

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  The Generation-Skipping Transfer Tax and Dynasty Trusts 2024 | 124860

  April 28, 2025 | 8 – 11:30 a.m. PT

  CPE: 4

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  Form 706 Preparation Part 3: Reporting Deductions 2024 | 126413

  April 28, 2025 | 10 a.m. – 12 p.m. PT

  CPE: 2

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  Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024 | 126416

  April 29, 2025 | 10 a.m. – 12 p.m. PT

  CPE: 2

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