Newport Beach, CA
Estate and Trust Planning Conference 2026
Date: July 16 - 17, 2026
Time: 7:15 a.m. – 4:30 p.m. PT
Member Early Bird
$790.00
Nonmember Early Bird
$1,020.00
Members, log in to access your discount.
Overview
As the rules shaping wealth, legacy and tax strategy shift, your clients look to you for clarity, confidence and a steady hand. That’s exactly why this annual gathering exists. CalCPA’s Estate & Trust Planning Conference brings together the sharpest CPAs, attorneys and financial advisors for a deep dive into what’s new, what’s changing and what’s coming next in this complex corner of the profession.
Across two days, you’ll explore emerging trends, smart planning opportunities, and real-world strategies you can put to work immediately. Expect high-level insights, practical guidance, and conversations with seasoned pros who live and breathe estate and trust work every day. It’s where top practitioners compare notes, sharpen their edge and stay ahead of the shifts before they hit the headlines.
Prefer to participate from your desk or your favorite corner café? No problem—you can join the entire experience virtually.
Early bird pricing expires June 4, 2026. Agenda and speakers will be announced soon and are subject to change.
Product Code
1000004380
Credit Type
CPE: 16Format
In-Person
Intended Audience
CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic to advanced understanding of estates and trusts.
Advance Preparation
None
Learning Objectives
Venue
Hyatt Regency Newport Beach
1107 Jamboree Road, Newport Beach, CA, 92660
Get DirectionsCalCPA has arranged special rates for attendees of the Estate and Trust Planning Conference at the Hyatt Regency in Newport Beach, CA. The room rates noted below are applicable for the nights of Wednesday, July 15, and Thursday, July 16, 2026.
Standard Guest Room $249.00 per night (up to two people per room) + applicable taxes and fees
Rate applicable three (3) days before and after the official event dates (July 16-17), based on the hotel’s space and rate availability. Additional guest rooms are subject to Hotel availability and prevailing rates.
Your Resort/Destination Fee is waived, and the following services and amenities are included with your stay:
- Waived resort fee
- Beach Cruisers (up to 2 hours complimentary)
- Beach Kits Available (includes 2 chairs and an umbrella)
- 2 Bottled Water in guest room daily
- Computer usage and printing
- Electric Car Charging
- Complimentary Wi-Fi in guestrooms will be available to all guests
- and more...
Parking
Self-parking is available at a discounted rate of $20/night (July 15-17)
Booking Instructions:
-Please use the following link to book your stay: https://www.hyatt.com/en-US/group-booking/NEWPO/G-MGC0
Please note that the discounted room rate cut-off date is Wednesday, June 24, 2026 at 11:59 p.m.
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
Our Silver Partners
