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Taxation of Estates & Trusts

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Resources

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Planning after tax changes
Aug 18, 2025
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Excerpt Vol. 4 - The Adviser’s Guide to Financial & Estate Planning – 15th Ed
Dec 20, 2024
993.1 KB
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2024 Estate Tax Return Checklist – Form 706
Dec 17, 2024
1.1 MB
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News

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AICPA Supports Provisions of Reconciliation, Submits Recommendations
Sep 30, 2023
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AICPA Submits Comments on Green Book Trust & Estate Tax Provisions
Aug 11, 2022
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CPE & Learning

CPE Self-study
Estate & Trust Primer - Tax Staff Essentials
Online
Level: Basic
$135 - $195
Webcast
Estate & Trust Primer - Tax Staff Essentials
Level: Basic
$225 - $269
CPE Credits:
4
More Tax CPE & Learning will be released in the future
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