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Estate Tax Self-Study CPE Courses

Surgent’s estate tax CPE self-study 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 Self-Study courses will help you to explain the tax implications of decisions to clients. These self-study CPE tax courses will also help you show clients how to minimize the tax consequences of distributing their estates to beneficiaries.


Choose Estate Tax Update CPE courses in various self-study formats that include: downloadable PDF, textbook, or on-demand webcast--which provides the instructor-led experience of a webinar but in an on-demand format.


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 TitleFormatCreditsPrice 

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)
Field of Study: Taxes (10)

Self-Study Download

10

$189.00

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Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)
Field of Study: Taxes (10)

Self-Study Textbook

10

$249.00

Buy now

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

Self-Study Webcasts

8

$199.00

Buy now

Review of Form 709 – Gift Tax Return (709R)
Field of Study: Taxes (2)

Self-Study Download

2

$49.00

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Basic Estate Administration for CPAs and FAs (BEAC)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

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

Self-Study Webcasts

2

$89.00

Buy now

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

Self-Study Webcasts

2

$89.00

Buy now

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

Self-Study Webcasts

2

$89.00

Buy now

How to Settle an Estate – An Overview (HSEO)
Field of Study: Taxes (2)

Self-Study Download

2

$49.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

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This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

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

Self-Study Download

8

$159.00

Buy now

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

Self-Study Textbook

8

$210.00

Buy now

How to Settle a Client's Estate (SEAZ)
Field of Study: Taxes (10)

Self-Study Download

10

$189.00

Buy now

How to Settle a Client's Estate (SEAZ)
Field of Study: Taxes (10)

Self-Study Textbook

10

$249.00

Buy now

The Complete Trust Workshop (TCTW)
Field of Study: Taxes (16)

Self-Study Download

16

$279.00

Buy now

The Complete Trust Workshop (TCTW)
Field of Study: Taxes (16)

Self-Study Textbook

16

$360.00

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Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now
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