The following tax courses accepted by the California Tax Education Council and qualify as CPE for CTECs. To view your specific license requirements, please visit Compliance Manager.
| Title | Date | Instructor | Credit | Level | Fee | ||
|---|---|---|---|---|---|---|---|
| Common Estate Planning Mistakes and How to Avoid Them | Mar 27 2025 | Steven Siegel | 2 | Basic | $106 | add to cartSold Out | |
| 2021 Federal Tax Update (Full-Day Webinar) | Oct 25 2025 | Bradley Burnett | 8 | Update | $100 | add to cartSold Out | |
| 2021 Federal Tax Update for Business (Full-Day Webinar) | Oct 25 2025 | Bradley Burnett | 8 | Update | $100 | add to cartSold Out | |
| 2021 Federal Tax Update for Businesses (Full-Day Webinar) | Oct 25 2025 | Bradley Burnett | 8 | Update | $100 | add to cartSold Out | |
| 2021 Federal Tax Update for Individuals (Full-Day Webinar) | Oct 25 2025 | Bradley Burnett | 8 | Update | $100 | add to cartSold Out | |
| Estate Administration Process: A Practitioner’s Guide | Oct 25 2025 | Klaralee Charlton | 2 | Basic | $100 | add to cartSold Out | |
| Estate Administration Process: A Practitioner’s Guide | Oct 25 2025 | Klaralee Charlton | 2 | Basic | $100 | add to cartSold Out | |
| Family Trusts: Planning to Preserve, Protect and Transfer Wealth for Your Clients | Oct 25 2025 | Steven Siegel | 2 | Basic | $100 | add to cartSold Out |
| Title | Author | Credit | Level | Fee | |
|---|---|---|---|---|---|
| 2022 Estate & Financial Planning Quarterly Update (Winter) | Klaralee Charlton | 2 | Update | $62 | add to cartSold Out |
| Special Gift Tax Issues | Klaralee Charlton | 2 | Basic | $62 | add to cartSold Out |
| Preparing Form 706: The Federal Estate Tax Return | Steven Siegel | 2 | Basic | $62 | add to cartSold Out |
| Preparing Form 709: The Federal Gift Tax Return | Steven Siegel | 2 | Basic | $62 | add to cartSold Out |
| The Uses of Trusts and their Tax Consequences | Steven Siegel | 8 | Basic | $145 | add to cartSold Out |
| 2021 Year-End Tax Update for Not-for-Profits | Clark Nuber Kathryn Okimoto Sarah Huang | 2 | Update | $62 | add to cartSold Out |
| Taxation of the Family Home | Klaralee Charlton | 2 | Basic | $62 | add to cartSold Out |
| Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies | Steven Siegel | 2 | Basic | $62 | add to cartSold Out |
| Form 1041: Advanced Concepts in Fiduciary Income Tax (Part 2) | Klaralee Charlton | 6 | Basic | $109 | add to cartSold Out |
| 2021 Federal Tax Update | Bradley Burnett | 8 | Update | $135 | add to cartSold Out |
