CTEC

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.

Results per page

Title	Author	Credit	Level	Fee
Why Estate Planning is Still Alive for those not Subject to the Estate Tax	Klaralee Charlton	2	Basic	$67	add to cart
Post Death IRA Transactions	Klaralee Charlton	2	Basic	$67	add to cart
ChatGPT for Tax: A Quick Guide to Successful Tax Research	Greg White	1	Basic	$53	add to cart
Charitable Remainder Trusts and Preparing Form 5227	Steven Siegel	2	Intermediate	$67	add to cart
Preparation of State Level Estate Tax Returns	Klaralee Charlton	2	Intermediate	$67	add to cart
Reporting Charitable Bequests on Form 706 and Form 1041	Klaralee Charlton	2	Intermediate	$67	add to cart
Charitable Contribution Deduction: Rules & Changes	Susan Harper	1	Basic	$53	add to cart
Federal Income Taxation of Trusts and Estates	Steven Siegel	2	Basic	$67	add to cart
Maximizing Social Security Benefits	Greg White	2	Basic	$67	add to cart
2023 Estate & Financial Planning Quarterly Update (Spring)	Klaralee Charlton	2	Update	$67	add to cart
Understanding the Federal Gift Tax	Steven Siegel	2	Overview	$67	add to cart
Gift Tax Biggest Reporting Issues and Mistakes	Klaralee Charlton	2	Basic	$67	add to cart
Income Taxation of Trusts and Estates and Preparing Form 1041 Part 2	Steven Siegel	4	Intermediate	$92	add to cart
Income Taxation of Trusts and Estates and Preparing Form 1041 Part 1	Steven Siegel	4	Intermediate	$92	add to cart
Common Estate Planning Mistakes and How to Avoid Them	Steven Siegel	2	Basic	$67	add to cart
Overview of the SECURE Act 2.0	Klaralee Charlton	2	Basic	$67	add to cart
Distributing Capital Gains on Form 1041	Klaralee Charlton	2	Intermediate	$67	add to cart
Determining Tax Basis of Property	Jennifer Kowal	2	Intermediate	$67	add to cart
Preparing Form 706: The Federal Estate Tax Return	Steven Siegel	2	Basic	$67	add to cart
2022 C Corporations Update	Bradley Burnett	2	Update	$67	add to cart
Preparing Form 709: The Federal Gift Tax Return	Steven Siegel	2	Basic	$67	add to cart
Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies	Steven Siegel	2	Basic	$67	add to cart
Funding the Marital Share	Klaralee Charlton	2	Intermediate	$67	add to cart
Costly Pitfalls in Old Estate Planning Documents	Klaralee Charlton	2	Basic	$67	add to cart
Introduction to Pooled Employer Plans	Klaralee Charlton	2	Basic	$67	add to cart

Showing 1 to 25 of 65 entries

← Previous Next →