Estate Planning 

The CPA's Guide to Financial and Estate Planning

The CPA's Guide to Financial and Estate Planning is a comprehensive, 1000-page, 4-volume, downloadable publication, which provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications. The 2014 edition is accompanied by a webcast series, with one of the authors of the guide, Steve Siegel.

Tools & Resources



  • Virtual:
    • Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
    • Estate Planning Events Library (free to PFP/PFS members without CPE)
    • In this audio clip, Bob Keebler reports on PLR 201608001, in which the IRS granted 9100 relief allowing an estate to make a late QTIP and reverse QTIP elections. (Courtesy of Leimberg Information Services, Inc.)
  • Self-Study:
  • In-Person:


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