--- title: CPA Continuing Education Course: Estate Planning and Tax Reform description: The CPE course will educate CPAs on the common problems caused by not updating an estate plan, as well as potential opportunities available before a change in the estate tax law takes effect. image: https://www.4tfg.com/hubfs/Email/CPE-Promo-Image-170831.jpg --- [![4thought_footer-logo.png](https://www.4tfg.com/hs-fs/hubfs/4thought_footer-logo.png?width=335&height=101&name=4thought_footer-logo.png "4thought_footer-logo.png")](https://www.4tfg.com/) - [![4Thought Financial Group](https://www.4tfg.com/hubfs/4thought_footer-logo.png)](https://www.4tfg.com/) [![4Thought Financial Group Compass](https://www.4tfg.com/hubfs/4Though-Compass.png)](https://www.4tfg.com/) - [About 4Thought](https://www.4tfg.com/investment-methodology) - [Our Investment Methodology](https://www.4tfg.com/investment-methodology) - [Management Team](https://www.4tfg.com/management) - [In the Media](https://www.4tfg.com/media) - [Contact](https://www.4tfg.com/contact) - [Services](https://www.4tfg.com/investing) - [Private Individual Investing](https://www.4tfg.com/investing) - [SMAs for RIA /Institutional /Family Office](https://www.4tfg.com/financial-advisors-and-institutions) - [Services for CPAs](https://www.4tfg.com/cpa-investing-services) - [Private Wealth Management](https://www.4tfg.com/wealth-management) - [Retirement Plan Services](https://www.4tfg.com/retirement-plan-services) - [Resources](https://www.4tfg.com/resources) - [Financial News](https://www.4tfg.com/resources) - [Portfolio Review](https://www.4tfg.com/portfolio-review) - [Investment Performance](https://www.4tfg.com/performance-requests) - [CPA Continuing Education](https://www.4tfg.com/cpe-continuing-education) - [FAQs](https://www.4tfg.com/faq) - [FAQs](https://www.4tfg.com/faq) - [Contact](https://www.4tfg.com/contact) - Log In - [Goldman Sachs Accounts](https://www.folioclient.com/servlets/ProcessAction?identifier=loginFormEntry&user.mode=IAC) - [Wealth Management](https://wealth.emaplan.com/ema/SignIn?ema) - [Consolidated Reporting](https://client.myadvisorlink.com/auth/users/webportal/4tfg) - [Retirement Plan Services](https://www.4tfg.com/rps-login) - - Log In - [Goldman Sachs Accounts](https://www.folioclient.com/servlets/ProcessAction?identifier=loginFormEntry&user.mode=IAC) - [Wealth Management](https://wealth.emaplan.com/ema/SignIn?ema) - [Consolidated Reporting](https://client.myadvisorlink.com/auth/users/webportal/4tfg) - [Retirement Plan Services](https://www.4tfg.com/rps-login) ## 4Thought Investing Resources ## 4Thought Investing Resources [Financial News](https://www.4tfg.com/resources/) [Investment Strategy](https://www.4tfg.com/resources/topic/investment-strategy) [Personal Finance](https://www.4tfg.com/resources/topic/personal-investing) [Business Finance](https://www.4tfg.com/resources/topic/business-finance) [For Professionals](https://www.4tfg.com/resources/topic/financial-professionals)[Compass and Crosshairs](https://www.4tfg.com/resources/topic/compass-and-crosshairs) SUBSCRIBE Subscribe for free tips and articles to help you lead a smarter financial life. [Financial News](https://www.4tfg.com/resources) ,[CPA Continuing Education](https://www.4tfg.com/resources/topic/cpa-continuing-education) # CPA Continuing Education Course: Estate Planning and Tax Reform The CPE course will educate CPAs on the common problems caused by not updating an estate plan, as well as potential opportunities available before a change in the estate tax law takes effect. \[fa icon="calendar"\] Aug 14, 2017 12:14:06 PM by [4Thought Financial](https://www.4tfg.com/resources/author/4thought-financial) [![CPE-Promo-Image-170831.jpg](https://www.4tfg.com/hs-fs/hubfs/Email/CPE-Promo-Image-170831.jpg?width=900&name=CPE-Promo-Image-170831.jpg "CPE-Promo-Image-170831.jpg")](https://www.4tfg.com/cpe-continuing-education) As trusted advisors, CPAs are in the perfect advisory roles to help their clients ensure that at death, problems are minimized. This course will include technical insights, as well as case studies, highlighting issues the right estate plan can resolve. It will also identify potential opportunities for clients in the advent of proposed federal tax reforms. Estate planning is one of the most important financial strategies for CPAs and clients to understand. It’s not a one-time session, but rather, a constant process that should continuously be revisited and modified to account for changes in the market and clients’ evolving financial goals. Creating a will, establishing trusts, naming beneficiaries, and minimizing financial burdens to loved ones are all critical components of proper estate planning. The prospect of substantial tax reforms—the possible elimination of the estate tax, among these—has raised questions and uncertainty. It’s also created potential opportunities. This course will teach CPAs how to optimize client relationships with practical estate planning advice amid a changing tax landscape. **4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible seminar on estate planning and tax reform on August 31, from 8 a.m. to 10 a.m. A light breakfast will also be served.** ### [**Click Here To Register **](https://www.4tfg.com/cpe-continuing-education)   --- Investment Advisory Services offered through 4Thought Financial (APA)an SEC Registered Investment Advisor. This material is for informational purposes only. Please consult your tax, legal or accounting professional for further information before making any decisions.APFS Compliance has conducted its review of the PMR electronic submission related to your outside RIA material. Any references to our PMR noted comments and changes are crucial if indicated. 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Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Any opinions presented here are subject to change at any time without notice. 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