Trust & Estate Mastery Series Bundle
Multiple Events Between -
Up to 14.0 Credits
Member Price $420.00
Non-Member Price $665.00
Overview
This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate expert!
The Trust & Estate Mastery Series has a total of 10 sessions. It is recommended to take Sessions 1 & 2 first before the others in the series. If you missed these two sessions, you may purchase the Informational Only (No CPE) video replays linked below.
- Session 1: 9/21/26 - Reading Trust Documents
- Session 2: 9/25/26 - Introduction to Trust Taxation
There are 7 sessions remaining in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $105!
Note: The Trust & Estate Mastery Series webcasts are being recorded. Therefore, if you purchase the bundle, there will not be a partial refund or transfer option. You will receive the recordings from each session for informational use (no CPE).
Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
This bundle contains the following events:
Trust & Estate Mastery Series: Understanding Trust Accounting Income (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
This is Session 4 in the Trust & Estate Mastery Series. Trust Accounting Income used to allocate receipts and disbursement between current and remainder beneficiaries. In this session you will gain an understanding of the purpose and importance of trust accounting income which is a required statutory basis of accounting for trusts, gain a working knowledge of Oregon's Principal and Income Act (ORS 129), including the power to adjust and unitrust conversion powers, and learn to correctly compute trust accounting income. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Understanding Distributable Net Income (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
This is Session 5 in the Trust & Estate Mastery Series. Distributable Net Income is used to determine how distributions to beneficiaries are taxed. In this session you will gain an understanding of the purpose and importance of distributable net income and how it is different from trust accounting income, differentiate between direct and indirect deductions, compute DNI, and apply DNI to required and discretionary distributions. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Treatment of Capital Gains in Trusts (2 hours - late morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
This is Session 6 in the Trust & Estate Mastery Series. Capital gains are generally not included in DNI and therefore are "trapped" inside the trust regardless of distributions. In this session you will learn how and when capital gains are to be included in DNI under the provisions IRS Reg 1.643(a)-3 and various methods for distributing capital gains to beneficiaries. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Complex Trust Elections (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
This is Session 7 in the Trust & Estate Mastery Series. In this session you will learn how and when to use the various tax elections available to complex trusts, including the 65 day election (663(b)), the mark-to-market election (643(e)(3)), the charitable deduction election (642(c)(1)), the estimated tax payment election (643(g)), and the QSST and ESBT elections for trusts holding S corporation stock. You will also learn how non-cash distributions and specific bequests are taxed. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Estate Elections and Administration (2 hours - late morning) - NEW! - Webcast
-
Online
2.0 Credits
Member Price: $75
This is Session 8 in the Trust & Estate Mastery Series. Estates are also taxed under Subchapter J but they are different from trusts, including revocable trusts used for estate administration. In this session you will learn about the deductions and elections that are unique to probate estates, how and when to use the IRC 645 election to treat a revocable living trust as part of an estate, accounting for income in respect of a decedent (IRD), and how to coordinate income and deductions between the final 1040, the estate tax return, and the trust income tax return. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Oregon's Natural Resource Credit and Exemption Programs (2 hours - afternoon) - NEW! - Webcast
-
Online
2.0 Credits
Member Price: $75
This is Session 9 in the Trust & Estate Mastery Series. In this session you will learn about Oregon's special estate tax reduction programs for decedent's holding natural resource property. You will learn how these two programs work and how to choose between them based on their requirements and benefits, what qualifies as natural resource property, and the reporting and recapture requirements for each program. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Trust & Estate Mastery Series: Understanding Generation Skipping Transfer Tax (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $75
This is Session 10 in the Trust & Estate Mastery Series. Many trusts have been making distributions to the children of the grantors for 30-40 years. As these children pass on and assets are distributed to grandchildren, the generation skipping transfer tax comes into play. In this session you will gain a basic understanding of how this third transfer tax system works, when it applies, and what information you need in your files to correctly compute and report the tax, even if no tax is due. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE-T (Tax Matters): 2 Thank you to Oregon Community Foundation, Gold Sponsor of the 2026 Trust + Estate Mastery Series.
Non-Member Price $665.00
Member Price $420.00