Build your estate planning skills
June 23, 2025
Friday's Estate & Trust Conference brought together experts and practitioners for a deep dive into timely estate planning strategies, trust administration challenges, and evolving tax considerations.
Thank you to the OSCPA Estate Planning Committee, chaired by Kristina Gochnour of HMW CPAs & Associates, North Bend for producing the event.
Get the recording
Email the Professional Development Team to be notified when the recording becomes available for purchase.
📌 Don't miss expert sessions on:
• State & federal legislative changes
• Planning for nontraditional families
• Income tax planning techniques for trusts
• Charitable giving in changing times
• Ethical considerations for estate professionals
Why CPAs should provide advisory services
- from AICPA Journal of Accountancy:
Small firms find success with advisory services - from Illinois Society of CPAs:
The future for accounting firms is advisory services
More Estate Planning CPE:
Oregon and Washington
The Complete Guide to Oregon Death Taxation - #W80863
By understanding the unique aspects of Oregon Estate Tax Law and how it aligns with federal estate tax obligations, participants will gain the knowledge needed to navigate these complex issues confidently.
Estate Planning for 2025 & Beyond: Oregon & Washington Issues - #W80859
This course will address many issues that are specific to Oregon and Washington, allowing you to finally be able to attend a course geared towards your specific state.
The Complete Guide to Washington Death Taxation - #W80866
This course provides a thorough exploration of Washington estate tax law, guiding you through the preparation process step-by-step.