Earn a professional designation in estate planning, retirement planning, or management consulting

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Live Seminar Schedule - all CSEP courses

To register for a live seminar, please contact your State Society of CPAs. For seminars in Maryland, click here to register.

Click the course acronym or title for a description of the course.

1041
Fiduciary Income Tax Returns - Form 1041 Workshop

Date State Location
05/30/13 CT Rocky Hill
06/04/13 MN Bloomington - Minnesota Society of CPAs
06/12/13 OR Portland
06/25/13 MA (TBA)
06/28/13 MI Detroit (Troy) - MSU Management Education Center
07/15/13 SC Myrtle Beach
08/08/13 IN Indianapolis - Society Office
08/15/13 KY Louisville - Society Office/Gratzer EdCtr
08/19/13 NJ (TBA)
09/23/13 TX Houston - Houston Chapter Training Facility
10/21/13 VA Richmond (Glen Allen)- Society Office
10/22/13 MS Ridgeland - Mississippi Society of CPA Center
10/23/13 WA (TBA)
10/29/13 WI Madison
11/05/13 ID Couer d'Alene - BW Couer d'Alene Inn
11/07/13 TX Dallas - Dallas Chapter Training Facility
11/12/13 OH Columbus
11/19/13 NE (TBA)
11/20/13 FL Ft. Lauderdale
11/21/13 AZ Tucson
11/21/13 FL Tampa - Tampa Airport Marriott
11/22/13 PA Harrisburg
11/22/13 MO St. Louis - MSCPA Learning Center
12/03/13 OH Cincinnati
12/06/13 IN Fort Wayne - Grand Wayne Center
12/09/13 TN Chattanooga -Chattanooga CONVENTION & Trade Center
12/09/13 NH Manchester-Society Office
12/12/13 MN Bloomington - Minnesota Society of CPAs
12/17/13 NC (TBA)
12/19/13 TN Knoxville-University of TN Conference Center

AP41
Advanced Form 1041 Practice Workshop

Date State Location
06/07/13 OR Portland
08/14/13 MN Bloomington - Minnesota Society of CPAs
10/17/13 NJ (TBA)
11/04/13 CT Rocky Hill
11/11/13 NC (TBA)
12/04/13 VT (TBA)
12/06/13 KY Louisville - Society Office/Gratzer EdCtr

GIFT
Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop

Date State Location
06/05/13 MN Bloomington - Minnesota Society of CPAs
06/26/13 MA (TBA)
07/26/13 VT (TBA)
08/09/13 AZ Phoenix - Society Office
11/05/13 CT Rocky Hill
11/05/13 PA Trevose
11/07/13 OR Pendleton
11/12/13 NC (TBA)
11/15/13 NJ (TBA)
11/22/13 KY Louisville - Society Office/Gratzer EdCtr
12/11/13 NY New York City - FAE Center (Park Ave)
01/16/14 OK Tulsa

MFEP
Mastering the Fundamentals of Estate and Gift Tax Planning

Date State Location
08/20/13 NJ (TBA)
10/21/13 NC (TBA)
11/07/13 TX Houston - Houston Chapter Training Facility
11/21/13 PA Trevose
11/21/13 TX Fort Worth - Fort Worth Chapter Training Facility
12/05/13 TX Dallas - Dallas Chapter Training Facility

NLEP
What You Need to Do Now in Estate Planning Under the New Tax Law

Date State Location
05/31/13 CT Rocky Hill
06/13/13 MA (TBA)
06/28/13 OK Tulsa
07/25/13 VT (TBA)
08/08/13 NY Melville NY
08/16/13 KY Louisville - Society Office/Gratzer EdCtr
08/22/13 RI Providence
08/27/13 IN Indianapolis - Society Office
09/20/13 GA Alpharetta
09/25/13 WY Casper
09/26/13 UT Salt Lake City - Society Office
10/24/13 HI Honolulu
10/25/13 OH Columbus
10/25/13 TN Memphis - Univ. of Memphis - Fogelman Executive Center
10/28/13 PA Philadelphia
11/08/13 LA Shreveport
11/08/13 TX Houston - Houston Chapter Training Facility
11/14/13 NJ (TBA)
11/20/13 TX Fort Worth - Fort Worth Chapter Training Facility
12/05/13 NJ (TBA)
12/06/13 TX Dallas - Dallas Chapter Training Facility
12/10/13 TN Brentwood - TSCPA Meeting Center
12/11/13 MN Bloomington - Minnesota Society of CPAs
12/13/13 VA Richmond (Glen Allen)- Society Office
12/20/13 TN Knoxville-University of TN Conference Center

PMIC
Estate and Life Planning Issues for the Middle-Income Client

Date State Location
06/06/13 OR Portland
06/10/13 MI Detroit (Troy) - MSU Management Education Center
06/13/13 OR Eugene
06/20/13 TX Houston - Houston Chapter Training Facility
07/08/13 NJ (TBA)
07/15/13 TX Dallas - Dallas Chapter Training Facility
07/18/13 AZ Phoenix - Society Office
07/23/13 GA Atlanta - Society Office
07/26/13 CO Longmont
08/05/13 TX Austin - Austin Chapter Training Facility
08/20/13 PA Hershey
08/23/13 LA Kenner - Society Office
08/27/13 CT Rocky Hill
08/28/13 AL (TBA)
09/24/13 NJ (TBA)
09/24/13 KY Louisville - Society Office/Gratzer EdCtr
09/26/13 VA Richmond (Glen Allen)- Society Office
09/27/13 UT Salt Lake City - Society Office
09/27/13 DE (TBA)
10/01/13 PA Philadelphia
10/04/13 MN Bloomington - Minnesota Society of CPAs
10/17/13 ND (TBA)
10/18/13 OH Columbus
10/22/13 NC (TBA)
10/22/13 VT (TBA)
10/25/13 GA Rome
10/28/13 IN Evansville - Holiday Inn Airport (formally Marriott)
11/11/13 CO Denver(Englewood) - Society Office
11/20/13 RI Providence
11/20/13 NH Manchester-Society Office
11/21/13 SC W. Columbia
12/02/13 IN Fort Wayne - Grand Wayne Center
12/12/13 IN Indianapolis - Society Office
12/13/13 WV Charleston-Charleston Civic Center
12/18/13 PA Mars
01/17/14 OK Oklahoma City - Society Office

SEAZ
How to Settle an Estate for a Client from A to Z

Date State Location
06/05/13 NJ (TBA)
06/11/13 MI Detroit (Troy) - MSU Management Education Center
06/17/13 MS Ridgeland - Mississippi Society of CPA Center
06/27/13 OK Tulsa
08/12/13 MN Bloomington - Minnesota Society of CPAs
09/20/13 PA Philadelphia
09/24/13 ID Boise - ISCPA Training Facility
09/24/13 GA Atlanta - Society Office
09/24/13 NC (TBA)
09/25/13 LA Kenner - Society Office
09/27/13 IN South Bend-Century Center
10/22/13 OH Cleveland
11/05/13 AZ Phoenix - Society Office
11/12/13 CT Rocky Hill
11/12/13 PA Harrisburg
11/20/13 SC W. Columbia
12/03/13 VA Fairfax - Waterford at Fair Oaks
12/05/13 MA (TBA)

TCTW
The Complete Trust Workshop!

Date State Location
06/14/13 DE (TBA)
06/14/13 MA (TBA)
06/21/13 TX Houston - Houston Chapter Training Facility
07/16/13 TX Dallas - Dallas Chapter Training Facility
08/06/13 TX Austin - Austin Chapter Training Facility
08/13/13 MN Bloomington - Minnesota Society of CPAs
09/19/13 PA Trevose
09/23/13 KY Louisville - Society Office/Gratzer EdCtr
09/23/13 ID Boise - ISCPA Training Facility
09/27/13 MI Metro Detroit
10/21/13 OH Akron
10/23/13 UT Salt Lake City - Society Office
10/24/13 TN Brentwood - TSCPA Meeting Center
11/04/13 AZ Phoenix - Society Office
11/08/13 RI Providence
11/11/13 PA Harrisburg
11/15/13 VA Springfield
12/04/13 OH Cincinnati
12/09/13 NJ (TBA)

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