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

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Core

  A Complete Guide to the Administration of Trusts and Estates (GATE)
  How to Settle an Estate for a Client from A to Z (SEAZ)
  Mastering the Fundamentals of Estate and Gift Tax Planning (MFEP)
  Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop (GIFT)
  Fiduciary Income Tax Return - Form 1041 Workshop (1041)
  The Complete Trust Workshop (TCTW)
 

Elective

  Advanced Estate Planning and Valuation Issues for the Closely Held Business Owner (EPVI)
  Advanced Concepts in Estate Planning (ACEP)
  Advanced Form 1041 Practice Workshop (AP41)
  What You Need to Do Now in Estate Planning Under the New Tax Law (NLEP)
 
 
  Estate and Life Planning Issues for the Middle-Income Client (PMIC)

 

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Certified Specialist in Estate Planning | Certified Specialist in Retirement Planning

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National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Suite 7500
Devon, PA 19333
(610) 688-4574