Wolters Kluwer
Estate Tax Certificate Programs

Self-Study Courses Designed to Help You Master Estate Tax

CCH® Form 1041 Preparation and Planning Certificate Program 

The CCH Form 1041 Preparation and Planning Certificate Program presents a fundamental review of the rules for federal income taxation of trusts and estates and provides clear guidance on properly preparing Form 1041. Written by renowned experts Sidney Kess and Barbara Weltman, this program is concise and practical.

Features include: 

  • Up to 17 CPE credit hours 
  • Six comprehensive, easy-to-understand self-study courses — including one video-based course 
  • Emphasis on fundamental principles, relevant changes and application 
  • Illustrative examples that demonstrate important points and principles 
  • Integration with CCH® IntelliConnect® 
  • Certificate of educational achievement upon completion of the program
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CCH® Form 706/709 Preparation and Planning Certificate Program 

The CCH Form 706/709 Preparation and Planning Certificate Program offers a review of the rules for federal estate and gift taxation, and direction on preparing Forms 706 and 709. This program is also written by experts Sidney Kess and Barbara Weltman.

Features include: 

  • Up to 21 CPE credit hours 
  • Seven comprehensive, easy-to-understand self-study courses — including one video-based course 
  • Emphasis on fundamental principles, relevant changes and application 
  • Illustrative examples that demonstrate important points and principles 
  • Integration with CCH IntelliConnect 
  • Certificate of educational achievement upon completion of the program
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