Where tax law meets practice technology.

Tax, estate & trust, and technology-competence education — with the documentation many state bars accept via self-application.

Attorneys practicing in tax, estate planning, trust administration, and business law sit at the same table as the CPAs we've taught for two decades — and increasingly, state bars expect technology competence too.

Many state bars accept cross-discipline professional education through individual application or self-reporting. We provide everything a bar submission typically asks for: certificate of completion, agenda, timed outline, and written learning objectives.

How credit works for you

Varies by state bar — self-application

CLE acceptance varies by state bar. We supply the certificate, agenda, and learning objectives for self-application — confirm the process with your bar before enrolling.

Licensing bodies have final authority on credit acceptance — see our accreditation or ask us before you enroll.

Common questions

Will your courses count for CLE?

It depends on your state bar. Many bars allow individual applications for cross-discipline programs; we provide the certificate, agenda, and learning objectives to submit. Confirm with your bar first.

Which topics fit attorneys best?

Federal tax, estate and trust topics, fraud, and technology competence programs are the most common fits for attorneys in tax and estates practices.

Find your first program.

Browse the catalog by topic, format, and credits — or start with something free.

Explore the catalog Free CPE

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