---
type: "event"
title: "WVSCPA Estate & Financial Planning Summit 2027"
description: "Expected October 2027, dates not announced. WVSCPA summit for CPAs doing estate, trust and personal financial planning work, run each autumn."
resource: "https://accounting.events/events/wvscpa-estate-financial-planning-summit/"
tags: ["event", "Specialist topics", "United States", "2027"]
timestamp: "2026-09-03"
---

# WVSCPA Estate & Financial Planning Summit 2027

WVSCPA Estate & Financial Planning Summit 2027 is expected in October 2027 in West Virginia; the organizer has not published dates.

WVSCPA summit for CPAs doing estate, trust and personal financial planning work, run each autumn.

- **When:** October 2027 (TBA) (expected, not announced by the organiser)
- **Where:** West Virginia · United States
- **Organiser:** WVSCPA
- **Type:** Specialist topics
- **Official site:** https://www.wvscpa.org/cpe

## Who it is for

For CPAs, financial planners, estate practitioners and tax preparers. Sessions cover estate planning, trusts, wealth transfer and financial planning.

Source: https://www.wvscpa.org/cpe (checked 2026-08-31)