Return to PFP Web Seminar Library
Roth Conversions & Recharacterizations in a Volatile Environment
(12/9/2011) Robert Keebler
Cultivating Clients in a Connected World
(12/8/2011) Bill Winterberg
Collaborative Divorce: Getting Through a Divorce without Financial Disaster
(11/16/2011) Tracy B. Stewart
Charitable Giving: Practical Strategies for Real Clients
(9/8/2011) Martin Shenkman
Living Through a Disaster
(8/30/2011) Mitchell Freedman, Shel Bachrach
Making the Most of Your PFP Section Membership
(6/29/2011 ) Ted Sarenski, CPA/PFS, Dan Thomas, CPA/PFS, Andrea Millar, CPA/PFS,
Susan McAndrew, CPA
Common Business Valuation Issues as Addressed by the IRS
(3/17/2011) Michael Gregory & Susan Kurzweil
Federal Transfer Tax Valuation Issues for 2011
(3/1/2011) Frank Brown, Curtis Kimball, Charles Hodges
The Health Care Reform Act: Its Impact on Your Clients
(11/3/2010) Paul Parish and Kim Houlton
Advanced College Education Planning: Strategies for High Income Families to Reduce the Cost of College When They No Longer Have Time to Save
(8/18/2010) Deborah Fox
The Dodd-Frank Wall Street Reform and Consumer Protection Act: What CPA Financial Planners Need to Know
(8/12/2010) Wesley Nissen
It's Never Too Early to Specialize: Is a Career in Financial Planning Right For You?
(7/28/2010) Ted Sarenski, Karen Goodfriend, Michael Goodman, Scott Sprinkle
Financial Planning After the Crash: The Challenges of Dealing with Uncertainty
(7/22/2009) Joel Bruckenstein, Bob Curtis, & Linda Strachan
Economic Update
(4/17/2009) David Kelly
IRS Guidance on Ponzi Schemes
(3/30/2009) Robert S. Keebler & Michael Goller
Moving from Defense to Offense: Portfolio Strategies for Today's Market
(3/24/2009) Mark Smith
The Practical Aspects of Providing Tax Advice to Madoff Victims
(3/11/2009) Moderated by Bob S. Keebler
Ponzi Schemes, Bernard Madoff and Beyond
(2/12/2009) Michael Goodman, CPA/PFS; Michael T. Dyer, CFE; Robert W. Kent, Jr., Esq.; Gary G. Kleinrichert, CPA, ABV; Solomon L. Warhaftig
Advising Clients on Current Market Conditions
(10/8/2008) Lyle Benson, Bob Jazwinksi, Scott Sprinkle, Michael Goodman, & Beth Gamel
Navigation Through the Wide Assortment of PFP Software
(12/10/2007) Steve Levey