CPE & Events

    PFP Webcast Library 

    Welcome to the webcast library! Click on any of the topics below to access related webcast recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

    As a PFP Section member benefit, you have unlimited access to all of the webcast recordings and presentation materials. If you are not yet a member, click here to join.

    View our upcoming webcasts | consumer-oriented webcasts | PFP Power Hour Update libraries.

    View our Podcast library of recorded events and presentations from top experts.


    Recent Events

    2/5/15 First Quarter Sophisticated Tax and Investment Planning Strategies
    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    12/4/14 Investment Tax Planning – Creating TAX ALPHA™
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 405
    Order by:


    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 15, 2015

    Defend Your Business Against Hacking, Phishing, and Spoofing Attacks

    Webcast Bill Winterberg discusses best practices in protecting client’s personal and financial information in this webcast recording.
    Published on April 13, 2015

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on April 13, 2015

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on April 03, 2015

    Investment Tax Planning Creating TAX ALPHA

    Webcast In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on April 02, 2015

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on April 02, 2015

    Series CPA Financial Planning Thought Leadership

    Webcast This webcast series covers a wide variety of technical as well as practice management topics including advising clients on tax, estate, retirement, and elder issues and more.
    Published on March 26, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    2015 Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

    Podcasts Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients.
    Published on March 24, 2015

    New Tax Law Updates Handout

    Presentation Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients.
    Published on March 24, 2015

    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on March 20, 2015

    2014 Year in Review - IRAs and Qualified Plans Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to IRAs and qualified plans.
    Published on March 13, 2015

    2014 Year in Review - Income Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to income tax
    Published on March 13, 2015

    2014 Year in Review - Estate Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to estate tax.
    Published on March 13, 2015

    Advanced PFP Series Venn Diagrams Meet Me at the Intersection of Estate and Income Tax

    Article In this webcast, you will learn how planning after the ATRA will increasingly focus on income tax planning, the management of tax basis, and maximizing the “step-up” in basis at death.
    Published on March 12, 2015

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 405
    Show Results per page

    Related AICPA Products


    Copyright © 2006-2015 American Institute of CPAs.