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. 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.

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    Recent Events

    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession
    11/12/14 CPA Financial Planning Thought Leadership: Investment Planning
    11/10/14 Year-End Financial and Tax Planning Strategies to Address ATRA, Net Investment Income Tax, and More
    11/6/14 CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice
    11/5/14
    Step 1: Understanding the Value of Financial Planning - See more at: http://edit.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/pages/2012-fromtaxpreptofinplan.aspx#sthash.FlKq1pmQ.dpuf
    Step 1: Understanding the Value of Financial Planning - See more at: http://edit.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/pages/2012-fromtaxpreptofinplan.aspx#sthash.FlKq1pmQ.dpuf
    Essential Post-Mortem Planning Decisions

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    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 November 25, 2014

    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 November 24, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on November 18, 2014

    Questions and Answers The Affordable Care Act

    Webcast Learn about the Affordable Care Act
    Published on November 17, 2014

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on November 17, 2014

    Investment Planning

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers.
    Published on November 17, 2014

    Practice Management Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers.
    Published on November 17, 2014

    Passive Activities Estate and Trust Considerations - Outline

    Presentation Discussion about the importance of understanding the passive activity rules as they relate to estates and trusts, in particular with respect to opportunities and pitfalls with the new 3.8% net investment income tax.
    Published on November 17, 2014

    Passive Activities Estate and Trust Considerations

    Presentation Discussion about the importance of understanding the passive activity rules as they relate to estates and trusts, in particular with respect to opportunities and pitfalls with the new 3.8% net investment income tax.
    Published on November 17, 2014

    New Planning Opportunities for Tax & Financial Planners - Outline

    Presentation New planning opportunities are discussed in this outline to accompany presentation.
    Published on November 17, 2014

    New Planning Opportunities for Tax & Financial Planners

    Presentation New planning opportunities are discussed in this presentation.
    Published on November 17, 2014

    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 November 13, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Webcast In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on November 13, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks.
    Published on November 12, 2014

    The CPAs Guide to Financial and Estate Planning Essential Post-Mortem Decisions

    Webcast This presentation will address how to handle estate, tax, and other important planning issues.
    Published on November 12, 2014

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