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.

    Click here to see our upcoming webcasts or our consumer-oriented webcasts

    View our PFP Power Hour Update library.

    Recent Events

    9/3/14 Key Income Tax Planning Strategies for the Mass Affluent
    8/28/14 Be in Demand: Building a Career as a CPA Personal Financial Planner
    8/27/14 Advanced PFP Series: Planning for Large IRAs
    8/15/14 Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust
    8/13/14 Charitable Giving: The Latest Trends and Strategies

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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 October 22, 2014

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled

    Article Webcast series on the road best traveled from tax preparer to financial planner.
    Published on October 21, 2014

    New Planning Opportunities for Tax & Financial Planners

    Webcast New planning opportunities are discussed in this webcast.
    Published on October 20, 2014

    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 October 17, 2014

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on October 17, 2014

    PFP Section Member Benefit Demo

    Podcasts In this video, the PFP Section staff walk you through an overview of your member benefits.
    Published on October 16, 2014

    Passive Activities Estate and Trust Considerations

    Webcast 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 October 16, 2014

    PFP Tax Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers.
    Published on October 16, 2014

    Other Topics

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues as well as interact with their fellow peers.
    Published on October 16, 2014

    Estate Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
    Published on October 16, 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 October 16, 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 October 16, 2014

    New Planning Opportunities for Tax & Financial Planners - Outline

    Presentation New planning opportunities are discussed in this outline to accompany presentation.
    Published on October 16, 2014

    New Planning Opportunities for Tax & Financial Planners

    Presentation New planning opportunities are discussed in this presentation.
    Published on October 16, 2014

    Questions and Answers The Affordable Care Act

    Webcast Learn about the Affordable Care Act
    Published on October 15, 2014

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