PFP & CPA/PFS Web Seminars
Webcast:
Our web seminars 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 June 18, 2013
The 3.8% Medicare Surtax and Its Impact on Estates and Trusts - Handout
Presentation:
Bob Keebler and Jeremiah Doyle discuss the impact of the Medicare surtax on estates and trusts.
Published on June 18, 2013
PFP Web Seminar Library
Article:
The PFP Web seminar library provides seminar recordings and presentation materials and is a member benefit.
Published on June 18, 2013
Estate Planning
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
Published on June 18, 2013
Fiscal Cliff Settlement What CPAs Need to Know to Advise Individual Clients
Webcast:
Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead of the Fiscal Cliff through this in-depth web seminar.
Published on June 13, 2013
2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
Presentation:
PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner.
Published on June 13, 2013
Its Never Too Early to Specialize Is a Career in Financial Planning Right for You
Webcast:
In the web seminar, learn how a career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on June 13, 2013
Its Never Too Early to Specialize Is a Career in Financial Planning Right for You - Audio
Audio:
Learn how a career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on June 13, 2013
Its Never Too Early to Specialize Is a Career in Financial Planning Right for You - Handout
Presentation:
Learn how a career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on June 13, 2013
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 June 12, 2013
Income Tax Aspects of Sophisticated Investment Vehicles
Webcast:
Learn about sophisticated investment vehicles in this web seminar with Bob Keebler and Mark Fitchenbarm.
Published on June 12, 2013
2011 Series From Tax Preparer to Financial Planner The Road Best Traveled
Webcast:
The following steps will help you transition from tax preparer to financial planner.
Published on June 12, 2013
Breaking into Personal Financial Planning How CPAs Can Get in the Game
Webcast:
Usable information on creating your own career in the personal financial planning industry from leading career development expert and financial planner, Caleb Brown.
Published on June 12, 2013
Insurance Analysis & Implementation What CPA Financial Planners Need to Know - Audio
Audio:
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 June 12, 2013
Formalize Personal Financial Planning Services Stories from Successful CPAs - Audio
Audio:
This web seminar will bring together a panel of successful CPAs to share how they have built their practice to provide the highest value for their clients.
Published on June 12, 2013