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

    7/15/14 CPA Financial Planning Thought Leadership: Being the Advisor of Choice
    7/14/14 Financial Planning and Tax Considerations for Same-Sex Couples
    7/8/14 Advanced Financial Planning Strategies Using Roth IRAs
    6/18/14 A Qualitative Approach to the 1040
    6/13/14 The Mathematics of Portability

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    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 July 23, 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 July 21, 2014

    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 July 21, 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 July 21, 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 July 18, 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 July 18, 2014

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on July 18, 2014

    Financial Planning and Tax Considerations for Same-Sex Couples

    Webcast Seminar recording | Presentation materials   In 2013, the Supreme Court issued rulings on the constitutionality of the Defense of Marriage Act (DOMA) and on California’s Proposition 8. As a result of these rulings, and ongoing changes in many states
    Published on July 18, 2014

    CPA Financial Planning Thought Leadership Being the Advisor of Choice

    Webcast Seminar recording | Presentation materials Over the past three decades, a growing number of CPAs have expanded their service offerings to individuals and families beyond tax compliance to address and plan for all aspects of client’s financial lives in
    Published on July 18, 2014

    CPA Financial Planning Thought Leadership Being the Adviser of Choice - Handout

    Presentation A panel of thought leaders share their perspectives on CPA's and their expanded service offerings beyond tax compliance to address and plan for all aspects of client’s financial lives.
    Published on July 18, 2014

    Financial Planning and Tax Considerations for Same-Sex Couples - Handout

    Presentation Tom Tillery discusses how same-sex couples need competent and informed advisers to help them navigate the complex regulatory and personal financial planning process.
    Published on July 18, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on July 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 July 16, 2014

    Retirement Planning Webcasts

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

    CPA/PFS Perspectives Webcast Series

    Webcast This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice.
    Published on July 15, 2014

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