Personal Financial Planning Tax Events 

     

    Welcome to the Tax Planning section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.
     
    As a PFP/PFS member benefit, you have unlimited access to all recordings and presentation materials in the PFP Learning Library. If you are not yet a member, click here to join.

    View upcoming learning events | View consumer-oriented learning events | Return to PFP Learning Library




    Page 1 2 3 4 5 >> Showing results 1 - 10 of 56


    c782b74c-568c-401f-80a2-98a71e059ff3 

    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    2/1/2016PodcastWhat You Need to Know About Filing Form 8971 for Basis Consistency
    Robert Keebler, Vince Lackner
    Tax
    1/7/2016PodcastQ4 Update on New Tax Laws, Private Letter Rulings, and Court Cases
    Robert Keebler
    Tax
    1/6/2016WebcastIncome Shifting with Trusts and Partnerships
    Robert Keebler
    Tax
    12/21/2015PodcastProtecting Americans from Tax Hikes (PATH) Act of 2015 and Insights on Interest Rate Hike
    Robert Keebler, Scott Sprinkle
    Tax
    12/7/2015PodcastAdvising Clients on Tax Planning for PEP and Pease Limitations
    Robert Keebler
    Tax
    12/5/2015PodcastCongress Passes Surface Transportation and Reauthorization Reform Act
    Robert Keebler
    Tax
    11/13/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your Clients
    Lisa Featherngill, Stephen Bigge
    Estate; Personal Financial Planning; Tax
    10/19/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your CPA
    Steve Siegel
    Estate; TaxConsumer
    10/6/2015Podcast2015 Q3 Update on New Tax Laws, Private Letter Rulings, and Court Cases
    Robert Keebler
    Tax
    10/5/2015PodcastTop 15 Year-End Financial and Tax Planning Ideas
    Robert Keebler
    Personal Financial Planning; Tax


    Page 1 2 3 4 5 >> Showing results 1 - 10 of 56
    Show results per page


    Copyright © 2006-2016 American Institute of CPAs.