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
Analysis of a Tax Return for Personal Financial Planning
Checklist:
Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.
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
Media Reviews - June 16-23, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on June 18, 2013
E-Column - June 14, 2013
Article:
In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on June 18, 2013
Planning After ATRA and The Medicare Surtax Toolkit
Tools:
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2013.
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
Legislative and Regulatory News
Overview:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on June 18, 2013
Financial Services Reform
News:
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on June 18, 2013
Inside Information - AICPA Special Report
Newsletter:
February 18, 2013 - Inside Information - AICPA Special Report - Learn how to make sense of the new tax environment. Get insights from the most important sessions of the AICPA Personal Financial Planning (PFP) conference in Las Vegas last month.
Published on June 14, 2013
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on June 14, 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