Estate Planning 

The Adviser's Guide to Financial and Estate Planning

The Adviser's Guide to Financial and Estate Planning is a comprehensive, 1000-page, 4-volume, downloadable publication, which provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications. A webcast series with one of the authors, Steve Siegel, accompanies the guide.

Tools & Resources



  • Virtual:
    • Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
    • Estate Planning Events Library (free to PFP/PFS members without CPE)
    • PFP Boot Camp: Review the entire PFP Body of Knowledge in one course that is offered as an online class at least twice a year. 
    • In this audio clip, Bob Keebler reports on PLR 201608001, in which the IRS granted 9100 relief allowing an estate to make a late QTIP and reverse QTIP elections. (Courtesy of Leimberg Information Services, Inc.)
  • Self-Study:
  • In-Person:


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