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    of Excellence for Investment Advisors

    Presentation Learn the history, scope, and future of Alternative Minimum Tax (AMT). Plus, new developments, tax planning, and tax tips for 2007
    Published on February 01, 2010

    Statement on Responsibilities in PFP Practice - Audio

    Audio In this session, you will learn the history of the SORs, who would benefit from using these SORs and much more
    Published on July 17, 2013

    Statement on Responsibilities in PFP Practice - Handout

    Presentation In this session, you will learn the history of the SORs, who would benefit from using these SORs and much more
    Published on July 17, 2013

    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

    Personal Financial Specialist Application

    Overview The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system
    Published on April 23, 2014

    Planning After ATRA The CPAs Guide to Financial and Estate Planning

    Webcast Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients now.
    Published on December 04, 2013

    Proactive Year-End Financial and Tax Planning Series Top Estate and Income Tax Planning Strategies

    Webcast Bob Keebler covers the top estate and income tax planning strategies for year-end financial planning after ATRA.
    Published on December 09, 2013

    Using the Statement on Responsibilities in Personal Financial Planning Practice to Develop a Basis for Delivering PFP Se...

    Webcast Understanding your responsibilities as a CPA delivering personal financial planning (PFP) services and protecting yourself against the unforeseen risks of litigation are critical concepts to consider and integrate into your practice. Learn how in this web seminar with Dirk Edwards and Scott Sprinkle.
    Published on August 17, 2011

    Statement on Responsibilities in PFP Practice and What CPAs Need to Know for the PFS Exam and Beyond

    Webcast Originally published in 1993, the Statements were revised in 2004 and again over the last couple of years to ensure they continue to be contemporary and relevant in a dynamic environment.
    Published on July 17, 2013

    2012 Advanced PFP Conference

    Conference Materials Access recordings and materials from the 2012 Advanced Personal Financial Planning conference.
    Published on March 06, 2012

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