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.

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    Recent Events

    12/4/14 Investment Tax Planning – Creating TAX ALPHA®
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession
    11/12/14 CPA Financial Planning Thought Leadership: Investment Planning
    11/10/14 Year-End Financial and Tax Planning Strategies to Address ATRA, Net Investment Income Tax, and More

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    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Webcast In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on December 15, 2014

    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on December 15, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks.
    Published on December 15, 2014

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation Webcast series on the road best traveled from tax preparer to financial planner.
    Published on December 15, 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 i
    Published on December 15, 2014

    Proactive Planning How Your Peers Are Advising Their Individual Clients in 2014

    Webcast A panel of experts will lead practitioners through a discussion on post-ATRA planning
    Published on December 15, 2014

    Investment Tax Planning Creating TAX ALPHA

    Webcast In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on December 09, 2014

    Investment Tax Planning Creating TAX ALPHA

    Presentation In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on December 09, 2014

    Estate Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
    Published on December 08, 2014

    The Most Common Estate Planning Mistakes and How to Avoid Them

    Webcast Archive Whether their plans include trusts or beneficiary driven accounts, there are many details that need to be addressed to make sure the estate plan is properly implemented.
    Published on December 08, 2014

    Advanced PFP Series

    Webcast These webcasts take an elaborate look into the complexities surrounding providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners.
    Published on December 08, 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 December 05, 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 December 05, 2014

    Roth Segregation Conversion Strategy

    Article This column presents a strategy that allows taxpayers converting traditional IRAs to a Roth to recharacterize the loss assets while leaving the gain assets in the Roth IRA.
    Published on December 05, 2014

    The Most Common Estate Planning Mistakes and How to Avoid Them

    Presentation Whether their plans include trusts or beneficiary driven accounts, there are many details that need to be addressed to make sure the estate plan is properly implemented.
    Published on December 05, 2014

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