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.

    Click here to see our upcoming webcasts or our consumer-oriented webcasts

    View our PFP Power Hour Update library.

    Recent Events

    8/15/14  Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust 
    8/13/14 Charitable Giving: The Latest Trends and Strategies 
    7/23/14 Take Charge: Your Retirement: A Goal or a Dream?
    7/15/14 CPA Financial Planning Thought Leadership: Being the Advisor of Choice
    7/14/14 Financial Planning and Tax Considerations for Same-Sex Couples

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    Practice Management Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers.
    Published on August 29, 2014

    Be in Demand Building a Career as a CPA Personal Financial Planner

    Webcast Learn if a career as a CPA financial planner is right for you.
    Published on August 29, 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 August 29, 2014

    Be in Demand Building a Career as a CPA Personal Financial Planner - Handout

    Presentation Learn if a career as a CPA financial planner is right for you.
    Published on August 29, 2014

    Advanced PFP Series Planning for Large IRAs - Handout

    Presentation Bob Keebler discusses advanced strategies for planning around large IRAs.
    Published on August 29, 2014

    Retirement Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely retirement planning issues as well as interact with their fellow peers.
    Published on August 29, 2014

    2014 Planning After ATRA The CPAs Guide to Financial and Estate Planning

    Webcast Archive 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 during 2014.
    Published on August 25, 2014

    Trusts, Section 469 & Section 1411 Material Participation After Frank Aragona Trust

    Webcast Archive In this webcast we will show you how the landscape for the material participation standard of trusts looks after Frank Aragona Trust.
    Published on August 22, 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 August 19, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on August 18, 2014

    P. Thomas Austin PFP Division Scholarship

    Application This scholarship will cover the registration fee and travel expenses of an emerging CPA to attend the 2014 Advanced Estate Planning Conference.
    Published on August 15, 2014

    2013 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 August 15, 2014

    Part I Charitable Giving The Latest Trends and Strategies - Outline

    Presentation In this presentation the role of charitable planning, especially the use of charitable remainder trusts, in this environment is discussed.
    Published on August 15, 2014

    Part 1 Charitable Giving The Latest Trends and Strategies

    Presentation In this presentation the role of charitable planning, especially the use of charitable remainder trusts, in this environment is discussed.
    Published on August 15, 2014

    Trusts, Section 469 & Section 1411 Material Participation After Frank Aragona Trust

    Presentation In this presentation, you will see how the landscape for the material participation standard of trusts looks after Frank Aragona Trust,
    Published on August 15, 2014

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