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.

    View our upcoming webcasts | consumer-oriented webcasts | PFP Power Hour Update libraries.

    View our Podcast library of recorded events and presentations from top experts.


    Recent Events

    2/5/15 First Quarter Sophisticated Tax and Investment Planning Strategies
    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    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

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    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 April 01, 2015

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on March 26, 2015

    Series CPA Financial Planning Thought Leadership

    Webcast This webcast series covers a wide variety of technical as well as practice management topics including advising clients on tax, estate, retirement, and elder issues and more.
    Published on March 26, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    2015 Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

    Podcasts Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients.
    Published on March 24, 2015

    New Tax Law Updates Handout

    Presentation Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients.
    Published on March 24, 2015

    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on March 20, 2015

    2014 Year in Review - IRAs and Qualified Plans Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to IRAs and qualified plans.
    Published on March 13, 2015

    2014 Year in Review - Income Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to income tax
    Published on March 13, 2015

    2014 Year in Review - Estate Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to estate tax.
    Published on March 13, 2015

    Advanced PFP Series Venn Diagrams Meet Me at the Intersection of Estate and Income Tax

    Article In this webcast, you will learn how planning after the ATRA will increasingly focus on income tax planning, the management of tax basis, and maximizing the “step-up” in basis at death.
    Published on March 12, 2015

    Year-End Financial and Tax Planning Strategies to Address ATRA, Net Investment Income Tax, and More

    Webcast Expert practitioners discuss actionable strategies for year-end financial and tax planning strategies to address the American Taxpayer Relief Act (ATRA) and Net Investment Income Tax (NIIT).
    Published on March 12, 2015

    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Webcast Archive In this webcast, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on March 12, 2015

    Financial Planning and Tax Considerations for Same-Sex Couples

    Webcast Seminar recording | Presentation materials   In 2013, the Supreme Court issued rulings on the constitutionality of the Defense of Marriage Act (DOMA) and on California’s Proposition 8. As a result of these rulings, and ongoing changes in many states
    Published on March 12, 2015

    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 March 12, 2015

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