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

    2/26/14  Evaluating Existing Variable Annuities: What Every Advisor Needs to Know 
    2/26/14 Using Decanting to Change an Irrevocable Trust (With Case Studies) 
    2/12/14 Leveraging the Statement on Standards in Personal Financial Planning Services to Elevate Your Practice 
    2/5/14  Practical Applications of Statement on Standards in Personal Financial Planning Services 
    1/30/14  Implementation of the 3.8% Net Investment Income Tax on Individuals 

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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 18, 2014

    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 April 18, 2014

    Plan Before You Borrow What You Should Know about Planning for College Education

    Webcast In this webcast, Kara Kessinger shares important information about planning and saving for college education.
    Published on April 16, 2014

    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 April 16, 2014

    You Are The Value! The Challenge to Know, Price and Sell Your Value

    Webcast In this webcast, Jim Metzler and Leo Pusateri challenge you on your value as a practitioner.
    Published on April 11, 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 April 11, 2014

    Tax Rate Evaluator (Audio)

    Audio Bob Keebler demonstrates the Tax Rate Evaluator Software to help you understand the new multi-dimensional tax system and how to plan for your individual clients.
    Published on April 11, 2014

    Compliance and Planning Issues with the 3.8% Medicare Surtax

    Audio In this web seminar, leading experts Bob Keebler and David Kirk will discuss the new 3.8% Medicare surtax now (2013) applies. IRS and Treasury has issued over 150 pages of regulations on the new law.
    Published on April 08, 2014

    Compliance and Planning Issues with the 3.8% Medicare Surtax

    Presentation In this web seminar, leading experts Bob Keebler and David Kirk will discuss the new 3.8% Medicare surtax now (2013) applies. IRS and Treasury has issued over 150 pages of regulations on the new law.
    Published on April 08, 2014

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on April 01, 2014

    Simple Roth Conversion Calculator Demo

    Audio This calculator is meant to assist the advisor in determining whether performing a basic Roth conversion is an appropriate choice for a given client.
    Published on March 28, 2014

    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 March 25, 2014

    Risk Management

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely risk management issues as well as interact with their fellow peers.
    Published on March 10, 2014

    Evaluating Existing Variable Annuities What Every Advisor Needs to Know

    Webcast In this webcast, the presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on March 10, 2014

    Evaluating Existing Variable Annuities (Handout)

    Presentation The presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity.
    Published on March 10, 2014

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