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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    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 19, 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 19, 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

    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 18, 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

    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 August 08, 2014

    Update on Inherited IRAs

    Webcast This webcast will provide an update on the rules regarding inherited individual retirement accounts.
    Published on August 05, 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 July 30, 2014

    2014 Series Take Charge Your Money. Your Life.

    Webcast A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners.
    Published on July 28, 2014

    Your Retirement A Goal or a Dream - Handout

    Presentation Join CPA financial planner Christine Romsdahl, CPA/PFS in this free one-hour webcast to understand what you need to be doing to take your retirement from a dream in your head to an achievable goal.
    Published on July 28, 2014

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