PFP Tax Webcasts 


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    Financial Planning and Tax Considerations for Same-Sex Couples
    (7/14/2014) Tom Tillery

    A Qualitative Approach to the 1040
    (6/18/2014) Michael Kay

    Proactive Planning: How Your Peers Are Advising Their Individual Clients in 2014
    (5/19/2014) Speakers: Lyle Benson, Susan Bruno, Lisa Featherngill, Bob Keebler, Larry McKoy

    Planning in a Five Dimensional Tax System – Taking the Quantum Leap Forward for Your Clients
    (5/2/2014) Bob Keebler

    Implementation of the 3.8% Net Investment Income Tax on Individuals
    (1/30/2014) Jonathan Horn and Robert Keebler

    Implementation of the 3.8% Net Investment Income Tax on Estates and Trusts
    (1/29/2014) Ted R. Batson, David Kirk, Adrienne Mikolashek, Jeremiah Doyle, Bob Keebler

    Implementation of the 3.8% Net Investment Income Tax on Partners and Partnerships
    (1/28/2014) Bob Keebler, Sarah Staudenraus

    Implementation of the New 3.8% Net Investment Income Tax for S Corporations and their Shareholders
    (1/7/2014) Chris Hesse, Kevin Walsh, and Bob Keebler

    Proactive Year-End Financial and Tax Planning Series: Advanced Bracket Management
    (11/13/2013) Robert Keebler

    Proactive Year-End Financial and Tax Planning Series: Basic Bracket Management
    (11/12/2013) Robert Keebler

    Proactive Year-End Financial and Tax Planning Series: Investment Tax Planning – Creating Tax Alpha
    (11/12/2013) Robert Keebler and Scott Sprinkle

    Proactive Year-End Financial and Tax Planning Series: Top Estate and Income Tax Planning Strategies
    (11/11/2013) Robert Keebler

    Proactive Year-End Financial and Tax Planning Series:
    Year-End Financial and Tax Planning Strategies to Address ATRA and the Net Investment Income Tax
    (10/25/2013) Beth Gamel, Bob Keebler, Ted Sarenski, Scott Sprinkle

    What CPAs Need to Know to Advise Clients on Healthcare
    (10/18/2013)  Ted Sarenski

    DOMA Brings Changes to the Nation
    (9/18/2013) Annette Nellen and Dominique Molina

    Impact of the New 3.8% Tax on Net Investment Income on Individuals and Pass-Through Entities
    (7/17/2013) Carolyn Turnbull

    Financial Planning and Tax Considerations for Non-Traditional Couples
    (7/15/2013) Tom Tillery and Jonathan Horn

    Planning After ATRA: Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond
    (7/11/2013)  Michael E. Kitces

    Investment Tax Planning: What CPA Financial Planners Need to Know to Advise Individual Clients
    (6/25/2013) Robert Keebler and Robert Gordon

    Top 10 Income Tax Planning Ideas for 2013
    (5/10/2013) Robert S. Keebler

    Top 10 Estate Planning Ideas for 2013
    (5/6/2013) Robert S. Keebler and Steven J. Oshins

    Proactive Planning in 2013: What CPA Financial Planners Need to Know to Advise Individual Clients
    (5/2/2013) Beth Gamel, Michael E. Kitces, Ted Sarenski and Scott Sprinkle

    IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things!
    (4/18/2013) Tom Tillery

    Compliance and Planning Issues with the 3.8% Medicare Surtax  
    (1/17/2013) Bob Keebler, CPA, MST, AEP; David Kirk, CPA, CFP, LLM (Tax); and Adrienne Mikolashek, LLM (Tax)




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