Personal Financial Planning Estate Events 


    Welcome to the Estate section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

    As a PFP/PFS member benefit, you have unlimited access to all recordings and presentation materials in the PFP Learning Library. If you are not yet a member, click here to join.

    View upcoming learning events | View consumer-oriented learning events | Return to PFP Learning Library

    Page 1 2 3 4 Showing results 1 - 10 of 34


    Event Type
    Event Name
    8/25/2015PodcastAdvising Clients on Dissolving Family Limited Partnerships and LLCs
    Martin Shenkman
    Estate; Tax
    8/25/2015PodcastEstate and Tax Planning Opportunities Under IRC §2701
    Bob Keebler, Todd Angkatavanich
    Estate; Tax
    8/24/2015WebcastNavigating Medicare and the Affordable Care Act
    Steve Siegel
    Estate; Retirement; Personal Financial PlanningThe CPA's Guide to Financial and Estate Planning
    7/30/2015PodcastTermination of an Insurance Trust
    Martin Shenkman
    Estate; Risk Management
    7/15/2015PodcastTop Tips for Effective Trust Income Tax Planning
    Robert Keebler
    Estate; Tax
    7/14/2015PodcastRequired Minimum Distribution Regulations
    Robert Keebler
    Estate; Retirement
    7/8/2015PodcastTop Tips to Protect Client Assets
    Robert Keebler
    7/8/2015WebcastAsset Protection Strategies: Charging Order Protected Entities, Dynasty Trusts, DAPTs, Hybrid DAPTs and More
    Robert Keebler, Steve Oshins
    7/7/2015PodcastAdvanced Strategies for Generation Skipping Transfer Tax Planning
    Robert Keebler, Jonathan Blattmachr
    Estate; Tax
    6/23/2015PodcastAdvising Clients on When and How to Update Estate Planning Documents
    Susan Bruno
    EstateThought Leadership

    Page 1 2 3 4 Showing results 1 - 10 of 34
    Show results per page

    Copyright © 2006-2015 American Institute of CPAs.