CPE & Events

    PFP Learning Library 

    Welcome to the learning library! Click on any of the topics below to access related podcasts, webcast recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

    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.

    Upcoming webcasts | Consumer-oriented webcasts

    Podcasts before March 2015 can be found here.

    Recent Events

    July 2015 "Top Tips" Video Series
    • Creating Tax Alpha
    • Protecting Client Assets
    • Effective Trust Income Tax Planning
    • Helping Clients Choose Appropriate IRA and Plan Beneficiaries
    • Tax Efficient “Pre” and Post Retirement Strategies
    7/20/15  Webcast: The CPA Financial Planning Firm of the Future 
    7/14/15  Podcast: Required Minimum Distribution Regulations
    7/8/15  Asset Protection Strategies: Charging Order Protected Entities, Dynasty Trusts, DAPTs, Hybrid DAPTs and More 
    7/7/15  Podcast: Advanced Strategies for Generation Skipping Transfer Tax Planning 
    7/7/15     Podcast: Webber v. Commissioner – Investor Control in Private Placement Life Insurance
    7/7/15  Podcast: Summa Holdings v. Commissioner – Payments to a DISC Deemed Dividends 
    6/30/15  Podcast: Impact of Supreme Court Affordable Care Act Decision
    6/29/15 Podcast: Impact of Supreme Court Same-Sex Marriage Decision 
    6/26/15  Podcast: 2015 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases 
    6/23/15 Podcast: Advising Clients on When and How to Update Estate Planning Documents
    6/23/15 Podcast: IRAs and Prohibited Transactions 
    6/16/15  Podcast: IRS Issues Final Portability Regulations
    6/15/15 Podcast: Court Case Impact on Annual Gift Tax Exclusion Planning  
    6/10/15  Webcast: Asset Allocation Glidepaths in Retirement
    6/5/15  Podcast: Balancing Retirement and Education Savings 
    6/3/15 Webcast: Practical Planning for Aging & Elder Issues 
    5/27/15 Podcast: Clients & Their Cognitive Decline 

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