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.

    View our upcoming webcasts | consumer-oriented webcasts | PFP Power Hour Update libraries.

    View our Podcast library of recorded events and presentations from top experts.


    Recent Events

    2/5/15 First Quarter Sophisticated Tax and Investment Planning Strategies
    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    12/4/14 Investment Tax Planning – Creating TAX ALPHA™
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession

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    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 March 01, 2015

    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 February 26, 2015

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on February 25, 2015

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on February 25, 2015

    Planning in a Five Dimensional Tax System Taking the Quantum Leap Forward for Your Clients

    Webcast Bob Keebler discusses strategies for planning in a five dimensional tax system.
    Published on February 24, 2015

    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 February 23, 2015

    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 February 23, 2015

    IRAs and Qualified Plans - Part 3 - Handout

    Presentation In this 3-part podcast series, Bob Keebler provides an overview of the important income tax developments in 2014 with respect to estate tax, property law, and asset protection as well as income taxation, and IRAs and qualified plans.
    Published on February 17, 2015

    Income Taxation - Part 2 - Handout

    Presentation In this 3-part podcast series, Bob Keebler provides an overview of the important income tax developments in 2014 with respect to estate tax, property law, and asset protection as well as income taxation, and IRAs and qualified plans.
    Published on February 17, 2015

    Estate Tax - Part 1 - Handout

    Presentation In this 3-part podcast series, Bob Keebler provides an overview of the important income tax developments in 2014 with respect to estate tax, property law, and asset protection as well as income taxation, and IRAs and qualified plans.
    Published on February 17, 2015

    First Quarter Sophisticated Tax and Investment Planning Strategies

    Webcast Archive First quarter tax strategies are valuable and under-utilized. Hear from experts via webcast to learn updates on President Obama’s budget proposal, adding value by timing retirement plan contributions, and much more.
    Published on February 10, 2015

    Investment Planning

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers.
    Published on February 10, 2015

    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 February 10, 2015

    Sophisticated Tax and Investment Planning Strategies

    Presentation Timing is important when looking for ways to help clients reduce taxes and save more for retirement. First quarter tax strategies are valuable and under-utilized. Hear from experts via webcast to learn updates on President Obama’s budget proposal, adding value by timing retirement plan contributions, and much more.
    Published on February 06, 2015

    Series Planning After the American Taxpayer Relief Act

    Webcast This webcast series covers the most important aspects of personal financial planning considerations under ATRA.
    Published on January 28, 2015

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