Personal Financial Planning Learning Library 

 
Welcome to the Personal Financial Planning (PFP) learning library! As a PFP Section member benefit, you have unlimited access to all of the webcast/podcast/video recordings and presentation materials. If you are not yet a member, click here to join.

View recent events in the table below or browse by topic or series. Click on the event name to access related webcast/podcast/video recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

Return to upcoming events.

Browse by Topic  Browse by Series  Browse by Type
Estate Advanced PFP Series  Audio
Investment CPA/PFS Perspectives Podcast
Practice Management  Consumer Events Video
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled Webcast
Retirement Planning After the American Taxpayer Relief Act  
Risk Management PFP Power Hour  
Tax Statement on Standards in Personal Financial Planning Services  
  The CPA’s Guide to Financial and Estate Planning  
Thought Leadership  
  Understanding Safe Withdrawal Rates  
     



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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
2/10/2017AudioTaxpayer Memory Loss Excuses Rollover Failure
Robert Keebler
Estate
2/6/2017PodcastIncome Taxation of Trusts & Estates Made Easy
Robert Keebler
Tax
2/6/2017PodcastDisclosure Requirements Under the Proposed 2704 Regulations
Robert Keebler
Tax
1/20/2017PodcastQ4 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax
1/5/2017PodcastDivorce Later in Life: Strategies for CPAs to Discuss with Clients
Janice Green
Tax
1/4/2017PodcastTax and Financial Planning for 2017-2018 under Trump and Ryan Proposals
Robert Keebler, Bob Gordon
Tax
12/21/2016PodcastTax Reform Under President-Elect Trump
Robert Keebler, Jonathan Blattmachr
Tax
12/21/2016AudioAudio Clip: Court Reformation Saves GRATs
Robert Keebler
Tax
12/16/2016PodcastDivorce Later in Life and the Role of the CPA Financial Planner
Janice Green
Practice Management
12/7/2016WebcastTax Issues to Consider with Divorce and Separation
Steve Siegel
EstateThe CPA's Guide to Financial and Estate Planning


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