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  Podcast
Investment CPA/PFS Perspectives Video 
Practice Management  Consumer Events Webcast
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled  
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
7/11/2016PodcastQ2 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax
7/6/2016AudioAudio Clip: IRS Waives 60-Day Rollover Requirement
Robert Keebler
Personal Financial Planning
7/1/2016VideoEstate Tax Proposals: Clinton vs. Trump – How to Advise Clients Now
Martin Shenkman
Estate; Tax
6/30/2016PodcastThe Death Tax Problem
Robert Keebler, Matt McClintock
Estate
6/27/2016PodcastAdvising Clients on the Impact of Brexit
Michael Goodman, Scott Sprinkle
Investment; Personal Financial Planning
6/21/2016PodcastIRS Released Revised Draft Instructions for Form 8971
Robert Keebler
EstateEstate Basis Consistency
6/20/2016PodcastCybersecurity – What CPA Financial Planners Need to Know
Michael Goodman, Wes Stillman
Personal Financial Planning; Practice Management
6/3/2016AudioAudio Clip: Spouse May Not Rollover Community Property Interest in IRA
Robert Keebler
Personal Financial Planning
6/1/2016AudioAudio Clip: LISI 60-Second Planner
Robert Keebler
Personal Financial Planning
5/27/2016PodcastRetirement and the Sequence of Return Risk
Michael Kitces
Retirement


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