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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60d8b022-39a6-4e8e-a717-ad4bee00ae11 

Date
Event Type
Event Name
SpeakerFilter
Topic
Series
11/22/2016PodcastPost-Election Tax and Financial Planning
Robert Keebler
Tax
11/12/2016PodcastCapital Gains Planning with a Potential Lower Capital Gains Rate
Robert Keebler, Jonathan Blattmachr
Tax
11/12/2016PodcastWhat the Estate Planner Needs to Know About the Trump Plan
Robert Keebler, Jonathan Blattmachr
Estate
11/3/2016WebcastProtecting Your Loved Ones from Financial Fraud and Abuse
Martin Shenkman, James Sullivan, Randal Wolverton
Personal Financial PlanningConsumer
10/25/2016AudioIRS Grants 9100 Relief for Late QTIP Election
Robert Keebler
Tax
10/18/2016AudioRevised Form 8971 Instructions Allow Attachments
Robert Keebler
Tax
10/17/2016AudioIRS Will Recognize QTIP Elections Needed for Portability
Robert Keebler
Tax
10/14/2016PodcastQ3 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax
10/13/2016AudioIRS Grants Extension to File Form 706-QDT
Robert Keebler
Tax
10/5/2016AudioIRS Grants Extension to Make 754 Election in PLR 201638009
Robert Keebler
Tax


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