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
9/22/2016AudioThird Circuit Rejects Claim of Former Spouse for Pension Benefits
Robert Keebler
Tax
9/13/2016AudioTrust Modification Will Not Jeopardize GST Tax Exemption
Robert Keebler
Tax
9/9/2016AudioWu v. U.S. - Withdrawal of Excess Contributions Not Timely
Robert Keebler
Tax
9/1/2016WebcastProposed Valuation Discounts – What CPAs Need to Know
Bob Keebler, Stacy Eastland, Johnathan Porter
Tax
8/26/2016AudioIRS Grants Extension of Time to Opt Out of GST Automatic Allocation
Robert Keebler
Tax
8/24/2016PodcastPodcast Series: Protecting Clients from Financial Fraud and Abuse
Martin Shenkman, James Sullivan, Randal Wolverton
Retirement
8/24/2016AudioRev. Proc. 2016-47 Offers Broad Relief for Missed Rollovers
Robert Keebler
Tax
8/19/2016AudioTreasury Updates 2015-2016 Priority Guidance Plan
Robert Keebler
Tax
8/17/2016WebcastLatest Trends & Developments in Long-Term Care Insurance
Michael Kitces
Risk Management
8/15/2016PodcastPlanning for Proposed 2704 Regulations
Robert Keebler, Martin Shenkman
Tax


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