PFP Web Archived Seminars

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Welcome to the Web seminar archive! Click on any of the topics below to access related Web seminar recordings and presentation material.

As a PFP Community Member benefit, you have unlimited access to all of the Web seminar recordings and presentation materials. If you are not yet a member, click here to join.

Business Development

Estate Planning

Fiduciary Responsibility

Insurance Planning

Investment Planning

Prime Plus/Elder Care

Business Development

Web Seminar

Presenter

Original Air Date

Member Access

Five Things You Must Know to Grow Your CPA Wealth Advisory Practice

John Bowen

10-27-2009

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“You” are the Value!

Leo Pusateri

11-19-2008

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Estate Planning

Presentation	Presenter	Original Air Date	Member Access
The CPA’s Role in Planning for Roth IRA Conversions in 2009	Robert Keebler	11-04-2009	Click here to access the recording & presentation materials
Why 2009 Is So Important for Financial and Estate Planning: Reviews Everyone Should Do Now!	Sid Kess, Steve Siegel, Marty Shenkman, Jackie Patterson, Dan Daniels	9-22-2009	Click here to access the recording & presentation materials
Roth IRA Conversion Strategies	Robert Keebler	11-12-2008	Click here to access the recording & presentation materials
Asset Protection Strategies	Daniel S. Rubin	7-23-2008	Click here to access the recording & presentation materials
Mathematics of Estate Planning	Robert S. Keebler	1-16-2008	Click here to access the recording & presentation materials

Fiduciary Responsibility

Presentation

Presenter

Original Air Date

Member Access

Investment Fiduciary Responsibility

Clark Blackman, CPA/PFS, AIF, CFA, CIMA, CFP

6-17-2008

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Insurance Planning

Presentation	Presenter	Original Air Date	Member Access
What All CPAs should know about Insurance Planning	Lee Slavutin	11-16-2008	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: Life Settlements	John Napolitano & Amy Gavartin	10-21-2008	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: Long-term Care Insurance – What CPAs need to know	David Hillelson	12-11-2008	Click here to access the recording & presentation materials

Investment Planning

Presentation

Presenter

Original Air Date

Member Access

Investment Advisory: Essential Performance Metrics

John Nersesian

12-10-2008

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PP/EC: The CPAs Role in an Aging Society

Presentation	Presenter	Original Air Date	Member Access
Long Term Care Policies: When Things Go Right, When Things Go Wrong	Reina Schlager & James Sullivan	9-2-2009	Click here to access the recording & presentation link
Annuities: Love Them or Hate Them… They’re Here to Stay	Jeffrey West & John Napolitano	8-19-2009	Click here to access the recording & presentation materials
Social Security: How Secure? How to Advise Your Clients?	Ted Sarenski	8-13-2009	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: Long-term Care Insurance – What CPAs need to know	David Hillelson	12-11-2008	Click here to access the recording & presentation materials
Unique Issues with Out-of-Country Retirement	Dale Walters	11-17-2008	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: The Secret Mission of Baby Boomers	David Solie	10-29-2008	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: Life Settlements	John Napolitano & Amy Gavartin	10-21-2008	Click here to access the recording & presentation materials

Practice Management

Presentation	Presenter	Original Air Date	Member Access
Considerations When Providing Investment Advice	Tom Westerfield Steven Watts Ellen Bruno, CPA/PFS	7-30-2009	Click here to access the recording & presentation materials
From Tax Advisor to Wealth Management Advisor: The Road Best Traveled	Lyle Benson, CPA/PFS; Jerry Love, CPA/PFS	6-18-2009	Click here to access the recording & presentation materials
“You” are the Value!	Leo Pusateri	11-19-2008	Click here to access the recording & presentation materials
Building a Successful PFP Practice	Jimmy Williams	11-13-2008	Click here to access the recording & presentation materials
Overcome Challenges and Implement Best Practices in your PFP Practice	Lyle Benson & Deena Katz	8-21-2008	Click here to access the recording & presentation materials
Investment Fiduciary Responsibility	Clark Blackman, CPA/PFS, AIF, CFA, CIMA, CFP	6-17-2008	Click here to access the recording & presentation materials
AICPA Moss Adams Survey Report	Rebecca Pomering Ken Evans	5-20-2008	Click here to access the recording & presentation materials
Navigation Through the Wide Assortment of PFP Software	Steve Levey	12-10-2007	Click here to access the recording & presentation materials
The Right Balance: Effectively Managing Your Practice While Providing Superior Client Service	Lyle Benson & Deena Katz	7-18-2007	Click here to access the recording & presentation materials
How to Choose the Most Appropriate Business Model for Your Practice	Guy Lander	6-21-2007	Click here to access the recording & presentation materials

Regulatory

Presentation

Presenter

Original Air Date

Member Access

How to Choose the Most Appropriate Business Model for Your Practice

Guy Lander

6-21-2007

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7216 Regulations: Practical Responses to CPA Questions on Safeguarding Tax Return Information

Michael P. Dolan; Benson S. Goldstein

3-3-2009

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Retirement Planning

Presentation	Presenter	Original Air Date	Member Access
The CPA’s Role in Planning for Roth IRA Conversions in 2009	Robert Keebler	11-04-2009	Click here to access the recording & presentation materials
Retirement Planning: Psychological Issues Faced Upon Transition	Ted Sarenski & Dr. Tom Walsh	9-26-2007	Click here to access the recording & presentation materials
CPAs Role in an Aging Society: The Secret Mission of Baby Boomers	David Solie	10-29-2008	Click here to access the recording & presentation materials
Unique Issues with Out-of-Country Retirement	Dale Walters	11-17-2008	Click here to access the recording & presentation materials
Roth IRA Conversion Strategies	Robert Keebler	11-12-2008	Click here to access the recording & presentation materials
Social Security: How Secure? How to Advise Your Clients?	Ted Sarenski	8-13-2009	Click here to access the recording & presentation materials

Special Topics

Presentation	Presenter	Original Air Date	Member Access
Advising Clients on Current Market Conditions	Lyle Benson, Bob Jazwinksi, Scott Sprinkle, Michael Goodman, Beth Gamel	10-8-2008	Click here to access the recording & presentation materials
Ponzi Schemes, Bernard Madoff and Beyond	Michael Goodman, CPA/PFS; Michael T. Dyer, CFE; Robert W. Kent, Jr., Esq.; Gary G. Kleinrichert, CPA, ABV; Solomon L. Warhaftig	2-12-2009	Click here to access the recording
The Practical Aspects of Providing Tax Advice to Madoff Victims	Moderated by Bob S. Keebler	3-11-2009	Click here to access recording
Moving from Defense to Offense	Mark Smith	3-24-2009	Click here to access recording
IRS Guidance on Ponzi Schemes	Robert S. Keebler; Michael Goller	3-30-2009	Click here to access recording
Economic Update	David Kelly	4-17-2009	Click here to access recording
Running Your Practice and Advising Your Clients	Lyle Benson, Beth Gamel, Michael Goodman, Scott Sprinkle	5-20-2009	Click here to access recording
Financial Planning After the Crash: The Challenges of Dealing with Uncertainty	Joel Bruckenstein; Bob Curtis; Linda Strachan	7-22-2009	Click here to access the recording & presentation materials.

Tax Planning

Presentation	Presenter	Original Air Date	Member Access
The CPA’s Role in Planning for Roth IRA Conversions in 2009	Robert Keebler	11-04-2009	Click here to access the recording & presentation materials
Unique Issues with Out-of-Country Retirement	Dale Walters	11-17-2008	Click here to access the recording & presentation materials
Roth IRA Conversion Strategies	Robert Keebler	11-12-2008	Click here to access the recording & presentation materials
AMT Strategies to Escape Its Reach	Joe Walloch & Norm Solomon	10-27-2008	Click here to access the recording & presentation materials
Asset Protection Strategies	Daniel S. Rubin	7-23-2008	Click here to access the recording & presentation materials
Tales of the Tax Return	John P. Napolitano, CFP,CPA, PFS, MST	5-19-2008	Click here to access the recording & presentation materials

Technology Issues

Presentation

Presenter

Original Air Date

Member Access

Financial Planning After the Crash: The Challenges of Dealing with Uncertainty

Joel Bruckenstein;

Bob Curtis; Linda Strachan

7-22-2009

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Navigation Through the Wide Assortment of PFP Software

Steve Levey

12-10-2007

Click here to access the recording & presentation materials.