Information, calculators, practice aids, checklistsPFP Member Profiles, PFP Committees and Task Forces, Online Discussion Forum, USA Today Chat SeriesCalendar of Events, AICPA Conferences, Webcasts, Town Hall MeetingsPFP Section Membership requirements, PFS credential information, benefits, dues, applicationAICPA publications, CPE, conferences
 
Search

Printer Friendly View

PFP & PFS Web Seminars

Our web seminars give PFP Section Members and PFS Credential Holders the opportunity to learn about timely issues as well as interact with their fellow peers. Look for your email invite in your mailbox and register or click the Register Now link below.

View Archived Web Seminars

Date & Time

Presentation

Presenter

Register

May 1, 2008

2-3:30 PM EST

Taxation of Stock Options and Restricted Stocks Teleconference

Eddie Adkins, CPA

Judy Thorp, CPA

Register Here

May 19, 2008

1-2:30 PM EST

Tales of the Tax Return

John Napolitano, CFP, CPA, PFS, MST

Register Here

 

May 20, 2008

2-4 PM EST

 

Moss Adams Report*

 

Rebecca Pomering

Ken Evans

Coming soon

June 17, 2008

1-2:30 PM EST

Investment Fiduciary Responsibility

Clark Blackman

Coming soon

June 2008

Overcome Challenges and Implement Best Practices in your PFP Practice

Lyle Benson &

TBD

Coming soon

July 2008

Super Sophisticated IRA Strategies

TBD

Coming soon

August 2008

Investment Advisory Services – Perspectives on Getting Started

TBD

Coming soon

September 2008

Practice Management

TBD

Coming soon

October 27, 2008

1-2:30 PM EST

AMT Strategies to Escape its Reach

Joseph Walloch, CPA, MBA, MBT

Coming soon

December 2008

Delivering on Your Trusted Business Advisor Status

TBD

Coming soon

December 2008

Investment Planning

TBD

Coming soon

January 2009

PFP Success Stories

TBD

Coming soon

TBD

CPAs Review of Wills and Trusts

TBD

Coming soon

TBD

Pros & Cons of Various PFP Software

TBD

Coming soon

 

 

*Open only to Moss Adams survey respondents

 

Please send us an email with your suggestions for future web seminar topics and presenters.

Copyright © 2007 by the American Institute of Certified Public Accountants, Inc., New York, New York.