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PICPA
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Courses by Topic
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Financial Planning
Financial Planning CPE
From retirement-specific sessions to best practices, from generational planning to basic investment techniques, the PICPA has every facet of financial planning covered.
Nov. 8 | On Demand Sessions Coming Soon
Financial Planning Upcoming Best Sellers
Annual Investment Update
Dec. 7, Cranberry
•
Dec. 17, Harrisburg
• Dec. 18,
Malvern
or
Webcast
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Dec. 5, Cranberry
Estate and Life Planning Issues for the Middle-Income Client
Dec. 3, Malvern
• Dec. 20,
Philadelphia
or
Webcast
G
In Person
Eastern
S Corporations: Compensation and Redemptions
S Corporations: Compensation and Redemptions
Philadelphia
Nov. 27
|
Philadelphia
|
CPE Credit:
4-Tax
Individual Income Tax: Practical Tax Return Guidance for Your Upcoming Tax Season
Individual Income Tax: Practical Tax Return Guidance for Your Upcoming Tax Season
Malvern
Nov. 30
|
Malvern
|
CPE Credit:
8-Tax
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Malvern
Dec. 3
|
Malvern
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Malvern
Dec. 5
|
Malvern
|
CPE Credit:
8-Tax
Annual Investment Update
Annual Investment Update
Malvern
Dec. 18
|
Malvern
|
CPE Credit:
8-Other
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Philadelphia
Dec. 20
|
Philadelphia
|
CPE Credit:
8-Tax
Individual Income Tax: Critical Tax Compliance and Planning Strategies
Individual Income Tax: Critical Tax Compliance and Planning Strategies
Philadelphia
Dec. 21
|
Philadelphia
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Philadelphia
Jan. 11
|
Philadelphia
|
CPE Credit:
8-Tax
Central
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Harrisburg
Dec. 5
|
Harrisburg
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Harrisburg
Dec. 11
|
Harrisburg
|
CPE Credit:
8-Tax
Annual Investment Update
Annual Investment Update
Harrisburg
Dec. 17
|
Harrisburg
|
CPE Credit:
8-Other
Western
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Erie
Dec. 5
|
Erie
|
CPE Credit:
8-Tax
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Cranberry
Dec. 5
|
Cranberry
|
CPE Credit:
4-Other
Annual Investment Update
Annual Investment Update
Cranberry
Dec. 7
|
Cranberry
|
CPE Credit:
8-Other
Social Security and Medicare: Maximizing Retirement Benefits
Social Security and Medicare: Maximizing Retirement Benefits
Cranberry
Dec. 10
|
Cranberry
|
CPE Credit:
4-Tax
AICPA’s Annual Federal Tax Update
AICPA’s Annual Federal Tax Update
Cranberry
Dec. 11
|
Cranberry
|
CPE Credit:
8-Tax
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Cranberry
Dec. 14
|
Cranberry
|
CPE Credit:
8-Tax
D
Webinars
Social Security Basics and Strategies For Maximizing Benefits Webinar
Social Security Basics and Strategies For Maximizing Benefits Webinar
Webinar
Webinar
|
Nov. 20
|
9:30 a.m. - 5:00 p.m.
|
CPE Credit:
8-Other
Determine how Social Security works, how benefits are calculated, who are beneficiaries, and...
Federal Tax Update for Businesses and Estates Webinar
Federal Tax Update for Businesses and Estates Webinar
Webinar
Webinar
|
Nov. 20
|
9:30 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Recognize new federal tax legislation affecting corporations, partnerships, estates and trusts,...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
Nov. 21
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Mine a tax return for tax planning with a client Understand the planning implications of the...
CalCPA PFP Wealth Wednesdays: How to Benefit Financially from Tax Law Changes Webinar
CalCPA PFP Wealth Wednesdays: How to Benefit Financially from Tax Law Changes Webinar
Webinar
Webinar
|
Nov. 21
|
2:00 pm - 3:00 p.m.
|
CPE Credit:
1-Tax
Identify the existing laws that will change soon and how to take advantage of them. Planning...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
Nov. 24
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Understand strategies and tactics to use in light of new tax rates Understand the most current...
Social Security: Advanced Education and Training Webinar
Social Security: Advanced Education and Training Webinar
Webinar
Webinar
|
Nov. 26
|
9:30 a.m. - 5:00 p.m.
|
CPE Credit:
8-Other
Navigate Program Operations Manual System and the Social Security Administration website ...
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Webinar
Webinar
|
Nov. 27
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Identify who is entitled to retirement benefits and in what amounts Identify factors to...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
Nov. 28
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Understand strategies and tactics to use in light of new tax rates Understand the most current...
IRAs: Tax Efficient Tools for Retirement Webinar
IRAs: Tax Efficient Tools for Retirement Webinar
Webinar
Webinar
|
Nov. 29
|
9:30 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
• Understand tax law changes relating to IRAs • Determine similarities and differences...
College Financial Planning: Educational Tax Benefits Webinar
College Financial Planning: Educational Tax Benefits Webinar
Webinar
Webinar
|
Nov. 30
|
2:00 pm - 4:00 p.m.
|
CPE Credit:
2-Tax
Identify available deductions, credits and tax advantage saving programs. Determine when to use...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
Dec. 3
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Mine a tax return for tax planning with a client Understand the planning implications of the...
Search More
On-Demand
Mastering the Art of Tax Planning
Mastering the Art of Tax Planning
On-Demand
|
CPE Credit:
2-Tax
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)
On-Demand
|
CPE Credit:
2-Other
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)
On-Demand
|
CPE Credit:
1-A&A
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
Settling an Estate without a Will (Personal Financial Planning Conference)
Settling an Estate without a Will (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Tax
Current Developments with Fair Value Measurements (Business Valuation Conference)
Current Developments with Fair Value Measurements (Business Valuation Conference)
On-Demand
|
CPE Credit:
4-Other
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
On-Demand
|
CPE Credit:
2-Ethics
The Math of Divorce (Divorce Conference)
The Math of Divorce (Divorce Conference)
On-Demand
|
CPE Credit:
1-Other
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
The Psychology of Money & Wellness (Personal Financial Planning Conference)
The Psychology of Money & Wellness (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)
On-Demand
|
CPE Credit:
2-Other
Ransomware and the Aftermath (Financial Institutions Conference)
Ransomware and the Aftermath (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)
On-Demand
|
CPE Credit:
1-A&A
Search More
You Might Also Like
How to Explain Business Structures to Clients
Tax Reform’s Effect on Charitable Giving
Seize the Planning Opportunities the New Tax Law Offers
Roth IRAs Revisited
CPE Types & Requirements Guide
Download this quick reference guide on the CPE requirements for CPAs in Pennsylvania.
Download Guide
In This Section
Accounting & Auditing
Corporate CPAs
Ethics
Financial Planning
Government & Not-for-Profit
Health Care
Management & Leadership Skills
Revenue Recognition Standard
Tax
Technology
New Courses
CPE Learning Style Quiz
Jack Surgent New Tax Law Webinars
You Might Also Like
Tax Reform’s Effect on Charitable Giving
- By Laurie A. Siebert, CPA, CFP
Federal Tax Reform Guide
presented by the
Pennsylvania CPA Journal
Read More
Tax Reform CPE
Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years
Nov. 19,
Philadelphia
or
Webcast
Nov. 28,
Cranberry
Dec. 12,
Cranberry
Dec. 19,
Malvern
or
Webcast
Understanding Section 199A: The 20% Deduction for Pass-Through Entity Owners and Investors in Real Estate
Nov. 19,
Philadelphia
or
Webcast
Nov. 28,
Cranberry
Dec. 12,
Cranberry
Dec. 19,
Malvern
or
Webcast
On-Site Training
Any of the sessions you see listed here can be brought directly to your office. Contact us for details about on-site ethics training and for a price quote.
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