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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.
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In Person
Eastern
Central
Western
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Webinars
Settled and Approved II: Handling Disputes to Fiduciary Accountings Webinar
Settled and Approved II: Handling Disputes to Fiduciary Accountings Webinar
Webinar
Webinar
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Jan. 29
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1:00 pm - 3:00 p.m.
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CPE Credit:
2-Tax
Determine how to recognize and correct errors in a fiduciary accounting. Recognize when the...
Social Security Basics and Strategies For Maximizing Benefits Webinar
Social Security Basics and Strategies For Maximizing Benefits Webinar
Webinar
Webinar
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Jan. 30
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9:30 a.m. - 5:00 p.m.
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CPE Credit:
8-Other
Determine how Social Security works, how benefits are calculated, who are beneficiaries, and...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
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Jan. 31
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9:00 a.m. - 5:00 p.m.
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CPE Credit:
8-Tax
Mine a tax return for tax planning with a client Understand the planning implications of the...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
Feb. 6
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9:00 a.m. - 5:00 p.m.
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CPE Credit:
8-Tax
Understand strategies and tactics to use in light of new tax rates Understand the most current...
International Tax Lunch: Classification of Foreign Pensions—Foreign Trust Issues and Tax Deferral Webinar
International Tax Lunch: Classification of Foreign Pensions—Foreign Trust Issues and Tax Deferral Webinar
Webinar
Webinar
|
Feb. 8
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3:00 pm - 4:00 p.m.
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CPE Credit:
1-Tax
Determine if a foreign pension is a 402(b) plan, a foreign grantor trust, an annuity, or...
CalCPA PFP Wealth Wednesdays: Hot Button Issues on Fiduciary and ERISA Plans Webinar
CalCPA PFP Wealth Wednesdays: Hot Button Issues on Fiduciary and ERISA Plans Webinar
Webinar
Webinar
|
Feb. 20
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2:00 pm - 3:00 p.m.
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CPE Credit:
1-Other
Identify the existing laws that will lead to a more successful retirement outcome. Identify key...
College Financial Planning: Student Loans Webinar
College Financial Planning: Student Loans Webinar
Webinar
Webinar
|
Feb. 20
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2:00 pm - 4:00 p.m.
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CPE Credit:
2-Other
Identify different loans available to students and families. Determine the pros and cons of...
International Tax Lunch: Form 5472 Filing Requirements and Preparation Webinar
International Tax Lunch: Form 5472 Filing Requirements and Preparation Webinar
Webinar
Webinar
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Mar. 8
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3:00 pm - 4:00 p.m.
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CPE Credit:
1-Tax
Identify the Form 5472 filing requirements. Recognize what attribution rules apply and common...
CalCPA PFP Wealth Wednesdays: Update on America’s Deficit Crisis Webinar
CalCPA PFP Wealth Wednesdays: Update on America’s Deficit Crisis Webinar
Webinar
Webinar
|
Mar. 20
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2:00 pm - 3:00 p.m.
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CPE Credit:
1-Tax
Identify solutions for you to consider.
College Financial Planning: Graduate School Webinar
College Financial Planning: Graduate School Webinar
Webinar
Webinar
|
Mar. 21
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2:00 pm - 4:00 p.m.
|
CPE Credit:
2-Other
Determine financial aid forms that are required. Identify available funding sources for...
International Tax Lunch: Foreign Earned Income Exclusion and How to Prepare Form 2555 Webinar
International Tax Lunch: Foreign Earned Income Exclusion and How to Prepare Form 2555 Webinar
Webinar
Webinar
|
Apr. 19
|
3:00 pm - 4:00 p.m.
|
CPE Credit:
1-Tax
Determine Foreign Earned Income Exclusion eligibility. Identify how to prepare Form 2555 to...
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On-Demand
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
Changing Landscape of Long Term Care (Personal Financial Planning Conference)
Changing Landscape of Long Term Care (Personal Financial Planning 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
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Tax Reform’s Effect on Charitable Giving
Seize the Planning Opportunities the New Tax Law Offers
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
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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
Miss the 2018 Personal Financial Planning Conference? View these On-Demand (self-study) sessions:
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Creative Retirement Plan Design for the Closely Held Business
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Everything You Need to Know about Medicare, Medicaid, Medigap, MADPs, and Part D Prescription Plans
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Financial Planning: It’s Not Just for Boomers Anymore
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Financial Planning Technology: Where Are We and Where Are We Going?
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Tax Planning Under the Tax Cuts and Jobs Act
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Your Guide to Estate Planning and the Inheritance Tax
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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