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Financial Planning
Financial Planning CPE
From retirement-specific sessions to best practices, and generational planning to basic investment techniques, PICPA has every facet of financial planning covered.
D
Webinars & On-Demand
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Webinar
Webinar
|
Oct. 24
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Be aware of fiduciary accounting principles Calculate Distributable Net Income and the income...
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Webinar
Webinar
|
Nov. 9
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Be aware of fiduciary accounting principles Calculate Distributable Net Income and the income...
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar
Webinar
Webinar
|
Dec. 8
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Be aware of fiduciary accounting principles Calculate Distributable Net Income and the income...
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017 Webcast
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017 Webcast
Webinar
Webcast
|
Sept. 28
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
8-Tax
Identify strategies that are effective following estate and gift tax reform. Hear about the...
Personal Financial Planning Conference - Webcast
Personal Financial Planning Conference - Webcast
Webinar
Webcast
|
Nov. 8
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
5-Other
Broaden your practice in the area of personal financial planning.Topics include:Changing...
Annual Investment Update Webcast
Annual Investment Update Webcast
Webinar
Webcast
|
Dec. 19
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
8-Other
Learn about recent equity and bond market activity, both domestic and global, as well as current...
How to Settle an Estate for a Client from A to Z Webcast
How to Settle an Estate for a Client from A to Z Webcast
Webinar
Webcast
|
Oct. 31
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
8-Tax
Understand legal concepts and fiduciary responsibilities in settling an estate or administering...
Hottest Tax Topics for 2017 Webcast
Hottest Tax Topics for 2017 Webcast
Webinar
Webcast
|
Sept. 27
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
8-Tax
Become familiar with tax law changes, developments, and issues influenced by societal and...
Investing for Retirement Webcast
Investing for Retirement Webcast
Webinar
Webcast
|
Oct. 13
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
8-Other
Get a basic overview of fundamental retirement products and investment options, including the...
Get Compliant with the Fiduciary Rule Webcast
Get Compliant with the Fiduciary Rule Webcast
Webinar
Webcast
|
Oct. 26
|
9:00 a.m. - 11:00 am
|
CPE Credit:
2-Other
As a result of this session you will be able to:Explain the new fiduciary rules including:The...
Successfully Completing an Estate Tax Return -- Form 706 Webinar
Successfully Completing an Estate Tax Return -- Form 706 Webinar
Webinar
Webinar
|
Jan. 25
|
10:00 a.m. - 12:00 p.m.
|
CPE Credit:
2-Tax
How to navigate and successfully complete a simple federal estate tax return
Mastering the Art of Tax Planning
Mastering the Art of Tax Planning
On-Demand
|
CPE Credit:
2-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
Regulatory Compliance Hot Topics (Financial Institutions Conference)
Regulatory Compliance Hot Topics (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Search More
G
In-Person
Eastern Pennsylvania
IRA Boot Camp
IRA Boot Camp
Malvern
Sept. 29
|
Malvern
|
CPE Credit:
8-Tax
Gather insight and planning strategies for contributions or rollovers from qualified plans to...
Investing for Retirement
Investing for Retirement
Malvern
Oct. 13
|
Malvern
|
CPE Credit:
8-Other
Get a basic overview of fundamental retirement products and investment options, including the...
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Philadelphia
Oct. 20
|
Philadelphia
|
CPE Credit:
8-Tax
Provide expanded estate planning guidance to middle-income clients. Discuss documents relevant...
Search More
Central Pennsylvania
Investing for Retirement
Investing for Retirement
Harrisburg
Oct. 12
|
Harrisburg
|
CPE Credit:
8-Other
Get a basic overview of fundamental retirement products and investment options, including the...
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
Harrisburg
Nov. 1
|
Harrisburg
|
CPE Credit:
4-Tax
Implement tax-effective investment and portfolio strategies for successful wealth accumulation...
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017
Harrisburg
Nov. 2
|
Harrisburg
|
CPE Credit:
8-Tax
Identify strategies that are effective following estate and gift tax reform. Hear about the...
Search More
Western Pennsylvania
Hottest Tax Topics for 2017
Hottest Tax Topics for 2017
Cranberry
Oct. 16
|
Cranberry
|
CPE Credit:
8-Tax
Become familiar with tax law changes, developments, and issues influenced by societal and...
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017
Cranberry
Oct. 24
|
Cranberry
|
CPE Credit:
8-Tax
Identify strategies that are effective following estate and gift tax reform. Hear about the...
Investing for Retirement
Investing for Retirement
Cranberry
Oct. 27
|
Cranberry
|
CPE Credit:
8-Other
Get a basic overview of fundamental retirement products and investment options, including the...
Search More
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CPE Types & Requirements Guides
Download these quick reference guides with CPE types and requirements for CPAs in Pennsylvania.
In This Section
Accounting & Auditing
Corporate CPAs
Ethics
Financial Planning
Government & Not-for-Profit
Health Care
Management & Leadership Skills
Revenue Recognition Standard
Tax
Technology
Staff Training
CPE Learning Style Quiz
Featured Self-Study
Pennsylvania Tax Primer
On-Demand
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On-Site Training
Any of the sessions you see listed here can be brought directly to your office. E-mail
Professional Education
for details about On-Site ethics training and a price quote.
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