Tax and Financial Planning
for consumers and small business owners

The New Jersey Society of Certified Public Accountants (NJCPA) represents more than 15,000 CPAs and aspiring CPAs. Below you will find guidance and information to help you manage your day-to-day finances, minimize your taxes and meet your long-term financial goals.

VIEW ALL

Budgeting, Saving and Investing

Tax Facts When You Buy a Home
 

Tax Facts When You Buy a Home

Posted: March 31, 2017
Whether you’re still shopping for a home or have already set up housekeeping, it’s a good idea to be aware of some of the tax implications of ownership. Here are some important facts to keep in mind.

VIEW ALL

College Planning

Check Out Tax Benefits for Higher Education
 

Check Out Tax Benefits for Higher Education

Posted: March 16, 2017
Higher education costs paid in 2016 can mean tax savings when taxpayers file their tax returns. If taxpayers, their spouses or their dependents took post-high school coursework last year, they may be eligible for a tax credit or deduction.

VIEW ALL

Retirement Planning

Avoid Going Broke in Retirement
 

Avoid Going Broke in Retirement

Posted: March 13, 2017
Preparing for a retirement involves lots of decisions, including investment philosophy, health issues, and lifestyle. These tips can help get you started on the right track.

VIEW ALL

Tax Tips

What to Do When an IRS Letter Arrives in the Mail
 

What to Do When an IRS Letter Arrives in the Mail

Posted: April 18, 2017
The IRS mails millions of pieces of correspondence every year to taxpayers for a variety of reasons. Here are some suggestions on how to best handle a letter or notice from the IRS.

VIEW ALL

Small Businesses


  In This Section