Financial Planning Services Knowledge Hub

Whether it’s college, retirement or estate planning, CPAs and accounting professionals need to stay abreast of the latest regulations, strategies for pre-retirees and retirees as well as the tax implications.   

Review our collection of articles, events and resources.

 

 

NJCPA and Third-Party Events

July 8, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
July 10, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
July 10, 2024Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
July 10, 2024Live Webcast
Engagement and Client Retention Best Practices
July 11, 2024Live Webcast
Individual and Financial-Planning Tax Camp
July 11, 2024Live Webcast
Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
July 12, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
July 12, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
July 15, 2024Live Webcast
A Practical Guide to Trusts
July 16, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
July 16, 2024Live Webcast
What Tax Practitioners Need to Know About Medicare
July 16, 2024Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
July 17, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
July 19, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
July 22, 2024Live Webcast
Introduction to the Property & Casualty Insurance Industry
July 23, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
July 24, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
July 27, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
July 29, 2024Live Webcast
Individual and Financial-Planning Tax Camp
July 29, 2024Live Webcast
Retirement Planning: IRAs
July 31, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
August 1, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
August 1, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
August 2, 2024Live Webcast
Individual and Financial-Planning Tax Camp
August 2, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
August 2, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
August 5, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
August 6, 2024Live Webcast
A Practical Guide to Trusts
August 9, 2024Live Webcast
Individual and Financial-Planning Tax Camp
August 9, 2024Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
August 9, 2024Live Webcast
Retirement Planning: IRAs
August 12, 2024Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
August 13, 2024Live Webcast
Required Minimum Distributions: Compliance and Planning
August 13, 2024Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
August 14, 2024Live Webcast
Individual and Financial-Planning Tax Camp
August 16, 2024Live Webcast
Introduction to the Property & Casualty Insurance Industry
August 19, 2024Live Webcast
A Practical Guide to Trusts
August 19, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
August 20, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
August 20, 2024Live Webcast
What Tax Practitioners Need to Know About Medicare
August 20, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
August 22, 2024Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
August 26, 2024Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
August 27, 2024Live Webcast
Engagement and Client Retention Best Practices
August 27, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
September 3, 2024Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
September 4, 2024Live Webcast
Individual and Financial-Planning Tax Camp
September 4, 2024Live Webcast
Retirement Planning: IRAs
September 4, 2024Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
September 4, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
September 7, 2024Live Webcast
Individual and Financial-Planning Tax Camp
September 7, 2024Live Webcast
A Practical Guide to Trusts
September 7, 2024Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
September 9, 2024Live Webcast
Required Minimum Distributions: Compliance and Planning
September 10, 2024Live Webcast
Individual and Financial-Planning Tax Camp
September 10, 2024Live Webcast
A Practical Guide to Trusts
September 10, 2024Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
September 11, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
September 11, 2024Live Webcast
Engagement and Client Retention Best Practices
September 12, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
September 12, 2024Live Webcast
What Tax Practitioners Need to Know About Medicare
September 12, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
September 16, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
September 17, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
September 17, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
September 18, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
September 19 - 20, 2024Live Webcast
Forensic and Valuation Services Conference
September 23, 2024Live Webcast
A Practical Guide to Trusts
September 26, 2024Live Webcast
Individual and Financial-Planning Tax Camp
September 26, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
September 27, 2024Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
September 27, 2024Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
September 27, 2024Live Webcast
What Tax Practitioners Need to Know About Medicare
September 27, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
September 30, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
October 8, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 9, 2024Live Webcast
Engagement and Client Retention Best Practices
October 9, 2024Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
October 14, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
October 15, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
October 15, 2024Live Webcast
A Practical Guide to Trusts
October 15, 2024Live Webcast
What Tax Practitioners Need to Know About Medicare
October 15, 2024Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 16, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
October 17, 2024Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 17, 2024Live Webcast
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
October 17, 2024Live Webcast
Individual and Financial-Planning Tax Camp
October 17, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
October 17, 2024Live Webcast
Introduction to the Property & Casualty Insurance Industry
October 18, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
October 21, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
October 22, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
October 23, 2024Live Webcast
Individual and Financial-Planning Tax Camp
October 24, 2024Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
October 25, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
October 25, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
October 26, 2024Live Webcast
Individual and Financial-Planning Tax Camp
October 28, 2024Live Webcast
A Practical Guide to Trusts
October 28, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
October 28, 2024Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
October 29, 2024Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 30, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 31, 2024Roseland & Live Webcast
Surgent's Individual Tax and Financial Planning Camp
October 31, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
November 1, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
November 1, 2024Live Webcast
Estate & Trust Primer - Tax Staff Essentials
November 1, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
November 2, 2024Live Webcast
A Practical Guide to Trusts
November 5, 2024Live Webcast
The Complete Trust Workshop
November 6, 2024Live Webcast
Individual and Financial-Planning Tax Camp
November 7, 2024Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
November 8, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
November 8, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
November 8, 2024Live Webcast
Engagement and Client Retention Best Practices
November 11, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
November 11, 2024Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
November 13, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
November 13, 2024Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
November 15, 2024Live Webcast
This Year's Top Tax and Financial-Planning Ideas
November 16, 2024Live Webcast
Individual and Financial-Planning Tax Camp
November 18, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
November 18, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 18, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
November 19, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
November 19, 2024Live Webcast
A Practical Guide to Trusts
November 21, 2024Live Webcast
NJCPA Tax Summit
November 21, 2024Live Webcast
Retirement Planning: IRAs
November 22, 2024Live Webcast
Required Minimum Distributions: Compliance and Planning
November 22, 2024Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 22, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
November 22, 2024Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
November 23, 2024Live Webcast
Individual and Financial-Planning Tax Camp
November 25, 2024Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
November 25, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
November 25, 2024Live Webcast
Estate & Trust Primer - Tax Staff Essentials
November 25, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
November 26, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
December 2, 2024Live Webcast
A Practical Guide to Trusts
December 4, 2024Live Webcast
Estate & Trust Primer
December 4, 2024Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
December 6, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 6, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
December 7, 2024Live Webcast
Individual and Financial-Planning Tax Camp
December 9, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 11, 2024Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
December 12, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
December 12, 2024Live Webcast
Engagement and Client Retention Best Practices
December 13, 2024Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
December 13, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
December 16, 2024Live Webcast
Long-Term Care Insurance: Make the Switch
December 16, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 16, 2024Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
December 17, 2024Live Webcast
Required Minimum Distributions: Compliance and Planning
December 17, 2024Live Webcast
Trust Fund Recovery Penalty And Request For Refund
December 17, 2024Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
December 18, 2024Live Webcast
Estate and Life Planning Issues for the Middle-Income Client
December 19, 2024Live Webcast
Individual and Financial-Planning Tax Camp
December 20, 2024Live Webcast
Estate & Trust Primer - Tax Staff Essentials
December 20, 2024Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 21, 2024Live Webcast
Retirement Planning Issues: Where We Stand Now
December 24, 2024Live Webcast
A Practical Guide to Trusts
December 26, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 27, 2024Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 27, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
December 28, 2024Live Webcast
Retirement Planning: Next Stage for You or Your Client
December 30, 2024Live Webcast
Strategies for Maximizing Social Security Benefits
December 31, 2024Live Webcast
Introduction to the Property & Casualty Insurance Industry
January 2, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
January 2, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
January 2, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
January 3, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 4, 2025Live Webcast
A Practical Guide to Trusts
January 6, 2025Live Webcast
A Practical Guide to Trusts
January 6, 2025Live Webcast
Individual and Financial-Planning Tax Camp
January 7, 2025Live Webcast
Retirement Planning: IRAs
January 8, 2025Live Webcast
Engagement and Client Retention Best Practices
January 16, 2025Live Webcast
Required Minimum Distributions: Compliance and Planning
January 21, 2025Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 21, 2025Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
January 23, 2025Live Webcast
Strategies for Maximizing Social Security Benefits
January 23, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
January 24, 2025Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 24, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
January 27, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
January 27, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
January 28, 2025Live Webcast
Individual and Financial-Planning Tax Camp
January 28, 2025Live Webcast
A Practical Guide to Trusts
January 28, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
January 31, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
January 31, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 31, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
February 4, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
February 4, 2025Live Webcast
Introduction to the Property & Casualty Insurance Industry
February 7, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
February 10, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
February 11, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
February 11, 2025Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
February 13, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
February 13, 2025Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
February 14, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 17, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
February 19, 2025Live Webcast
Engagement and Client Retention Best Practices
February 19, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
February 20, 2025Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
February 24, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
February 24, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
February 26, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
February 26, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
February 28, 2025Live Webcast
Strategies for Maximizing Social Security Benefits
March 6, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
March 12, 2025Live Webcast
Engagement and Client Retention Best Practices
March 13, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
March 17, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
March 18, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 18, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
March 18, 2025Live Webcast
Retirement Planning: IRAs
March 20, 2025Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
March 20, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
March 24, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
March 26, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
April 1, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
April 2, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
April 4, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
April 11, 2025Live Webcast
Introduction to the Property & Casualty Insurance Industry
April 16, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
April 17, 2025Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
April 18, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
April 21, 2025Live Webcast
A Practical Guide to Trusts
April 23, 2025Live Webcast
Engagement and Client Retention Best Practices
April 23, 2025Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
April 24, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
April 25, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
May 3, 2025Live Webcast
A Practical Guide to Trusts
May 13, 2025Live Webcast
A Practical Guide to Trusts
May 15, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
May 26, 2025Live Webcast
A Practical Guide to Trusts
June 7, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
June 16, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
June 17, 2025Live Webcast
A Practical Guide to Trusts
June 19, 2025Live Webcast
A CPA’s Guide To Preventing Financial Exploitation
June 23, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
June 30, 2025Live Webcast
A Practical Guide to Trusts
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