Firm Management and Succession Planning Knowledge Hub

Maneuvering private equity investments, mergers and acquisition targets, succession plans and staff retention are headwinds CPA firms and advisories face daily. To overcome and thrive amid a changing landscape, CPAs need to stay focused and adapt.

Review our collection of articles, events and resources below. 

 

Content

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BLOG

Planning Separately, Together

 August 10, 2026
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ARTICLE

Real-Life Ways Small Firms Use AI

 August 6, 2026 Source: Journal of Accountancy
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PODCAST

Evaluating the Independent CPA Firm Model

 August 3, 2026 Source: AICPA
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ARTICLE

As AI Use in Cybersecurity Rises, So Do the Risks

 July 28, 2026 Source: Journal of Accountancy
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NEWS

PEEC Finalizes Revisions to Tax Services Independence Guidance

 July 27, 2026 Source: Journal of Accountancy
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ARTICLE

The Rapid Growth of Private Equity Investment in Public Accounting

 July 17, 2026
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PODCAST

From Estate Planning to AI: Managing CPA Liability

 July 10, 2026 Source: Journal of Accountancy
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ARTICLE

Making “Small” Work and Overcoming Hyper-Independence

 July 2, 2026
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NJCPA and Third-Party Events

August 18, 2026Live Webcast
A Complete Tax Guide to Exit Planning
August 18, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
August 25, 2026Live Webcast
Business Law Essentials for Practitioners and Controllers
August 25, 2026Webcast Replay
IssuesWatch Podcast Plus: New Jersey Budget and Taxes
August 27, 2026Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
September 4, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 8, 2026Live Webcast
Business Law for Small Business Owners
September 15, 2026Webcast Replay
IssuesWatch Podcast Plus: New Jersey Budget and Taxes
September 18, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
September 21, 2026Live Webcast
IssuesWatch Live: What's Next for Accounting and Finance
September 25, 2026Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
September 28, 2026Live Webcast
Business Law Essentials for Practitioners and Controllers
September 28, 2026Webcast Replay
IssuesWatch Live: What's Next for Accounting and Finance
September 28, 2026Live Webcast
A Complete Tax Guide to Exit Planning
September 28, 2026Live Webcast
Accountability and Action
October 6, 2026Live Webcast
A Complete Tax Guide to Exit Planning
October 22, 2026Live Webcast
Business Law for Small Business Owners
October 22, 2026Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
October 22, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
October 23, 2026Live Webcast
Accountability and Action
October 27, 2026Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
October 28, 2026Live Webcast
Business Law Essentials for Practitioners and Controllers
November 17, 2026Live Webcast
Business Law for Small Business Owners
November 17, 2026Live Webcast
A Complete Tax Guide to Exit Planning
November 18, 2026Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
November 19, 2026Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
November 19, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
November 20, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 28, 2026Live Webcast
A Complete Tax Guide to Exit Planning
December 8, 2026Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
December 11, 2026Live Webcast
Business Law Essentials for Practitioners and Controllers
December 14, 2026Live Webcast
Business Law for Small Business Owners
December 15, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
December 18, 2026Live Webcast
A Complete Tax Guide to Exit Planning
December 23, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
January 6, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
January 11, 2027Live Webcast
Upholding Independence While Holding Your Client's Hand
January 12, 2027Secaucus
Hudson Chapter
Developing a Cybersecurity WISP: Guidelines for CPAs and Small Businesses
January 20, 2027Live Webcast
Business Law for Small Business Owners
January 21, 2027Live Webcast
Accountability and Action
January 27, 2027Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
February 4, 2027Live Webcast
Business Law Essentials for Practitioners and Controllers
February 4, 2027Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 5, 2027Live Webcast
Business Law for Small Business Owners
February 5, 2027Live Webcast
Upholding Independence While Holding Your Client's Hand
February 10, 2027Live Webcast
A Complete Tax Guide to Exit Planning
February 10, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
February 23, 2027Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
March 2, 2027Live Webcast
Business Law for Small Business Owners
March 2, 2027Live Webcast
Accountability and Action
March 8, 2027Live Webcast
Upholding Independence While Holding Your Client's Hand
March 13, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
April 6, 2027Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
April 7, 2027Live Webcast
Upholding Independence While Holding Your Client's Hand
April 8, 2027Live Webcast
A Complete Tax Guide to Exit Planning
April 12, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
April 20, 2027Live Webcast
Business Law for Small Business Owners
April 26, 2027Live Webcast
Accountability and Action
April 27, 2027Live Webcast
Building a Systems Driven Firm
April 27, 2027Live Webcast
The Americans with Disabilities Act and the Family and Medical Leave Act
May 4, 2027Webcast Replay
Building a Systems Driven Firm
May 5, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
June 8, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
June 26, 2027Live Webcast
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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      Products and Programs

      Resources

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      SMI

      SMI has negotiated special discounts for the NJCPA members with all the major technology carriers and providers.

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      Mergers & Acquisitions Classified Ads
      View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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      Merchant Advocate
      Merchant Advocate saves you money WITHOUT switching credit card processors. There are no upfront costs; they're paid from savings they achieve for you.