| September 13, 2024 | 8:30 AM-11:30 AM EDT | | Special Tax Topics with Ed ZollarsThis program explores key developments impacting tax planning and compliance for individuals and closely held businesses. HighlightsStay ahead of the game in the ever-changing tax landscape.
This program will provide actionable knowledge, practical insights and a competitive edge in the field. BenefitsEquip yourself with the knowledge and tools to address key year-end, tax planning issues and seamlessly integrate them into your upcoming tax season procedures. Designed ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details |
| September 20, 2024 | 1:00 PM-4:00 PM EDT | | Special Tax Topics with Ed ZollarsThis program explores key developments impacting tax planning and compliance for individuals and closely held businesses. HighlightsStay ahead of the game in the ever-changing tax landscape.
This program will provide actionable knowledge, practical insights and a competitive edge in the field. BenefitsEquip yourself with the knowledge and tools to address key year-end, tax planning issues and seamlessly integrate them into your upcoming tax season procedures. Designed ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details |
| October 18, 2024 | 8:30 AM-11:30 AM EDT | | Federal Tax Enforcement Update: What to Expect for the UnexpectingWith an expanded IRS budget, new enforcement initiatives are targeting employee retention credit (ERC), foreign assets, and other tax areas. As a result, the need for advisors to anticipate tax issues and proactively mitigate risks is greater than ever. Benefits
- Anticipate potential federal tax controversy issues before they arise.
- Assist taxpayers in understanding the compliance and enforcement risks associated with uncertain tax reporting positions and in taking steps to mitigate those risks.
- Effectively resolve issues in the IRS examination and administrative appeal process.
Designed ForAll CPAs and tax professionals View Full Event Details |
| November 1, 2024 | 8:30 AM-11:30 AM EDT | | Sunsetting TCJA Provisions | Medicare Overview and Social Security Filing StrategiesMany provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire next year — be sure you understand the implications and planning strategies. Also, learn about Medicare benefits and the top 10 strategies to maximize Social Security for yourself or your clients. HighlightsThe first part of this session will provide an overview of the 2017 TCJA provisions and provide insight into the key sunsetting provisions and valuable strategies to consider prior to 2026.
- Review key sunsetting provisions
- Standard deductions and personal exemptions
- Tax bracket
- Qualified Business Income Deduction (QBI)
- Estate and Gift Tax Exemption
- Strategies to consider prior to 2026
The second portion will provide a high-level view on how Medicare works when people enroll into the program, along with what Medicare covers as the primary health insurance for those aged 65 or older. Also covered will be the top 10 Social Security filing strategies you should know in order to help maximize eligible benefits. Benefits
- Learn about the implications of the potential sunsetting of various TCJA provisions.
- Understand how to maximize Medicare and Social Security benefits.
Designed ForCPAs and other financial professionals View Full Event Details |
| November 1, 2024 | 1:00 PM-4:00 PM EDT | | Federal Tax Enforcement Update: What to Expect for the UnexpectingWith an expanded IRS budget, new enforcement initiatives are targeting employee retention credit (ERC), foreign assets, and other tax areas. As a result, the need for advisors to anticipate tax issues and proactively mitigate risks is greater than ever. Benefits
- Anticipate potential federal tax controversy issues before they arise.
- Assist taxpayers in understanding the compliance and enforcement risks associated with uncertain tax reporting positions and in taking steps to mitigate those risks.
- Effectively resolve issues in the IRS examination and administrative appeal process.
Designed ForAll CPAs and tax professionals View Full Event Details |
| November 15, 2024 | 1:00 PM-4:00 PM EDT | | Sunsetting TCJA Provisions | Medicare Overview and Social Security Filing StrategiesMany provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire next year — be sure you understand the implications and planning strategies. Also, learn about Medicare benefits and the top 10 strategies to maximize Social Security for yourself or your clients. HighlightsThe first part of this session will provide an overview of the 2017 TCJA provisions and provide insight into the key sunsetting provisions and valuable strategies to consider prior to 2026.
- Review key sunsetting provisions
- Standard deductions and personal exemptions
- Tax bracket
- Qualified Business Income Deduction (QBI)
- Estate and Gift Tax Exemption
- Strategies to consider prior to 2026
The second portion will provide a high-level view on how Medicare works when people enroll into the program, along with what Medicare covers as the primary health insurance for those aged 65 or older. Also covered will be the top 10 Social Security filing strategies you should know in order to help maximize eligible benefits. Benefits
- Learn about the implications of the potential sunsetting of various TCJA provisions.
- Understand how to maximize Medicare and Social Security benefits.
Designed ForCPAs and other financial professionals View Full Event Details |
| December 4, 2024 | 11:00 AM-1:45 PM EST | | Federal Tax Update for 2024Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS, and the latest and greatest revenue rulings applicable to both business and individual taxpayers. Benefits
- Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
- Hear about timely developments, including proposed regulations and guidance.
- Formulate basic 2024 tax planning strategies for business and individual taxpayers.
Designed ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business. View Full Event Details |
| December 11, 2024 | 11:00 AM-1:45 PM EST | | Federal Tax Update for 2024Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS, and the latest and greatest revenue rulings applicable to both business and individual taxpayers. Benefits
- Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
- Hear about timely developments, including proposed regulations and guidance.
- Formulate basic 2024 tax planning strategies for business and individual taxpayers.
Designed ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business. View Full Event Details |
| December 13, 2024 | 8:30 AM-11:30 AM EST | | Best Practices for Leveraging ChatGPT and Microsoft CopilotDiscover how to integrate ChatGPT and Microsoft Copilot into your daily practice to save time and deliver greater value. HighlightsThis webinar will show you how to leverage ChatGPT and Copilot and demonstrate practical use cases. Learn how to automate routine tasks, generate reports, enhance client communications and solve technical challenges. View Full Event Details |
| December 20, 2024 | 1:00 PM-4:00 PM EST | | Best Practices for Leveraging ChatGPT and Microsoft CopilotDiscover how to integrate ChatGPT and Microsoft Copilot into your daily practice to save time and deliver greater value. HighlightsThis webinar will show you how to leverage ChatGPT and Copilot and demonstrate practical use cases. Learn how to automate routine tasks, generate reports, enhance client communications and solve technical challenges. View Full Event Details |
| January 10, 2025 | 8:30 AM-11:30 AM EST | | Key Factors Driving FraudHow do fraud perpetrators go undetected, who is committing these fraudulent acts, and why? Drawing on information from multiple resources, such as the 2024 ACFE Report to the Nations and national statistics, this program will provide an overview of how and why fraud occurs. HighlightsFraud can cause significant financial damage to individuals and organizations. Understanding how and why fraud occurs is beneficial to all when it comes to fraud prevention. This webinar will cover the following:
- 2024 ACFE Report to the Nations – fraud statistics
- Government fraud
- Nonprofit fraud
- Paycheck Protection Program (PPP)/Unemployment Insurance fraud
- Fraud detection
- Fraud prevention
- Psychology of fraud
- Recent cases/investigations
BenefitsGain insights about fraudsters and potential red flags to be aware of if you suspect fraud, waste or abuse is occurring. Designed ForCPAs and other financial professionals View Full Event Details |
| January 17, 2025 | 1:00 PM-4:00 PM EST | | Key Factors Driving FraudHow do fraud perpetrators go undetected, who is committing these fraudulent acts, and why? Drawing on information from multiple resources, such as the 2024 ACFE Report to the Nations and national statistics, this program will provide an overview of how and why fraud occurs. HighlightsFraud can cause significant financial damage to individuals and organizations. Understanding how and why fraud occurs is beneficial to all when it comes to fraud prevention. This webinar will cover the following:
- 2024 ACFE Report to the Nations – fraud statistics
- Government fraud
- Nonprofit fraud
- Paycheck Protection Program (PPP)/Unemployment Insurance fraud
- Fraud detection
- Fraud prevention
- Psychology of fraud
- Recent cases/investigations
BenefitsGain insights about fraudsters and potential red flags to be aware of if you suspect fraud, waste or abuse is occurring. Designed ForCPAs and other financial professionals View Full Event Details |
| April 25, 2025 | 8:30 AM-11:30 AM EDT | | Data Analytics |
| May 1, 2025 | 1:00 PM-4:00 PM EDT | | Data Analytics |
| May 9, 2025 | 8:30 AM-11:30 AM EDT | | Accounting and Auditing UpdateBack by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and
matters affecting
compliance, quality and value-added service
. BenefitsGain practical and effective guidance to implement the latest standards and procedures. Designed ForAll CPAs and accounting professionals who perform accounting or auditing functions View Full Event Details |
| May 16, 2025 | 1:00 PM-4:00 PM EDT | | Accounting and Auditing UpdateBack by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and
matters affecting
compliance, quality and value-added service
. BenefitsGain practical and effective guidance to implement the latest standards and procedures. Designed ForAll CPAs and accounting professionals who perform accounting or auditing functions View Full Event Details |