Earn 20 CPE credits for $195 when you
purchase a CPE pass from the Union Chapter.
The pass is nonrefundable and substitutions are not permitted.
$195.00 - Member Price
Events included in this bundle:
Click on an event title below to view the details of the event.
| October 28, 2025 | 8:00 AM-12:00 PM EDT | Buy-Sell Agreements & 1041 | CAS InnovationsLearn how to avoid common pitfalls in buy-sell agreements, navigate key 1041 preparation challenges and explore how outsourced accounting (CAS) is transforming business finance and strategy. Highlights
- Critical buy-sell agreement provisions and valuation issues
- Essential fiduciary tax rules
- Leveraging technology and smart outsourcing to enhance financial performance
Benefits
- Gain practical strategies to strengthen client succession planning.
- Ensure fiduciary reporting accuracy.
- Leverage CAS to boost efficiency and profitability.
Designed ForCPAs and accountants in public and private accounting. View Full Event Details | In-person |
| November 18, 2025 | 8:00 AM-12:00 PM EDT | One Big Beautiful Bill | Private Equity InsightsDiscover how private equity, non-traditional buyers and new ownership models are reshaping CPA firms — followed by a deep dive into the sweeping changes under the One Big Beautiful Bill (OBBB). You’ll walk away with insights and strategies you can put to work immediately for your firm and your clients. HighlightsPrivate Equity and CPA Firm M&A
- Key trends in CPA firm M&A
- How private equity is influencing deals and valuations
- Alternative practice models and non-CPA ownership options
- Strategies for independence or monetization
One Big Beautiful Bill — Tax Update
- Immediate expense restored for qualified assets
- R&E costs are fully deductible
- SALT deduction cap temporarily raised to $40,000
- New deductions for tips and overtime
Benefits
- Understand the rapidly evolving M&A market for CPA firms and how private equity is influencing valuations, deal structures and long-term strategy.
- Learn the key tax provisions of the OBBB and gain practical guidance for applying them in real-time client planning and compliance.
Designed ForCPAs in public and private accounting. View Full Event Details | In-person |
| December 16, 2025 | 8:00 AM-12:00 PM EST | Clarity Without Audit | Technology & Automation for AccountingTake a fresh look at how small and mid-sized firms can modernize operations without losing the personal touch by using tools for workflow automation, client portals, e-signature, document management, tax prep, and practice management in a cost-effective way. Highlights
- The core tech stack for a modern small accounting firm (and what’s “nice to have” vs. essential)
- Opportunities to automate time-consuming processes in bookkeeping, tax and advisory services
- Practical steps to move from paper and spreadsheets to integrated, cloud-based tools
- An action plan to prioritize and implement two to three automation initiatives in your firm
- Accounting and auditing update
- Assurance services as an alternative to audits
- Common differences between GAAP, tax, modified cash and cash basis financial reporting frameworks
Benefits
- The core tech stack for a modern small accounting firm (and what’s “nice to have” vs. essential)
- Opportunities to automate time-consuming processes in bookkeeping, tax and advisory services
- Practical steps to move from paper and spreadsheets to integrated, cloud-based tools
- An action plan to prioritize and implement two to three automation initiatives in your firm
- Accounting and auditing update
- Assurance services as an alternative to audits
- Common differences between GAAP, tax, modified cash and cash basis financial reporting frameworks
Designed ForCPAs in small and mid-size public practices View Full Event Details | In-person |
| January 8, 2026 | 8:00 AM-12:00 PM EST | New Jersey and Federal Tax Updates: Practical Insights & ApplicationsThis program provides timely New Jersey and federal tax updates for CPAs and tax practitioners. Topics include recent New Jersey income, property and business tax changes, along with a federal update covering OBBBA tax law provisions, S corporation basis issues and accrued market discount reporting, with practical guidance attendees can apply immediately. Highlights
- Key New Jersey income tax updates
- Property tax relief programs
- New Jersey business tax developments
- Recent and pending New Jersey tax legislation
- Overview of OBBBA tax law changes
- Determining S corporation shareholders’ tax basis for loss reporting
- Reporting accrued market discount for capital gain and dividend purposes
Benefitsp>Gain a clear, practical understanding of significant state and federal tax developments to better advise clients, maintain compliance, avoid common errors and identify planning opportunities. Designed ForCPAs in public and private accounting and other tax professionals. View Full Event Details | In-person |
| April 28, 2026 | 8:00 AM-12:00 PM EDT | Accounting and Auditing Update | In-person |
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