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The NJCPA and the NJCPA Education Foundation offer hundreds of seminars, conferences and events every year. Use the filter options below to search our upcoming CPE programs and events.

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  • August 18 - 20, 2025 8:30 AM - 4:30 PM EDT each day Atlantic City CPE: 24 MC *

    Atlantic City CPE Cluster
    Full Day Member: $339.00Full Day Non member: $489.00
    Escape to Atlantic City for a three-day CPE event where you can choose daily seminars in tax, accounting and auditing or nonprofit accounting. Earn up to 24 CPE credits while enjoying the beach and boardwalk.
  • September 26, 2025 (and additional dates) 9:00 AM - 10:40 AM EDT Live Webcast CPE: 2 TX

    Strategies for Maximizing Social Security Benefits
    Member: $99.00Nonmember: $137.00
    As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide the background to k...
  • October 21, 2025 (and additional dates) 1:00 PM - 2:40 PM EDT Live Webcast CPE: 2 TX

    Social Security: Dispelling Common Myths with Essential Truths
    Member: $99.00Nonmember: $137.00
    For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Fur...
  • October 30, 2025 (and additional dates) 8:30 AM - 4:30 PM EDT Roseland CPE: 8 TX

    Surgent's Individual and Financial-Planning Tax Camp
    Member: $299.00Nonmember: $449.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • November 5, 2025 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Required Minimum Distributions: Compliance and Planning
    Member: $199.00Nonmember: $274.00
    Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exis...
  • November 7, 2025 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    This Year's Top Tax and Financial-Planning Ideas
    Member: $199.00Nonmember: $274.00
    With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-plannin...
  • November 11, 2025 (and additional dates) 8:30 AM - 11:30 AM EST Live Webcast

    Retirement and Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • November 12, 2025 (and additional dates) 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    Maximizing Your Social Security Benefits
    Member: $199.00Nonmember: $274.00
    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objec...
  • November 12, 2025 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Securing a Comfortable Retirement
    Member: $199.00Nonmember: $274.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • November 12, 2025 (and additional dates) 1:00 PM - 2:40 PM EST Live Webcast CPE: 2 AA

    Annual Update for Defined Contribution Plans
    Member: $99.00Nonmember: $137.00
    This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA’s new employee benefit plan auditing standard. Participants wi...
  • November 13, 2025 8:00 AM - 11:00 AM EST Haddonfield CPE: 3 SK

    Empowering CPAs: Retirement Plans & State Compliance (Hot Topics)
    Member: $60.00Nonmember: $75.00Pass Holder: $0.00

    Unlock new opportunities for your clients and your firm. This session delivers practical retirement plan strategies, insider updates on New Jersey’s RetireReady prog...

  • November 18, 2025 (and additional dates) 1:00 PM - 4:00 PM EST Webcast Replay

    Retirement and Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • December 11, 2025 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    Social Security and Medicare: Planning for You and Your Clients
    Member: $299.00Nonmember: $449.00
    Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • December 18, 2025 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    Member: $299.00Nonmember: $449.00
    With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this cou...

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To provide additional learning opportunities, the NJCPA has partnered with several leading CPE providers. For your convenience, you can register for these events on njcpa.org. You will receive additional information and participation instructions directly from the provider.

  • July 15, 2025 2:00 PM - 4:00 PM EDT Live Webcast CPE: 2 TX

    Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
    Member: $89.00Nonmember: $109.00
    Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72, unless an exception applies. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess ...
  • July 16, 2025 12:00 PM - 4:00 PM EDT Live Webcast CPE: 4 TX

    The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
    Member: $129.00Nonmember: $159.00

    Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master.  This course will provide the participants with everything that they need to know about S...

  • July 17, 2025 10:00 AM - 1:00 PM EDT Live Webcast CPE: 3 SK

    Managing Your Money in Retirement
    Member: $99.00Nonmember: $129.00

    You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about m...

  • July 18, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 AA

    Advanced Audits of 401(k) Plans: Best Practices and Current Developments
    Member: $289.00Nonmember: $309.00
    Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up th...
  • July 18, 2025 12:00 PM - 2:00 PM EDT Live Webcast CPE: 2 SK

    Retirement Planning: Next Stage for You or Your Client
    Member: $79.00Nonmember: $99.00
    If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some ar...
  • July 23, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Social Security and Medicare: Planning for You and Your Clients
    Member: $269.00Nonmember: $289.00
    Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • July 24, 2025 10:00 AM - 5:37 PM EDT Live Webcast CPE: 8 TX

    IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
    Member: $300.00Nonmember: $400.00

    This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth covera...

  • July 28, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $289.00Nonmember: $309.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • July 28, 2025 9:00 AM - 10:49 AM EDT Live Webcast CPE: 2 AA

    Building Your Personal Net Worth: Invest in Your Future
    Member: $79.00Nonmember: $109.00

    By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or def...

  • July 29, 2025 12:30 PM - 2:30 PM EDT Live Webcast CPE: 2 TX

    SECURE Act 2.0 and Updates (2025)
    Member: $79.00Nonmember: $99.00
    After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation.
  • July 29, 2025 6:00 PM - 9:00 PM EDT Live Webcast CPE: 3 SK

    Managing Your Money in Retirement
    Member: $99.00Nonmember: $129.00

    You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about m...

  • July 30, 2025 2:00 PM - 5:43 PM EDT Live Webcast CPE: 4 TX

    Retirement Planning Issues: Where We Stand Now
    Member: $129.00Nonmember: $159.00

    This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, ...

  • July 30, 2025 2:00 PM - 4:00 PM EDT Live Webcast CPE: 2 AA

    Common Deficiencies in Employee Benefit Plans
    Member: $79.00Nonmember: $109.00

    Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining ...

  • July 31, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 SK

    Securing a Comfortable Retirement in the Age of Spending
    Member: $269.00Nonmember: $289.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • August 1, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $289.00Nonmember: $309.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • August 1, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 AA

    Annual Update for Defined Contribution Plans
    Member: $89.00Nonmember: $109.00
    This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA’s new employee benefit plan auditing standard. Participants wi...
  • August 4, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 AA

    Documenting Your EBP Audit: What You Need to Know
    Member: $349.00Nonmember: $419.00
    Understanding different parts of the employee benefit plan (EBP) audit process and knowing how to think holistically about your audit documentation are essential to successful EBP audits. Learn the appropriate level of documentati...
  • August 8, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $289.00Nonmember: $309.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • August 8, 2025 9:00 AM - 10:49 AM EDT Live Webcast CPE: 2 AA

    Building Your Personal Net Worth: Invest in Your Future
    Member: $79.00Nonmember: $109.00

    By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or def...

  • August 8, 2025 1:30 PM - 3:30 PM EDT Live Webcast CPE: 2 SK

    Retirement Planning: Next Stage for You or Your Client
    Member: $79.00Nonmember: $99.00
    If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some ar...
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  • CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $159.00Nonmember: $179.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • CPE: 8 TX

    Maximizing Your Social Security Benefits
    Member: $159.00Nonmember: $179.00
    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objec...
  • CPE: 1.5 TX

    Secure Act 2.0: What you need to know
    Member: $43.00Nonmember: $63.00
    This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
  • CPE: 6 MC

    Securing a Comfortable Retirement
    Member: $119.00Nonmember: $139.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • CPE: 12 MC

    Securing a Comfortable Retirement in the Age of Spending
    Member: $219.00Nonmember: $239.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • CPE: 12 TX

    Social Security and Medicare: Planning for You and Your Clients
    Member: $219.00Nonmember: $239.00
    Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • CPE: 8 AA

    Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
    Member: $159.00Nonmember: $179.00
    Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up th...
  • CPE: 8 AA

    Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
    Member: $199.00Nonmember: $219.00
    Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up th...
  • CPE: 2 AA

    Surgent's Annual Update for Defined Contribution Plans
    Member: $89.00Nonmember: $109.00
    This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA’s new employee benefit plan auditing standard. Participants wi...
  • CPE: 4 AA

    Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
    Member: $129.00Nonmember: $149.00
    Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. Auditors will enhance their knowle...
  • CPE: 8 AA

    Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
    Member: $159.00Nonmember: $179.00
    One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significa...
  • CPE: 8 AA

    Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
    Member: $199.00Nonmember: $219.00
    One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significa...
  • CPE: 2 TX

    Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    Member: $89.00Nonmember: $109.00
    Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized b...
  • CPE: 8 TX

    Surgent's Individual and Financial-Planning Tax Camp
    Member: $159.00Nonmember: $179.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • CPE: 8 TX

    Surgent's Maximizing Your Social Security Benefits
    Member: $159.00Nonmember: $179.00
    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objec...
  • CPE: 6 MC

    Surgent's Securing a Comfortable Retirement
    Member: $119.00Nonmember: $139.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • CPE: 12 MC

    Surgent's Securing a Comfortable Retirement in the Age of Spending
    Member: $219.00Nonmember: $239.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • CPE: 12 TX

    Surgent's Social Security and Medicare: Planning for You and Your Clients
    Member: $219.00Nonmember: $239.00
    Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • CPE: 8 TX

    Surgent's Social Security and Medicare: Planning for You and Your Clients
    Member: $199.00Nonmember: $219.00
    Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • CPE: 2 TX

    Surgent's Social Security: Dispelling Common Myths with Essential Truths
    Member: $109.00Nonmember: $129.00
    For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Fur...
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