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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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  • November 14, 2024 8:00 AM - 11:00 AM EST Haddonfield CPE: 3 SK

    Practical Business Planning for Second and Third Generations | Taxes in Retirement
    Member: $60.00Nonmember: $75.00Pass Holder: $0.00
    Businesses often flounder under generational transition. This presentation looks at the differences between Baby Boomers, Gen X, Gen Y and Gen Z and how the variation in priorities affects succession planning. Also, increased life...
  • November 15, 2024 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 15, 2024 1:00 PM - 4:00 PM EST Webcast Replay CPE: 3 TX

    Sunsetting TCJA Provisions | Medicare Overview and Social Security Filing Strategies
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
    Many 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 Se...
  • November 22, 2024 (and additional dates) 9:00 AM - 12:30 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 22, 2024 (and additional dates) 1:00 PM - 2:40 PM EST Live Webcast CPE: 2 TX

    Strategies for Maximizing Social Security Benefits
    Member: $99.00Nonmember: $136.50
    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...
  • November 25, 2024 (and additional dates) 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $199.00Nonmember: $274.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial ...
  • December 4, 2024 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Estate & Trust Primer
    Member: $199.00Nonmember: $274.00
    Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations ...
  • December 5, 2024 8:30 AM - 11:00 AM EST Spring Lake CPE: 2.5 SK

    The Changing World of CPA Firm M&A | Trusts, Wills and Estates
    Member: $50.00Nonmember: $60.00Pass Holder: $0.00
    Learn about the changing landscape of mergers and acquisitions (M&A) for CPA firms as well as opportunities to add advisory service offerings to small and midsize practices.
  • December 6, 2024 8:00 AM - 1:00 PM EST Cherry Hill CPE: 5 TX

    Annual Tax Seminar
    Member: $135.00Nonmember: $185.00Pass Holder: $0.00
    Get a thorough tax update just in time for tax season from the attorneys at Kulzer & DiPadova.
  • December 9, 2024 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    Securing a Comfortable Retirement in the Age of Spending
    Member: $299.00Nonmember: $449.00
    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.
  • December 10, 2024 8:00 AM - 12:00 PM EST Paterson CPE: 4 TX

    Elder Law | Trusts
    Member: $75.00Nonmember: $100.00Pass Holder: $0.00
    One of the major challenges facing our country is elder care. Discover strategies to navigate these issues effectively. In addition, get an overview of the taxability of trusts.
  • December 18, 2024 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    Estate and Life Planning Issues for the Middle-Income Client
    Member: $299.00Nonmember: $449.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle...
  • December 20, 2024 (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...
  • January 9, 2025 (and additional dates) 8:30 AM - 1:30 PM EST Live Webcast CPE: 5 TX

    Annual Tax Seminar
    Member: $99.00Nonmember: $149.00
    Get a thorough tax update just in time for tax season from the attorneys at Kulzer & DiPadova.
  • May 7, 2025 8:30 AM - 10:30 AM EDT Northfield CPE: 2 TX

    Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
    Coming soon

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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.

  • November 14, 2024 9:30 AM - 10:30 AM EST Live Webcast CPE: 1 AA

    How to Start a CFO Service
    Member: $45.00Nonmember: $65.00
    This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be availabl...
  • November 16, 2024 9:00 AM - 5:00 PM EST 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...
  • November 18, 2024 10:00 AM - 12:00 PM EST Live Webcast CPE: 2 TX

    Top 10 Celebrity Estate Mistakes and How to Avoid Them
    Member: $89.00Nonmember: $109.00
    Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his benefic...
  • November 18, 2024 1:00 PM - 3:00 PM EST Live Webcast CPE: 2 TX

    Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    Member: $89.00Nonmember: $99.00
    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...
  • November 18, 2024 2:00 PM - 6:00 PM EST 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, dis...
  • November 18, 2024 3:00 PM - 4:01 PM EST Live Webcast CPE: 1 SK

    Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
    Member: $5.00Nonmember: $15.00
    Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills a...
  • November 19, 2024 9:00 AM - 11:00 AM EST 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...
  • November 19, 2024 11:00 AM - 6:47 PM EST Live Webcast CPE: 8 TX

    A Practical Guide to Trusts
    Member: $225.00Nonmember: $275.00
    This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how...
  • November 21, 2024 9:30 AM - 10:30 AM EST Live Webcast CPE: 1 TX

    Retirement Planning: IRAs
    Member: $45.00Nonmember: $65.00
    Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan.
  • November 21, 2024 11:00 AM - 1:00 PM EST Live Webcast CPE: 2 MT

    Selling to Target Accounts to Close More "A" Clients
    Member: $79.00Nonmember: $99.00
    Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically clos...
  • November 22, 2024 10:00 AM - 12:00 PM EST Live Webcast CPE: 2 TX

    Top 10 Celebrity Estate Mistakes and How to Avoid Them
    Member: $89.00Nonmember: $109.00
    Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his benefic...
  • November 23, 2024 9:00 AM - 5:00 PM EST 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...
  • November 25, 2024 9:00 AM - 5:00 PM EST 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...
  • November 25, 2024 12:00 PM - 4:00 PM EST Live Webcast CPE: 4 TX

    Estate & Trust Primer - Tax Staff Essentials
    Member: $213.00Nonmember: $261.00
    Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations ...
  • November 25, 2024 3:00 PM - 5:00 PM EST Live Webcast CPE: 2 TX

    Strategies for Maximizing Social Security Benefits
    Member: $89.00Nonmember: $109.00
    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...
  • November 26, 2024 2:00 PM - 4:00 PM EST Live Webcast CPE: 2 PD

    Audit 504: Making Rain - Success with Clients and Prospects
    Member: $79.00Nonmember: $99.00
    Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more mone...
  • November 29, 2024 9:00 AM - 1:00 PM EST Live Webcast CPE: 4 AA

    Start a Forensic Accounting Practice with Confidence
    Member: $139.00Nonmember: $159.00
    The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership disputes - forensic accountants are needed to find...
  • December 2, 2024 9:00 AM - 4:47 PM EST Live Webcast CPE: 8 TX

    A Practical Guide to Trusts
    Member: $225.00Nonmember: $275.00
    This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how...
  • December 2, 2024 10:00 AM - 12:00 PM EST Live Webcast CPE: 2 TX

    How to Effectively Represent Clients Under IRS Audit
    Member: $89.00Nonmember: $99.00
    Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several ...
  • December 2, 2024 1:00 PM - 3:00 PM EST Live Webcast CPE: 2 TX

    Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    Member: $89.00Nonmember: $99.00
    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...
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  • CPE: 1 PD

    Business Development: Referral Rally
    Member: $49.00Nonmember: $69.00
    In this interactive game-based course, participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development pr...
  • CPE: 1 PD

    Business Development: Time Management
    Member: $49.00Nonmember: $69.00
    In this interactive game-based course, participants have nine hours before tonight’s birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get do...
  • CPE: 2 TX

    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

    Estate and Life Planning Issues for the Middle-Income Client
    Member: $159.00Nonmember: $179.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle...
  • CPE: 2 TX

    How to Settle an Estate - An Overview
    Member: $49.00Nonmember: $69.00
    This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. ...
  • 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

    Individual and Financial-Planning Tax Camp
    Member: $199.00Nonmember: $219.00
    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 MT

    Organizational Culture and the Finance Professional
    Member: $49.00Nonmember: $69.00
    Many experts say that an organization’s culture is the single most important thing that will determine its success. Assuming that’s true, it’s necessary for the finance professional to understand the effect that the finance functi...
  • 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: 8 MC

    Securing a Comfortable Retirement in the Age of Spending
    Member: $199.00Nonmember: $219.00
    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: 4 SK

    Securing a Comfortable Retirement in the Age of Spending
    Member: $199.00Nonmember: $219.00
    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: 4 TX

    Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $79.00Nonmember: $99.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial ...
  • CPE: 4 TX

    Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $129.00Nonmember: $149.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial ...
  • 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 TX

    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

    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...
  • CPE: 2 TX

    Strategies for Maximizing Social Security Benefits
    Member: $89.00Nonmember: $109.00
    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...
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