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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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  • April 28, 2023 8:30 AM - 12:10 PM EDT East Hanover

    Blockchain / Real Estate and Mortgages
    • Chapter Event
    • The Hanover Manor
    • credits 4.0 CPE Credits in SK
    This session will cover the two distinct topics: 1) mortgage interest rate trends and housing values and 2) the most important updates occurring in 2023 with regards to crypto asset accounting and the evolving crypto tax landscape
  • May 2, 2023 8:00 AM - 11:30 AM EDT Secaucus

    Retirement Planning, Medicare and Social Security / Cannabis
    • Chapter Event
    • VFW - Secaucus
    • credits 4.0 CPE Credits in MC
    Understand the various sources of retirement income, including Social Security benefits, pension plans and individual retirement accounts (IRAs), as well as the risks associated with each of these sources. Discuss what CPAs need t...
  • June 23, 2023 9:00 AM - 12:30 PM EDT Live Webcast

    This Year's Top Tax and Financial-Planning Ideas
    • Seminar
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    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...
  • August 21 - 23, 2023 8:30 AM - 4:30 PM EDT each day Atlantic City

    Atlantic City CPE Cluster
    • Seminar
    • Harrah's Atlantic City
    • credits 24.0 CPE Credits in MC *
    Surpass your annual 20-CPE-credit requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days. Each day is priced individually. Attend one, two or all three days!
  • August 25, 2023 9:00 AM - 4:30 PM EDT Live Webcast

    Social Security and Medicare: Planning for You and Your Clients
    • Seminar
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    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...
  • August 28, 2023 9:00 AM - 4:30 PM EDT Live Webcast

    This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    • Seminar
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    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...
  • September 26, 2023 11:00 AM - 12:40 PM EDT Live Webcast

    What Tax Practitioners Need to Know About Medicare
    • Seminar
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare...
  • September 29, 2023 8:30 AM - 4:30 PM EDT In-person / Live Webcast

    Surgent's Individual and Financial-Planning Tax Camp
    • Conference/Event
    • NJCPA Learning Center
    • credits 8.0 CPE Credits in TX
    This course aims to arm tax planners with strategies and ideas that all clients - but, in particular, wealthy clients, middle-income clients, and closely held business owners - need to consider right now to take advantage of curre...
  • October 23, 2023 3:00 PM - 4:40 PM EDT Live Webcast

    Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
    • Seminar
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock o...
  • October 30, 2023 8:30 AM - 4:30 PM EDT In-person / Live Webcast

    This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    • Seminar
    • NJCPA Learning Center
    • credits 8.0 CPE Credits in TX
    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...
  • November 8, 2023 8:30 AM - 12:00 PM EST In-person / Live Webcast

    Securing a Comfortable Retirement
    • Seminar
    • NJCPA Learning Center
    • credits 4.0 CPE Credits in TX
    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 8, 2023 1:00 PM - 4:30 PM EST In-person / Live Webcast

    Maximizing Your Social Security Benefits
    • Seminar
    • NJCPA Learning Center
    • credits 4.0 CPE Credits in TX
    This course provides tax and financial planning professionals with background information on the Social Security system, strategies clients will need in dealing with Social Security and the myriad related retirement-related planni...
  • November 13, 2023 9:00 AM - 12:30 PM EST Live Webcast

    Select Estate and Life Planning Issues for the Middle-Income Client
    • Seminar
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    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 ...
  • November 13, 2023 1:00 PM - 4:30 PM EST Live Webcast

    Required Minimum Distributions: Compliance and Planning
    • Seminar
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    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 20, 2023 9:00 AM - 10:40 AM EST Live Webcast

    Strategies for Maximizing Social Security Benefits
    • Seminar
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    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 you with the backgr...
  • December 11, 2023 8:30 AM - 4:30 PM EST In-person / Live Webcast

    Social Security and Medicare: Planning for You and Your Clients
    • Seminar
    • NJCPA Learning Center
    • credits 8.0 CPE Credits in TX
    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 12, 2023 9:00 AM - 4:30 PM EST Live Webcast

    Securing a Comfortable Retirement in the Age of Spending
    • Seminar
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    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 14, 2023 8:30 AM - 4:30 PM EST In-person / Live Webcast

    The Complete Trust Workshop
    • Seminar
    • NJCPA Learning Center
    • credits 8.0 CPE Credits in TX
    The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, ...
  • December 21, 2023 9:00 AM - 4:30 PM EST Live Webcast

    Estate and Life Planning Issues for the Middle-Income Client
    • Seminar
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    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...

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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.

  • March 28, 2023 2:00 PM - 3:00 PM EDT Live Webcast

    Legal Planning for Care Giving of Elderly/Disabled Clients
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK
    It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients.
  • March 29, 2023 10:00 AM - 6:00 PM EDT Live Webcast

    Walter Haig's Personal Financial Health Checkup
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 8.0 CPE Credits in AA
    This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup f...
  • March 29, 2023 2:00 PM - 3:00 PM EDT Live Webcast

    Introduction to the Property & Casualty Insurance Industry
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in AA
    The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs.
  • March 29, 2023 2:30 PM - 3:30 PM EDT Live Webcast

    Eldercare Financial Scam Protection
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK
    Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspi...
  • March 30, 2023 12:00 PM - 2:00 PM EDT Live Webcast

    Retirement Planning: Next Stage for You or Your Client
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in SK
    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...
  • March 31, 2023 11:00 AM - 1:30 PM EDT Live Webcast

    Handling Complex Related Org Issues: Schedule R's Parts II-V
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.5 CPE Credits in TX
    This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult arenas. Once an initial identification scan of a filer's related organizations has...
  • April 6, 2023 10:30 AM - 12:00 PM EDT Live Webcast

    Secure Act 2.0: What You Need to Know
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.5 CPE Credits in TX
    This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
  • April 6, 2023 1:00 PM - 2:54 PM EDT Live Webcast

    Asset Protection Planning and Medicaid Eligibility
    • ACPEN Direct Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in SK
    Join our speaker for a look at asset protection planning and Medicaid from the CPA perspective and how to assist clients facing a nursing home admission. If your clients would rather have their hard-earned assets go to loved ones ...
  • April 6, 2023 3:30 PM - 5:00 PM EDT Live Webcast

    A History of Investing and a Look Ahead
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.5 CPE Credits in SK
    You hear it all the time. Financial products are becoming more complex.
  • April 7, 2023 3:30 PM - 4:30 PM EDT Live Webcast

    Retirement Planning: IRAs
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in TX
    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.
  • April 19, 2023 1:30 PM - 3:00 PM EDT Live Webcast

    Secure Act 2.0: What You Need to Know
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.5 CPE Credits in TX
    This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.
  • April 24, 2023 12:00 PM - 1:00 PM EDT Live Webcast

    Eldercare Financial Scam Protection
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK
    Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspi...
  • April 24, 2023 4:00 PM - 5:05 PM EDT Live Webcast

    Elder Law - It is Not All Black and White: Unraveling the Medicaid Myths and Simplifying Complicated Medicaid Laws
    • ACPEN Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK

    There are a wide variety of legal issues involved when caring for a loved one. These issues are overly complex. They range from medical decision and financial issues and managing one’s incapacity. This workshop will explo...

  • April 25, 2023 4:00 PM - 5:05 PM EDT Live Webcast

    Avoiding the Need for Adult Guardianship and Conservatorship: The Power of Powers of Attorney
    • ACPEN Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK

    In this course we will review what CPAs should know about Guardianship and Conservatorship as well as Financial and Medical Powers of Attorney. CPAs are among the most trusted professional advisers who clients turn to when they...

  • April 26, 2023 12:30 PM - 1:30 PM EDT Live Webcast

    Introduction to the Property & Casualty Insurance Industry
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in AA
    The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs.
  • April 26, 2023 3:30 PM - 4:30 PM EDT Live Webcast

    Legal Planning for Care Giving of Elderly/Disabled Clients
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK
    It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients.
  • April 26, 2023 5:00 PM - 6:00 PM EDT Live Webcast

    Long-Term Care Insurance: Make the Switch
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 1.0 CPE Credits in SK
    How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest ...
  • April 27, 2023 9:00 AM - 5:00 PM EDT Live Webcast

    Walter Haig's Personal Financial Health Checkup
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 8.0 CPE Credits in AA
    This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup f...
  • April 28, 2023 2:30 PM - 5:00 PM EDT Live Webcast

    Handling Complex Related Org Issues: Schedule R's Parts II-V
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.5 CPE Credits in TX
    This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult arenas. Once an initial identification scan of a filer's related organizations has...
  • April 28, 2023 3:00 PM - 5:00 PM EDT Live Webcast

    Retirement Planning: Next Stage for You or Your Client
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in SK
    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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  • Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    • Surgent On Demand
    • credits 2.0 CPE Credits in TX
    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...

  • Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
    • Surgent On Demand
    • credits 2.00 CPE Credits in MC
    Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock o...

  • Estate and Life Planning Issues for the Middle-Income Client
    • Surgent On Demand - Audio
    • credits 8.0 CPE Credits in TX
    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...

  • History of Investing
    • CPA Crossings/ NJCPA On Demand
    • credits 1.5 CPE Credits in SK
    You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed...

  • How to Settle an Estate - An Overview
    • Surgent On Demand - Audio
    • credits 2.0 CPE Credits in TX
    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. ...

  • Individual and Financial-Planning Tax Camp
    • Surgent On Demand - Audio
    • credits 8.0 CPE Credits in TX
    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...

  • Individual and Financial-Planning Tax Camp
    • Surgent On Demand
    • credits 8.0 CPE Credits in TX
    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...

  • Internal Controls, COSO, and COVID-19
    • Surgent On Demand - Audio
    • credits 4.0 CPE Credits in AA
    Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well ...

  • Maximizing Your Social Security Benefits
    • Surgent On Demand - Audio
    • credits 8.0 CPE Credits in TX
    This course provides tax and financial planning professionals with background information on the Social Security system, strategies clients will need in dealing with Social Security and the myriad related retirement-related planni...

  • Retirement Planning; IRA's
    • CPA Crossings/ NJCPA On Demand
    • credits 1.0 CPE Credits in SK
    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. In this course, we will discuss the fundame...

  • Retirement Planning; Next Stage for You or Your Client
    • CPA Crossings/ NJCPA On Demand
    • credits 2.0 CPE Credits in SK
    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...

  • Securing a Comfortable Retirement
    • Surgent On Demand - Audio
    • credits 6.00 CPE Credits in MC
    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.

  • Securing a Comfortable Retirement in the Age of Spending
    • Surgent On Demand
    • credits 8.00 CPE Credits in MC
    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.

  • Securing a Comfortable Retirement in the Age of Spending
    • Surgent On Demand - Audio
    • credits 12.00 CPE Credits in MC
    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.

  • Select Estate and Life Planning Issues for the Middle-Income Client
    • Surgent On Demand - Audio
    • credits 4.0 CPE Credits in TX
    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 ...

  • Social Security and Medicare: Planning for You and Your Clients
    • Surgent On Demand
    • credits 8.0 CPE Credits in TX
    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...

  • Social Security and Medicare: Planning for You and Your Clients
    • Surgent On Demand - Audio
    • credits 12.0 CPE Credits in TX
    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...

  • Strategies for Maximizing Social Security Benefits
    • Surgent On Demand
    • credits 2.0 CPE Credits in TX
    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 you with the backgr...

  • Tax Research Fundamentals
    • CPA Crossings/ NJCPA On Demand
    • credits 1.0 CPE Credits in TX
    The sheer number of sources of tax law can be overwhelming when you are first starting off as a practitioner. How do you differentiate between each one? What does each of them do? And what happens when there are conflicts between ...

  • The Complete Trust Workshop
    • Surgent On Demand - Audio
    • credits 16.0 CPE Credits in TX
    The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, ...
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