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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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  • 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 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...
  • 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 6, 2023 8:30 AM - 4:30 PM EST In-person / Live Webcast

    Fiduciary Accounting and Tax Issues of Estates and Trusts
    • Seminar
    • NJCPA Learning Center
    • credits 8.00 CPE Credits in MC
    Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an ...
  • November 20, 2023 11:00 AM - 12:40 PM EST Live Webcast

    Individual Charitable Planning: Philanthropy for Income Tax Return Reporting
    • Seminar
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Many individuals make contributions to religious, educational, scientific, literary, or other 501(c)(3) charities. For the purposes of tax savings, some forms of giving are more tax advantageous than others.
  • 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 15, 2023 9:00 AM - 4:30 PM EST Live Webcast

    How to Settle a Client's Estate
    • Seminar
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial ...
  • December 19, 2023 12:45 PM - 4:15 PM EST Live Webcast

    Reviewing Partnership Tax Returns: What are you Missing?
    • Seminar
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your...
  • 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.

  • June 1, 2023 9:00 AM - 5:00 PM EDT Live Webcast

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
  • June 1, 2023 10:00 AM - 12:00 PM EDT Live Webcast

    Individual Charitable Planning: Philanthropy for Income Tax Return Reporting Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Many individuals make contributions to religious, educational, scientific, literary, or other 501(c)(3) charities. For the purposes of tax savings, some forms of giving are more tax advantageous than others.
  • June 3, 2023 11:30 AM - 1:30 PM EDT Live Webcast

    False Tax Returns: Why CPAs and Their Clients Go to Prison
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    It is a crime to knowingly prepare a false tax return. Many return preparers are not aware of the severity of civil and criminal penalties for a false tax return.
  • June 6, 2023 9:00 AM - 1:00 PM EDT Live Webcast

    Estate & Trust Primer
    • AICPA Webinars
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    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 ...
  • June 8, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.
  • June 13, 2023 10:00 AM - 12:00 PM EDT Live Webcast

    Successfully Completing an Estate Tax Return -- Form 706 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue...
  • June 13, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    Successfully Completing a Gift Tax Return -- Form 709 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate.
  • June 15, 2023 10:00 AM - 12:00 PM EDT Live Webcast

    Basic Estate Administration for CPAs and FAs Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate.
  • June 20, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    What CPAs Should Know About Trust Instruments Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary ...
  • June 21, 2023 9:00 AM - 5:00 PM EDT Live Webcast

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
  • June 21, 2023 1:00 PM - 5:00 PM EDT Live Webcast

    Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given...
  • June 23, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    Top 10 Celebrity Estate Mistakes and How to Avoid Them Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    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...
  • July 3, 2023 9:00 AM - 1:00 PM EDT Live Webcast

    Estate & Trust Primer
    • AICPA Webinars
    • Vendor Platform
    • credits 4.0 CPE Credits in TX
    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 ...
  • July 11, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.
  • July 12, 2023 10:00 AM - 12:00 PM EDT Live Webcast

    Top 10 Celebrity Estate Mistakes and How to Avoid Them Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    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...
  • July 13, 2023 9:30 AM - 11:30 AM EDT Live Webcast

    False Tax Returns: Why CPAs and Their Clients Go to Prison
    • CPA Crossings Direct Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    It is a crime to knowingly prepare a false tax return. Many return preparers are not aware of the severity of civil and criminal penalties for a false tax return.
  • July 13, 2023 10:00 AM - 12:00 PM EDT Live Webcast

    Successfully Completing a Gift Tax Return -- Form 709 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate.
  • July 19, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    Successfully Completing an Estate Tax Return -- Form 706 Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue...
  • July 20, 2023 9:00 AM - 5:00 PM EDT Live Webcast

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 8.0 CPE Credits in TX
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
  • July 25, 2023 1:00 PM - 3:00 PM EDT Live Webcast

    What CPAs Should Know About Trust Instruments Webinar
    • Surgent Webinars
    • Vendor Platform
    • credits 2.0 CPE Credits in TX
    This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary ...
    • First Last

  • Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
    • Surgent On Demand
    • credits 4.0 CPE Credits in TX
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given...

  • 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...

  • Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    • Surgent On Demand
    • credits 8.0 CPE Credits in TX
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...

  • Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    • Surgent On Demand - Audio
    • credits 16.0 CPE Credits in TX
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...

  • How to Settle a Client's Estate
    • Surgent On Demand - Audio
    • credits 10.0 CPE Credits in TX
    Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial ...

  • Max the Tax: Common 1040 Items
    • Surgent On Demand - Audio
    • credits 1.0 CPE Credits in TX
    In this interactive game-based course, you will act as an IRS tax agent tasked with analyzing a tax return with various items flagged for review. After you interview the taxpayers, you must make any necessary changes to the return...

  • Review of Form 709 – Gift Tax Return
    • Surgent On Demand - Audio
    • credits 2.0 CPE Credits in TX
    This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.

  • 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, ...

  • This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    • Surgent On Demand - Audio
    • credits 12.0 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...

  • This Year's Top Tax and Financial-Planning Ideas
    • Surgent On Demand - Audio
    • 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...