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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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  • September 16, 2025 8:00 AM - 11:40 AM EDT Secaucus CPE: 4 MC

    AI | New Technologies | Estate and Gift Tax
    Member: $75.00Nonmember: $95.00Pass Holder: $0.00
    Coming soon
  • October 23, 2025 8:30 AM - 12:30 PM EDT Roseland CPE: 4 TX

    Estate and Trust Taxes
    Member: $75.00Nonmember: $95.00Pass Holder: $0.00
    Coming soon
  • 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 7, 2025 1:00 PM - 3:40 PM EST Live Webcast CPE: 3 TX

    What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
    Member: $152.00Nonmember: $208.00
    Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members w...
  • November 11, 2025 (and additional dates) 8:30 AM - 11:30 AM EST Live Webcast CPE: 3 TX

    Retirement and Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • November 14, 2025 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 MC

    Fiduciary Accounting and Tax Issues of Estates and Trusts
    Member: $299.00Nonmember: $449.00
    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 18, 2025 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Reviewing S Corporation Tax Returns: What are you Missing?
    Member: $199.00Nonmember: $274.00
    The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities.

    In this course, we discuss the common errors p...

  • November 18, 2025 (and additional dates) 1:00 PM - 4:00 PM EST Webcast Replay CPE: 3 TX

    Retirement and Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • November 19, 2025 8:30 AM - 5:00 PM EST Spring Lake CPE: 8 SK

    Long-Term Care, Life Insurance, Medicare and Social Security Update | Cost Segregation for Real Estate Owners and Investors
    Member: $160.00Nonmember: $180.00Pass Holder: $0.00
    Gain critical insights into long-term care, life insurance, Medicare, Social Security and real estate tax planning in one power-packed session designed to protect your clients’ finances and support their future.
  • December 4, 2025 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    How to Settle a Client's Estate
    Member: $299.00Nonmember: $449.00
    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 9, 2025 (and additional dates) 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    Reviewing Partnership Tax Returns: What Are You Missing?
    Member: $199.00Nonmember: $274.00
    The partnership section of the Internal Revenue Code is arguably one of the most complicated. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processin...
  • 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...
  • January 6, 2026 (and additional dates) 8:30 AM - 1:30 PM EST Live Webcast CPE: 5 TX

    Annual Tax Seminar
    Member: $99.00Nonmember: $149.00
    As legislation and trends emerge close to year end, CPAs will have a host of new issues affecting tax planning and compliance. Prepare for the upcoming season with this popular annual seminar presented by attorneys and CPAs from K...
  • January 20, 2026 (and additional dates) 8:30 AM - 1:30 PM EST Webcast Replay CPE: 5 TX

    Annual Tax Seminar
    Member: $99.00Nonmember: $149.00
    As legislation and trends emerge close to year end, CPAs will have a host of new issues affecting tax planning and compliance. Prepare for the upcoming season with this popular annual seminar presented by attorneys and CPAs from K...

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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.

  • August 23, 2025 2:00 PM - 5:00 PM EDT Live Webcast CPE: 3 TX

    The Preparation of Forms 706 and 709 – Understanding the Law
    Member: $99.00Nonmember: $129.00

    A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift ta...

  • August 25, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    What CPAs Should Know About Trust Instruments Webinar
    Member: $89.00Nonmember: $109.00
    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 ...
  • August 27, 2025 1:00 PM - 4:30 PM EDT Live Webcast CPE: 4 TX

    Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
    Member: $149.00Nonmember: $169.00
    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...
  • August 27, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
    Member: $89.00Nonmember: $109.00
    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.
  • August 28, 2025 9:00 AM - 1:00 PM EDT Live Webcast CPE: 4 TX

    Reviewing S Corporation Tax Returns: What Are You Missing?
    Member: $225.00Nonmember: $269.00
    The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities.

    In this course, we discuss the common errors p...

  • August 28, 2025 1:00 PM - 5:00 PM EDT Live Webcast CPE: 4 TX

    Reviewing Partnership Tax Returns: What Are You Missing?
    Member: $225.00Nonmember: $269.00
    The partnership section of the Internal Revenue Code is arguably one of the most complicated. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processin...
  • August 29, 2025 10:00 AM - 2:00 PM EDT Live Webcast CPE: 4 TX

    Guide to Preparing Form 1041 for Estates and Trusts
    Member: $129.00Nonmember: $159.00
    This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadl...
  • August 30, 2025 2:00 PM - 6:00 PM EDT Live Webcast CPE: 4 TX

    2025 Mid – Year Tax Update: Planning for Individuals
    Member: $129.00Nonmember: $159.00

    The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, reg...

  • September 2, 2025 11:00 AM - 6:42 PM EDT Live Webcast CPE: 8 TX

    Estate and Financial Planning for the Older Client
    Member: $225.00Nonmember: $275.00

    Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you...

  • September 4, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $269.00Nonmember: $289.00
    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...
  • September 5, 2025 10:00 AM - 1:00 PM EDT Live Webcast CPE: 3 TX

    The Preparation of Form 706 - Line-by-Line
    Member: $99.00Nonmember: $129.00

    Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estat...

  • September 9, 2025 10:00 AM - 6:00 PM EDT Live Webcast CPE: 8 TX

    The Complete Guide to the Preparation of Form 1041
    Member: $245.00Nonmember: $295.00

    Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issu...

  • September 9, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Mastering Charitable Remainder Trusts and Form 5227 Compliance
    Member: $79.00Nonmember: $109.00

    Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227.  This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and pra...

  • September 9, 2025 2:00 PM - 5:00 PM EDT Live Webcast CPE: 3 TX

    What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
    Member: $139.00Nonmember: $159.00
    Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members w...
  • September 10, 2025 1:00 PM - 3:00 PM EDT 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...
  • September 11, 2025 5:00 PM - 9:00 PM EDT Live Webcast CPE: 4 TX

    2025 Mid – Year Tax Update: Planning for Individuals
    Member: $129.00Nonmember: $159.00

    The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, reg...

  • September 17, 2025 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    Successfully Completing a Gift Tax Return -- Form 709 Webinar
    Member: $89.00Nonmember: $109.00
    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.
  • September 18, 2025 9:00 AM - 1:00 PM EDT Live Webcast CPE: 4 TX

    2025 Mid – Year Tax Update: Planning for Individuals
    Member: $129.00Nonmember: $159.00

    The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, reg...

  • September 18, 2025 10:00 AM - 6:00 PM EDT Live Webcast CPE: 8 TX

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $269.00Nonmember: $289.00
    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...
  • September 18, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Introduction to Charitable Gifting for Individual Taxpayers
    Member: $109.00Nonmember: $129.00
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  • 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: 16 TX

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $279.00Nonmember: $299.00
    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...
  • CPE: 10 TX

    How to Settle a Client's Estate
    Member: $189.00Nonmember: $209.00
    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 ...
  • CPE: 2 TX

    Review of Form 709 – Gift Tax Return
    Member: $49.00Nonmember: $69.00
    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.
  • CPE: 2 TX

    Surgent's Basic Estate Administration for CPAs and FAs
    Member: $89.00Nonmember: $109.00
    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.
  • CPE: 8 TX

    Surgent's 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: 10 TX

    Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $189.00Nonmember: $209.00
    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...
  • CPE: 8 TX

    Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $199.00Nonmember: $219.00
    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...
  • CPE: 10 TX

    Surgent's How to Settle a Client's Estate
    Member: $189.00Nonmember: $209.00
    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 ...
  • CPE: 2 TX

    Surgent's Review of Form 709 – Gift Tax Return
    Member: $49.00Nonmember: $69.00
    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.
  • CPE: 16 TX

    Surgent's The Complete Trust Workshop
    Member: $279.00Nonmember: $299.00
    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, ...
  • CPE: 16 TX

    Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    Member: $279.00Nonmember: $299.00
    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...
  • CPE: 4 TX

    Surgent's This Year's Top Tax and Financial-Planning Ideas
    Member: $79.00Nonmember: $99.00
    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...
  • CPE: 16 TX

    The Complete Trust Workshop
    Member: $279.00Nonmember: $299.00
    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, ...
  • CPE: 4 TX

    This Year's Top Tax and Financial-Planning Ideas
    Member: $79.00Nonmember: $99.00
    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...