Staff Training Level 2: Progressive Skills

This training is for staff who are ready to build on their foundational knowledge. Programs are designed to deepen core competencies while empowering them to work with greater independence and confidence.

 

JUMP TO: Accounting, Auditing and Attest | Business Management | Financial Planning Services | Firm Management | Litigation Services and Business Valuation | Professional Development | Risk and Compliance | Tax | Technology and Information Management

If you don’t find courses that meet your needs, contact:

Angela Russo
Director of Learning 
862-702-5601
arusso@njcpa.org

2026 Level 2 Audit Training - Experienced Associate

  • Dec. 7 - Dec. 16, 2026 (Live Webcast)
  • Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The tr...

Surgent's Introduction to Single Audit

  • On Demand - Video
  • Learn the essentials of single audits in clear, manageable steps. This course introduces key requirements under the Uniform Guidance for Federal Awards and helps you build the confidence to perform single audits efficiently and effectively.

Surgent's Introduction to Yellow Book

  • On Demand - Video
  • If you work with governments or not-for-profits, understanding the Yellow Book is a must. This beginner-friendly course breaks the requirements down into clear, manageable concepts, helping you build a solid foundation, boost your confidence, and perform Yellow Book audits with ease.

Surgent's Mastering the Basics of Inventory Accounting

  • On Demand - Video
  • While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be appli...
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.

Engagement and Client Retention Best Practices

Surgent's Tax Research

  • On Demand - Video
  • Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently ...
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.

Estate & Trust Primer - Tax Staff Essentials

Introduction to Charitable Gifting for Individual Taxpayers

  • Nov. 6, 2026 (Live Webcast) | Dec. 4, 2026 (Live Webcast) | Dec. 21, 2026 (Live Webcast) | Jan. 20, 2027 (Live Webcast) | Feb. 17, 2027 (Live Webcast) | Mar. 5, 2027 (Live Webcast) | Apr. 5, 2027 (Live Webcast)
  • This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax ...

Introduction to Required Minimum Distributions

  • Nov. 3, 2026 (Live Webcast) | Nov. 5, 2026 (Live Webcast) | Dec. 2, 2026 (Live Webcast) | Jan. 5, 2027 (Live Webcast) | Feb. 5, 2027 (Live Webcast) | Mar. 8, 2027 (Live Webcast) | Apr. 8, 2027 (Live Webcast)
  • Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them.

Partnership & LLC (Form 1065) – Formation to Liquidation

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

  • Nov. 10, 2026 (Live Webcast) | Dec. 9, 2026 (Live Webcast) | Jan. 5, 2027 (Live Webcast) | Jan. 20, 2027 (Live Webcast)
  • As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning i...

Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

  • Nov. 25, 2026 (Live Webcast) | Dec. 21, 2026 (Live Webcast) | Jan. 14, 2027 (Live Webcast) | Feb. 9, 2027 (Live Webcast) | On Demand - Video
  • Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how ...

Tax Planning for Rental Real Estate

Tax Research - Intermediate Concepts

Introduction to AI in Accounting

  • Nov. 5, 2026 (Live Webcast) | Jan. 4, 2027 (Live Webcast) | Mar. 1, 2027 (Live Webcast) | On Demand - Video
  • This course introduces the foundational concepts of artificial intelligence (AI) and AI’s relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges, and future trends associ...