Staff Training Level 3: Applied Knowledge

We’ll help staff step into leadership with certainty. The following courses are tailored for intermediate-level staff to advance their expertise and take on in-charge responsibilities. They’ll learn how to perform clear and effective communication with clients and colleagues, strengthen critical thinking skills and enhance their ability to tackle complex challenges independently.

 

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 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

Level III: Beginning In-Charge Staff Training

  • Oct. 26 - Oct. 29, 2026 (Live Webcast)
  • Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently...

Level III: Beginning In-Charge Staff Training

  • Oct. 26 - Oct. 29, 2026 (Live Webcast)
  • Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently...
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Engagement and Client Retention Best Practices
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Building Personal Leadership Skills

2026 Level 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

Intermediate Individual Taxation - Tax Staff Essentials

Partnership & LLC (Form 1065) – Formation to Liquidation

Reviewing Individual Tax Returns: What Are You Missing?

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

  • Oct. 19, 2026 (Live Webcast) | Oct. 26, 2026 (Live Webcast) | 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

  • Oct. 21, 2026 (Live Webcast) | 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

Taxation of Property Transactions - Tax Staff Essentials

  • Nov. 19, 2026 (Live Webcast) | Jan. 12, 2027 (Live Webcast) | Apr. 20, 2027 (Live Webcast)
  • Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings.
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