Staff Training Level 4: Management Essentials

We’ll help your professionals master client engagements from start to finish. These advanced programs are designed for professionals to take on leadership in tax and accounting engagements, providing the skills and insights needed to manage client relationships and complex projects with expertise.

 

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

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

  • On Demand - Audio | On Demand - Video

  • Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to u...

Level IV: Management and Leadership Essentials Training

  • Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...
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.

Level IV: Management and Leadership Essentials Training

  • Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...
There are currently no upcoming events.  Search all upcoming events.

Advanced Tax Planning S Corporations - Tax Staff Essentials

  • Nov. 12, 2026 (Live Webcast)
  • A look beneath the surface of S corporation taxation, with in-depth discussions of planning opportunities designed for the popular tax form.

Advanced Taxation Partnerships & LLCs - Tax Staff Essentials

  • Nov. 17, 2026 (Live Webcast)
  • Subchapter K, which covers partnership taxation, is extensive and always subtly changing. Course materials cover the rules and regulations, including explanations of advanced concepts, needed to effectively serve business and indi...

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

Multistate Taxation - Tax Staff Essentials

  • Dec. 10, 2026 (Live Webcast)
  • Do you know where your clients’ businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.

Reviewing Individual Tax Returns: What Are You Missing?

  • Nov. 16, 2026 (Live Webcast)
  • Strategies to help return reviewers quickly identify common errors that practitioners make on individual tax returns, developed with H.R. 1 in mind.

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

Tax Research - Intermediate Concepts
There are currently no upcoming events.  Search all upcoming events.