Tax and Financial Planning
for consumers and small business owners

The New Jersey Society of Certified Public Accountants (NJCPA) represents more than 15,000 CPAs and aspiring CPAs. Below you will find guidance and information to help you manage your day-to-day finances, minimize your taxes and meet your long-term financial goals.

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Budgeting, Saving and Investing


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Tax Tips

Changes to Work-Related Deductions
 

Changes to Work-Related Deductions

Posted: March 15, 2019
There are often costs associated with doing your job, but which ones can you deduct on your tax returns? The Tax Cuts and Jobs Act made some changes to work-related deductions that you should know.

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College Planning

Tackling College Costs
 

Tackling College Costs

Posted: August 14, 2018
While college can be a major expense, there are ways to minimize the cost. Here are tips that can help your student (and family) have a good college experience without spending a fortune.

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Retirement Planning

Is Now the Time for a Roth Conversion?
 

Is Now the Time for a Roth Conversion?

Posted: March 14, 2019
Have you considered converting a traditional individual retirement account to a Roth IRA but weren’t sure if it was the right step? Here are some of the issues you should consider.

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Estate Planning and Eldercare

Leaving an IRA as an Inheritance
 

Leaving an IRA as an Inheritance

Posted: February 14, 2019
You’re hoping to leave a nice legacy to your loved ones, something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?

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Small Businesses

Tax Reform and Your 2018 Tax Return
 

Tax Reform and Your 2018 Tax Return

Posted: January 17, 2019
Do you know where things stand with your 2018 taxes? For many taxpayers, the first time they will see the overall impact of some significant provisions of the Tax Cuts and Jobs Act will be in their 2018 tax return. Do you know how the new laws will affect your tax situation?

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