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

The Case for Financial Literacy
 

The Case for Financial Literacy

Posted: April 12, 2019
April is National Financial Literacy Month – the perfect time for Americans to brush up on their financial education. Here are some alarming personal finance trends and tips on how to navigate them.

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Tax Tips

Take Advantage of Your Tax Return to Develop a Financial Plan
 

Take Advantage of Your Tax Return to Develop a Financial Plan

Posted: April 12, 2019
While many Americans may be eager to put away their financial records, now is the perfect time to plan for the future. Instead of filing your tax return and forgetting it, here's a way to develop a plan that will put you in a path to reach your financial goals.

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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

April is National Social Security Month
 

April is National Social Security Month

Posted: March 27, 2019
It’s National Social Security Month. Learn about the benefits and time-saving features of creating a my Social Security account on the Social Security Administration's website.

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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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