Financial Planning and Wealth Management Knowledge Hub

Whether it's college planning, investing or managing wealth, CPAs and accounting professionals need to stay abreast of the latest regulations, tax implications and strategies.

Review our collection of articles, events and resources.

 

 

NJCPA and Third-Party Events

April 1, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
April 2, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
April 4, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
April 11, 2025Live Webcast
Introduction to the Property & Casualty Insurance Industry
April 16, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
April 21, 2025Live Webcast
A Practical Guide to Trusts
April 24, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
May 3, 2025Live Webcast
A Practical Guide to Trusts
May 7, 2025Northfield
Atlantic/Cape May Chapter
Estate Planning
May 13, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
May 13, 2025Live Webcast
A Practical Guide to Trusts
May 26, 2025Live Webcast
A Practical Guide to Trusts
June 12, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
June 17, 2025Live Webcast
A Practical Guide to Trusts
June 19, 2025Live Webcast
A CPA’s Guide To Preventing Financial Exploitation
June 30, 2025Live Webcast
A Practical Guide to Trusts
July 8, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
August 15, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
September 4, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
October 1, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
October 30, 2025Roseland
Surgent's Individual and Financial-Planning Tax Camp
November 4, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
November 17, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
December 9, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
January 7, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
February 10, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
March 5, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
April 7, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
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