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

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 14, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
May 20, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
May 26, 2025Live Webcast
A Practical Guide to Trusts
May 29, 2025Live Webcast
Individual and Financial-Planning Tax Camp
May 30, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
May 30, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
June 3, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
June 4, 2025Live Webcast
Individual and Financial-Planning Tax Camp
June 7, 2025Live Webcast
Individual and Financial-Planning Tax Camp
June 9, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
June 12, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
June 13, 2025Live Webcast
Individual and Financial-Planning Tax Camp
June 16, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
June 17, 2025Live Webcast
A Practical Guide to Trusts
June 17, 2025Live Webcast
Individual and Financial-Planning Tax Camp
June 19, 2025Live Webcast
A CPA’s Guide To Preventing Financial Exploitation
June 20, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
June 25, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
June 30, 2025Live Webcast
A Practical Guide to Trusts
June 30, 2025Live Webcast
Individual and Financial-Planning Tax Camp
July 1, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
July 8, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
July 9, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
July 10, 2025Live Webcast
Individual and Financial-Planning Tax Camp
July 11, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
July 15, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
July 28, 2025Live Webcast
Individual and Financial-Planning Tax Camp
July 30, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
August 1, 2025Live Webcast
Individual and Financial-Planning Tax Camp
August 4, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
August 8, 2025Live Webcast
Individual and Financial-Planning Tax Camp
August 8, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
August 11, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
August 13, 2025Live Webcast
Individual and Financial-Planning Tax Camp
August 15, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
August 19, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
August 25, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
September 3, 2025Live Webcast
Individual and Financial-Planning Tax Camp
September 4, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
September 6, 2025Live Webcast
Individual and Financial-Planning Tax Camp
September 6, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
September 9, 2025Live Webcast
Individual and Financial-Planning Tax Camp
September 9, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
September 10, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
September 11, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
September 15, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
September 25, 2025Live Webcast
Individual and Financial-Planning Tax Camp
October 1, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
October 7, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 8, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
October 14, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
October 14, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 14, 2025Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
October 16, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
October 16, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 16, 2025Live Webcast
Individual and Financial-Planning Tax Camp
October 22, 2025Live Webcast
Individual and Financial-Planning Tax Camp
October 24, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
October 25, 2025Live Webcast
Individual and Financial-Planning Tax Camp
October 27, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
October 28, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 29, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 30, 2025Roseland
Surgent's Individual and Financial-Planning Tax Camp
November 4, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
November 5, 2025Live Webcast
Individual and Financial-Planning Tax Camp
November 5, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
November 6, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
November 10, 2025Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
November 14, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
November 15, 2025Live Webcast
Individual and Financial-Planning Tax Camp
November 17, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
November 17, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 17, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
November 17, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
November 21, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 28, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
December 1, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
December 3, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
December 5, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
December 5, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 6, 2025Live Webcast
Individual and Financial-Planning Tax Camp
December 9, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
December 10, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
December 12, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
December 12, 2025Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
December 18, 2025Live Webcast
Individual and Financial-Planning Tax Camp
December 24, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
January 2, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 5, 2026Live Webcast
Individual and Financial-Planning Tax Camp
January 7, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
January 10, 2026Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
January 23, 2026Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
January 26, 2026Live Webcast
What Tax Practitioners Need to Know About Medicare
January 27, 2026Live Webcast
Individual and Financial-Planning Tax Camp
January 27, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
January 30, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 3, 2026Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
February 6, 2026Live Webcast
What Tax Practitioners Need to Know About Medicare
February 9, 2026Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
February 10, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
February 11, 2026Live Webcast
Estate & Trust Primer - Tax Staff Essentials
February 12, 2026Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
February 13, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 18, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 5, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
March 12, 2026Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
March 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 19, 2026Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
April 7, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
April 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
June 12, 2026Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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