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

December 24, 2024Live Webcast
A Practical Guide to Trusts
December 26, 2024Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 27, 2024Live Webcast
Walter Haig's Personal Financial Health Checkup
December 31, 2024Live Webcast
Introduction to the Property & Casualty Insurance Industry
January 2, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
January 3, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 4, 2025Live Webcast
A Practical Guide to Trusts
January 6, 2025Live Webcast
A Practical Guide to Trusts
January 9, 2025Live Webcast
Annual Tax Seminar
January 15, 2025Live Webcast
Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
January 24, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
January 27, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
January 27, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
January 28, 2025Live Webcast
A Practical Guide to Trusts
January 28, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
January 31, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
January 31, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 31, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
February 4, 2025Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
February 4, 2025Live Webcast
Introduction to the Property & Casualty Insurance Industry
February 7, 2025Live Webcast
What Tax Practitioners Need to Know About Medicare
February 10, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
February 11, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
February 13, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
February 14, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 17, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
February 19, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
February 24, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
February 24, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
February 26, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
March 6, 2025Live Webcast
Walter Haig's Personal Financial Health Checkup
March 13, 2025Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
March 17, 2025Live Webcast
Long-Term Care Insurance: Make the Switch
March 18, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 20, 2025Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
March 24, 2025Live Webcast
Trust Fund Recovery Penalty And Request For Refund
March 26, 2025Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
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
A Practical Guide to Trusts
May 26, 2025Live Webcast
A Practical Guide to Trusts
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
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