Firm Management and Succession Planning Knowledge Hub

Gain tactics for managing your firm and establishing a succession plan with our collection of articles, events and resources.

 

Content

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PODCAST

Client Data Security: 4 Steps You Can't Afford to Miss

 December 17, 2024
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ARTICLE

Understanding the AICPA's New Ethics Interpretations

 December 12, 2024
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PODCAST

A&A Update with Brad Muniz – 11/26/24

 November 26, 2024
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NEWS

PCAOB Adopts New Requirements to Standardize Disclosure of Firm and Engagement Metrics

 November 25, 2024 Source: Public Company Accounting Oversight Board
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ARTICLE

PE Is Just the Start of the Changes Coming for Firms

 November 15, 2024 Source: Accounting Today - special access for NJCPA members
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ARTICLE

5 Guidelines for Contemporary Succession Planning

 November 7, 2024
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ARTICLE

Navigating 2025 Tax Season Challenges

 November 6, 2024 Source: AICPA & CIMA
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ARTICLE

The Current State of Professional Liability Protection

 November 1, 2024
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NJCPA and Third-Party Events

December 21, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 24, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
December 26, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
December 26, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 30, 2024Live Webcast
Auditing For Fraud
January 2, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
January 6, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
January 9, 2025Live Webcast
Auditing For Fraud
January 9, 2025Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
January 9, 2025Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
January 21, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
January 21, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 22, 2025Live Webcast
Auditing For Fraud
January 23, 2025Live Webcast
Accountability: Stop the Blame Game
January 23, 2025Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
January 23, 2025Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
January 23, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 4, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 4, 2025Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
February 6, 2025Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
February 6, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 8, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 12, 2025Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
February 12, 2025Live Webcast
A Complete Tax Guide to Exit Planning
February 19, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
February 20, 2025Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
February 27, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 4, 2025Live Webcast
Accountability: Stop the Blame Game
March 7, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 10, 2025Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
March 13, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
March 13, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 20, 2025Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
March 26, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 3, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 9, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 10, 2025Live Webcast
A Complete Tax Guide to Exit Planning
April 10, 2025Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
April 17, 2025Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
April 18, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 21, 2025Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 22, 2025Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
April 28, 2025Live Webcast
Accountability: Stop the Blame Game
April 29, 2025Live Webcast
Auditing For Fraud
May 9, 2025Live Webcast
Auditing For Fraud
May 15, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 22, 2025Live Webcast
Auditing For Fraud
June 5, 2025Live Webcast
Auditing For Fraud
June 14, 2025Live Webcast
Auditing For Fraud
June 14, 2025Live Webcast
Auditing For Fraud
June 23, 2025Live Webcast
Auditing For Fraud
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      Products and Programs

      Resources

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      SMI

      SMI has negotiated special discounts for the NJCPA members with all the major technology carriers and providers.

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      Mergers & Acquisitions Classified Ads
      View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
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      Merchant Advocate
      Merchant Advocate saves you money WITHOUT switching credit card processors. There are no upfront costs; they're paid from savings they achieve for you.