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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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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NEWS

Private Equity Has Closer Ties to Companies’ Auditors Than Ever Before

 October 30, 2024 Source: Wall Street Journal
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ARTICLE

How Firms Can Score the Right Talent Mix

 October 18, 2024 Source: Journal of Accountancy
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PODCAST

A&A Update with Brad Muniz – 10/15/24

 October 15, 2024
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BLOG

How to Protect Yourself from Imposter Scams

 October 3, 2024
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NJCPA and Third-Party Events

November 22, 2024Live Webcast
Auditing For Fraud
November 26, 2024Webcast Replay
Quality Management: Understanding and Implementing the New Standards
November 30, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
November 30, 2024Live Webcast
A Complete Tax Guide to Exit Planning
December 5, 2024Spring Lake
Monmouth/Ocean Chapter
The Changing World of CPA Firm M&A | Trusts, Wills and Estates
December 5, 2024Live Webcast
2024 Anytime, Anywhere Work(TM) Survey Findings for CPA Firms
December 5, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 5, 2024Live Webcast
Auditing For Fraud
December 6, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 6, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 10, 2024Live Webcast
Learn About the New Quality Management Standards with Renee Rampulla
December 11, 2024Live Webcast
Small Firm Update
December 12, 2024Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
December 12, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 13, 2024Live Webcast
Auditing For Fraud
December 14, 2024Live Webcast
Auditing For Fraud
December 17, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 17, 2024Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
December 18, 2024Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
December 18, 2024Live Webcast
Small Firm Issues
December 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
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
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
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 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.