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.

 

 

NJCPA and Third-Party Events

June 11 - 14, 2024Atlantic City
Featured
NJCPA Convention & Expo
April 23, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024East Hanover
Essex Chapter
M&A Transactions: An Accountant’s Role in Representing the Seller | What You Need to Know About Cybersecurity
April 26, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
April 29, 2024Live Webcast
K2's CPA Firm Update
May 1, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
May 1, 2024Live Webcast
K2's CPA Firm Update
May 2, 2024Live Webcast
Auditing For Fraud
May 3, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
May 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 4, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
May 7, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
May 9, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
May 10, 2024Live Webcast
K2's CPA Firm Update
May 11, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
May 11, 2024Live Webcast
Auditing For Fraud
May 13, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
May 15, 2024Live Webcast
Auditing For Fraud
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 21, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
May 22, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
May 22, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
May 24, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 25, 2024Live Webcast
K2's CPA Firm Update
May 30, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
May 30, 2024Live Webcast
The ABCs of Advisory Services
June 1, 2024Live Webcast
K2's CPA Firm Update
June 1, 2024Live Webcast
Auditing For Fraud
June 3, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
June 3, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
June 6, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
June 10, 2024Live Webcast
K2's CPA Firm Update
June 10, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
June 10, 2024Live Webcast
Auditing For Fraud
June 10, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
June 11, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
June 12, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
June 12, 2024Live Webcast
Small Firm Update
June 15, 2024Live Webcast
K2's Privacy Issues and Solutions – What you need to know!
June 17, 2024Live Webcast
K2's CPA Firm Update
June 17, 2024Live Webcast
Auditing For Fraud
June 19, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
June 20, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 22, 2024Live Webcast
K2's Kicking It Up A Notch With KPIs
June 24, 2024Live Webcast
A Complete Tax Guide to Exit Planning
June 24, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
June 24, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
June 25, 2024Live Webcast
K2's CPA Firm Update
June 26, 2024Live Webcast
Small Firm Issues
June 28, 2024Live Webcast
Auditing For Fraud
July 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
July 2, 2024Live Webcast
Auditing For Fraud
July 8, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
July 15, 2024Live Webcast
Auditing For Fraud
July 15, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
July 29, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
August 6, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 13, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 14, 2024Live Webcast
Auditing For Fraud
August 16, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
August 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
August 20, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
August 26, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
August 27, 2024Live Webcast
Auditing For Fraud
September 3, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 6, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 9, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
September 10, 2024Live Webcast
Auditing For Fraud
September 11, 2024Live Webcast
Small Firm Update
September 16, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
September 18, 2024Live Webcast
Auditing For Fraud
September 18, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
September 25, 2024Live Webcast
Small Firm Issues
September 27, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
October 2, 2024Live Webcast
Auditing For Fraud
October 8, 2024Live Webcast
A Complete Tax Guide to Exit Planning
October 9, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
October 15, 2024Live Webcast
Auditing For Fraud
October 18, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
October 25, 2024Live Webcast
Accountability: Stop the Blame Game
October 25, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 1, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 1, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
November 7, 2024Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
November 7, 2024Live Webcast
Auditing For Fraud
November 9, 2024Live Webcast
Auditing For Fraud
November 19, 2024Live Webcast
A Complete Tax Guide to Exit Planning
November 21, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 22, 2024Live Webcast
Auditing For Fraud
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, 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 11, 2024Live Webcast
Small Firm Update
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 18, 2024Live Webcast
Small Firm Issues
December 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
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 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
February 4, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 6, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
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
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
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 21, 2025Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 28, 2025Live Webcast
Accountability: Stop the Blame Game
April 29, 2025Live Webcast
Auditing For Fraud
May 9, 2025Live Webcast
Auditing For Fraud
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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      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.