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.

 

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NJCPA and Third-Party Events

June 3 - 6, 2025Atlantic City
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NJCPA Convention & Expo
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 6, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
May 9, 2025Live Webcast
Auditing For Fraud
May 9, 2025Live Webcast
Written Information Security Plans
May 12, 2025Live Webcast
Accountability and Action
May 15, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 20, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
May 20, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
May 22, 2025Live Webcast
Auditing For Fraud
May 22, 2025Live Webcast
Written Information Security Plans
May 30, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 2, 2025Live Webcast
Written Information Security Plans
June 5, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
June 5, 2025Live Webcast
Auditing For Fraud
June 9, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
June 14, 2025Live Webcast
Auditing For Fraud
June 14, 2025Live Webcast
Auditing For Fraud
June 17, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
June 18, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 21, 2025Live Webcast
Written Information Security Plans
June 23, 2025Live Webcast
A Complete Tax Guide to Exit Planning
June 23, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
June 23, 2025Live Webcast
Auditing For Fraud
June 25, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
July 7, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
July 8, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
July 21, 2025Live Webcast
Written Information Security Plans
July 24, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
July 25, 2025Live Webcast
Accountability and Action
July 28, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 5, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
August 7, 2025Live Webcast
Written Information Security Plans
August 12, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 15, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
August 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
August 19, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
August 19, 2025Live Webcast
Written Information Security Plans
August 25, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 2, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 8, 2025Live Webcast
Written Information Security Plans
September 9, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
September 17, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
September 23, 2025Live Webcast
Written Information Security Plans
September 25, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
September 26, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 29, 2025Live Webcast
Accountability and Action
October 7, 2025Live Webcast
Written Information Security Plans
October 7, 2025Live Webcast
A Complete Tax Guide to Exit Planning
October 8, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
October 8, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
October 20, 2025Live Webcast
Written Information Security Plans
October 21, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
October 24, 2025Live Webcast
Accountability and Action
October 31, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
November 4, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 5, 2025Live Webcast
Written Information Security Plans
November 6, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
November 18, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 18, 2025Live Webcast
A Complete Tax Guide to Exit Planning
November 21, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 22, 2025Live Webcast
Written Information Security Plans
November 29, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 4, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 5, 2025Live Webcast
Written Information Security Plans
December 9, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 10, 2025Live Webcast
Written Information Security Plans
December 16, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 23, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 23, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
December 24, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
January 5, 2026Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
January 7, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 10, 2026Live Webcast
Written Information Security Plans
January 20, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
January 20, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 20, 2026Live Webcast
Written Information Security Plans
January 22, 2026Live Webcast
Accountability and Action
February 3, 2026Live Webcast
Written Information Security Plans
February 3, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 5, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 11, 2026Live Webcast
A Complete Tax Guide to Exit Planning
February 16, 2026Live Webcast
Written Information Security Plans
February 17, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 18, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
March 3, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 3, 2026Live Webcast
Accountability and Action
March 5, 2026Live Webcast
Written Information Security Plans
March 12, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
March 18, 2026Live Webcast
Written Information Security Plans
March 20, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 30, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
April 9, 2026Live Webcast
Written Information Security Plans
April 9, 2026Live Webcast
A Complete Tax Guide to Exit Planning
April 9, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 21, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 23, 2026Live Webcast
Written Information Security Plans
April 27, 2026Live Webcast
Accountability and Action
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