Virtual CPE Pass - 2021/22

The NJCPA Virtual CPE Pass is the most affordable and convenient way to earn up to 24 CPE credits with eight three-hour seminars. At less than $10 per CPE credit for NJCPA members, the $360 savings more than covers the cost of membership.

Eight great high-quality seminars included in the Pass cover essential tax and accounting topics, including nine hours of A&A. Each seminar will be offered via one live webcast and one webcast replay – providing you the flexibility to take them on a day that’s best for you. 

Note: The pass is non-refundable and cannot be transferred to another person.


$239.00 - Member Price

$439.00 - Nonmember Price

Events included in this bundle:

Click on an event title below to view the details of the event.

September 24, 20218:30-11:30 AM EDTEnhancing NFP Financial Reporting: A Critique of Audited Financial Statements and Disclosures
This session will help financial statement preparers and auditors who advise NFP clients with respect to external financial reporting.

Highlights

Upon completion of this session, participants will be able to:

  • Consider alternative formats for each of the financial statements
  • Identify redundancies in the statements and footnotes
  • Consider alternatives to the content of footnote disclosures
  • Reassess whether the general purpose financial statements convey the organization's financial story to readers effectively

Benefits

Earn 3 CPE credits in Accounting and Auditing.

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September 29, 202112:00-3:00 PM EDTEnhancing NFP Financial Reporting: A Critique of Audited Financial Statements and Disclosures
This session will help financial statement preparers and auditors who advise NFP clients with respect to external financial reporting.

Highlights

Upon completion of this session, participants will be able to:

  • Consider alternative formats for each of the financial statements
  • Identify redundancies in the statements and footnotes
  • Consider alternatives to the content of footnote disclosures
  • Reassess whether the general purpose financial statements convey the organization's financial story to readers effectively

Benefits

Earn 3 CPE credits in Accounting and Auditing.

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October 22, 20218:30-11:30 AM EDTSocial Security Update/LLCs With Charitable Intent
Social Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.

What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice.

Highlights

Social Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC

Topics to be covered on this webinar include:

  • Strategies to maximize Social Security benefits
  • Review of spousal, survivor and children’s benefits
  • How to collect benefits off of an ex-spouse
  • Strategies available for business owners to maximize benefits
  • How to minimize the taxation of Social Security benefits
  • The best time to file for Social Security

LLCs With Charitable Intent
Michael Aguas - Reignstorm Group

This webinar will discuss the following program benefits:

  • A current income tax deduction which reduces up to 60% Adjusted Gross Income
  • Assets in the plan grow 99% tax free
  • Appreciated assets contributed can be sold or liquidated eliminating 99% of capital gains or depreciation recapture
  • Assets are exempt from gift and estate tax
  • Assets are potentially protected from creditors and lawsuits
  • Client and heirs maintain total control over the assets transferred to the CLLC
  • Provides opportunity for clients and heirs to generate substantial charitable gifts for their designated and qualified charities/organizations

Benefits

Earn 3 CPE credits in Tax.

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October 27, 202112:00-3:00 PM EDTSocial Security Update/LLCs With Charitable Intent
Social Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.

What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice.

Highlights

Social Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC

Topics to be covered on this webinar include:

  • Strategies to maximize Social Security benefits
  • Review of spousal, survivor and children’s benefits
  • How to collect benefits off of an ex-spouse
  • Strategies available for business owners to maximize benefits
  • How to minimize the taxation of Social Security benefits
  • The best time to file for Social Security

LLCs With Charitable Intent
Michael Aguas - Reignstorm Group

This webinar will discuss the following program benefits:

  • A current income tax deduction which reduces up to 60% Adjusted Gross Income
  • Assets in the plan grow 99% tax free
  • Appreciated assets contributed can be sold or liquidated eliminating 99% of capital gains or depreciation recapture
  • Assets are exempt from gift and estate tax
  • Assets are potentially protected from creditors and lawsuits
  • Client and heirs maintain total control over the assets transferred to the CLLC
  • Provides opportunity for clients and heirs to generate substantial charitable gifts for their designated and qualified charities/organizations

Benefits

Earn 3 CPE credits in Tax.

View Full Event Details

November 19, 20218:30-11:30 AM ESTTrusts & Estates
In this meeting, hear about the latest in estate tax reform and the 2021 planning window.

Highlights

What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices

With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.

Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners

Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients.

Benefits

Earn 3 CPE credits in Tax.

View Full Event Details

December 1, 202112:00-3:00 PM ESTTrusts & Estates
In this meeting, hear about the latest in estate tax reform and the 2021 planning window.

Highlights

What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices

With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.

Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners

Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients.

Benefits

Earn 3 CPE credits in Tax.

View Full Event Details

December 17, 20218:30-11:30 AM ESTAuditing Update/ Remote Auditing Best Practices
Learn the latest standards for auditing in the face of the remote work landscape.

Highlights

In this meeting, the speakers will discuss:
  • New auditing standards effective for 2021 calendar year-end
  • New SSARS standard
  • Common peer review findings

Benefits

Earn 3 CPE credits in Accounting and Auditing.

View Full Event Details

December 22, 202112:00-3:00 PM ESTAuditing Update/ Remote Auditing Best Practices
Learn the latest standards for auditing in the face of the remote work landscape.

Highlights

In this meeting, the speakers will discuss:
  • New auditing standards effective for 2021 calendar year-end
  • New SSARS standard
  • Common peer review findings

Benefits

Earn 3 CPE credits in Accounting and Auditing.

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January 21, 20228:30-11:30 AM ESTSECURE Act & Impacts to Retirement Plans

Benefits

Earn 3 CPE credits in Tax.

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January 26, 202212:00-3:00 PM ESTSECURE Act & Impacts to Retirement Plans

Benefits

Earn 3 CPE credits in Tax.

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February 18, 20228:30-11:30 AM ESTAccounting and Auditing Update

Benefits

Earn 3 CPE credits in Accounting and Auditing.

View Full Event Details

February 23, 202212:00-3:00 PM ESTAccounting and Auditing Update

Benefits

Earn 3 CPE credits in Accounting and Auditing.

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April 29, 20228:30-11:30 AM EDTPersonal Development

Benefits

Earn 3 CPE credits in Personal Development.

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May 4, 202212:00-3:00 PM EDTPersonal Development

Benefits

Earn 3 CPE credits in Personal Development.

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May 20, 20228:30-11:30 AM EDTTechnology Update

Benefits

Earn 3 CPE credits in Consulting Services.

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May 25, 202212:00-3:00 PM EDTTechnology Update

Benefits

Earn 3 CPE credits in Consulting Services.

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