Virtual CPE Pass - 2025/26

Designed for experienced CPAs and accountants navigating the evolving landscape of individual taxation, this session will delve into significant tax updates, crucial judicial decisions and recent IRS guidance that extend beyond the direct legislative text of the One Big Beautiful Bill Act.

Highlights

Key items covered in this session include:

• The criteria for deducting theft losses under IRC Section 165 for victims of various scams, including the tax consequences of IRA distributions
• The Third Circuit ruling in Murrin v. Commissioner on the indefinite assessment period for fraudulent returns, specifically when fraud is committed by a tax preparer
• The deductibility of in vitro fertilization (IVF) and surrogacy expenses under IRC Section 213, distinguishing between deductible and non-deductible costs
• The Tax Court's analysis of portability election pitfalls and strict deceased spousal unused exclusion (DSUE) requirements, as illustrated in Estate of Rowland
• The Second Circuit’s decision on state charitable tax credit programs and their impact on federal deductibility under IRC § 170 following the overturning of Chevron deference
• Recent IRS guidance regarding new PIN reporting requirements for energy credits (§ 25C and § 25D) and the accelerated termination of various energy credits under OBBBA

Benefits

• Gain essential insights into complex areas of tax law in order to effectively advise clients or your company on current compliance and planning strategies.
• Enhance your understanding of critical developments that have emerged over the past year.

Designed For

CPAs in public practice and industry who advise individuals and closely held businesses on tax matters

View Full Event Details

Designed for experienced CPAs and accountants navigating the evolving landscape of individual taxation, this session will delve into significant tax updates, crucial judicial decisions and recent IRS guidance that extend beyond the direct legislative text of the One Big Beautiful Bill Act.

Highlights

Key items covered in this session include:

• The criteria for deducting theft losses under IRC Section 165 for victims of various scams, including the tax consequences of IRA distributions
• The Third Circuit ruling in Murrin v. Commissioner on the indefinite assessment period for fraudulent returns, specifically when fraud is committed by a tax preparer
• The deductibility of in vitro fertilization (IVF) and surrogacy expenses under IRC Section 213, distinguishing between deductible and non-deductible costs
• The Tax Court's analysis of portability election pitfalls and strict deceased spousal unused exclusion (DSUE) requirements, as illustrated in Estate of Rowland
• The Second Circuit’s decision on state charitable tax credit programs and their impact on federal deductibility under IRC § 170 following the overturning of Chevron deference
• Recent IRS guidance regarding new PIN reporting requirements for energy credits (§ 25C and § 25D) and the accelerated termination of various energy credits under OBBBA

Benefits

• Gain essential insights into complex areas of tax law in order to effectively advise clients or your company on current compliance and planning strategies.
• Enhance your understanding of critical developments that have emerged over the past year.

Designed For

CPAs in public practice and industry who advise individuals and closely held businesses on tax matters

View Full Event Details

Learn how shifting state and local tax rules can impact compliance obligations and financial outcomes as well as how to proactively plan for personal wealth growth. You will gain tools to navigate uncertainty, minimize exposure and make smarter choices for clients or your own financial future.

Highlights

SALT Update
Jennifer Karpchuk, J.D. - Holland & Knight
Thu Lam - Holland & Knight
This session will touch on state and local tax updates from across the nation, including trending state income tax issues and cases, from apportionment and sourcing to Public Law 86-272.  Additionally, we’ll discuss recent sales and use tax updates and trending issues, including marketplace laws and the true object test.

The CPA’s Role in Building True Personal Wealth
Justin Rice, CFP, CSLP - Personal Wealth Strategies
CPAs sit at the intersection of money decisions that shape long-term financial success. This session highlights the key financial moves that matter most for building wealth personally and professionally, including safeguarding income, managing debt, applying tax-smart strategies and making intentional investment choices. Walk away with practical insights you can use to strengthen your own financial future while also bringing more value to your clients.

Designed For

CPAs and accounting professionals

View Full Event Details

Learn how shifting state and local tax rules can impact compliance obligations and financial outcomes as well as how to proactively plan for personal wealth growth. You will gain tools to navigate uncertainty, minimize exposure and make smarter choices for clients or your own financial future.

Highlights

SALT Update
Jennifer Karpchuk, J.D. - Holland & Knight
Thu Lam - Holland & Knight
This session will touch on state and local tax updates from across the nation, including trending state income tax issues and cases, from apportionment and sourcing to Public Law 86-272.  Additionally, we’ll discuss recent sales and use tax updates and trending issues, including marketplace laws and the true object test.

The CPA’s Role in Building True Personal Wealth
Justin Rice, CFP, CSLP - Personal Wealth Strategies
CPAs sit at the intersection of money decisions that shape long-term financial success. This session highlights the key financial moves that matter most for building wealth personally and professionally, including safeguarding income, managing debt, applying tax-smart strategies and making intentional investment choices. Walk away with practical insights you can use to strengthen your own financial future while also bringing more value to your clients.

Designed For

CPAs and accounting professionals

View Full Event Details

This webinar covers three critical topics that shape financial security in retirement and beyond. First, explore how tax rules change after leaving the workforce, including strategies to manage required minimum distributions, Social Security and Medicare premiums. Next, examine estate planning approaches for incapacity, followed by a myth-busting look at Social Security benefits and filing strategies to maximize long-term outcomes.

Highlights

Topics covered:

Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC
This session will cover the myriad changes impacting retired individuals or those who are saving for retirement. It will address why taxes are different in the working years versus retirement years and cover topics such as required minimum distributions (RMDs), Social Security and Medicare premiums. It will also cover the common pitfalls and biggest mistakes retirees make in retirement.

Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC
Using real-world case studies and analysis of current laws and planning strategies, this session will equip you with the tools to guide clients in preparing for incapacity. Emphasis will be placed on proactive planning, minimizing family conflict, avoiding court intervention and aligning surrogate actions with the incapacitated person’s values and estate plan.

Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC
Joy Matak, Esq. - OneTeam Financial, LLC
Among widespread confusion and misunderstanding around Social Security rules, this presentation will help you gain a clearer understanding of how Social Security works and how to optimize its benefits (including spousal, survivor, child and divorce-related benefits). Also gain strategies tailored for high-net-worth individuals. Identify your personal “Social Security Sweet Spot” or optimal filing strategy.

Designed For

CPAs and accounting professionals

View Full Event Details

This webinar covers three critical topics that shape financial security in retirement and beyond. First, explore how tax rules change after leaving the workforce, including strategies to manage required minimum distributions, Social Security and Medicare premiums. Next, examine estate planning approaches for incapacity, followed by a myth-busting look at Social Security benefits and filing strategies to maximize long-term outcomes.

Highlights

Topics covered:

Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC
This session will cover the myriad changes impacting retired individuals or those who are saving for retirement. It will address why taxes are different in the working years versus retirement years and cover topics such as required minimum distributions (RMDs), Social Security and Medicare premiums. It will also cover the common pitfalls and biggest mistakes retirees make in retirement.

Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC
Using real-world case studies and analysis of current laws and planning strategies, this session will equip you with the tools to guide clients in preparing for incapacity. Emphasis will be placed on proactive planning, minimizing family conflict, avoiding court intervention and aligning surrogate actions with the incapacitated person’s values and estate plan.

Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC
Joy Matak, Esq. - OneTeam Financial, LLC
Among widespread confusion and misunderstanding around Social Security rules, this presentation will help you gain a clearer understanding of how Social Security works and how to optimize its benefits (including spousal, survivor, child and divorce-related benefits). Also gain strategies tailored for high-net-worth individuals. Identify your personal “Social Security Sweet Spot” or optimal filing strategy.

Designed For

CPAs and accounting professionals

View Full Event Details

Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS and the latest and greatest revenue rulings applicable to both business and individual taxpayers. This session will also review technology trends and updates from the current year as well as some potential avenues for technologic advancements and how they will impact the profession.

Highlights

Details coming soon.

Benefits

• Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
• Hear about timely developments, including proposed regulations and guidance.
• Formulate basic 2025 tax planning strategies for business and individual taxpayers.

Designed For

Professionals and CPAs who need to know how tax law changes apply to their clients or their business

View Full Event Details

Discover how to integrate artificial intelligence tools into your daily practice to save time and deliver greater value

Highlights

This webinar will show you how to leverage various tools such as ChatGPT, Gemini, Notebook LM and Copilot through demonstrations and practical use cases. Learn how to automate routine tasks, generate reports, enhance client communications and solve technical challenges.

View Full Event Details

Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS and the latest and greatest revenue rulings applicable to both business and individual taxpayers. This session will also review technology trends and updates from the current year as well as some potential avenues for technologic advancements and how they will impact the profession.

Highlights

Details coming soon.

Benefits

• Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
• Hear about timely developments, including proposed regulations and guidance.
• Formulate basic 2025 tax planning strategies for business and individual taxpayers.

Designed For

Professionals and CPAs who need to know how tax law changes apply to their clients or their business

View Full Event Details

Discover how to integrate artificial intelligence tools into your daily practice to save time and deliver greater value

Highlights

This webinar will show you how to leverage various tools such as ChatGPT, Gemini, Notebook LM and Copilot through demonstrations and practical use cases. Learn how to automate routine tasks, generate reports, enhance client communications and solve technical challenges.

View Full Event Details

Highlights

This session introduces the fundamentals of forensic accounting, including common investigative techniques, fraud detection, and litigation support. It also explores current trends in the field, such as the use of data analytics, emerging fraud schemes, and the evolving role of forensic accountants.

View Full Event Details

Highlights

This session introduces the fundamentals of forensic accounting, including common investigative techniques, fraud detection, and litigation support. It also explores current trends in the field, such as the use of data analytics, emerging fraud schemes, and the evolving role of forensic accountants.

View Full Event Details

In today’s high-pressure accounting environment, burnout has become more than a personal challenge — it’s a systemic issue impacting performance, retention and overall well-being. This session will explore how leaders can strengthen engagement, recognize early signs of disengagement and focus on key drivers like purpose, growth, recognition and connection to keep top talent committed and thriving.

Highlights

Employee Retention:

The first part of this session will explain the difference between employee engagement (emotional connection) and retention (the decision to stay), emphasizing that retention is primarily a leadership responsibility rather than just an HR function. It will highlight the five main drivers of retention along with early warning signs of disengagement. The session also will touch on practical strategies and leadership behaviors that foster motivation and long-term employee commitment.

 

Conquering Burnout:

Later in the session, you will examine practical strategies to improve work-life balance, set healthier boundaries and manage workload demands without sacrificing performance. Other topics to be covered include how leaders can develop resilience and self-awareness, support their teams more effectively and foster a culture of trust and accountability.

Benefits

Through real-world insights and actionable tools, attendees will leave with a renewed perspective on success — one that prioritizes energy, purpose and long-term career sustainability.

Designed For

CPAs in public practice and CEOs, CFOs and COOs in private industry

View Full Event Details

In today’s high-pressure accounting environment, burnout has become more than a personal challenge — it’s a systemic issue impacting performance, retention and overall well-being. This session will explore how leaders can strengthen engagement, recognize early signs of disengagement and focus on key drivers like purpose, growth, recognition and connection to keep top talent committed and thriving.

Highlights

Employee Retention:

The first part of this session will explain the difference between employee engagement (emotional connection) and retention (the decision to stay), emphasizing that retention is primarily a leadership responsibility rather than just an HR function. It will highlight the five main drivers of retention along with early warning signs of disengagement. The session also will touch on practical strategies and leadership behaviors that foster motivation and long-term employee commitment.

 

Conquering Burnout:

Later in the session, you will examine practical strategies to improve work-life balance, set healthier boundaries and manage workload demands without sacrificing performance. Other topics to be covered include how leaders can develop resilience and self-awareness, support their teams more effectively and foster a culture of trust and accountability.

Benefits

Through real-world insights and actionable tools, attendees will leave with a renewed perspective on success — one that prioritizes energy, purpose and long-term career sustainability.

Designed For

CPAs in public practice and CEOs, CFOs and COOs in private industry

View Full Event Details

Back by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on accounting and assurance, review guidance issued by the AICPA Center for Plain English Accounting and recent changes to peer review standards.

Highlights

Statement on Standards for Accounting Review Services

• SSARS No 27

AICPA Center for Plain English Accounting

• Deficiencies identified during Peer Reviews and Public Company Accounting Oversight Board (PCAOB) inspections
• Current Expected Credit Losses (CECL)
• Using Tax Depreciation Methods in GAAP

AICPA Peer Review Alert

• Communication with those charged with Governance
• Alternative Structured Firms

Benefits

Understand the latest changes in accounting, auditing and peer review standards and how to apply them.

Designed For

CPAs in public practice

View Full Event Details

Back by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on accounting and assurance, review guidance issued by the AICPA Center for Plain English Accounting and recent changes to peer review standards.

Highlights

Statement on Standards for Accounting Review Services

• SSARS No 27

AICPA Center for Plain English Accounting

• Deficiencies identified during Peer Reviews and Public Company Accounting Oversight Board (PCAOB) inspections
• Current Expected Credit Losses (CECL)
• Using Tax Depreciation Methods in GAAP

AICPA Peer Review Alert

• Communication with those charged with Governance
• Alternative Structured Firms

Benefits

Understand the latest changes in accounting, auditing and peer review standards and how to apply them.

Designed For

CPAs in public practice

View Full Event Details