| September 5, 2025 | 8:30 AM-11:30 AM EDT | Special Tax Topics with Ed Zollars: Individual Developments Beyond OBBBA's TextDesigned 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. HighlightsKey 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 ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Live Webcast |
| September 12, 2025 | 1:00 PM-4:00 PM EDT | Special Tax Topics with Ed Zollars: Individual Developments Beyond OBBBA's TextDesigned 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. HighlightsKey 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 ForCPAs in public practice and industry who advise individuals and closely held businesses on tax matters View Full Event Details | Webcast Replay |
| October 16, 2025 | 9:00 AM-12:00 PM EDT | State & Local Tax Hot Topics | Wealth Building Strategies for CPAsLearn 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. HighlightsSALT 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 ForCPAs and accounting professionals View Full Event Details | Live Webcast |
| October 27, 2025 | 1:00 PM-4:00 PM EDT | State & Local Tax Hot Topics | Wealth Building Strategies for CPAsLearn 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. HighlightsSALT 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 ForCPAs and accounting professionals View Full Event Details | Webcast Replay |
| November 11, 2025 | 8:30 AM-11:30 AM EST | Retirement, Estate and Social Security: Strategies for a Secure FutureThis 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. HighlightsTopics covered:
Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC
This session will cover the myriads of changes impacting retired individuals or those who and saving for retirement. It will address why taxes are different in the working years versus retirement years and cover topics such as RMDs (required minimum distributions), 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 ForCPAs and accounting professionals View Full Event Details | Live Webcast |
| November 18, 2025 | 1:00 PM-4:00 PM EST | Retirement, Estate and Social Security: Strategies for a Secure FutureThis 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. HighlightsTopics covered:
Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC
This session will cover the myriads of changes impacting retired individuals or those who and saving for retirement. It will address why taxes are different in the working years versus retirement years and cover topics such as RMDs (required minimum distributions), 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 ForCPAs and accounting professionals View Full Event Details | Webcast Replay |
| December 2, 2025 | 8:30 AM-11:30 AM EST | Federal Tax Update for 2025Get 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. HighlightsDetails 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 ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business View Full Event Details | Live Webcast |
| December 5, 2025 | 8:30 AM-11:30 AM EST | Best Practices For Leveraging Artificial Intelligence | Live Webcast |
| December 10, 2025 | 1:00 PM-4:00 PM EST | Federal Tax Update for 2025Get 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. HighlightsDetails 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 ForProfessionals and CPAs who need to know how tax law changes apply to their clients or their business View Full Event Details | Webcast Replay |
| December 19, 2025 | 1:00 PM-4:00 PM EST | Best Practices For Leveraging Artificial Intelligence | Webcast Replay |
| January 15, 2026 | 8:30 AM-11:30 AM EST | Forensic Accounting | Cybersecurity | Live Webcast |
| January 27, 2026 | 1:00 PM-4:00 PM EST | Forensic Accounting | Cybersecurity | Webcast Replay |
| April 21, 2026 | 8:30 AM-11:30 AM EDT | Employee Retention | Conquering Burnout | Live Webcast |
| April 28, 2026 | 1:00 PM-4:00 PM EDT | Employee Retention | Conquering Burnout | Webcast Replay |
| May 13, 2026 | 8:30 AM-11:30 AM EDT | Accounting and Auditing UpdateBack by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and
matters affecting
compliance, quality and value-added service
. HighlightsDetails coming soon. BenefitsGain practical and effective guidance to implement the latest standards and procedures. Designed ForAll CPAs and accounting professionals who perform accounting or auditing functions View Full Event Details | Live Webcast |
| May 20, 2026 | 1:00 PM-4:00 PM EDT | Accounting and Auditing UpdateBack by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and
matters affecting
compliance, quality and value-added service
. HighlightsDetails coming soon. BenefitsGain practical and effective guidance to implement the latest standards and procedures. Designed ForAll CPAs and accounting professionals who perform accounting or auditing functions View Full Event Details | Webcast Replay |