Earn 16 CPE credits for $290 when
you purchase a CPE pass from the Monmouth/Ocean Chapter.
The pass is nonrefundable and substitutions are not permitted.
$290.00 - Member Price
Events included in this bundle:
Click on an event title below to view the details of the event.
| November 7, 2025 | 8:30 AM-5:00 PM EST | Accounting Firm Evolution: Deal Structures, Benefit Strategies and A&A InsightsThis multi-faceted session will provide a timely A&A update, explore emerging M&A trends impacting CPA firms and introduce strategies for small and midsize practices to expand their advisory services. Attendees will also learn a fresh, integrated approach to employee benefit planning designed to align programs with organizational goals and improve ROI. HighlightsThis session will include:
- 2025 updates in accounting, auditing and M&A trends for CPA firms
- Growth strategies through advisory services and alternative practice models
- Insights on private equity's influence in the profession
- Strategic employee benefit planning to improve ROI and manage costs
- Current trends, challenges and metrics for evaluating benefit program success
BenefitsThis session will help CPAs elevate their firm’s assurance, advisory and employee benefit planning services. Designed ForCPAs in public practice View Full Event Details | In-person |
| November 19, 2025 | 8:30 AM-5:00 PM EST | Long-Term Care, Life Insurance, Medicare and Social Security Update | Cost Segregation for Real Estate Owners and InvestorsGain critical insights into long-term care, life insurance, Medicare, Social Security and real estate tax planning in one power-packed session designed to protect your clients’ finances and support their future. Highlights
- Proactive long-term care planning to protect assets and family stability
- Strategic use of life insurance in today’s evolving tax and product environment
- Medicare enrollment insights, coverage comparisons and tax-saving tactics
- Filing strategies to maximize Social Security benefits, including for business owners
- Tax-saving opportunities for real estate owners and investors using cost segregation
BenefitsWalk away with actionable strategies to address retirement health care costs, maximize Social Security, optimize life insurance within financial plans and improve tax outcomes through cost segregation. Designed ForCPAs in public practice View Full Event Details | In-person |
Login to Purchase:
You must be logged in to purchase an Event Bundle. Please
login.