Earn 16 CPE credits for $250 when you purchase a CPE pass
from the North Jersey Tri-County Chapter.
The pass is nonrefundable and substitutions are not
permitted.
$250.00 - Member Price
Events included in this bundle:
Click on an event title below to view the details of the event.
| September 19, 2025 | 8:30 AM-12:30 PM EDT | Accounting & Auditing UpdateLearn about recent accounting updates — SSARS 27, SQMS for small firms, and the new PEEC rule — plus practical strategies to prepare for your next peer review. Highlights
- SQMS for smaller firms
- SSARS 27 update
- Best practices in reviews and compilations
- New PEEC rule on recruiting
- AICPA Peer Review Program requirements
- Preparing for your peer review effectively
- Common findings from recent peer reviews
Benefits
- Learn how to implement SQMS for smaller firms.
- Understand SSARS 27 updates and their practical impact.
- Review best practices in reviews and compilations.
- Gain clarity on the new PEEC rule on recruiting for attest clients.
- Get actionable insights into the peer review process, including common findings and how to avoid them.
Designed ForLearn about recent accounting updates — SSARS 27, SQMS for small firms, and the new PEEC rule — plus practical strategies to prepare for your next peer review. View Full Event Details | In-person |
| October 23, 2025 | 8:30 AM-12:30 PM EDT | Estate and Trust TaxesAs estate taxes impact fewer taxpayers, income tax planning has taken center stage in wealth transfer. This course explores key estate, gift and trust tax issues to help professionals navigate today’s evolving tax landscape. Highlights
- Impact of rising exclusion amounts and the shift toward income tax planning
- Grantor vs. non-grantor trusts
- Federal estate and gift tax issues, including basis considerations and Forms 706 & 709
- New Jersey Inheritance Tax Return and the Compromise Tax
- Overview of different trust types: revocable, irrevocable, simple and complex
Benefits
- Understand how current laws affect estate, gift and trust tax planning.
- Learn practical strategies for structuring trusts and wealth transfers.
- Identify opportunities to minimize tax burdens and maximize after-tax wealth.
Designed ForCPAs, tax professionals and financial advisors involved in estate, gift and trust planning or compliance View Full Event Details | In-person |
| December 18, 2025 | 8:30 AM-12:30 PM EST | Small Firm TopicsDiscover how private equity, non-traditional buyers and new ownership models are reshaping CPA firms. HighlightsPrivate Equity and CPA Firm M&A
- Key trends in CPA firm M&A
- How private equity is influencing deals and valuations
- Alternative practice models and non-CPA ownership options
- Strategies for independence or monetization
Benefits
Understand the rapidly evolving M&A market for CPA firms and how private equity is influencing valuations, deal structures and long-term strategy.Designed ForCPAs in public and private accounting. View Full Event Details | In-person |
| January 22, 2026 | 8:30 AM-12:30 PM EST | Social Security, Medicare and IRS Updates: Benefits, Data Breaches and Identity TheftWith data breaches on the rise, this session covers key IRS identity protection tools and a practical overview of Social Security basics, including benefit eligibility and filing decisions for individuals and families. Highlights
- Most up-to-date 2026 information on Social Security and Medicare
- Identity Protection PIN (IP PIN) opt-in program and eligibility updates
- Individual Online Account (IOLA) features and benefits
- Best practices for preventing tax professional data theft
- Common phishing schemes and identity theft warning signs
- IRS guidance on secure communication and taxpayer outreach
BenefitsStay current on IRS identity protection initiatives and online account tools so you can better safeguard client information, reduce fraud risk and respond confidently to data security threats. Designed ForCPAs in public practice View Full Event Details | In-person |
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