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The NJCPA and the NJCPA Education Foundation offer hundreds of seminars, conferences and events every year. Use the filter options below to search our upcoming CPE programs and events.

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  • May 5, 2026 8:00 AM - 11:40 AM EDT Secaucus CPE: 4 MC

    1031 Exchanges |Managing an Accounting Practice
    Member: $75.00Nonmember: $95.00Pass Holder: $0.00
    This program features two practical topics for CPAs. The first is real estate tax deferral strategies utilizing Section 1031 like-kind exchanges and the second topic is effective accounting practice management.
  • June 26, 2026 9:00 AM - 12:30 PM EDT Live Webcast CPE: 4 TX

    This Year's Top Tax and Financial-Planning Ideas
    Member: $199.00Nonmember: $274.00
    With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-plannin...
  • August 17 - 19, 2026 8:30 AM - 4:30 PM EDT each day Atlantic City CPE: 24 MC *

    Atlantic City CPE Cluster
    Full Day Member: $339.00Full Day Non member: $489.00
    Escape to Atlantic City for a three-day CPE event where you can choose daily seminars in tax, accounting and auditing or nonprofit accounting. Earn up to 24 CPE credits while enjoying the beach and boardwalk.
  • August 25, 2026 (and additional dates) 9:00 AM - 12:30 PM EDT Live Webcast CPE: 4 TX

    Required Minimum Distributions: Compliance and Planning
    Member: $199.00Nonmember: $274.00
    Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions.
  • September 23, 2026 (and additional dates) 9:00 AM - 10:40 AM EDT Live Webcast CPE: 2 TX

    Strategies for Maximizing Social Security Benefits
    Member: $99.00Nonmember: $137.00
    As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key...
  • September 23, 2026 (and additional dates) 11:00 AM - 12:40 PM EDT Live Webcast CPE: 2 TX

    What Tax Practitioners Need to Know About Medicare
    Member: $99.00Nonmember: $137.00
    Accounting and finance professionals often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introdu...
  • October 26, 2026 (and additional dates) 9:00 AM - 10:40 AM EDT Live Webcast CPE: 2 TX

    Social Security: Dispelling Common Myths with Essential Truths
    Member: $99.00Nonmember: $137.00
    For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Fur...
  • October 30, 2026 (and additional dates) 8:30 AM - 4:30 PM EDT Roseland CPE: 8 TX

    Surgent's Individual and Financial-Planning Tax Camp
    Member: $299.00Nonmember: $449.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • November 3, 2026 (and additional dates) 9:00 AM - 10:40 AM EST Live Webcast CPE: 2 TX

    Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    Member: $99.00Nonmember: $137.00
    Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized b...
  • November 3, 2026 (and additional dates) 11:00 AM - 12:40 PM EST Live Webcast CPE: 2 TX

    Introduction to Required Minimum Distributions
    Member: $99.00Nonmember: $137.00
    Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clien...
  • November 4, 2026 (and additional dates) 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    Maximizing Your Social Security Benefits
    Member: $199.00Nonmember: $274.00
    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objec...
  • November 9, 2026 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
    Member: $299.00Nonmember: $449.00
    With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this cou...
  • December 8, 2026 (and additional dates) 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 TX

    Securing a Comfortable Retirement in the Age of Spending
    Member: $299.00Nonmember: $449.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
  • December 11, 2026 (and additional dates) 1:00 PM - 2:40 PM EST Live Webcast CPE: 2 TX

    Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
    Member: $99.00Nonmember: $137.00
    Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be abl...

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To provide additional learning opportunities, the NJCPA has partnered with several leading CPE providers. For your convenience, you can register for these events on njcpa.org. You will receive additional information and participation instructions directly from the provider.

  • April 20, 2026 12:00 PM - 3:40 PM EDT Live Webcast CPE: 4 MC

    The Art of Marketing for CPAs
    Member: $129.00Nonmember: $159.00

    To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than ...

  • April 20, 2026 2:00 PM - 4:00 PM EDT Live Webcast CPE: 2 TX

    Social Security: Dispelling Common Myths with Essential Truths
    Member: $109.00Nonmember: $129.00
    For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Fur...
  • April 22, 2026 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    How to Effectively Represent Clients Under IRS Audit
    Member: $89.00Nonmember: $109.00
    Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several ...
  • April 22, 2026 12:00 PM - 7:42 PM EDT Live Webcast CPE: 8 TX

    Estate Planning for Today and Beyond
    Member: $225.00Nonmember: $275.00

    Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a spec...

  • April 22, 2026 2:00 PM - 4:00 PM EDT Live Webcast CPE: 2 MC

    Engagement and Client Retention Best Practices
    Member: $109.00Nonmember: $129.00
    Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors.
  • April 23, 2026 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals Webinar
    Member: $109.00Nonmember: $119.00
    Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be abl...
  • April 24, 2026 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    Where To Live in Retirement
    Member: $109.00Nonmember: $129.00
    Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in re...
  • April 24, 2026 11:00 AM - 1:00 PM EDT Live Webcast CPE: 2 SK

    Retirement Planning: Next Stage for You or Your Client
    Member: $79.00Nonmember: $99.00
    If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some ar...
  • April 27, 2026 1:00 PM - 2:00 PM EDT Live Webcast CPE: 1 AA

    How to Start a CFO Service
    Member: $45.00Nonmember: $65.00
    This masterclass will show accountants how they can grow their through CFO and business advisory services. This event may be a rebroadcast of a live event, and the instructor will be available to answer your questions during the e...
  • April 28, 2026 12:00 PM - 8:00 PM EDT Live Webcast CPE: 8 TX

    A Practical Guide to Trusts
    Member: $245.00Nonmember: $295.00

    This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals an...

  • April 28, 2026 2:00 PM - 5:43 PM EDT Live Webcast CPE: 4 TX

    Retirement Planning Issues: Where We Stand Now
    Member: $129.00Nonmember: $159.00

    This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, ...

  • May 6, 2026 12:00 PM - 8:00 PM EDT Live Webcast CPE: 8 TX

    Estate Planning Strategies: Advanced Techniques and Tools
    Member: $245.00Nonmember: $295.00

    As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address comple...

  • May 6, 2026 12:00 PM - 1:00 PM EDT Live Webcast CPE: 1 MT

    Mining Your Firm Client Database for Revenue
    Member: $45.00Nonmember: $55.00
    Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment t...
  • May 6, 2026 1:00 PM - 4:30 PM EDT Live Webcast CPE: 4 TX

    Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
    Member: $149.00Nonmember: $289.00
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms.
  • May 7, 2026 5:00 PM - 6:00 PM EDT Live Webcast CPE: 1 SK

    Behavioral Finance Biases
    Member: $45.00Nonmember: $55.00
    If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we...
  • May 8, 2026 9:00 AM - 4:37 PM EDT Live Webcast CPE: 8 TX

    IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
    Member: $300.00Nonmember: $400.00
    This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly c...
  • May 8, 2026 9:00 AM - 12:30 PM EDT Live Webcast CPE: 4 TX

    Tax Planning for Rental Real Estate
    Member: $169.00Nonmember: $189.00
    The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know...
  • May 8, 2026 3:00 PM - 10:39 PM EDT Live Webcast CPE: 8 TX

    Comprehensive Estate Planning: Administration & Postmortem Strategies
    Member: $225.00Nonmember: $275.00

    Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorou...

  • May 11, 2026 9:30 AM - 11:25 AM EDT Live Webcast CPE: 2 TX

    The ABCs of Advisory Services
    Member: $79.00Nonmember: $109.00
    Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal...
  • May 11, 2026 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
    Member: $89.00Nonmember: $289.00
    Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations.
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  • CPE: 1 PD

    Business Development: Referral Rally
    Member: $49.00Nonmember: $69.00
    Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing ne...
  • CPE: 1 PD

    Business Development: Time Management
    Member: $49.00Nonmember: $69.00
    Participants have nine hours before tonight’s birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by cli...
  • CPE: 1 MT

    Engagement and Client Retention Best Practices
    Member: $109.00Nonmember: $129.00
    Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors.
  • CPE: 2 TX

    Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
    Member: $89.00Nonmember: $109.00
    Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations.
  • CPE: 2 TX

    Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
    Member: $89.00Nonmember: $109.00
    Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized b...
  • CPE: 2 PD

    Surgent's Getting Ahead: The Art of Marketing for CPAs
    Member: $89.00Nonmember: $109.00
    To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is ...
  • CPE: 2 TX

    Surgent's How to Effectively Represent Clients Under IRS Audit
    Member: $89.00Nonmember: $109.00
    Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several ...
  • CPE: 8 TX

    Surgent's Individual and Financial-Planning Tax Camp
    Member: $159.00Nonmember: $179.00
    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income cl...
  • CPE: 2 MT

    Surgent's Mastering Client Management for Accounting and Finance Professionals
    Member: $89.00Nonmember: $109.00
    Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive la...
  • CPE: 1 MT

    Surgent's Max the Tax: Client Retention
    Member: $49.00Nonmember: $69.00
    This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing clien...
  • CPE: 8 TX

    Surgent's Maximizing Your Social Security Benefits
    Member: $159.00Nonmember: $179.00
    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objec...
  • CPE: 3 SK

    Surgent's Securing a Comfortable Retirement
    Member: $119.00Nonmember: $139.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
  • CPE: 6 SK

    Surgent's Securing a Comfortable Retirement in the Age of Spending
    Member: $219.00Nonmember: $239.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
  • CPE: 4 SK

    Surgent's Securing a Comfortable Retirement in the Age of Spending
    Member: $199.00Nonmember: $219.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
  • CPE: 4 TX

    Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $129.00Nonmember: $149.00
    Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial ...
  • CPE: 12 TX

    Surgent's Social Security and Medicare: Planning for You and Your Clients
    Member: $219.00Nonmember: $239.00
    Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age.
  • CPE: 8 TX

    Surgent's Social Security and Medicare: Planning for You and Your Clients
    Member: $199.00Nonmember: $219.00
    Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age.
  • CPE: 2 TX

    Surgent's Social Security: Dispelling Common Myths with Essential Truths
    Member: $109.00Nonmember: $129.00
    For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Fur...
  • CPE: 2 TX

    Surgent's Strategies for Maximizing Social Security Benefits
    Member: $89.00Nonmember: $109.00
    As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key...
  • CPE: 4 TX

    Surgent's Tax Planning for Rental Real Estate
    Member: $159.00Nonmember: $179.00
    The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know...
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