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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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  • September 16, 2025 8:00 AM - 11:40 AM EDT Secaucus CPE: 4 MC

    AI | New Technologies | Estate and Gift Tax
    Member: $75.00Nonmember: $95.00Pass Holder: $0.00
    Coming soon
  • September 26, 2025 (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 the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide the background to k...
  • October 6, 2025 4:00 PM - 5:00 PM EDT Live Webcast CPE: 1 SK

    IssuesWatch Live: Q&A with Jack Ciattarelli
    Member: $0.00Nonmember: $88.00
    On Nov. 4, New Jerseyans will head to the polls to vote for Governor as well as all 80 seats in the Assembly. Hear from the Republican candidate for Governor during this live, virtual event.
  • October 9, 2025 (and additional dates) 12:00 PM - 1:15 PM EDT Live Webcast CPE: 1.5 SK

    IssuesWatch Live: Professional Issues Update
    Member: $0.00Nonmember: $88.00
    Get up to date on a variety of topics impacting accounting professionals.
  • October 16, 2025 (and additional dates) 9:00 AM - 12:00 PM EDT Live Webcast CPE: 3 TX

    SALT | Personal Wealth
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • October 21, 2025 (and additional dates) 1:00 PM - 2:40 PM 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 21, 2025 (and additional dates) 2:00 PM - 3:15 PM EDT Webcast Replay CPE: 1.5 SK

    IssuesWatch Live: Professional Issues Update
    Member: $0.00Nonmember: $88.00
    Get up to date on a variety of topics impacting accounting professionals.
  • October 23, 2025 8:30 AM - 12:30 PM EDT Roseland CPE: 4 TX

    Estate and Trust Taxes
    Member: $75.00Nonmember: $95.00Pass Holder: $0.00
    Coming soon
  • October 27, 2025 (and additional dates) 1:00 PM - 4:00 PM EDT Webcast Replay CPE: 3 TX

    SALT | Personal Wealth
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • October 30, 2025 (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 5, 2025 (and additional dates) 1:00 PM - 4:30 PM EST 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. Also, special rules exis...
  • November 7, 2025 9:00 AM - 12:30 PM EST 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...
  • November 7, 2025 1:00 PM - 3:40 PM EST Live Webcast CPE: 3 TX

    What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
    Member: $152.00Nonmember: $208.00
    Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members w...
  • November 11, 2025 (and additional dates) 8:30 AM - 11:30 AM EST Live Webcast CPE: 3 TX

    Retirement and Estate Planning
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
  • November 12, 2025 (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 12, 2025 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Securing a Comfortable Retirement
    Member: $199.00Nonmember: $274.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • November 13, 2025 8:00 AM - 11:00 AM EST Haddonfield CPE: 3 SK

    Empowering CPAs: Retirement Plans & State Compliance
    Member: $60.00Nonmember: $75.00Pass Holder: $0.00

    Unlock new opportunities for your clients and your firm. This session delivers practical retirement plan strategies, insider updates on New Jersey’s RetireReady prog...

  • November 14, 2025 9:00 AM - 4:30 PM EST Live Webcast CPE: 8 MC

    Fiduciary Accounting and Tax Issues of Estates and Trusts
    Member: $299.00Nonmember: $449.00
    Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an ...
  • November 17, 2025 (and additional dates) 1:00 PM - 4:30 PM EST Live Webcast CPE: 4 TX

    Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $199.00Nonmember: $274.00
    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 ...
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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.

  • July 30, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Top 10 Celebrity Estate Mistakes and How to Avoid Them
    Member: $89.00Nonmember: $109.00
    Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his benefic...
  • July 30, 2025 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, ...

  • July 31, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 SK

    Securing a Comfortable Retirement in the Age of Spending
    Member: $269.00Nonmember: $289.00
    This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
  • July 31, 2025 9:00 AM - 1:00 PM EDT Live Webcast CPE: 4 TX

    Reviewing Partnership Tax Returns: What Are You Missing?
    Member: $225.00Nonmember: $269.00
    The partnership section of the Internal Revenue Code is arguably one of the most complicated. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processin...
  • July 31, 2025 1:00 PM - 5:00 PM EDT Live Webcast CPE: 4 TX

    Reviewing S Corporation Tax Returns: What Are You Missing?
    Member: $225.00Nonmember: $269.00
    The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities.

    In this course, we discuss the common errors p...

  • August 1, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $289.00Nonmember: $309.00
    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...
  • August 4, 2025 1:00 PM - 5:00 PM EDT Live Webcast CPE: 4 TX

    Estate & Trust Primer - Tax Staff Essentials
    Member: $225.00Nonmember: $269.00
    Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations ...
  • August 5, 2025 10:00 AM - 1:00 PM EDT Live Webcast CPE: 3 TX

    The Preparation of Form 706 - Line-by-Line
    Member: $99.00Nonmember: $129.00

    Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estat...

  • August 5, 2025 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    Introduction to Charitable Gifting for Individual Taxpayers
    Member: $109.00Nonmember: $129.00
  • August 5, 2025 12:00 PM - 4:00 PM EDT Live Webcast CPE: 4 AA

    Forensic Accounting: Investigating Divorce Cases
    Member: $139.00Nonmember: $159.00
    With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons.
  • August 6, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $269.00Nonmember: $289.00
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
  • August 8, 2025 9:00 AM - 12:00 PM EDT Live Webcast CPE: 3 TX

    What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
    Member: $139.00Nonmember: $159.00
    Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members w...
  • August 8, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    Individual and Financial-Planning Tax Camp
    Member: $289.00Nonmember: $309.00
    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...
  • August 8, 2025 9:00 AM - 10:49 AM EDT Live Webcast CPE: 2 AA

    Building Your Personal Net Worth: Invest in Your Future
    Member: $79.00Nonmember: $109.00

    By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or def...

  • August 8, 2025 10:00 AM - 6:00 PM EDT Live Webcast CPE: 8 TX

    Strategies for Guiding Clients Through Challenging Situations: Tax Insights
    Member: $245.00Nonmember: $295.00

    In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often cl...

  • August 8, 2025 1:30 PM - 3:30 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...
  • August 9, 2025 11:00 AM - 1:00 PM EDT Live Webcast CPE: 2 TX

    SECURE Act 2.0 and Updates (2025)
    Member: $79.00Nonmember: $99.00
    After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation.
  • August 9, 2025 12:00 PM - 4:00 PM EDT Live Webcast CPE: 4 MC

    Fiduciary Accounting & Tax Planning for Estates & Trusts
    Member: $129.00Nonmember: $159.00

    This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special op...

  • August 11, 2025 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    Basic Estate Administration for CPAs and FAs Webinar
    Member: $89.00Nonmember: $109.00
    Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate.
  • August 11, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    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...
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  • CPE: 3 AA

    Construction Contractors: Critical Accounting, Auditing, and Tax Issues
    Member: $159.00Nonmember: $179.00
    Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more “dangerous” than most lines of bu...
  • CPE: 8 TX

    Estate and Life Planning Issues for the Middle-Income Client
    Member: $159.00Nonmember: $179.00
    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 CPAs who work with middle...
  • CPE: 16 TX

    Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $279.00Nonmember: $299.00
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
  • CPE: 10 TX

    How to Settle a Client's Estate
    Member: $189.00Nonmember: $209.00
    Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial ...
  • CPE: 2 TX

    How to Settle an Estate - An Overview
    Member: $49.00Nonmember: $69.00
    This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. ...
  • CPE: 8 TX

    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: 8 TX

    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: 4 TX

    Multistate Income Tax Issues
    Member: $79.00Nonmember: $99.00
    With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As...
  • CPE: 8 TX

    Multistate Tax Update
    Member: $159.00Nonmember: $179.00
    With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As ...
  • CPE: 1 AA

    Reference Rate Reform
    Member: $29.00Nonmember: $49.00
    At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global r...
  • CPE: 2 TX

    Review of Form 709 – Gift Tax Return
    Member: $49.00Nonmember: $69.00
    This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
  • CPE: 6 MC

    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 they will require and planning for how to reach their retirement goals.
  • CPE: 12 MC

    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 they will require and planning for how to reach their retirement goals.
  • CPE: 4 TX

    Select Estate and Life Planning Issues for the Middle-Income Client
    Member: $79.00Nonmember: $99.00
    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

    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. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in...
  • CPE: 2 TX

    Surgent's Basic Estate Administration for CPAs and FAs
    Member: $89.00Nonmember: $109.00
    Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate.
  • 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 MC

    Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
    Member: $89.00Nonmember: $109.00
    Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock o...
  • CPE: 8 TX

    Surgent's Estate and Life Planning Issues for the Middle-Income Client
    Member: $159.00Nonmember: $179.00
    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 CPAs who work with middle...
  • CPE: 10 TX

    Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
    Member: $189.00Nonmember: $209.00
    This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary account...
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