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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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  • August 28, 2025 12:00 PM - 2:00 PM EDT Webcast Replay CPE: 2 TX

    Tax Series with Ed Zollars: The New Trump Accounts: A CPA's Essential Guide to IRC § 530A
    Member: $74.00Nonmember: $139.00Pass Holder: $0.00
    The One Big Beautiful Bill Act introduces Trump Accounts as a novel, tax-advantaged savings vehicle under IRC Section 530A. As a CPA, understanding this new hybrid savings plan is crucial for advising clients on wealth building, e...
  • September 5, 2025 (and additional dates) 8:30 AM - 11:30 AM EDT Live Webcast CPE: 3 TX

    Special Tax Topics with Ed Zollars
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
    This program explores key developments impacting tax planning and compliance for individuals and closely held businesses.
  • September 12, 2025 (and additional dates) 1:00 PM - 4:00 PM EDT Webcast Replay CPE: 3 TX

    Special Tax Topics with Ed Zollars
    Member: $75.00Nonmember: $125.00Pass Holder: $0.00
    This program explores key developments impacting tax planning and compliance for individuals and closely held businesses.
  • 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 18, 2025 (and additional dates) 12:00 PM - 1:00 PM EDT Live Webcast CPE: 1 SK

    2025 Crypto Policy Update
    Member: $0.00Nonmember: $88.00
    Learn about the year’s most critical tax, GAAP and regulatory changes related to cryptocurrency, equipping you with the knowledge to advise clients or your company confidently and ensure compliance.
  • September 25, 2025 (and additional dates) 9:00 AM - 4:30 PM EDT Live Webcast CPE: 8 TX

    The Best Federal Tax Update Course by Surgent
    Member: $299.00Nonmember: $449.00
    In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course ...
  • 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...
  • September 29, 2025 (and additional dates) 2:00 PM - 3:00 PM EDT Webcast Replay CPE: 1 SK

    2025 Crypto Policy Update
    Member: $0.00Member: $0.00Nonmember: $88.00Nonmember: $88.00
    Learn about the year’s most critical tax, GAAP and regulatory changes related to cryptocurrency, equipping you with the knowledge to advise clients or your company confidently and ensure compliance.
  • 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 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 24, 2025 8:30 AM - 4:30 PM EDT Roseland CPE: 8 TX

    Surgent's Federal Tax Camp
    Member: $299.00Nonmember: $449.00
    Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as we...
  • 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 8:00 AM - 4:00 PM EST Live Webcast CPE: 8 TX

    NJCPA Tax Summit
    Member: $299.00Nonmember: $449.00
    We’re pleased to offer our custom-built Tax Summit designed with a singular goal – to help New Jersey’s tax professionals deliver the greatest tax compliance, quality and innovative strategies to their clients and companies. Choos...
  • 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 6, 2025 (and additional dates) 9:00 AM - 12:30 PM EST Live Webcast CPE: 4 TX

    Surgent's Individual Income Tax Update
    Member: $199.00Nonmember: $274.00
    This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course re...
  • 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 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 ...
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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.

  • August 23, 2025 2:00 PM - 5:00 PM EDT Live Webcast CPE: 3 TX

    The Preparation of Forms 706 and 709 – Understanding the Law
    Member: $99.00Nonmember: $129.00

    A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift ta...

  • August 25, 2025 9:00 AM - 12:30 PM EDT Live Webcast CPE: 4 TX

    Surgent's Overview and Analysis of the New Tax Law: Part 1 – Focus on Individual Taxation
    Member: $199.00Nonmember: $219.00
    The passage of the One Big Beautiful Bill Act (OBBBA) represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so...
  • August 25, 2025 10:00 AM - 5:37 PM EDT Live Webcast CPE: 8 TX

    Federal Tax Update – Individuals (Form 1040)
    Member: $300.00Nonmember: $400.00

    With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legisl...

  • August 25, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    What CPAs Should Know About Trust Instruments Webinar
    Member: $89.00Nonmember: $109.00
    This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary ...
  • August 25, 2025 2:30 PM - 4:30 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 26, 2025 11:30 AM - 1:30 PM EDT Live Webcast CPE: 2 TX

    Basic Individual Taxation Course
    Member: $79.00Nonmember: $99.00
    Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed.
  • August 27, 2025 9:00 AM - 12:30 PM EDT Live Webcast CPE: 4 TX

    2025 Tax Update for Client Advisory Services
    Member: $149.00Nonmember: $169.00
    Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law.
  • August 27, 2025 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: $169.00
    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. This course delves into best practices. Given...
  • August 27, 2025 1:00 PM - 3:00 PM EDT Live Webcast CPE: 2 TX

    Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
    Member: $89.00Nonmember: $109.00
    Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates.
  • August 28, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    The Best Individual Income Tax Update Course
    Member: $289.00Nonmember: $309.00
    This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond e...
  • August 28, 2025 9:00 AM - 1:00 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 28, 2025 1:00 PM - 5:00 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...
  • August 28, 2025 2:00 PM - 3:00 PM EDT Live Webcast CPE: 1 TX

    Surgent’s Weekly Expert Hour
    Member: $49.00Nonmember: $69.00
    Information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differen...
  • August 29, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    The Best Federal Tax Update Course
    Member: $289.00Nonmember: $309.00
    In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course ...
  • August 29, 2025 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    A Complete Guide to Reporting Form 1099-DA
    Member: $89.00Nonmember: $109.00
    For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of...
  • August 29, 2025 10:00 AM - 2:00 PM EDT Live Webcast CPE: 4 TX

    Guide to Preparing Form 1041 for Estates and Trusts
    Member: $129.00Nonmember: $159.00
    This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadl...
  • August 29, 2025 2:30 PM - 4:30 PM EDT Live Webcast CPE: 2 TX

    Donating Cryptocurrency and Avoiding Traps for the Unwary
    Member: $79.00Nonmember: $99.00
    As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challengi...
  • August 30, 2025 2:00 PM - 6:00 PM EDT Live Webcast CPE: 4 TX

    2025 Mid – Year Tax Update: Planning for Individuals
    Member: $129.00Nonmember: $159.00

    The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, reg...

  • September 2, 2025 9:00 AM - 5:00 PM EDT Live Webcast CPE: 8 TX

    The Best Individual Income Tax Update Course
    Member: $289.00Nonmember: $309.00
    This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond e...
  • September 2, 2025 10:00 AM - 12:00 PM EDT Live Webcast CPE: 2 TX

    Update on the SECURE 2.0 Act
    Member: $89.00Nonmember: $109.00
    This course provides a comprehensive analysis of the SECURE 2.0 Act of 2022, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023.
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  • CPE: 12 TX

    Advanced Individual Income Tax Return Issues
    Member: $219.00Nonmember: $239.00
    Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more k...
  • CPE: 2 TX

    Criminal Tax: How CPAs Bring Value to Defense Attorneys
    Member: $116.00Nonmember: $136.00
    CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This pres...
  • 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: 8 TX

    Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms
    Member: $159.00Nonmember: $179.00
    The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details ...
  • CPE: 4 TX

    Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
    Member: $79.00Nonmember: $99.00
    Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over ...
  • CPE: 8 TX

    Hot IRS Tax Examination Issues for Individuals and Businesses
    Member: $159.00Nonmember: $179.00
    The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more ...
  • 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

    Income Tax Analysis: Exploring In-Depth Concepts
    Member: $58.00Nonmember: $78.00
    Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitab...
  • 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: 16 TX

    Individual Income Tax Fundamentals
    Member: $279.00Nonmember: $299.00
    This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation...
  • CPE: 10 TX

    Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
    Member: $89.00Nonmember: $109.00
    This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the American Rescue Plan Act, th...
  • CPE: 4 TX

    Individual Income Tax Update
    Member: $79.00Nonmember: $99.00
    This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course re...
  • CPE: 4 TX

    Individual Tax Planning Ideas
    Member: $79.00Nonmember: $99.00
    With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to...
  • 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

    Navigating Your Client Through the IRS Appeals Process
    Member: $79.00Nonmember: $99.00
    Despite the fact that a client’s tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
  • CPE: 8 TX

    Preparing Individual Tax Returns for New Staff and Paraprofessionals
    Member: $159.00Nonmember: $179.00
    The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return. Over the years, thousands of new s...
  • 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: 10 TX

    Selected Issues in Preparation of 1040 Individual Income Tax Returns
    Member: $189.00Nonmember: $209.00
    This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent leg...
  • 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...
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