Staff Training Level 4: Management Essentials

We’ll help your professionals master client engagements from start to finish. These advanced programs are designed for professionals to take on leadership in tax and accounting engagements, providing the skills and insights needed to manage client relationships and complex projects with expertise.

 

JUMP TO: Accounting, Auditing and Attest | Business Management | Financial Planning Services | Firm Management | Litigation Services and Business Valuation | Professional Development | Risk and Compliance | Tax | Technology and Information Management

If you don’t find courses that meet your needs, contact:

Angela Russo
Director of Learning 
862-702-5601
arusso@njcpa.org

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

  • Jun. 12, 2026 (Live Webcast) | On Demand - Audio | On Demand - Video

  • Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to u...

Level IV: Management and Leadership Essentials Training

  • Jun. 1 - Jun. 4, 2026 (Live Webcast) | Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.

Level IV: Management and Leadership Essentials Training

  • Jun. 1 - Jun. 4, 2026 (Live Webcast) | Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...

Powerful Public Speaking

  • May. 27, 2026 (Live Webcast) | Jun. 26, 2026 (Live Webcast)
  • How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual d...
There are currently no upcoming events.  Search all upcoming events.

Advanced Tax Planning S Corporations - Tax Staff Essentials

Advanced Taxation Partnerships & LLCs - Tax Staff Essentials

  • Nov. 17, 2026 (Live Webcast)
  • Subchapter K, which covers partnership taxation, is extensive and always subtly changing. Course materials cover the rules and regulations, including explanations of advanced concepts, needed to effectively serve business and indi...

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

  • May. 12, 2026 (Live Webcast)
  • This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, an...

Capitalized Costs & Depreciation - Tax Staff Essentials

Reviewing Individual Tax Returns: What Are You Missing?

Reviewing S Corporation Tax Returns: What Are You Missing?

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Tax Research - Intermediate Concepts

Tax Research - Intermediate Concepts