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NEWS

IRS Issues Guidance on Rollovers Between Retirement Plans and Individual Retirement Accounts

 August 12, 2026 Source: Internal Revenue Service
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NEWS

FinCEN Permanently Ends Beneficial Ownership Reporting Requirements for Millions of Small Business Owners

 August 12, 2026 Source: U.S. Treasury
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PODCAST

Decoding New Jersey’s Tax Competitiveness

 August 11, 2026
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IRS Issues Proposed Regulations on Employer Contributions to Trump Accounts

 August 11, 2026 Source: Internal Revenue Service
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ARTICLE

4 Social Security Rules That Surprise Clients — and Some Advisers

 August 11, 2026 Source: Journal of Accountancy
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PODCAST

The Reaction Tax: A CFO's Take on Financial Visibility and Decision Speed

 August 11, 2026 Source: Financial Executives International
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NJEDA to Auction up to $25M in Tax Credits to Fight Hunger and Strengthen Food Security

 August 11, 2026 Source: New Jersey Economic Development Authority
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Free Events Offer Help with Property Tax Relief Applications

 August 11, 2026 Source: New Jersey Division of Taxation
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November 13, 2026Live Webcast
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November 13, 2026Live Webcast
Budget Mastery: Process, Problems and Solutions
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Generative AI and Cybersecurity: Opportunities and Threats
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Annual Tax Seminar
November 16, 2026Live Webcast
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Maximizing Your Retirement: Taxes, Social Security and Long-Term Care
November 16, 2026Live Webcast
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November 16, 2026Live Webcast
Reviewing Individual Tax Returns: What Are You Missing?
November 16 - 19, 2026Live Webcast
Level IV: Management and Leadership Essentials Training
November 16, 2026Live Webcast
Evaluating Fraud Risk in a Financial Statement Audit
November 17, 2026East Hanover
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New Jersey Law and Ethics
November 17, 2026Paterson
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Surgent's Advanced Individual Income Tax Return Issues
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November 20, 2026East Hanover
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The Complete Trust Workshop
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Artificial Intelligence for Accounting and Finance Professionals
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Business Law Essentials for Practitioners and Controllers
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Buying and Selling a Business: Critical Tax and Structuring Issues
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IssuesWatch Live: Professional Issues Update
November 24, 2026Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
November 30, 2026Live Webcast
Guide to Partner Capital Account Reporting
November 30, 2026Live Webcast
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
November 30, 2026Webcast Replay
Maximizing Your Retirement: Taxes, Social Security and Long-Term Care
December 1, 2026Live Webcast
Annual Accounting and Auditing Update
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December 2, 2026Live Webcast
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December 2, 2026Live Webcast
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December 2, 2026Live Webcast
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December 3, 2026Live Webcast
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December 3, 2026Live Webcast
Mastering Information Systems and Controls for Accounting Professionals
December 3, 2026Live Webcast
Level IV: Management and Leadership Essentials Training
December 4, 2026Mount Laurel
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AI Foundations for CPAs
December 7, 2026Live Webcast
Estate & Trust Primer - Tax Staff Essentials
December 7, 2026Live Webcast
Winning the Fraud Battle in the Digital Age: Prevention and Detection
December 7 - 10, 2026Live Webcast
Level V: Advanced Management and Leadership Essentials
December 7 - 16, 2026Live Webcast
2026 Level 2 Audit Training - Experienced Associate
December 8, 2026Secaucus
Hudson Chapter
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December 8, 2026Live Webcast
Annual Auditing Standards Update with Renee Rampulla
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Best Practices in Not-for-Profit Accounting and Reporting
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Reviewing Partnership Tax Returns: What Are You Missing?
December 8, 2026Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 8 - 17, 2026Live Webcast
2026 Level 3 Audit Training - New Seniors
December 8, 2026Live Webcast
Understanding Risk Assessment with Renee Rampulla
December 9, 2026Live Webcast
Nonprofit Conference
December 9, 2026Live Webcast
Latest Developments in Governmental Accounting and Auditing
December 9, 2026Live Webcast
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December 10, 2026Live Webcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
December 10, 2026Live Webcast
Multistate Taxation - Tax Staff Essentials
December 10, 2026Live Webcast
Transforming Accounting with AI: Practical Insights and Applications
December 11, 2026Live Webcast
Incident Response and Case Studies in AI-powered Cybersecurity
December 11, 2026Live Webcast
Surgent's Individual Tax Planning Ideas
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Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
December 14, 2026Live Webcast
Fraud Case Studies: Schemes and Controls
December 14, 2026Live Webcast
Income Tax Accounting - Tax Staff Essentials
December 14, 2026Live Webcast
The Best Individual Income Tax Update Course by Surgent
December 14, 2026Webcast Replay
Tax Series with Ed Zollars: December
December 14, 2026Live Webcast
Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements
December 15, 2026Clark
Union County Chapter
Accounting and Auditing Updates | New Jersey Tax Updates
December 15, 2026Paterson
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How AI Affects Audits | Accounting and Auditing Update
December 15, 2026Live Webcast
Single Auditing Made Simple
December 15, 2026Live Webcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
December 15, 2026Live Webcast
Accounting Data Analytics
December 15, 2026Live Webcast
AI for Accountants - Practical Applications
December 15, 2026Live Webcast
Level V: Advanced Management and Leadership Essentials (Mini Course)
December 16, 2026Live Webcast
Critical Issues That CPAs in Industry Will Need to Face This Year
December 16, 2026Live Webcast
Intermediate Individual Taxation - Tax Staff Essentials
December 16, 2026Live Webcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
December 16, 2026Live Webcast
New Jersey Law and Ethics
December 16, 2026Live Webcast
The Mindful-CPA
December 17, 2026Live Webcast
U.S. GAAP: Annual Comprehensive Update with Renee Rampulla
December 17, 2026Live Webcast
Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis
December 17, 2026Live Webcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
December 17, 2026Webcast Replay
AI Foundations for CPAs
December 17, 2026Live Webcast
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
December 18, 2026Roseland
North Jersey Tri-County Chapter
Wealth Advisory | M&A Planning Update
December 18, 2026Live Webcast
How to Settle a Client's Estate
December 18, 2026Live Webcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
December 18, 2026Live Webcast
Forms 7217 and 7203
December 21, 2026Live Webcast
Comprehensive Guide to Understanding SSARSs with Renee Rampulla
December 21, 2026Live Webcast
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
December 21, 2026Live Webcast
Federal Tax Update for 2027
December 21, 2026Live Webcast
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
December 21, 2026Live Webcast
Integrated Planning, Forecasting, and Budgeting for Organizational Success
December 22, 2026Live Webcast
Preparing and Writing Findings in Yellow Book and Single Audits
December 22, 2026Live Webcast
Taxation of Partnership Distributions and Sales of Partnership Interests
December 22, 2026Live Webcast
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
December 23, 2026Live Webcast
Home Office Rules
December 23, 2026Live Webcast
Virtual Currency: Keeping Up with the Tax Code
December 29, 2026Live Webcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
December 29, 2026Live Webcast
New Jersey Law and Ethics
December 30, 2026Live Webcast
Exploring Business Valuation Fundamentals
January 4 - 7, 2027Live Webcast
Level I: Basic Staff Training
January 7, 2027Teaneck
Bergen Chapter
State Tax Updates
January 8, 2027Webcast Replay
Federal Tax Update for 2027
January 11, 2027Live Webcast
Tax Series with Ed Zollars: January
January 12, 2027Secaucus
Hudson Chapter
Developing a Cybersecurity WISP: Guidelines for CPAs and Small Businesses
January 12, 2027Paterson
Passaic County Chapter
Pension Update | Social Security Update
January 12, 2027Live Webcast
Wealth Management
January 12, 2027Live Webcast
Accounting Data Analytics
January 12, 2027Live Webcast
AI for Accountants - Practical Applications
January 13, 2027Live Webcast
Level V: Advanced Management and Leadership Essentials (Mini Course)
January 14, 2027Haddonfield
Southwest Jersey Chapter
Technology Update with Emphasis on AI
January 14, 2027Live Webcast
The Mindful-CPA
January 21, 2027Live Webcast
Annual Tax Seminar with Kulzer & DiPadova
January 21, 2027Live Webcast
NJCPA/Surgent Mock CPA Exam
January 22, 2027Roseland
North Jersey Tri-County Chapter
Emerging Technologies
January 25, 2027Webcast Replay
Tax Series with Ed Zollars: January
January 28, 2027Webcast Replay
Annual Tax Seminar with Kulzer & DiPadova
January 28, 2027Live Webcast
Emerging Technologies Interest Group Meeting: AI and Data Centers: Business Uses, Risks and Applications
January 28, 2027Webcast Replay
Wealth Management
April 27, 2027Clark
Union County Chapter
New Jersey Inheritance Tax | Federal Gift Tax Rules & Return Preparation
April 27, 2027Live Webcast
Building a Systems Driven Firm
May 4, 2027Secaucus
Hudson Chapter
Estate Planning | Federal Tax Update
May 4, 2027Webcast Replay
Building a Systems Driven Firm
May 6, 2027Haddonfield
Southwest Jersey Chapter
Nonprofit Update
May 10, 2027Live Webcast
Accounting & Auditing Update
May 12, 2027Live Webcast
IssuesWatch Live: Professional Issues Update
May 13, 2027Teaneck
Bergen Chapter
Medicare, Social Security and Long-Term Care Trends and Issues
May 24, 2027Webcast Replay
IssuesWatch Live: Professional Issues Update
May 25, 2027Webcast Replay
Accounting & Auditing Update
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