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03/24/2026 - IssuesWatch Live: New Jersey Budget Analysis (E2603074)
03/30/2026 - IssuesWatch Live: New Jersey Budget Analysis (E2603084)
04/03/2026 - Bergen Practitioners' Forum (E2604448)
04/16/2026 - NJCPA/Surgent Mock CPA Exam (E2604111)
04/17/2026 - IssuesWatch Podcast Plus: National and New Jersey Regulatory Update (E2604214)
04/20/2026 - Accounting and Auditing Update (E2604099)
04/21/2026 - Employee Retention | Conquering Burnout (E2604024)
04/22/2026 - Strategic Finance and Accounting Conference (E2604140)
04/22/2026 - Controller/CFO Update: Hot Topics Facing Today's Financial Professional (E2604162)
04/22/2026 - Beyond the Numbers: Transforming FP&A into a Strategic Powerhouse (E2604064)
04/22/2026 - New Jersey Law and Ethics (E2604104)
04/22/2026 - Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (E2604172)
04/23/2026 - Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (E2604192)
04/23/2026 - Planning and Strategy Formulation for Your Organization's Financial Success (E2604202)
04/23/2026 - Putting AI to Work in Real Business Scenarios (E2604124)
04/24/2026 - Artificial Intelligence for Accounting and Finance Professionals (E2604182)
04/28/2026 - Accounting and Auditing Update (E2604059)
04/28/2026 - Fraud and Internal Controls: Compilations, Reviews and the Special Purpose Framework (E2604429)
04/28/2026 - Employee Retention | Conquering Burnout (E2604034)
04/30/2026 - Beyond the Numbers: Transforming FP&A into a Strategic Powerhouse (E2604074)
04/30/2026 - Putting AI to Work in Real Business Scenarios (E2604134)
05/01/2026 - Staying Current: A&A Changes and Key FASB Updates (E2605524)
05/04/2026 - Winning the War for Talent: Salary Benchmarks, AI and In-Demand Skills (E2605354)
05/05/2026 - Retirement & Business (E2605139)
05/06/2026 - Tax Law and Estate Planning Update (E2605229)
05/06/2026 - Level V: Advanced Management and Leadership Essentials (E2605402)
05/06/2026 - The Mindful-CPA (E2605432)
05/07/2026 - Nonprofit Update (E2605159)
05/07/2026 - Mix, Mingle and Connect: An Emerging Leaders Social (E2605650)
05/11/2026 - Level II: Semi-Senior Staff Training (E2605421)
05/11/2026 - Winning the War for Talent: Salary Benchmarks, AI and In-Demand Skills (E2605364)
05/13/2026 - Accounting and Auditing Update (E2605094)
05/14/2026 - Special Topics (E2605199)
05/14/2026 - Modernizing Tax Season: Navigating the IRS Paper Check Phase-Out (E2605274)
05/15/2026 - 2026 AICPA Peer Review Update (E2605282)
05/15/2026 - IssuesWatch Podcast Plus: National and New Jersey Regulatory Update (E2605544)
05/16/2026 - Monmouth/Ocean Chapter Nonprofit Discussion Group (E2605299)
05/18/2026 - Level III: Beginning In-Charge Staff Training (E2605411)
05/18/2026 - 2026 Level 3 Audit Training - New Seniors (E2605511)
05/19/2026 - New Jersey Law and Ethics (E2605259)
05/19/2026 - Regulate: The Art and Science of Self-Care (E2605374)
05/19/2026 - 2026 Level 4 Audit Training - Experienced Seniors (E2605501)
05/20/2026 - Staying Current: A&A Changes and Key FASB Updates (E2605534)
05/20/2026 - Accounting and Auditing Update (E2605104)
05/21/2026 - Audits of Employee Benefit Plans Conference (E2605240)
05/21/2026 - Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements (E2605442)
05/21/2026 - Evaluating Fraud Risk in a Financial Statement Audit (E2605452)
05/22/2026 - SSARS 27 – An Exciting Alternative in Financial Statement Preparation Services (E2605392)
05/26/2026 - Regulate: The Art and Science of Self-Care (E2605384)
05/27/2026 - Business Law Essentials for Practitioners and Controllers (E2605463)
05/27/2026 - New Jersey Law and Ethics (E2605234)
05/28/2026 - Current Issues in Accounting and Auditing: An Annual Update (E2605472)
05/28/2026 - Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (E2605482)
05/29/2026 - Construction Contractors: Accounting and Financial Reporting Issues (E2605492)
06/01/2026 - Level IV: Management and Leadership Essentials Training (E2606183)
06/04/2026 - Southwest Jersey Chapter & Emerging Leaders Council Happy Hour (E2606230)
06/05/2026 - Preparing Not-for-Profit Financial Statements (E2606073)
06/08/2026 - Audits of 401(k) Plans: New Developments and Critical Issues (E2606051)
06/10/2026 - Level V: Advanced Management and Leadership Essentials (E2606172)
06/11/2026 - Lease Accounting: Making Sense of a Difficult Standard (E2606152)
06/12/2026 - 2026 - Tax Basis and other Special Purpose Frameworks (E2606162)
06/12/2026 - Advanced Audits of 401(k) Plans: Best Practices and Current Developments (E2606061)
06/15/2026 - 2026 Level 1 Audit Training - New Hires & Interns (E2606241)
06/16/2026 - NJCPA Convention & Expo (E2606010)
06/16/2026 - 2026 Level 2 Audit Training - Experienced Associate (E2606251)
06/16/2026 - New Jersey Law and Ethics (presented at NJCPA Convention & Expo) (E2606030)
06/17/2026 - The Mindful-CPA (E2606212)
06/22/2026 - Business Law for Small Business Owners (E2606092)
06/24/2026 - New Jersey Law and Ethics (E2606024)
06/25/2026 - Latest Developments in Government and Nonprofit Accounting and Auditing (E2606081)
06/26/2026 - This Year's Top Tax and Financial-Planning Ideas (E2606122)
06/26/2026 - Key Partnership and S Corporation Tax Planning Strategies (E2606132)
06/29/2026 - Surgent's Federal Tax Update (E2606102)
06/29/2026 - Buying and Selling a Business: Tax and Structuring Overview (E2606112)
06/30/2026 - 2026 CPA Technology Conference: AI Tools, Data, and Digital Transformation (E2606040)
06/30/2026 - Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (E2606142)
06/30/2026 - Accounting Data Analytics (E2606202)
06/30/2026 - AI for Accountants - Practical Applications (E2606192)
07/01/2026 - Level V: Advanced Management and Leadership Essentials (E2607102)
07/02/2026 - The Mindful-CPA (E2607142)
07/13/2026 - Level I: Basic Staff Training (E2607111)
07/17/2026 - Compilation, Review and Financial Statement Preparation Annual Update with Renee Rampulla (E2607072)
07/22/2026 - New Jersey Law and Ethics (E2607064)
07/22/2026 - Annual Private Company Accounting and Auditing and SSARSs Update with Renee Rampulla (E2607082)
07/23/2026 - Governmental Accounting & Auditing Conference (E2607030)
07/28/2026 - Accounting Data Analytics (E2607132)
07/28/2026 - AI for Accountants - Practical Applications (E2607122)
08/03/2026 - Understand the General Principles for All SSARS Engagements with Renee Rampulla (E2608112)
08/03/2026 - Preparation of Financial Statements - Get to Know the Basics with Renee Rampulla (E2608122)
08/06/2026 - How to Perform Accounting, Private Auditing and SSARSs Research with Renee Rampulla (E2608152)
08/07/2026 - Compilation Engagements - Get to Know the Basics with Renee Rampulla (E2608132)
08/07/2026 - Review Engagements - Get to Know the Basics with Renee Rampulla (E2608142)
08/10/2026 - CFO Series: Decision-Making in An Irrational World (E2608043)
08/17/2026 - Atlantic City CPE Cluster (E2608001)
08/20/2026 - The Complete Guide to Payroll Taxes and 1099 Issues (E2608053)
08/21/2026 - Small Business Accounting and Auditing Update with Renee Rampulla (E2608031)
08/21/2026 - Real Estate Taxation: Critical Considerations (E2608062)
08/21/2026 - Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (E2608072)
08/24/2026 - Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (E2608163)
08/25/2026 - Fraud and Forensic Conference (E2608220)
08/25/2026 - Required Minimum Distributions: Compliance and Planning (E2608082)
08/26/2026 - New Jersey Law and Ethics (E2608024)
08/27/2026 - Annual Update for Defined Contribution Plans (E2608092)
08/27/2026 - Level V: Advanced Management and Leadership Essentials (E2608202)
08/28/2026 - Tax Planning for Rental Real Estate (E2608102)
08/28/2026 - The Mindful-CPA (E2608212)
09/16/2026 - CFO Series: AI in the Digital World (E2609063)
09/16/2026 - NJCPA/Surgent Mock CPA Exam (E2609041)
09/18/2026 - Current Issues in Accounting and Auditing: An Annual Update (E2609102)
09/18/2026 - The Mindful-CPA (E2609232)
09/21/2026 - Level II: Semi-Senior Staff Training (E2609201)
09/23/2026 - Strategies for Maximizing Social Security Benefits (E2609072)
09/23/2026 - What Tax Practitioners Need to Know About Medicare (E2609082)
09/23/2026 - New Jersey Law and Ethics (E2609024)
09/24/2026 - Valuing a Business: What is this company worth? (E2609053)
09/24/2026 - The Best Federal Tax Update Course by Surgent (E2609111)
09/25/2026 - Comprehensive Guide to Understanding SSARSs with Renee Rampulla (E2609031)
09/25/2026 - Introduction to Compilation Engagements (E2609092)
09/25/2026 - Top Business Tax Planning Strategies (E2609172)
09/28/2026 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (E2609122)
09/28/2026 - A Complete Tax Guide to Exit Planning (E2609132)
09/29/2026 - Accounting Data Analytics (E2609222)
09/29/2026 - AI for Accountants - Practical Applications (E2609212)
10/07/2026 - CFO Series: Driving Efficiency (E2610103)
10/19/2026 - U.S. GAAP: Annual Comprehensive Update with Renee Rampulla (E2610043)
10/19/2026 - CFO Series: Indispensable Skills (E2610093)
10/19/2026 - Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (E2610111)
10/19/2026 - Level I: Basic Staff Training (E2610271)
10/19/2026 - 2026 Level 1 Audit Training - New Hires & Interns (E2610311)
10/20/2026 - Understanding Non-GAAP Financial Statements (Special Purpose Frameworks) with Renee Rampulla (E2610062)
10/20/2026 - Strategy, Risk, and Finance: Why We Do What We Do (E2610073)
10/20/2026 - 2026 Level 2 Audit Training - Experienced Associate (E2610331)
10/20/2026 - How to Perform Accounting, Private Auditing and SSARSs Research with Renee Rampulla (E2610192)
10/21/2026 - Compilation, Review and Financial Statement Preparation Annual Update with Renee Rampulla (E2610052)
10/21/2026 - Current Developments and Best Practices for Today's CFOs and Controllers (E2610123)
10/21/2026 - New Jersey Law and Ethics (E2610034)
10/22/2026 - NJCPA Tax Summit (E2610250)
10/22/2026 - CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (E2610133)
10/23/2026 - Surgent's Federal Tax Camp (E2610021)
10/23/2026 - The Mindful-CPA (E2610302)
10/26/2026 - Social Security: Dispelling Common Myths with Essential Truths (E2610142)
10/26/2026 - Construction Contractors: Critical Accounting, Auditing, and Tax Issues (E2610163)
10/26/2026 - Level III: Beginning In-Charge Staff Training (E2610261)
10/26/2026 - Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (E2610152)
10/27/2026 - Partnership and LLC Core Tax Issues From Formation Through Liquidation (E2610171)
10/27/2026 - Accounting Data Analytics (E2610292)
10/27/2026 - Joint Federal & State Taxation Interest Groups Meeting and Technical Session (E2610228)
10/27/2026 - AI for Accountants - Practical Applications (E2610282)
10/28/2026 - Introduction to Review Engagements (E2610182)
10/29/2026 - The Strategic CFO: Big Picture Skills (E2610083)
10/30/2026 - Surgent's Individual and Financial-Planning Tax Camp (E2610031)
11/02/2026 - Fiduciary Accounting and Tax Issues of Estates and Trusts (E2611161)
11/02/2026 - Audit Documentation Requirements (E2611452)
11/02/2026 - Accounting for Revenue under ASC 606 and Final PIR Report Findings (E2611472)
11/03/2026 - Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (E2611442)
11/03/2026 - Introduction to Required Minimum Distributions (E2611432)
11/04/2026 - Maximizing Your Social Security Benefits (E2611422)
11/04/2026 - You’ve Got This: An Introduction to Yellow Book and Single Audits (E2611462)
11/04/2026 - Select Estate and Life Planning Issues for the Middle-Income Client (E2611372)
11/04/2026 - Level V: Advanced Management and Leadership Essentials (E2611622)
11/05/2026 - CFO Series: Essential Cost Containment (E2611113)
11/05/2026 - Surgent's Individual Income Tax Update (E2611382)
11/05/2026 - Small-Business Accounting, Audit, and Attest Update (E2611402)
11/05/2026 - NJCPA/Surgent Mock CPA Exam (E2611081)
11/05/2026 - IRS Tax Examinations and Hot Issues (E2611392)
11/05/2026 - Introduction to Forensic Accounting (E2611412)
11/05/2026 - The Mindful-CPA (E2611642)
11/09/2026 - Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (E2611301)
11/09/2026 - This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (E2611321)
11/10/2026 - Accounting and Auditing Conference (E2611590)
11/10/2026 - Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (E2611311)
11/10/2026 - Latest Developments in Nonprofit Accounting and Auditing (E2611491)
11/12/2026 - Corporate Accounting & Finance Interest Group Meeting and Technical Session: Three Essential Fiduciary Best Practices for Retirement Plan Sponsors (E2611538)
11/12/2026 - Introduction to Preparation Engagements (E2611342)
11/13/2026 - Budget Mastery: Process, Problems and Solutions (E2611093)
11/13/2026 - Annual FASB Accounting Update with Renee Rampulla (E2611072)
11/13/2026 - The One Big Beautiful Bill Act (OBBBA): What You Need To Know (E2611332)
11/13/2026 - Generative AI and Cybersecurity: Opportunities and Threats (E2611352)
11/13/2026 - Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats (E2611362)
11/13/2026 - Understanding Private Company Financial Statement Disclosures with Renee Rampulla (E2611062)
11/13/2026 - The Essential Multistate Tax Update (E2611292)
11/16/2026 - Real Estate Tax Boot Camp (E2611261)
11/16/2026 - Construction Contractors: Accounting and Financial Reporting Issues (E2611282)
11/16/2026 - Level IV: Management and Leadership Essentials Training (E2611633)
11/16/2026 - Evaluating Fraud Risk in a Financial Statement Audit (E2611272)
11/17/2026 - Budgets and Projections in an Uncertain World: Dancing in a Storm (E2611103)
11/17/2026 - Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (E2611252)
11/18/2026 - Surgent's Advanced Individual Income Tax Return Issues (E2611221)
11/18/2026 - Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (E2611242)
11/18/2026 - New Jersey Law and Ethics (E2611044)
11/18/2026 - Contract Law for Accounting and Finance Professionals (E2611232)
11/19/2026 - Project Management for Finance Professionals (E2611203)
11/19/2026 - The Best Federal Tax Update Course by Surgent (E2611211)
11/20/2026 - Small Business Accounting and Auditing Update with Renee Rampulla (E2611051)
11/20/2026 - The Complete Trust Workshop (E2611191)
11/20/2026 - Depreciation Rules for Bonus and Section 179 Expensing (E2611552)
11/20/2026 - Artificial Intelligence for Accounting and Finance Professionals (E2611482)
11/23/2026 - Buying and Selling a Business: Critical Tax and Structuring Issues (E2611173)
11/23/2026 - Business Law Essentials for Practitioners and Controllers (E2611183)
11/24/2026 - Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (E2611151)
11/30/2026 - Guide to Partner Capital Account Reporting (E2611142)
11/30/2026 - Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (E2611132)
12/01/2026 - Estate and Life Planning Issues for the Middle-Income Client (E2612111)
12/01/2026 - Annual Accounting and Auditing Update (E2612481)
12/02/2026 - Multistate Tax Update (E2612131)
12/02/2026 - New Jersey Law and Ethics (E2612044)
12/03/2026 - Hot IRS Tax Examination Issues for Individuals and Businesses (E2612141)
12/03/2026 - Mastering Information Systems and Controls for Accounting Professionals (E2612151)
12/03/2026 - Level IV: Management and Leadership Essentials Training (E2612663)
12/04/2026 - Understand the General Principles for All SSARS Engagements with Renee Rampulla (E2612442)
12/04/2026 - Annual FASB Update and Review (E2612392)
12/04/2026 - Surgent's Federal Tax Update (E2612402)
12/04/2026 - Preparation of Financial Statements - Get to Know the Basics with Renee Rampulla (E2612452)
12/04/2026 - Compilation Engagements - Get to Know the Basics with Renee Rampulla (E2612462)
12/04/2026 - Review Engagements - Get to Know the Basics with Renee Rampulla (E2612472)
12/07/2026 - Winning the Fraud Battle in the Digital Age: Prevention and Detection (E2612163)
12/07/2026 - Level V: Advanced Management and Leadership Essentials (E2612653)
12/07/2026 - 2026 Level 2 Audit Training - Experienced Associate (E2612731)
12/08/2026 - Annual Auditing Standards Update with Renee Rampulla (E2612092)
12/08/2026 - Securing a Comfortable Retirement in the Age of Spending (E2612501)
12/08/2026 - Best Practices in Not-for-Profit Accounting and Reporting (E2612512)
12/08/2026 - 2026 Level 3 Audit Training - New Seniors (E2612721)
12/08/2026 - Understanding Risk Assessment with Renee Rampulla (E2612102)
12/09/2026 - Nonprofit Conference (E2612590)
12/09/2026 - Surgent’s Top 10 Tax Topics This Year (E2612261)
12/09/2026 - Latest Developments in Governmental Accounting and Auditing (E2612271)
12/10/2026 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers (E2612281)
12/10/2026 - Transforming Accounting with AI: Practical Insights and Applications (E2612291)
12/11/2026 - Surgent's Individual Tax Planning Ideas (E2612322)
12/11/2026 - Incident Response and Case Studies in AI-powered Cybersecurity (E2612412)
12/11/2026 - Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (E2612332)
12/14/2026 - The Best Individual Income Tax Update Course by Surgent (E2612341)
12/14/2026 - Fraud Case Studies: Schemes and Controls (E2612542)
12/14/2026 - Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements (E2612572)
12/15/2026 - The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (E2612301)
12/15/2026 - Single Auditing Made Simple (E2612311)
12/15/2026 - Accounting Data Analytics (E2612682)
12/15/2026 - AI for Accountants - Practical Applications (E2612672)
12/15/2026 - Level V: Advanced Management and Leadership Essentials (E2612642)
12/16/2026 - Critical Issues That CPAs in Industry Will Need to Face This Year (E2612252)
12/16/2026 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (E2612531)
12/16/2026 - New Jersey Law and Ethics (E2612054)
12/16/2026 - The Mindful-CPA (E2612692)
12/17/2026 - U.S. GAAP: Annual Comprehensive Update with Renee Rampulla (E2612083)
12/17/2026 - Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (E2612232)
12/17/2026 - Preparing Individual Tax Returns for New Staff and Paraprofessionals (E2612241)
12/17/2026 - Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (E2612222)
12/18/2026 - How to Settle a Client's Estate (E2612431)
12/18/2026 - Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (E2612422)
12/18/2026 - Forms 7217 and 7203 (E2612212)
12/21/2026 - Comprehensive Guide to Understanding SSARSs with Renee Rampulla (E2612071)
12/21/2026 - Controller/CFO Update: Hot Topics Facing Today's Financial Professional (E2612192)
12/21/2026 - Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (E2612201)
12/21/2026 - Integrated Planning, Forecasting, and Budgeting for Organizational Success (E2612182)
12/22/2026 - Preparing and Writing Findings in Yellow Book and Single Audits (E2612352)
12/22/2026 - Taxation of Partnership Distributions and Sales of Partnership Interests (E2612552)
12/22/2026 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (E2612562)
12/23/2026 - Home Office Rules (E2612362)
12/23/2026 - Virtual Currency: Keeping Up with the Tax Code (E2612372)
12/29/2026 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (E2612172)
12/29/2026 - New Jersey Law and Ethics (E2612064)
12/30/2026 - Exploring Business Valuation Fundamentals (E2612382)
01/04/2027 - Level I: Basic Staff Training (E2701101)
01/12/2027 - Accounting Data Analytics (E2701122)
01/12/2027 - AI for Accountants - Practical Applications (E2701112)
01/13/2027 - Level V: Advanced Management and Leadership Essentials (E2701092)
01/14/2027 - The Mindful-CPA (E2701132)
01/21/2027 - NJCPA/Surgent Mock CPA Exam (E2701021)
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Email - NJCPA Pulse
Email – Outlook (personal outreach)
Email - Third-party events
Mail - Direct Mail
Presentation - Promoted in IssuesWatch Live or IssuesWatch Podcast
Presentation - Promoted via On24
Presentation - Student presentation
Social media - BlueSky
Social media - Facebook
Social media - Instagram
Social media - LinkedIn
Social media - Threads
Social media - YouTube
Website - Featured Programs menu
Website - Homepage slider
Website - Product upsell
Website - Promotion of event in an article
Date of Posting
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