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09/11/2026 - Bergen Practitioners' Forum (E2609568)
09/15/2026 - IssuesWatch Podcast Plus: New Jersey Budget and Taxes (E2609454)
09/16/2026 - CFO Series: AI in the Digital World (E2609063)
09/16/2026 - NJCPA/Surgent Mock CPA Exam (E2609041)
09/17/2026 - One on One with the IRS (E2609489)
09/17/2026 - Corporate Accounting & Finance Interest Group Meeting & Technical Session: State of Healthcare in NJ (E2609158)
09/17/2026 - Beyond the Tipping Point: Insights from the 2026 AI Tax Research Solution Outlook (E2609264)
09/18/2026 - Accounting and Auditing Update (E2609369)
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)
09/21/2026 - IssuesWatch Live: What's Next for Accounting and Finance (E2609394)
09/22/2026 - IRS Criminal Investigations | Preventing Elder Fraud (E2609339)
09/22/2026 - Accounting and Auditing Update (E2609499)
09/22/2026 - Valuing a Business: What is This Company Worth? (E2609272)
09/22/2026 - New Jersey and Federal Tax Update (E2609379)
09/22/2026 - Special Tax Topics with Ed Zollars (E2609304)
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 - The Best Federal Tax Update Course by Surgent (E2609111)
09/25/2026 - Comprehensive Guide to Understanding SSARSs with Renee Rampulla (E2609031)
09/25/2026 - Top Business Tax Planning Strategies (E2609172)
09/25/2026 - Introduction to Compilation Engagements (E2609092)
09/28/2026 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (E2609122)
09/28/2026 - IssuesWatch Live: What's Next for Accounting and Finance (E2609404)
09/28/2026 - A Complete Tax Guide to Exit Planning (E2609132)
09/28/2026 - Navigating the CPA Exam Application Process (E2609340)
09/29/2026 - Accounting Data Analytics (E2609222)
09/29/2026 - AI for Accountants - Practical Applications (E2609212)
09/30/2026 - The Career Readiness Imperative (E2609574)
09/30/2026 - Scenario Planning: FP&A for an Uncertain Economy (E2609464)
10/01/2026 - Tax Series with Ed Zollars: October (E2610344)
10/01/2026 - Happy Hour (E2610560)
10/05/2026 - Data Analytics (E2610384)
10/07/2026 - CFO Series: Driving Efficiency (E2610103)
10/08/2026 - Scenario Planning: FP&A for an Uncertain Economy (E2610544)
10/12/2026 - Navigating Cyber Risk: From Security Breach to Insurance Claim (E2610594)
10/14/2026 - Serving Family Office Clients: What CPAs Need to Know (E2610464)
10/16/2026 - Tax Series with Ed Zollars: October (E2610354)
10/16/2026 - The AI Revolution in 2026: What CPAs Should Know (E2610612)
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 - Accounting and Auditing Updates | Cost Recovery (E2610489)
10/20/2026 - Understanding Non-GAAP Financial Statements (Special Purpose Frameworks) with Renee Rampulla (E2610062)
10/20/2026 - Elder Law | Section 1202 Update (E2610449)
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 - Federal Tax Update: Estate, Gift and Beneficiary IRA Planning (E2610529)
10/22/2026 - CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (E2610133)
10/22/2026 - Volunteer Day at the Community FoodBank of New Jersey (E2610570)
10/23/2026 - Surgent's Federal Tax Camp (E2610021)
10/23/2026 - 1031 Exchanges: What CPAs Need to Know | Tax Update (E2610439)
10/23/2026 - AI 101 for CPAs: Core Concepts and Practical Applications (E2610622)
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)
10/26/2026 - Data Analytics (E2610394)
10/27/2026 - Partnership and LLC Core Tax Issues From Formation Through Liquidation (E2610171)
10/27/2026 - From the Stage to the Stadium: Tax Strategies for Entertainers and Athletes (E2610554)
10/27/2026 - Accounting Data Analytics (E2610292)
10/27/2026 - Joint Federal & State Taxation Interest Groups Meeting and Technical Session (E2610228)
10/27/2026 - Serving Family Office Clients: What CPAs Need to Know (E2610474)
10/27/2026 - AI for Accountants - Practical Applications (E2610282)
10/27/2026 - College Night 2026: Insights and Advice from CPA Experts (E2610419)
10/28/2026 - Accounting and Auditing Update (E2610409)
10/28/2026 - Yellow Book: Staying Compliant With Government Auditing Standards (E2610231)
10/28/2026 - Introduction to Review Engagements (E2610182)
10/28/2026 - Navigating Cyber Risk: From Security Breach to Insurance Claim (E2610604)
10/28/2026 - From Cash Flow to Capital Strategy (E2610514)
10/29/2026 - The Strategic CFO: Big Picture Skills (E2610083)
10/29/2026 - Taxation of Corporations - Tax Staff Essentials (E2610241)
10/29/2026 - Emerging Technologies Interest Group Meeting: Digital Assets (E2610368)
10/29/2026 - Cheers, Chills and Connections: Emerging Leaders Halloween Happy Hour (E2610660)
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)
11/03/2026 - Applying AI to Forecasting, Reporting and Decision Making (E2611844)
11/03/2026 - From the Stage to the Stadium: Tax Strategies for Entertainers and Athletes (E2611884)
11/04/2026 - Accounting & Auditing Update (E2611729)
11/04/2026 - Professional Networking Breakfast: Nexus Made Clear— A Sales Tax Refresher for CPAs (E2611869)
11/04/2026 - Preparation, Compilation, and Review Engagements: Update and Review (E2611582)
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 (Mini Course) (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 - Introduction to Forensic Accounting (E2611412)
11/05/2026 - IRS Tax Examinations and Hot Issues (E2611392)
11/05/2026 - NJCPA Speaker Academy: Session 1 (E2611810)
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)
11/09/2026 - From Cash Flow to Capital Strategy (E2611914)
11/10/2026 - Accounting Fraud Case Studies | Federal Tax Updates (E2611779)
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)
11/10/2026 - Tax Planning for Small Businesses - Tax Staff Essentials (E2611602)
11/10/2026 - AI and Your Future in Accounting: Student and CPA Networking Event (E2611809)
11/12/2026 - New Jersey Economic Development Authority Update | Tax Jersey Tax Update (E2611739)
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)
11/12/2026 - Microsoft Copilot for CPA Firms: From Experimentation to Enterprise Adoption (E2611933)
11/12/2026 - Advanced Tax Planning S Corporations - Tax Staff Essentials (E2611561)
11/12/2026 - Tax Series with Ed Zollars: November (E2611664)
11/12/2026 - NJCPA Speaker Academy: Session 2 (E2611820)
11/12/2026 - Emerging Leaders Networking on Ice: New Jersey Devils vs. Washington Capitals (E2611950)
11/13/2026 - Budget Mastery: Process, Problems and Solutions (E2611093)
11/13/2026 - Annual FASB Accounting Update with Renee Rampulla (E2611072)
11/13/2026 - Generative AI and Cybersecurity: Opportunities and Threats (E2611352)
11/13/2026 - The One Big Beautiful Bill Act (OBBBA): What You Need To Know (E2611332)
11/13/2026 - Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats (E2611362)
11/13/2026 - The Essential Multistate Tax Update (E2611292)
11/13/2026 - Understanding Private Company Financial Statement Disclosures with Renee Rampulla (E2611062)
11/14/2026 - Annual Tax Seminar (E2611769)
11/16/2026 - Maximizing Your Retirement: Taxes, Social Security and Long-Term Care (E2611684)
11/16/2026 - Construction Contractors: Accounting and Financial Reporting Issues (E2611282)
11/16/2026 - Real Estate Tax Boot Camp (E2611261)
11/16/2026 - Reviewing Individual Tax Returns: What Are You Missing? (E2611572)
11/16/2026 - Level IV: Management and Leadership Essentials Training (E2611633)
11/16/2026 - Applying AI to Forecasting, Reporting and Decision Making (E2611854)
11/16/2026 - Evaluating Fraud Risk in a Financial Statement Audit (E2611272)
11/17/2026 - New Jersey Law and Ethics (E2611879)
11/17/2026 - 1031 Exchanges | Trusts (E2611759)
11/17/2026 - Budgets and Projections in an Uncertain World: Dancing in a Storm (E2611103)
11/17/2026 - Advanced Taxation Partnerships & LLCs - Tax Staff Essentials (E2611651)
11/17/2026 - Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (E2611252)
11/17/2026 - IssuesWatch Live: Professional Issues Update (E2611124)
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)
11/19/2026 - Taxation of Property Transactions - Tax Staff Essentials (E2611612)
11/19/2026 - Tax Series with Ed Zollars: November (E2611674)
11/19/2026 - NJCPA Speaker Academy: Session 3 (E2611830)
11/20/2026 - Annual Tax Seminar (E2611749)
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)
11/23/2026 - IssuesWatch Live: Professional Issues Update (E2611024)
11/24/2026 - Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (E2611151)
11/24/2026 - ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (E2611922)
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)
11/30/2026 - Maximizing Your Retirement: Taxes, Social Security and Long-Term Care (E2611694)
12/01/2026 - Estate and Life Planning Issues for the Middle-Income Client (E2612111)
12/01/2026 - Annual Accounting and Auditing Update (E2612481)
12/01/2026 - Tax Series with Ed Zollars: December (E2612744)
12/02/2026 - Multistate Tax Update (E2612131)
12/02/2026 - Individual Tax Fundamentals - Tax Staff Essentials (E2612701)
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)
12/03/2026 - NJCPA Speaker Academy: Session 4 (E2612830)
12/04/2026 - Annual Tax Seminar (E2612589)
12/04/2026 - Understand the General Principles for All SSARS Engagements with Renee Rampulla (E2612442)
12/04/2026 - Surgent's Federal Tax Update (E2612402)
12/04/2026 - Annual FASB Update and Review (E2612392)
12/04/2026 - Google Gemini Deep Dive Hands-on Bootcamp for CPAs (E2612872)
12/04/2026 - Preparation of Financial Statements - Get to Know the Basics with Renee Rampulla (E2612452)
12/04/2026 - Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (E2612882)
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 - Estate & Trust Primer - Tax Staff Essentials (E2612602)
12/07/2026 - AI Foundations for CPAs (E2612804)
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 - Federal and New Jersey Tax Update (E2612779)
12/08/2026 - Annual Auditing Standards Update with Renee Rampulla (E2612092)
12/08/2026 - Best Practices in Not-for-Profit Accounting and Reporting (E2612512)
12/08/2026 - Reviewing Partnership Tax Returns: What Are You Missing? (E2612612)
12/08/2026 - Securing a Comfortable Retirement in the Age of Spending (E2612501)
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 - Transforming Accounting with AI: Practical Insights and Applications (E2612291)
12/10/2026 - Multistate Taxation - Tax Staff Essentials (E2612621)
12/10/2026 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers (E2612281)
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 - Income Tax Accounting - Tax Staff Essentials (E2612631)
12/14/2026 - Fraud Case Studies: Schemes and Controls (E2612542)
12/14/2026 - Tax Series with Ed Zollars: December (E2612754)
12/14/2026 - Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements (E2612572)
12/15/2026 - Accounting and Auditing Updates | New Jersey Tax Updates (E2612829)
12/15/2026 - How AI Affects Audits | Accounting and Auditing Update (E2612799)
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 - 2027 Business Outlook for Finance Leaders (E2612844)
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 (Mini Course) (E2612642)
12/16/2026 - New Jersey Law and Ethics (E2612869)
12/16/2026 - Critical Issues That CPAs in Industry Will Need to Face This Year (E2612252)
12/16/2026 - Intermediate Individual Taxation - Tax Staff Essentials (E2612711)
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 - Preparing Individual Tax Returns for New Staff and Paraprofessionals (E2612241)
12/17/2026 - Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (E2612232)
12/17/2026 - Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (E2612222)
12/17/2026 - AI Foundations for CPAs (E2612814)
12/18/2026 - Wealth Advisory | M&A Planning Update (E2612789)
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 - Agentic AI for CPAs: Automate Workflows with Intelligence (E2612892)
12/18/2026 - Forms 7217 and 7203 (E2612212)
12/18/2026 - 2027 Business Outlook for Finance Leaders (E2612854)
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 - Federal Tax Update for 2027 (E2612764)
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 - Ethical AI Practices for CPAs: Ensuring Responsible Use (E2612902)
12/29/2026 - New Jersey Law and Ethics (E2612064)
12/30/2026 - Exploring Business Valuation Fundamentals (E2612382)
12/30/2026 - Smarter Tax Services with Artificial Intelligence (AI) Tools (E2612912)
01/04/2027 - Level I: Basic Staff Training (E2701101)
01/07/2027 - State Tax Updates (E2701289)
01/08/2027 - Federal Tax Update for 2027 (E2701254)
01/11/2027 - Tax Series with Ed Zollars: January (E2701164)
01/12/2027 - Developing a Cybersecurity WISP: Guidelines for CPAs and Small Businesses (E2701219)
01/12/2027 - Pension Update | Social Security Update (E2701249)
01/12/2027 - Wealth Management (E2701194)
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 (Mini Course) (E2701092)
01/14/2027 - Technology Update with Emphasis on AI (E2701229)
01/14/2027 - The Mindful-CPA (E2701132)
01/21/2027 - Annual Tax Seminar with Kulzer & DiPadova (E2701264)
01/21/2027 - NJCPA/Surgent Mock CPA Exam (E2701021)
01/22/2027 - Emerging Technologies (E2701239)
01/25/2027 - Tax Series with Ed Zollars: January (E2701174)
01/28/2027 - Annual Tax Seminar with Kulzer & DiPadova (E2701274)
01/28/2027 - Emerging Technologies Interest Group Meeting: AI and Data Centers: Business Uses, Risks and Applications (E2701188)
01/28/2027 - Wealth Management (E2701204)
04/21/2027 - Turning Finance Into a Strategic Business Partner (E2704054)
04/27/2027 - New Jersey Inheritance Tax | Federal Gift Tax Rules & Return Preparation (E2704049)
04/27/2027 - Building a Systems Driven Firm (E2704034)
04/28/2027 - Turning Finance Into a Strategic Business Partner (E2704064)
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Marketing Channels
Ad – Connect banner ad
Ad – Feathr
Ad – New Jersey CPA Magazine
Ad – njcpa.org
Connect posting – NOT the Open Forum
Connect posting - Open Forum
Email – Adestra
Email - CPE Connection
Email - NJCPA Pulse
Email – Outlook (personal outreach)
Email - Third-party events
HubSpot
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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