×
Data Alerts
Skip To Main Content
Skip To Footer
warning
facebook
twitter
instagram
linkedin
youtube
search
njcpa logo
Search Site
Menu
×
Data Alerts
JOIN
Login
My Dashboard
My Profile
My Events
My CPE
My Content
My Membership
My Order History
My Communications Preferences
My Award Nominations
Logout
JOIN
HELP
Join & Connect
Connect
Connect - Open Forum
Member Directory
Member and Firm News
Find a CPA
Engage
Interest Groups
Volunteer Opportunities
Scholarship Fund
Showcase Your Expertise
Ovation Awards
Build Career
Become a CPA
Start Your Journey
Scholarships
Requirements
Forms
CPA Exam
CPA Evolution
Career
Students
Early Career
Managers
Directors
Executives
Accounting Educators
Women in Accounting
Learn
Maintain License
License Renewal
CPE Requirements
Stay Informed
News & Info
New Jersey CPA Magazine
NJCPA Focus Blog
IssuesWatch
Knowledge Hubs
Use Resources
Classifieds
Mergers and Acquisitions
Professional Services
Real Estate
×
Data Alerts
JOIN
Menu
Join & Connect
Join
Why Join?
Membership Benefits
Membership Dues
Membership Application
Membership+
Member-Get-a-Member Program
Connect
Connect - Open Forum
Chapters
Member Directory
Attorney Directory
Premier Partners
Stories of Our Community
Member and Firm News
Find a CPA
Engage
Interest Groups
Volunteer Opportunities
Scholarship Fund
Showcase Your Expertise
Ovation Awards
Food Drive
NJCPA Store
Build Career
Become a CPA
Start Your Journey
Scholarships
Requirements
Forms
CPA Exam
CPA Evolution
The CPA Pipeline
JobBank
Search Jobs
Post a Job
Free Resume Critique
Career
Students
Early Career
Managers
Directors
Executives
Accounting Educators
Women in Accounting
Learn
Explore Learning
Search Events & On Demand
Learning Pathways
Conferences
Event Bundles and CPE Passes
On-Demand CPE
Nano CPE Programs
AICPA Certificate Programs
CPE Policies
Maintain License
License Renewal
CPE Requirements
Featured Programs
NJCPA/Surgent CPA Mock Exam, April 18
Tax Update | Tax Practitioners Roundtable, April 23
3 Strategies to Dramatically Impact Team Engagement, April 24 or 30
NJCPA Convention & Expo - June 11-14
Membership+ - Free CPE for Members
New Jersey Law & Ethics
Stay Informed
News & Info
Media Center
New Jersey CPA Magazine
NJCPA Focus Blog
IssuesWatch
Knowledge Hubs
Beneficial Ownership Information Reporting
Succession Planning
New Jersey Budget
The CPA Pipeline
All Knowledge Hubs
Advocacy
Legislative Action Center
NJ-CPA-PAC
Use Resources
Featured Resources
Track your CPE
Save on accountants malpractice insurance from CAMICO
Save on disability insurance from USI Affinity
Find a peer reviewer
Save on CPA Exam prep courses
Join the Federal Taxation Interest Group
Marketplace
Business Services
Financial and Insurance
Guidance and Learning
Practice Management and Development
Retail, Travel and Entertainment
Find a CPA
Classifieds
Mergers and Acquisitions
Professional Services
Real Estate
Place a Classified Ad
Resources by Audience
Member CPAs
CPA Firms
Students and Future CPAs
Consumers
Home
Stay Informed
Knowledge Hubs
Topics
Financial Planning Services
Financial Planning Services Knowledge Hub
Review our collection of articles, events and resources on various financial planning topics, including retirement planning, investment management, and estate and trust planning.
Content
PODCAST
The Why, What and How Behind Legacy Planning for Your Clients
February 22, 2024
Source: AICPA & CIMA
ARTICLE
A New Fiduciary Rule: What CPA Financial Planners Need to Know
January 12, 2024
Source: Journal of Accountancy
ARTICLE
1031 Exchanges – A Beneficial Method When Used Appropriately
January 4, 2024
ARTICLE
Year-End Planning: Strategies and Considerations
December 6, 2023
FIRST
1
(current)
2
3
4
5
6
7
LAST
1
(current)
2
3
4
5
6
7
NJCPA and Third-Party Events
View More
June 11 - 14, 2024
Atlantic City
Featured
NJCPA Convention & Expo
March 29, 2024
Live Webcast
Introduction to the Property & Casualty Insurance Industry
March 30, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 1, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 2, 2024
Live Webcast
A Practical Guide to Trusts
April 3, 2024
Live Webcast
Trust Fund Recovery Penalty And Request For Refund
April 3, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 10, 2024
Live Webcast
Retirement Planning: IRAs
April 11, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 15, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 18, 2024
Live Webcast
A Practical Guide to Trusts
April 18, 2024
Live Webcast
Retirement Planning: Next Stage for You or Your Client
April 20, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 22, 2024
Live Webcast
Walter Haig's Personal Financial Health Checkup
April 25, 2024
Live Webcast
Long-Term Care Insurance: Make the Switch
April 25, 2024
Live Webcast
Fiduciary Accounting for Estates and Trusts
April 27, 2024
Live Webcast
Legal Planning for Care Giving of Elderly/Disabled Clients
April 30, 2024
Live Webcast
Introduction to the Property & Casualty Insurance Industry
April 30, 2024
Live Webcast
Eldercare Financial Scam Protection
May 1, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
May 1, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
May 6, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
May 7, 2024
Secaucus
Hudson Chapter
Estate Planning with Retirement Assets
May 9, 2024
Edison
Middlesex/Somerset Chapter
Insurance Trends and Networking at Top Golf
May 10, 2024
Live Webcast
A Practical Guide to Trusts
May 10, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
May 13, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
May 15, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
May 21, 2024
Live Webcast
A Practical Guide to Trusts
May 21, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
May 23, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
May 24, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
May 30, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
May 30, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
May 31, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
June 4, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
June 5, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
June 5, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
June 6, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
June 8, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
June 10, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
June 10, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
June 12, 2024
Live Webcast
Required Minimum Distributions: Compliance and Planning
June 14, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
June 14, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
June 17, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
June 18, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
June 20, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
June 21, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
June 24, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
June 25, 2024
Live Webcast
Maximizing Your Social Security Benefits
June 25, 2024
Live Webcast
Securing a Comfortable Retirement
June 26, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
July 1, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
July 2, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
July 3, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
July 10, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
July 10, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
July 11, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
July 12, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
July 16, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
July 16, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
July 23, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
July 29, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
July 31, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
August 1, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
August 2, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
August 9, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
August 9, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
August 12, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
August 13, 2024
Live Webcast
Required Minimum Distributions: Compliance and Planning
August 13, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
August 14, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
August 19, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
August 20, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
August 22, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
August 26, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
September 3, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
September 4, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
September 4, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
September 7, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
September 7, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
September 9, 2024
Live Webcast
Required Minimum Distributions: Compliance and Planning
September 10, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
September 10, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
September 11, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
September 12, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
September 12, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
September 16, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
September 26, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
September 26, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
September 27, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
September 27, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
October 8, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 9, 2024
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
October 15, 2024
Live Webcast
What Tax Practitioners Need to Know About Medicare
October 15, 2024
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 16, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
October 17, 2024
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 17, 2024
Live Webcast
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
October 17, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
October 22, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
October 23, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
October 24, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
October 25, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
October 26, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
October 28, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
October 28, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
October 29, 2024
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
October 30, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
October 31, 2024
Roseland & Live Webcast
Surgent's Individual Tax and Financial Planning Camp
November 5, 2024
Live Webcast
The Complete Trust Workshop
November 6, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
November 7, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
November 8, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
November 8, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
November 11, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
November 13, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
November 15, 2024
Live Webcast
This Year's Top Tax and Financial-Planning Ideas
November 16, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
November 18, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
November 18, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 22, 2024
Live Webcast
Required Minimum Distributions: Compliance and Planning
November 22, 2024
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
November 22, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
November 22, 2024
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
November 23, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
November 25, 2024
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
November 25, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
November 25, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
December 4, 2024
Live Webcast
Estate & Trust Primer
December 4, 2024
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
December 6, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 7, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
December 9, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 11, 2024
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
December 13, 2024
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
December 13, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
December 17, 2024
Live Webcast
Required Minimum Distributions: Compliance and Planning
December 17, 2024
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
December 18, 2024
Live Webcast
Estate and Life Planning Issues for the Middle-Income Client
December 18, 2024
Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 19, 2024
Live Webcast
Individual and Financial-Planning Tax Camp
December 19, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 20, 2024
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 26, 2024
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
December 30, 2024
Live Webcast
Strategies for Maximizing Social Security Benefits
January 3, 2025
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 6, 2025
Live Webcast
Individual and Financial-Planning Tax Camp
January 16, 2025
Live Webcast
Required Minimum Distributions: Compliance and Planning
January 21, 2025
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 21, 2025
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
January 23, 2025
Live Webcast
Strategies for Maximizing Social Security Benefits
January 24, 2025
Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 24, 2025
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
January 27, 2025
Live Webcast
What Tax Practitioners Need to Know About Medicare
January 28, 2025
Live Webcast
Individual and Financial-Planning Tax Camp
January 28, 2025
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
January 31, 2025
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 4, 2025
Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
February 7, 2025
Live Webcast
What Tax Practitioners Need to Know About Medicare
February 10, 2025
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
February 11, 2025
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
February 13, 2025
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
February 13, 2025
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
February 14, 2025
Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 19, 2025
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
February 20, 2025
Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
February 28, 2025
Live Webcast
Strategies for Maximizing Social Security Benefits
March 13, 2025
Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
March 18, 2025
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 20, 2025
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
March 20, 2025
Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
April 16, 2025
Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
April 17, 2025
Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
April 23, 2025
Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
FIRST
LAST
Resources
Earn an AICPA Personal Financial Planning Certificate
Gain a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals.
IN THIS SECTION
Menu
Accounting & Auditing
Automation
Beneficial Ownership Information Reporting
Business Management
Client Acquisition & Retention
The CPA Pipeline
CPAs Serving the Cannabis Industry
Cryptocurrency and Digital Assets
Cybersecurity
Data Analytics
Diversity, Equity & Inclusion
The Economy
Employment Law and Employee Management
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Financial Reporting
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Law & Ethics
Litigation Services & Business Valuation
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
State & Local Tax
Succession Planning
Technology Planning & Implementation
IN THIS SECTION
Accounting & Auditing
Automation
Beneficial Ownership Information Reporting
Business Management
Client Acquisition & Retention
The CPA Pipeline
CPAs Serving the Cannabis Industry
Cryptocurrency and Digital Assets
Cybersecurity
Data Analytics
Diversity, Equity & Inclusion
The Economy
Employment Law and Employee Management
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Financial Reporting
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Law & Ethics
Litigation Services & Business Valuation
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
State & Local Tax
Succession Planning
Technology Planning & Implementation