Financial Planning and Wealth Management Knowledge Hub

Whether it's college planning, investing or managing wealth, CPAs and accounting professionals need to stay abreast of the latest regulations, tax implications and strategies.

Review our collection of articles, events and resources.

 

 

NJCPA and Third-Party Events

January 30, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 3, 2026Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
February 6, 2026Live Webcast
What Tax Practitioners Need to Know About Medicare
February 9, 2026Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
February 10, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
February 11, 2026Live Webcast
Estate & Trust Primer - Tax Staff Essentials
February 12, 2026Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
February 13, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 18, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 5, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
March 12, 2026Live Webcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
March 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 19, 2026Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
April 7, 2026Live Webcast
Long-Term Care Insurance: Make the Switch
April 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
June 12, 2026Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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