Firm Management and Succession Planning Knowledge Hub

Gain tactics for managing your firm and establishing a succession plan with our collection of articles, events and resources.

 

Content

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NJCPA and Third-Party Events

June 13 - 16, 2023Atlantic City
Featured
NJCPA Convention & Expo
March 30, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 30, 2023Live Webcast
Auditing For Fraud
April 5, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 7, 2023Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 10, 2023Live Webcast
Auditing For Fraud
April 15, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 19, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 21, 2023Live Webcast
Firm Trends: M&A and Advisory Services
April 25, 2023Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 26, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 28, 2023Live Webcast
Firm Trends: M&A and Advisory Services
April 28, 2023Live Webcast
Auditing For Fraud
May 3, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 9, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 16, 2023Live Webcast
Auditing For Fraud
May 18, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 26, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 27, 2023Live Webcast
Auditing For Fraud
May 30, 2023Live Webcast
Auditing For Fraud
June 2, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
June 12, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
June 26, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
July 10, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
July 19, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 8, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
August 9, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 17, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 18, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
August 28, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
August 31, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 5, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
September 8, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
September 22, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 29, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
November 3, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
November 27, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
December 7, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 19, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 28, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
January 8, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
January 24, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
February 14, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
March 7, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
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      Resources

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      TaxDome
      Get two months free of TaxDome's simple, powerful workspace to manage your practice: clients, jobs, documents and teams. 
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      SMI/CallTower
      Save on Microsoft Teams/Office 365 as well as Microsoft Voice licensing to help your employees, customers and clients meet, call and collaborate.
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      Mergers & Acquisitions Classified Ads
      View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
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