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.

 

 

NJCPA and Third-Party Events

July 22, 2025Live Webcast
Featured
Governmental Accounting & Auditing Conference
July 15, 2025Live Webcast
QM Conversations: Standards - Documentation
July 17, 2025Live Webcast
Written Information Security Plans
July 17, 2025Live Webcast
CPA Firm Update
July 18, 2025Live Webcast
The ABCs of Advisory Services
July 21, 2025Live Webcast
Written Information Security Plans
July 22, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
July 24, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
July 25, 2025Live Webcast
Accountability and Action
July 25, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
July 28, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 5, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
August 7, 2025Live Webcast
Written Information Security Plans
August 11, 2025Live Webcast
Exploring Employee Ownership for Business Growth and Succession
August 12, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
August 12, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
August 15, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
August 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
August 19, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
August 19, 2025Live Webcast
Written Information Security Plans
August 21, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
August 25, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
August 25, 2025Webcast Replay
Exploring Employee Ownership for Business Growth and Succession
August 26, 2025Live Webcast
Written Information Security Plans
August 26, 2025Live Webcast
CPA Firm Update
August 28, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
September 2, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 8, 2025Live Webcast
Written Information Security Plans
September 9, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
September 9, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
September 9, 2025Live Webcast
QM Conversations: Monitoring and Remediation
September 11, 2025Live Webcast
The ABCs of Advisory Services
September 17, 2025Live Webcast
Written Information Security Plans
September 17, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
September 18, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
September 19, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
September 23, 2025Live Webcast
Written Information Security Plans
September 24, 2025Live Webcast
CPA Firm Update
September 25, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
September 26, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
September 29, 2025Live Webcast
Accountability and Action
October 2, 2025Live Webcast
Linking Risk Management to Strategy
October 6, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
October 7, 2025Live Webcast
Written Information Security Plans
October 7, 2025Live Webcast
A Complete Tax Guide to Exit Planning
October 8, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
October 8, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
October 11, 2025Live Webcast
The ABCs of Advisory Services
October 20, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
October 20, 2025Live Webcast
Written Information Security Plans
October 21, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
October 21, 2025Live Webcast
CPA Firm Update
October 21, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
October 24, 2025Live Webcast
Accountability and Action
October 25, 2025Live Webcast
Written Information Security Plans
October 31, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
November 4, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 4, 2025Live Webcast
QM Conversations: Peer Review
November 5, 2025Live Webcast
Written Information Security Plans
November 6, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
November 11, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
November 17, 2025Live Webcast
Written Information Security Plans
November 18, 2025Live Webcast
Linking Risk Management to Strategy
November 18, 2025Live Webcast
The ABCs of Advisory Services
November 18, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 18, 2025Live Webcast
A Complete Tax Guide to Exit Planning
November 21, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
November 21, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 22, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
November 22, 2025Live Webcast
Written Information Security Plans
November 25, 2025Live Webcast
CPA Firm Update
November 29, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 2, 2025Live Webcast
Linking Risk Management to Strategy
December 3, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
December 4, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 5, 2025Live Webcast
Written Information Security Plans
December 9, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 10, 2025Live Webcast
CPA Firm Update
December 10, 2025Live Webcast
Written Information Security Plans
December 16, 2025Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
December 16, 2025Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 17, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 23, 2025Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 23, 2025Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
December 23, 2025Live Webcast
Upholding Independence While Holding Your Client's Hand
December 24, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 26, 2025Live Webcast
Written Information Security Plans
January 5, 2026Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
January 5, 2026Live Webcast
CPA Firm Update
January 6, 2026Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
January 7, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 10, 2026Live Webcast
The ABCs of Advisory Services
January 10, 2026Live Webcast
Written Information Security Plans
January 12, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
January 17, 2026Live Webcast
Written Information Security Plans
January 20, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
January 20, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 20, 2026Live Webcast
Written Information Security Plans
January 21, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
January 22, 2026Live Webcast
Accountability and Action
January 22, 2026Live Webcast
Linking Risk Management to Strategy
February 3, 2026Live Webcast
Written Information Security Plans
February 3, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 5, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 7, 2026Live Webcast
CPA Firm Update
February 7, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
February 9, 2026Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
February 11, 2026Live Webcast
A Complete Tax Guide to Exit Planning
February 12, 2026Live Webcast
The ABCs of Advisory Services
February 16, 2026Live Webcast
Written Information Security Plans
February 17, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 18, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
February 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 26, 2026Live Webcast
Written Information Security Plans
March 3, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 3, 2026Live Webcast
Accountability and Action
March 3, 2026Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
March 5, 2026Live Webcast
Written Information Security Plans
March 6, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
March 12, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
March 12, 2026Live Webcast
CPA Firm Update
March 16, 2026Live Webcast
Linking Risk Management to Strategy
March 17, 2026Live Webcast
Written Information Security Plans
March 18, 2026Live Webcast
The ABCs of Advisory Services
March 18, 2026Live Webcast
Written Information Security Plans
March 20, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 30, 2026Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
April 6, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
April 9, 2026Live Webcast
CPA Firm Update
April 9, 2026Live Webcast
Written Information Security Plans
April 9, 2026Live Webcast
A Complete Tax Guide to Exit Planning
April 9, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 10, 2026Live Webcast
AICPA Statements on Standards for Tax Services: Ethical Considerations
April 17, 2026Live Webcast
Upholding Independence While Holding Your Client's Hand
April 21, 2026Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 23, 2026Live Webcast
Written Information Security Plans
April 25, 2026Live Webcast
Written Information Security Plans
April 25, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 27, 2026Live Webcast
Accountability and Action
April 30, 2026Live Webcast
Linking Risk Management to Strategy
May 6, 2026Live Webcast
CPA Firm Update
May 11, 2026Live Webcast
The ABCs of Advisory Services
May 18, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 18, 2026Live Webcast
Written Information Security Plans
June 12, 2026Live Webcast
The ABCs of Advisory Services
June 15, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 26, 2026Live Webcast
Written Information Security Plans
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          SMI

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          Whitman Transition Advisors
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          Merchant Advocate
          Merchant Advocate saves you money WITHOUT switching credit card processors. There are no upfront costs; they're paid from savings they achieve for you.