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

September 28, 2023Live Webcast
The ABCs of Advisory Services
September 29, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
October 3, 2023Live Webcast
Instant Audit? Just Add Risk Assessment!
October 4, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
October 5, 2023Live Webcast
Determining Reasonable Compensation for Owner Employees
October 5, 2023Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
October 10, 2023Live Webcast
A Complete Tax Guide to Exit Planning
October 11, 2023Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
October 11, 2023Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
October 18, 2023Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
October 19, 2023Live Webcast
Four Levers to Drive Partner Unity and Accountability
October 19, 2023Live Webcast
8 Simple Steps to a Better Firm
October 27, 2023East Hanover
Essex Chapter
Succession Planning | Client Financial Planning
October 27, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
November 1, 2023Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
November 2, 2023Live Webcast
Instant Audit? Just Add Risk Assessment!
November 3, 2023Live Webcast
Retirement and Business Succession Strategies
November 3, 2023Live Webcast
Mastering Regulatory Compliance: Navigating WISP, SSTSs and Circular 230
November 3, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
November 4, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
November 7, 2023Live Webcast
Determining Reasonable Compensation for Owner Employees
November 9, 2023Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
November 10, 2023Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
November 17, 2023Webcast Replay
Retirement and Business Succession Strategies
November 17, 2023Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
November 21, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
November 21, 2023Live Webcast
A Complete Tax Guide to Exit Planning
November 27, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
December 1, 2023Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 4, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
December 4, 2023Live Webcast
Instant Audit? Just Add Risk Assessment!
December 7, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 7, 2023Live Webcast
Determining Reasonable Compensation for Owner Employees
December 8, 2023Live Webcast
The ABCs of Advisory Services
December 11, 2023Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
December 14, 2023Live Webcast
Acquisitions to Grow the Business
December 19, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 19, 2023Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
December 22, 2023Live Webcast
A Complete Tax Guide to Exit Planning
December 22, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
December 27, 2023Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
December 28, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
December 28, 2023Live Webcast
The ABCs of Advisory Services
January 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 3, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
January 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
January 8, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
January 10, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
January 11, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
January 22, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
January 23, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
January 24, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
January 26, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 1, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 3, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 5, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
February 12, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
February 14, 2024Live Webcast
A Complete Tax Guide to Exit Planning
February 14, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
February 17, 2024Live Webcast
The ABCs of Advisory Services
February 21, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
February 21, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
February 23, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 29, 2024Live Webcast
The ABCs of Advisory Services
March 4, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
March 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
March 7, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
March 12, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
March 14, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
March 20, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
March 22, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
March 28, 2024Live Webcast
The ABCs of Advisory Services
April 1, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions Webinar
April 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 2, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
April 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
April 11, 2024Live Webcast
A Complete Tax Guide to Exit Planning
April 12, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
April 18, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 24, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 30, 2024Live Webcast
The ABCs of Advisory Services
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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.