Retirement and Estate Planning Knowledge Hub

Helping clients stay on course with retirement strategies is hard enough without factoring in unexpected inheritances or surprise lottery windfalls. CPAs need to stay abreast of both federal and state income tax regulations as well as Social Security changes.

Review our collection of articles, events and resources below. 

 

NJCPA and Third-Party Events

November 24, 2025Live Webcast
Social Security and Medicare: Planning for You and Your Clients
November 24, 2025Live Webcast
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
November 24, 2025Live Webcast
Where To Live in Retirement
November 24, 2025Live Webcast
Fiduciary Accounting: Fundamentals & Rules
November 24, 2025Live Webcast
Strategies for Maximizing Social Security Benefits
November 24, 2025Live Webcast
The Preparation of Form 709 – Line-by-Line
November 25, 2025Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
November 25, 2025Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
November 25, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
November 25, 2025Live Webcast
SECURE Act 2.0 and Updates (2025)
November 25, 2025Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
November 26, 2025Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
December 1, 2025Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
December 1, 2025Live Webcast
Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
December 2, 2025Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
December 2, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
December 2, 2025Live Webcast
SECURE Act 2.0 and Updates (2025)
December 3, 2025Live Webcast
Introduction to Required Minimum Distributions
December 5, 2025Cherry Hill
Southwest Jersey Chapter
Annual Tax Seminar with Kulzer & DiPadova
December 5, 2025Live Webcast
AICPA's Annual Federal Tax Update
December 5, 2025Live Webcast
Building Your Personal Net Worth: Invest in Your Future
December 5, 2025Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
December 5, 2025Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
December 6, 2025Live Webcast
Individual and Financial-Planning Tax Camp
December 6, 2025Live Webcast
Fiduciary Accounting for Estates and Trusts
December 9, 2025Live Webcast
Reviewing Partnership Tax Returns: What Are You Missing?
December 9, 2025Live Webcast
The Complete Guide to the Preparation of Form 1041
December 10, 2025Secaucus
Hudson Chapter
Federal and New Jersey Tax Updates
December 10, 2025Live Webcast
Estate & Trust Primer - Tax Staff Essentials
December 10, 2025Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
December 10, 2025Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
December 11, 2025Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 11, 2025Live Webcast
Elder Fraud
December 11, 2025Live Webcast
Retirement Planning: Next Stage for You or Your Client
December 11, 2025Live Webcast
Engagement and Client Retention Best Practices
December 12, 2025Live Webcast
Managing Your Money in Retirement
December 12, 2025Live Webcast
Reviewing Partnership Tax Returns: What Are You Missing?
December 12, 2025Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
December 12, 2025Live Webcast
Reviewing S Corporation Tax Returns: What Are You Missing?
December 12, 2025Live Webcast
Strategies for Maximizing Social Security Benefits
December 12, 2025Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
December 13, 2025Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
December 15, 2025Live Webcast
Social Security and Medicare: Planning for You and Your Clients
December 15, 2025Live Webcast
Where To Live in Retirement
December 16, 2025Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
December 16, 2025Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
December 16, 2025Live Webcast
What CPAs Should Know About Trust Instruments Webinar
December 17, 2025Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
December 17, 2025Live Webcast
Successfully Completing a Gift Tax Return -- Form 709 Webinar
December 18, 2025Live Webcast
Individual and Financial-Planning Tax Camp
December 18, 2025Live Webcast
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
December 19, 2025Live Webcast
AICPA's Annual Federal Tax Update
December 19, 2025Live Webcast
Required Minimum Distributions: Compliance and Planning
December 19, 2025Live Webcast
Fiduciary Accounting: Fundamentals & Rules
December 19, 2025Live Webcast
The Preparation of Form 709 – Line-by-Line
December 20, 2025Live Webcast
SECURE Act 2.0 and Updates (2025)
December 20, 2025Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
December 22, 2025Live Webcast
Estate Planning for Today and Beyond
December 22, 2025Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
December 23, 2025Live Webcast
The Preparation of Form 706 - Line-by-Line
December 26, 2025Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 27, 2025Live Webcast
Building Your Personal Net Worth: Invest in Your Future
December 29, 2025Live Webcast
Managing Your Money in Retirement
December 29, 2025Live Webcast
Strategies for Maximizing Social Security Benefits
December 30, 2025Live Webcast
2025 Mid – Year Tax Update: Planning for Individuals
December 30, 2025Live Webcast
Retirement Planning Issues: Where We Stand Now
January 2, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 2, 2026Live Webcast
Estate and Financial Planning for the Older Client
January 2, 2026Live Webcast
Fiduciary Accounting for Estates and Trusts
January 5, 2026Live Webcast
Individual and Financial-Planning Tax Camp
January 5, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
January 6, 2026Live Webcast
Annual Tax Seminar with Kulzer DiPadova
January 6, 2026Live Webcast
AICPA's Annual Federal Tax Update
January 6, 2026Live Webcast
Introduction to Required Minimum Distributions
January 6, 2026Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
January 6, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
January 6, 2026Live Webcast
What CPAs Should Know About Trust Instruments Webinar
January 7, 2026Live Webcast
Engagement and Client Retention Best Practices
January 8, 2026Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
January 8, 2026Live Webcast
2025 Mid – Year Tax Update: Planning for Individuals
January 9, 2026Live Webcast
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
January 10, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
January 12, 2026Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
January 12, 2026Live Webcast
Successfully Completing an Estate Tax Return -- Form 706 Webinar
January 13, 2026Live Webcast
Reviewing S Corporation Tax Returns: What Are You Missing?
January 13, 2026Live Webcast
The Complete Guide to the Preparation of Form 1041
January 13, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
January 13, 2026Live Webcast
Reviewing Partnership Tax Returns: What Are You Missing?
January 13, 2026Live Webcast
Where To Live in Retirement
January 13, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
January 15, 2026Live Webcast
Required Minimum Distributions: Compliance and Planning
January 16, 2026Live Webcast
What CPAs Should Know About Trust Instruments Webinar
January 16, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
January 17, 2026Live Webcast
The Preparation of Form 706 - Line-by-Line
January 19, 2026Live Webcast
2025 Mid – Year Tax Update: Planning for Individuals
January 19, 2026Live Webcast
Managing Your Money in Retirement
January 20, 2026Webcast Replay
Annual Tax Seminar with Kulzer DiPadova
January 20, 2026Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 20, 2026Live Webcast
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
January 20, 2026Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
January 21, 2026Live Webcast
Elder Fraud
January 21, 2026Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
January 22, 2026Live Webcast
Strategies for Maximizing Social Security Benefits
January 22, 2026Live Webcast
Estate Planning for Today and Beyond
January 23, 2026Live Webcast
AICPA's Annual Federal Tax Update
January 23, 2026Live Webcast
Social Security and Medicare: Planning for You and Your Clients
January 23, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
January 26, 2026Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
January 27, 2026Live Webcast
Individual and Financial-Planning Tax Camp
January 27, 2026Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
January 27, 2026Live Webcast
Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
January 27, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
January 28, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
January 28, 2026Live Webcast
Fiduciary Accounting: Fundamentals & Rules
January 28, 2026Live Webcast
The Preparation of Form 709 – Line-by-Line
January 30, 2026Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
January 30, 2026Live Webcast
Basic Estate Administration for CPAs and FAs Webinar
January 30, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
January 30, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
February 2, 2026Live Webcast
Fiduciary Accounting for Estates and Trusts
February 2, 2026Live Webcast
Successfully Completing a Gift Tax Return -- Form 709 Webinar
February 3, 2026Live Webcast
Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
February 5, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
February 5, 2026Live Webcast
Elder Fraud
February 5, 2026Live Webcast
Successfully Completing an Estate Tax Return -- Form 706 Webinar
February 6, 2026Live Webcast
AICPA's Annual Federal Tax Update
February 6, 2026Live Webcast
Introduction to Required Minimum Distributions
February 10, 2026Live Webcast
The Complete Guide to the Preparation of Form 1041
February 10, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
February 10, 2026Live Webcast
Estate Planning for Today and Beyond
February 10, 2026Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
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 12, 2026Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
February 12, 2026Live Webcast
Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 Webinar
February 12, 2026Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
February 13, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
February 13, 2026Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
February 13, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
February 14, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
February 16, 2026Live Webcast
Managing Your Money in Retirement
February 16, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
February 17, 2026Live Webcast
Reviewing Partnership Tax Returns: What Are You Missing?
February 17, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
February 17, 2026Live Webcast
Reviewing S Corporation Tax Returns: What Are You Missing?
February 18, 2026Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
February 18, 2026Live Webcast
Where To Live in Retirement
February 18, 2026Live Webcast
2025 Mid – Year Tax Update: Planning for Individuals
February 18, 2026Live Webcast
Engagement and Client Retention Best Practices
February 18, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
February 18, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
February 19, 2026Live Webcast
Fiduciary Accounting: Fundamentals & Rules
February 19, 2026Live Webcast
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
February 19, 2026Live Webcast
The Preparation of Form 709 – Line-by-Line
February 21, 2026Live Webcast
Estate and Financial Planning for the Older Client
February 23, 2026Live Webcast
The Preparation of Form 706 - Line-by-Line
February 23, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
February 24, 2026Live Webcast
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
February 27, 2026Live Webcast
Strategies for Maximizing Social Security Benefits
February 28, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
March 2, 2026Live Webcast
Fiduciary Accounting for Estates and Trusts
March 3, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
March 4, 2026Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
March 5, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
March 6, 2026Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
March 9, 2026Live Webcast
Introduction to Required Minimum Distributions
March 10, 2026Live Webcast
The Complete Guide to the Preparation of Form 1041
March 10, 2026Live Webcast
Where To Live in Retirement
March 10, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
March 10, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
March 10, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
March 11, 2026Live Webcast
Engagement and Client Retention Best Practices
March 12, 2026Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
March 14, 2026Live Webcast
Estate Planning for Today and Beyond
March 16, 2026Live Webcast
Elder Fraud
March 16, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
March 17, 2026Live Webcast
Managing Your Money in Retirement
March 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
March 18, 2026Live Webcast
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
March 18, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
March 19, 2026Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
March 19, 2026Live Webcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
March 21, 2026Live Webcast
Estate and Financial Planning for the Older Client
March 21, 2026Live Webcast
The Preparation of Form 706 - Line-by-Line
March 24, 2026Live Webcast
Basic Estate Administration for CPAs and FAs Webinar
March 24, 2026Live Webcast
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
March 26, 2026Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
March 28, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
March 28, 2026Live Webcast
Fiduciary Accounting: Fundamentals & Rules
March 28, 2026Live Webcast
The Preparation of Form 709 – Line-by-Line
March 30, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
March 31, 2026Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
April 2, 2026Live Webcast
Fiduciary Accounting for Estates and Trusts
April 2, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
April 2, 2026Live Webcast
Successfully Completing a Gift Tax Return -- Form 709 Webinar
April 6, 2026Live Webcast
Introduction to Charitable Gifting for Individual Taxpayers
April 8, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
April 9, 2026Live Webcast
Guide to Preparing Form 1041 for Estates and Trusts
April 9, 2026Live Webcast
Introduction to Required Minimum Distributions
April 10, 2026Live Webcast
Managing Your Money in Retirement
April 10, 2026Live Webcast
SECURE Act 2.0 and Updates (2025)
April 11, 2026Live Webcast
Fiduciary Accounting & Tax Planning for Estates & Trusts
April 14, 2026Live Webcast
The Complete Guide to the Preparation of Form 1041
April 16, 2026Live Webcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
April 16, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
April 16, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
April 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
April 17, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
April 20, 2026Live Webcast
Elder Fraud
April 20, 2026Live Webcast
Fiduciary Accounting: Fundamentals & Rules
April 20, 2026Live Webcast
The Preparation of Form 709 – Line-by-Line
April 20, 2026Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
April 22, 2026Live Webcast
Estate Planning for Today and Beyond
April 23, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
April 24, 2026Live Webcast
Where To Live in Retirement
April 24, 2026Live Webcast
Retirement Planning: Next Stage for You or Your Client
April 24, 2026Live Webcast
Successfully Completing an Estate Tax Return -- Form 706 Webinar
April 28, 2026Live Webcast
2025 Mid – Year Tax Update: Planning for Individuals
April 28, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
May 2, 2026Live Webcast
Estate and Financial Planning for the Older Client
May 5, 2026Live Webcast
The Preparation of Form 706 - Line-by-Line
May 6, 2026Linwood
Atlantic/Cape May Chapter
Tax Law and Estate Planning Update
May 6, 2026Live Webcast
Estate Planning Strategies: Advanced Techniques and Tools
May 8, 2026Live Webcast
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
May 12, 2026Live Webcast
The Complete Guide to the Preparation of Form 1041
May 12, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
May 12, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
May 13, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
May 15, 2026Live Webcast
Managing Your Money in Retirement
May 16, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
May 22, 2026Live Webcast
Estate Planning for Today and Beyond
May 28, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
June 11, 2026Live Webcast
Managing Your Money in Retirement
June 12, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
June 16, 2026Live Webcast
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
June 17, 2026Live Webcast
Mastering Charitable Remainder Trusts and Form 5227 Compliance
June 18, 2026Live Webcast
Estate and Financial Planning for the Older Client
June 22, 2026Live Webcast
Estate Planning for Today and Beyond
June 29, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
August 17 - 19, 2026Atlantic City
Atlantic City CPE Cluster
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      Products and Programs

      Certificate Program
      Retirement Planning Learning
      On-Demand Program
      Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
      On-Demand Program
      Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
      On-Demand Program
      Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
      On-Demand Program
      Review of Form 709 – Gift Tax Return
      On-Demand Program
      Surgent's Review of Form 709 – Gift Tax Return
      On-Demand Program
      Surgent's Basic Estate Administration for CPAs and FAs
      On-Demand Program
      Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
      On-Demand Program
      This Year's Top Tax and Financial-Planning Ideas
      On-Demand Program
      Surgent's This Year's Top Tax and Financial-Planning Ideas
      On-Demand Program
      Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
      On-Demand Program
      Individual and Financial-Planning Tax Camp
      On-Demand Program
      Surgent's Individual and Financial-Planning Tax Camp
      On-Demand Program
      Estate and Life Planning Issues for the Middle-Income Client
      On-Demand Program
      Surgent's Estate and Life Planning Issues for the Middle-Income Client
      On-Demand Program
      Securing a Comfortable Retirement
      On-Demand Program
      Surgent's Securing a Comfortable Retirement
      On-Demand Program
      Securing a Comfortable Retirement in the Age of Spending
      On-Demand Program
      Surgent's Securing a Comfortable Retirement in the Age of Spending
      On-Demand Program
      How to Settle a Client's Estate
      On-Demand Program
      Surgent's How to Settle a Client's Estate
      On-Demand Program
      Surgent's Social Security: Dispelling Common Myths with Essential Truths
      On-Demand Program
      Surgent's Strategies for Maximizing Social Security Benefits
      On-Demand Program
      Maximizing Your Social Security Benefits
      On-Demand Program
      Surgent's Maximizing Your Social Security Benefits
      On-Demand Program
      Social Security and Medicare: Planning for You and Your Clients
      On-Demand Program
      Surgent's Social Security and Medicare: Planning for You and Your Clients
      On-Demand Program
      Surgent's Social Security and Medicare: Planning for You and Your Clients
      On-Demand Program
      The Complete Trust Workshop
      On-Demand Program
      Surgent's The Complete Trust Workshop
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          Join the State Taxation Interest Group
          The State Taxation Interest Group provides an open forum for members to discuss and learn about NJ state taxation issues.
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          Join the Federal Taxation Interest Group
          The Federal Taxation Interest Group provides an open forum to discuss and educate members on Federal taxation issues, both domestic and international.