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

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, 2026Secaucus
Hudson Chapter
Retirement & Business
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 14, 2026Live Webcast
Where To Live in Retirement
May 15, 2026Live Webcast
Managing Your Money in Retirement
May 16, 2026Live Webcast
The Preparation of Forms 706 and 709 – Understanding the Law
May 21, 2026Live Webcast
Elder Fraud
May 22, 2026Live Webcast
Estate Planning for Today and Beyond
May 28, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
June 9, 2026Live Webcast
Where To Live in Retirement
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 16, 2026Live Webcast
Elder Fraud
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 26, 2026Live Webcast
This Year's Top Tax and Financial-Planning Ideas
June 29, 2026Live Webcast
Retirement Planning Issues: Where We Stand Now
July 10, 2026Live Webcast
Where To Live in Retirement
July 15, 2026Live Webcast
Elder Fraud
August 11, 2026Live Webcast
Where To Live in Retirement
August 14, 2026Live Webcast
Elder Fraud
August 17 - 19, 2026Atlantic City
Atlantic City CPE Cluster
August 25, 2026Live Webcast
Required Minimum Distributions: Compliance and Planning
September 16, 2026Live Webcast
Where To Live in Retirement
September 18, 2026Live Webcast
Elder Fraud
September 23, 2026Live Webcast
Strategies for Maximizing Social Security Benefits
October 19, 2026Live Webcast
Elder Fraud
October 26, 2026Live Webcast
Social Security: Dispelling Common Myths with Essential Truths
October 26, 2026Live Webcast
Where To Live in Retirement
October 30, 2026Roseland
Surgent's Individual and Financial-Planning Tax Camp
November 2, 2026Live Webcast
Fiduciary Accounting and Tax Issues of Estates and Trusts
November 3, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
November 3, 2026Live Webcast
Introduction to Required Minimum Distributions
November 4, 2026Live Webcast
Maximizing Your Social Security Benefits
November 9, 2026Live Webcast
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
November 17, 2026Live Webcast
Elder Fraud
November 20, 2026Live Webcast
The Complete Trust Workshop
November 23, 2026Live Webcast
Where To Live in Retirement
November 24, 2026Live Webcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
December 1, 2026Live Webcast
Estate and Life Planning Issues for the Middle-Income Client
December 8, 2026Live Webcast
Securing a Comfortable Retirement in the Age of Spending
December 10, 2026Live Webcast
Elder Fraud
December 14, 2026Live Webcast
Where To Live in Retirement
December 18, 2026Live Webcast
How to Settle a Client's Estate
January 12, 2027Live Webcast
Where To Live in Retirement
January 20, 2027Live Webcast
Elder Fraud
February 4, 2027Live Webcast
Elder Fraud
February 17, 2027Live Webcast
Where To Live in Retirement
March 9, 2027Live Webcast
Where To Live in Retirement
March 15, 2027Live Webcast
Elder Fraud
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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 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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