This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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June 9, 202611 min
361: A&A Update with Matt Charne – 6/9/26
We’re exploring practical ways for accounting firms, especially smaller practices, to operationalize and navigate the monitoring process mandated by Statement on Quality Management Standards (SQMS) No. 1. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:How to monitor a firm’s system of quality managementAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
June 2, 202615 min
362: Is Your Firm Safe in the Cloud?
The cloud promises major efficiency gains for accounting firms, but is it introducing hidden security vulnerabilities? Michael Roglen of SysCloud — an NJCPA member benefit provider — debunks common cloud security myths, discusses the critical security responsibilities that still fall squarely on your firm's shoulders, and provides a practical roadmap for a secure, successful cloud transition. Topics discussed:How moving to the cloud changes how accounting firms should protect their dataThe biggest misconceptions about cloud security and backupsAccounting firms’ responsibilities for data protectionOperational and efficiency gainsCost management of implementing new technologyAbout SysCloud Resources:Learn more about SysCloudCybersecurity Knowledge HubTechnology Planning Knowledge Hub
June 2, 202617 min
360: New Jersey’s Big Plan for America’s 250th Anniversary
America is turning 250, and New Jersey is taking center stage. In this episode, we dive into the national celebration and explore why the Garden State was famously dubbed the "Cockpit of the Revolution." Carrie Fellows of the Crossroads of the American Revolution National Heritage Area discusses the statewide plans, the organizations driving the history forward and how you can join the celebration in your own backyard. Topics discussed:Overview of the 250th anniversary celebrationWhy New Jersey is called the “cockpit of the revolution”Activities planned in New JerseyHow people and businesses can participateAbout the Washington Crossing Visitor CenterAbout Crossroads of the American Revolution National Heritage Area Resources:Crossroads of the American Revolution National Heritage AreaRevolutionNJ
May 26, 202612 min
359: A&A Update with Matt Charne - 5/26/26
This episode explores the structure of the AICPA attestation standards and how a recent Auditing Standards Board (ASB) proposal may change them. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:Proposed attestation changes: What CPAs should knowAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
May 21, 202628 min
358: From Chaos to Clarity: Taming the Multi-State Compliance Beast
Most CPAs know the federal tax calendar cold. But state entity compliance is a very different story. The rules vary dramatically from state to state, and missing a filing can create real problems for clients. And in 2026, there are some important developments CPAs should be paying attention to, especially in New Jersey, Delaware and Pennsylvania. Frank Tumminello from FileForms breaks it all down and talks about how software can help. Topics discussed:Why state entity compliance complicatedConsequences of missed filingsRolling deadlines versus fixed-date deadlinesNew Jersey tax complianceFlorida tax complianceDelaware tax complianceLeveraging softwareCollecting and submitting state feesPennsylvania tax complianceCoordinating multi-state complianceWhat “good” compliance looks likeThree things every CPA can do Resources:Request a free 2026 compliance calendar from FileFormsLearn more about FileForms for CPAsBook a demoState-specific resources:Florida Annual Report 2026: May 1 DeadlineDelaware Franchise Tax 2026: LLC June 1Delaware Annual Report: Deadlines, Fees & ComplianceNew York Biennial Statement Filing
May 19, 202622 min
357: Complying with New CPA Licensure and Mobility Rules
CPA licensure is going through one of the biggest shifts we’ve seen in years. New pathways are being introduced, and mobility rules are changing right along with it. Is your firm fully compliant? And what are the risks if you’re not? Lindsay Patterson from CPA QualityPro — a new NJCPA member benefit provider — breaks it all down. Topics discussed:What CPAs and firms need to understand about how the changes to licensure pathways impact themHow these changes are affecting individual CPA mobilityCommon missteps regarding firm registrationEnforcement actions when firm registration deadlines are missedPractical steps CPAs can take now to ensure compliance with licensure and firm registrationHow CPA QualityPro can help Resources:Learn more about CPA QualityPro and their special offer for NJCPA membersPathways to CPA licensure in New Jersey
May 12, 202613 min
357: A&A Update with Matt Charne – 5/12/26
Find out about FASB’s new Accounting Standards Update that provides authoritative guidance on how an issuer should initially measure paid-in-kind dividends on equity-classified preferred stock. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB ASU 2026-01Accounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
May 5, 202615 min
A&A Update with Matt Charne – 5/5/26
Understand what a financial resilience review is and what it examines, the warning signs CPAs should be watching for in nonprofit financials and how this type of assessment helps organizations move from reactive to resilient. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:Accounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
April 28, 202623 min
354: From Ports to Refunds: Understanding Tariffs Today
For businesses in New Jersey and across the country, tariffs are a significant line item with massive implications for cash flow and supply chain stability. The landscape just shifted dramatically when the U.S. Supreme Court ruled that billions of dollars in tariffs imposed under the International Emergency Economic Powers Act (IEEPA) have been declared unlawful. Whether you’re a business owner wondering if you’re eligible for a refund or a CPA looking to provide critical guidance to your clients, our guest William McDevitt, CPA, shareholder at WilkinGuttenplan, provides the roadmap for protecting your bottom line. Topics discussed:How a tariff moves from “ship to entry,” and where businesses are most exposed in that processThe Supreme Court’s recent decision on tariffsHow businesses determine whether they’re eligible for a refundHow the refund portal is workingWhy businesses need to monitor and protect their refundAppeals process for claims that are rejectedWhy the refunds aren’t just automatically being processedExamples of how tariff issues play out for businessesShould businesses keep their tariff refunds?What CPAs should be asking their clients and businesses right nowHow businesses and CPAs should think about tariffs in the long-term Resources:Slides to accompany this episodeInternational Emergency Economic Powers Act (IEEPA) Duty Refunds (U.S. Customs and Border Protection)CAPE Tariff Refund Portal — What CPAs and Firms Need to Know (AICPA)
April 21, 202624 min
Understanding the Surge in New Jersey Utility Rates
New Jersey residents are feeling the burn at the meter as energy prices continue to outpace national averages. But while the numbers on your bill are clear, the reasons behind the surge are anything but simple. Janice Fuller, partner at Princeton Public Affairs Group, pulls back the curtain on the complex web of factors driving our utility rates and discusses what the future holds for New Jersey’s energy market. Topics discussed:Factors that impact energy pricesThe impact of artificial intelligence on energy usageExplanation of PJMComparison with surrounding statesImpact of former Governor Murphy’s energy policiesMeasures that lawmakers can take Resources:The Reality of the Renewable Energy Provisions of the New Jersey Energy Master Plan
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