The Blue J and CPA.com 2026 AI Tax Research Solution Outlook Report

In the past year, accounting firms have moved from trying AI to relying on it across core workflows. 
Featuring survey data from 1,000 US-based accountants, the Outlook Report uncovers what’s driving this shift—and how AI is making the profession more human in the process. 
Get the full story when you read the report below or download a PDF for a copy that’s yours to keep.

The Blue J and CPA.com 2026 AI Tax Research Solution Outlook Report

In the past year, accounting firms have moved from trying AI to relying on it across core workflows. 
Featuring survey data from 1,000 US-based accountants, the Outlook Report uncovers what’s driving this shift—and how AI is making the profession more human in the process. 
Get the full story when you read the report below or download a PDF for a copy that’s yours to keep.

Income Tax Preparation for Individual & Business in New Jersey

Tax Preparation Services & Accounting Solutions for Individuals & Businesses. Simplify Tax Season with Trusted CPA Professionals. At SAI CPA Services, we provide professional Tax Preparation Services and comprehensive Accounting Solutions for individuals, families, entrepreneurs, and businesses throughout New Jersey. Our experienced Certified Public Accountants (CPAs) deliver accurate, timely, and personalized tax services designed to maximize your savings while ensuring full compliance with federal and state tax laws. Whether you need assistance with personal tax returns, business tax filing, year-round tax planning, bookkeeping, or financial reporting, our team is here to guide you every step of the way. If you've been searching for a CPA

Unlock Hidden Tax Strategies That Could Save You Thousands

Unlock Hidden Tax Strategies That Could Save You Thousands

Are you a business owner, real estate investor, or high-income professional looking to reduce your tax burden and build long-term wealth?

Join Ajay Kumar, CPA, CVA, MBA, for an exclusive educational seminar where you'll discover advanced tax planning strategies commonly used by successful entrepreneurs and investors.Seminar Topics

• Hidden tax deductions and credits

• Wealth preservation and legacy planning

• Trusts and estate planning strategies

• Tax-efficient business structures

• Real estate tax-saving opportunities

• Retirement and investment tax planningEvent Details

Date: July 29, 2026

Time: 6:30 PM

Venue: ITV Gold Auditorium, Edison, NJ

Whether you're planning for business growth, retir

You Find the Home, We’ll Help You Get There.

At ConnectOne Bank, we believe your mortgage experience should be as personal as the home you’re moving into. Our dedicated mortgage experts prioritize your financial goals, offering the high-touch service and deep market insight you deserve from a trusted partner.

Whether you're ready to buy now or just starting to plan for the future, this seminar will give you a clear, practical guide with actionable steps for securing your first home.

Building the Next Generation of Utility Rate Experts: New Utility Rates Certificate Program at Rutgers School of Business–Camden

Rutgers School of Business–Camden, in partnership with the New Jersey Board of Public Utilities (NJBPU), is launching a Utility Rates Certificate Program. This fully online, one‑year certificate is designed for professionals with existing knowledge of utility operations who seek to deepen their expertise in utility rate design, cost‑of‑service analysis, revenue requirements, financial justification, regulatory and energy policy frameworks, and the relationship between utility finance, affordability, and the public interest.

CAMICO Tip: Five Common Missteps in Managing CPA Liability Risk

Managing CPA liability risk exposures is a complex process, and it’s easy to underestimate the potential for risk along the way. Here are five missteps that can be avoided by being aware and taking the right actions:

CAMICO Tip: Why It’s Important to Maintain Prior Acts Coverage

A firm that is changing from one insurance carrier to another must make the change seamlessly to avoid losing the Prior Acts Date, also referred to as the Retroactive Date on a policy. Here is CAMICO's general guidance on maintaining Prior Acts Coverage

CAMICO Tip: Why It’s Important to Maintain Prior Acts Coverage

A firm that is changing from one insurance carrier to another must make the change seamlessly to avoid losing the Prior Acts Date, also referred to as the Retroactive Date on a policy. Here is CAMICO's general guidance on maintaining Prior Acts Coverage

CAMICO Tip: Five Common Missteps in Managing CPA Liability Risk

Managing CPA liability risk exposures is a complex process, and it’s easy to underestimate the potential for risk along the way. Here are five missteps that can be avoided by being aware and taking the right actions:

Private Equity Is Reshaping Accounting Firms — What You Need to Know Before You Buy, Sell, or Partner

Private equity is rapidly transforming the accounting industry, reshaping how firms are structured, financed, and valued. This article outlines why investors are targeting accounting firms, citing their predictable revenue, growth in advisory services, and succession challenges. It explains common deal structures—such as management company models, minority investments, and roll-ups—used to navigate ownership restrictions. The piece also highlights key legal and regulatory risks, including compliance with state licensing rules, independence standards, and evolving noncompete laws.

Is Your Accounting Firm Built to Scale? Avoid These Corporate Structure Mistakes

Strong financial performance alone does not ensure an accounting firm can scale—its legal and corporate structure plays a critical role. This article explains how choosing the right entity type, implementing thoughtful multi-entity structures, and maintaining clear governance frameworks can support growth and prevent disputes. It highlights the importance of up‑to‑date agreements, defined leadership models, and compliance with ownership rules to avoid regulatory issues. The piece also emphasizes preparing early for mergers, acquisitions, or private equity interest by streamlining operations and documentation. Ultimate

Evaluating Offers

Evaluating Offers When Selling Your Accounting or Tax Practice
Looking Beyond the Highest Price

Accounting and tax practices are highly relationship-driven businesses. As a result, the strength of an offer is determined not only by price, but also by the buyer’s ability to successfully close the transaction, properly service and retain clients, support staff, and execute a smooth transition that minimizes undue stress for the seller.

A slightly less attractive offer from a qualified and compatible buyer can often produce a stronger overall outcome than a more attractive offer filled with financing risk, operational concerns, or transition uncertainty.

Get Home Safe®

Did you know that we offer NJCPA members a complimentary Get Home Safe®  taxi or rideshare reimbursement, up to $50.00 per year? 

You can count on us for a safer alternative to driving yourself during this graduation and wedding season. We live, work and drive here too, and this is another way we keep our community safer. For over 17 years, Plymouth Rock has offered NJCPA members a special 15%** discount on auto insurance. Plymouth Rock has you covered, so you can… Keep Calm and Rock On^SM

**New Jersey affinity automobile group discounts apply to policies written in Palisades Insurance Company, High Point Property and Casualty Insurance Company, and Palisades Safety and Insurance Association. Discount varies based on underwriting company. New