IRS’ Nationwide Tax Forums Offer Financial Planner CPE for the First Time

For the first time, the Internal Revenue Service (IRS) has registered as a continuing professional education sponsor for certified financial planners. The IRS is already a continuing education sponsor for enrolled agents and certified public accountants (CPAs).

Thanks to an agreement with the Certified Financial Planner Board of Standards, the IRS will offer continuing education credits for certified financial planners for 24 of the 36 seminars at the IRS Nationwide Tax Forum being held this summer. The approved seminars cover tax law changes, retirement plans, health care credits and ethics, among other topics.


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The IRS Nationwide Tax Forums will be held in six cities this summer:

  • Anaheim, Calif. – June 27-29
  • Chicago, Ill. – July 11-13
  • Atlanta, Ga. – July 25-27
  • Orlando, Fla. – August 1-3
  • Las Vegas, Nev. – August 22-24
  • New York, N.Y. – August 29-31

The forums present the latest news and information from the IRS over three days of seminars. Representatives of the IRS, the American Association of Attorney-Certified Public Accountants, the American Bar Association, the American Institute of Certified Public Accountants (AICPA), the National Association of Enrolled Agents, the National Association of Tax Professionals, the National Society of Accountants and the National Society of Tax Professionals will lead seminars and be available for discussion.

This will be the 16th year the forums have been a component of IRS communications and outreach. A survey of last years’ participants indicates that 98 percent were satisfied with the Nationwide Tax Forums. Attendees have also said that as a result of their participation they are able to respond to their clients’ needs in a more professional manner and can offer more technical expertise.

For More information on the forums, including descriptions of seminars and a list of the seminars eligible for continuing education credits for certified financial planners and others, can be found online at www.taxforuminfo.com.

The Certified Financial Planner Board of Standards creates and enforces uniform standards of competency, practice and ethics for financial planners. The board provides certification for financial planners who meet experience and education requirements, pass a certification exam and adhere to a code of ethics and professional responsibility. Certificate holders must complete at least 30 hours of continuing education every two years to maintain their certification. Financial planners who want to know more about the continuing education credits can also visit the Board of Standard’s web site at www.cfp.net.


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