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.


Advertisement



Over 400,000 customers use Monarch to transform any report into live data. No more re-keying data into spreadsheets, no need for IT help! Download our white paper today!


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.

You may like these other stories...

Divorce is hard, and the IRS isn't going to make it any easier. The IRS generally says "no" to tax deductions that might ease the pain of divorce. In certain circumstances, however, you might be able to salvage...
IRS chief: New rule on the way for tax-exempt groupsIRS Commissioner John Koskinen told the USA Today on Monday that the agency will likely rewrite a proposed rule regulating the political activities of nonprofit groups to...
With tomorrow being Tax Day, you might see some procrastinators at your office filling out forms, printing out paperwork, or getting last-minute tax advice from their accountant so they can meet the IRS’s filing...

Upcoming CPE Webinars

Apr 17
In this exciting presentation Excel expert David H. Ringstrom, CPA shares tricks that you can use with pivot tables every day. Remember, either you work Excel, or it works you!
Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.