SFTI is an advanced seminar for tax professionals versed in the field based on education in law, accounting, or business programs, or the equivalent in practical experience. The seminar consists of a series of lectures on specific topics grouped by subject matter, for which no specific advanced preparation is required. In past years, the Institute's program has been approved for CPE/CLE/CFP accreditation by states with mandatory requirements. Continuing education credit will be granted only for sessions attended live in-person or virtually in real-time. Registrants attending the virtual Institute will be required to confirm their real-time participation in the sessions by responding to polling questions.

Accountants (CPE): SFTI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Amount of Recommended CPE credit: 44.0 tax hours

Program Level: Advanced; Program Prerequisites: General knowledge with tax and estate planning; Delivery Method: Group Live and Group Internet Based; Recommended Field of Study: Tax and Ethics; Advance Preparation: None; Learning Objectives: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; development of proficiency in performance of intricate and complex legal, accounting, estate, and trust law tasks.

Certified Financial Planners(CFP): The 2023 program will be submitted for 22 hours by the CFP Board of Standards.  Eligible credit available for attending Monday, Thursday and Friday sessions only.

Attorneys (CLE): The 2023 program will be submitted to the state bars in Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, North Carolina, Ohio, Pennsylvania (in-person only) South Carolina, Tennessee and Virginia.

TOTAL COURSE HOURS*
33.75 (60-minute hours)
40.50 (50-minute hours)
1.00 hour ethics

MONDAY-WEDNESDAY*
21.25 (60-minute hours)
25.50 (50-minute hours)
1.00 hour ethics

WEDNESDAY-FRIDAY*
19.75 (60-minute hours)
23.70 (50-minute hours)
1.00 hour ethics

THURSDAY-FRIDAY*
12.50 (60-minute hours)
15.00 (50-minute hours)


*not including mid-day presentations

Insurance Professionals (CE): Continuing Education credit for insurance professionals will not be available for the 2023 Southern Federal Tax Institute.

Enrolled Agents: Continuing Education credit for enrolled agents will not be available for the 2023 Southern Federal Tax Institute.

SFTI strives to present programs that will meet most state continuing education requirements for attorneys and CPAs, and will continue to submit all of its offerings for approval by the various states' legal and accounting boards. The Institute seeks to offer programs that will allow registrants to satisfy their obligation to receive continuing education credit including ethics. However, each state licensing organization has specific requirements for these programs. The Institute cannot guarantee that the programs it designates as addressing ethics will be credited by all continuing education certifying organizations.

For more information regarding refunds, concerns and program cancellation policies, please contact Mallory Decker at mdecker@brammgmt.com.