Facebook   LinkedIn

Instagram   Twitter


October 24 - 28, 2022
October 30 - November 3, 2023


Join the Southern Federal Tax Institute mailing list.


Click HERE for the 2021 Proof of Attendance form
(You must complete the Proof of Attendance form in order to receive CE credit)

Click HERE for accreditation instructions. Additional forms are listed below.

Click HERE for the 2021 Speaker Evaluations

Accountants – if you require a CPE Certificate, you must complete the Proof of Attendance form located at the top of this page. Once submitted, we will email you a CPE Certificate within four weeks.

Certified Financial Planners –Click HERE for CFP Certificate of Attendance. (You must also complete the Proof of Attendance Form)

Attorneys – see below for various state Certificates of Attendance
(You must also complete the Proof of Attendance Form) Please note - for certain states, you are responsible for filing with your own regulatory agency. Instructions are found on the instructions sheet above, in addition to each state certificate below.

Alabama – click here
Florida – click here
Georgia – click here
Indiana – click here
Kentucky – click here
Louisiana – click here
Mississippi – click here
New York – click here
North Carolina – click here
Ohio – click here
South Carolina – click here
Tennessee – click here
Virginia – click here

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. SFTI strives to present programs that will meet most state continuing education requirements for attorneys, CPAs, and CFPs, and will continue to submit all of its offerings for approval by the various states' legal, accounting and CFP boards.

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: 21.5 tax hours

Program Level: Advanced; Program Prerequisites: General knowledge with tax and estate planning; Delivery Method: Group Internet Based; Recommended Field of Study: Tax; 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 2021 program has been approved for 18.0 hours by the CFP Board of Standard.

Attorneys (CLE): The 2021 program will be submitted to the state bars in Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, North Carolina, Ohio, South Carolina, Tennessee and Virginia.

The following states have been approved for CLE credit.  We will update this information as approvals are received:

Alabama – 18.0 CLE
Florida – 21.5 CLE (21.5 Business Litigation; 1.0 Criminal Trial; 1.0 Labor & Employment Law; 3.5 State & Fed Govt & Admin Practice; 21.5 Tax Law; 21.5 Wills Trusts & Estates)
Georgia – 18.0 CLE
Indiana – 18.0 CLE
Kentucky – 18.0 CLE
Louisiana – 18.0 CLE
Mississippi – 18.0 CLE
New York – Presumptive 21.5 CLE
North Carolina – 18.0 CLE
Ohio – 18.0 CLE
South Carolina – 18.0 CLE; Specialty Tax: 6.0; EPP 6.0
Tennessee – 18.0 CLE
Virginia – pending

Various forms required by each organization/state will be available at the top of this page in the upcoming weeks.

18.0 (60-minute hours)
21.5 (50-minute hours)

Insurance Professionals (CE): Continuing Education credit for insurance professionals will not be available for the 2021 Southern Federal Virtual Tax Institute.

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