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Virtual Program
2021 SFTI Brochure


October 25-27, 2021 (Virtual)
October 24-28, 2022


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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 will be submitted for 21.5 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.

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.