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Certified Financial Planners Continuing Education

2009 CFP Courses

As a CFP, you are required to meet certain CE requirements to maintain your certification. Some of the training courses offered by the TSCPA meet the CE requirements of the CFP Board of Standards.

When you register and attend one of the TSCPA's registered training courses that meets the requirements of the CFP Board, the Society will ensure that your CE credit is reported automatically with the CFP Board, so you don't have to!

How do I apply for the CFP Continuing Education Credit?
To ensure that you receive the CE credit you need, be sure to supply us with your CFP ID number as assigned by the CFP Board of Standards when you register for one of our CFP approved courses. If you register online, there's a section to complete indicating that you wish to receive CFP/CE credit and for you to include your CFP ID number. If you register by phone, fax or mail, simply indicate that you wish to receive CFP/CE Credit and include your CFP ID number on your registration form. Once we get that information, we'll register you for the class, preregister you for the CE credit, and we'll make sure that your credits are reported to the CFP Board of Standards - it's that easy!

Note: Only those courses/events listed on the CFP/CE Course Calendar below are approved for CFP/CE credit. Chapter events do not qualify for CFP credit unless otherwise noted in the Chapter Meeting notice.

Course#

Date

Title

 CFP Hours City
604 8/20/2009 Tennessee Accounting & Business Expo 12 Nashville
141 9/18/2009 Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships 8 Chattanooga
142 9/22/2009 Advanced Tax Strategies for S Corporations 8 Brentwood
143 9/23/2009 Advanced Estate Planning: Practical Strategies for Your Clients 8 Brentwood
160 9/30/2009 Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships 8 Brentwood
161 10/1/2009 Choice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship 8 Brentwood
169 10/19/2009 Smoky Mountain Cluster - Construction Industry: Accounting and Taxation Issues 4 Pigeon Forge
180 10/20/2009 Smoky Mountain Cluster - Tax Issues Arising in a Depressed Economy 8 Pigeon Forge
182 10/21/2009 ACPEN - Partnerships and LLCs Update 8 Brentwood
184 10/21/2009 ACPEN - Partnerships and LLCs Update 8 Johnson City
185 10/21/2009 ACPEN - Partnerships and LLCs Update 8 Knoxville
186 10/21/2009 ACPEN - Partnerships and LLCs Update 8 Memphis
191 10/22/2009 Estate Planning Essentials: Tax Relief for Your Clients' Estates 8 Brentwood
197 10/23/2009 IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions 8 Brentwood
198 10/23/2009 AICPA's 2009 Tax Review Series: S Corps, LLCs and Other Pass-Through Entities 8 Memphis
200 10/23/2009 Smoky Mountain Cluster - Closely Held Business Taxation: 49 Practical Ways to Cut Taxes 8 Pigeon Forge
204 10/26/2009 Advanced Tax Strategies for LLC & Partnership Transactions 8 Chattanooga
206 10/28/2009 Multistate Income Tax: Simplifying the Complexities 8 Memphis
208 10/29/2009 Mergers, Acquisitions and Sales of Closely Held Businesses: Advanced Case Studies 8 Memphis
613 11/2/2009 State Tax Conference 8 Franklin
219 11/4/2009 International Taxation: To and From the United States 8 Brentwood
224 11/5/2009 Tax Malpractice: Understanding Your Risk and Protecting Yourself and Your Clients 8 Brentwood
222 11/5/2009 Construction Contractors: Accounting, Auditing and Tax 4 Brentwood
227 11/6/2009 Converting Your Pension and IRAs to Roth IRAs -- A Major New Strategy Your Clients Must Consider 8 Brentwood
233 11/9/2009 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax 8 Brentwood
234 11/9/2009 Income Taxation of Estates and Trusts 8 Brentwood
237 11/10/2009 Basis/Distributions for Pass-Through Entities: An IRS Hot Spot 8 Brentwood
241 11/11/2009 Choice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship 8 Knoxville
244 11/12/2009 Income Taxation of Estates and Trusts 8 Knoxville
250 11/13/2009 Tunica Cluster - The Best Income Tax, Estate Tax and Financial Planning Ideas of 2009 8 Robinsonville, MS
253 11/16/2009 Troublesome Tax Issues for Federal Payroll Taxes, Benefits and Form 1099s 8 Chattanooga
259 11/17/2009 Individual & Corporate Income Tax Workshop by Sid Kess: One-Day Update Version 8 Knoxville
615 11/18/2009 Tennessee Federal Tax Conference TBD Franklin
273 11/23/2009 LLC and Partnership Taxation: Beyond the Basics 8 Brentwood
276 11/23/2009 AICPA's Annual Federal Tax Update 8 Knoxville
277 11/24/2009 Mergers, Acquisitions and Sales of Closely Held Businesses: Advanced Case 8 Brentwood
280 11/30/2009 2009 Federal Tax Update 8 Knoxville
282 12/1/2009 Family Limited Partnerships 8 Brentwood
281 12/1/2009 Tips and Traps for Dealing with the IRS: From Start to Finish 8 Brentwood
283 12/1/2009 2009 Federal Tax Update 8 Chattanooga
291 12/3/2009 Fiduciary Income Tax Returns - Form 1041 Workshop 8 Memphis
293 12/4/2009 Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, Corporations, Sole Proprietorships and Limited Liability Companies 8 Brentwood
295 12/4/2009 The Best Federal Tax Update Course by Surgent McCoy 8 Memphis
297 12/7/2009 Advanced Tax Strategies for S Corporations 8 Memphis
298 12/7/2009 2009 Federal Tax Update 8 Nashville
302 12/8/2009 Choice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship 8 Memphis
303 12/8/2009 2009 Individual Income Tax Workshop 8 Nashville
306 12/9/2009 2009 Business/Corporate Income Tax Workshop 8 Nashville
308 12/10/2009 Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop 8 Brentwood
310 12/10/2009 2009 Federal Tax Update 8 Memphis
313 12/11/2009 The Complete Trust Workshop 8 Brentwood
315 12/14/2009 Tax Aspects of Bankruptcy: All Need Not Be Lost 8 Chattanooga
318 12/15/2009 Preparing Individual Tax Returns for New Staff and Para-Professionals 8 Brentwood
322 12/16/2009 ACPEN - Annual Tax Update 8 Brentwood
325 12/16/2009 Estate And Gift Taxation: The Basics 8 Chattanooga
326 12/16/2009 ACPEN - Annual Tax Update 8 Johnson City
327 12/16/2009 ACPEN - Annual Tax Update 8 Knoxville
328 12/16/2009 ACPEN - Annual Tax Update 8 Memphis
330 12/16/2009 Account-Fest Memphis - Individual Tax Update 4 Memphis
332 12/16/2009 Account-Fest Memphis - Tax Planning for Small Businesses 4 Memphis
335 12/17/2009 AICPA's Hottest Tax Topics for 2009 4 Jackson
340 12/17/2009 Account-Fest Nashville - Estates and Trusts: Mastering Complex Income Tax Issues 4 Nashville
341 12/17/2009 Account-Fest Nashville - AICPA's 2009 Individual Tax Review & Update: Real-World Applications! 4 Nashville
351 12/18/2009 Account-Fest Nashville - Tax Consequences and Reporting Issues of LLCs, LLPs, LPs and Other Partnerships 4 Nashville
352 12/18/2009 Account-Fest Nashville - Innovative Tax Tips for Small Businesses 4 Nashville
353 12/21/2009 Advanced Tax Strategies for LLC & Partnership Transactions 4 Brentwood
354 12/21/2009 Construction Contractors: Special Tax and Accounting Considerations 4 Memphis
355 12/22/2009 Complete Taxation of Property Transactions: From Acquisition to Disposition 8 Brentwood
356 12/22/2009 Health Savings Accounts, Health Reimbursement Arrangements and Flexible Spending Accounts 8 Memphis
359 12/29/2009 Last Chance! -The Complete Guide to Preparing Limited Liability Company, Partnership and S Corporation Federal Income Tax Returns 8 Knoxville

If you have any questions on CFP Continuing Education Credit, please contact Sarah Schulz at 615/377-3825.

© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272

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