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CFP Board Lauds IRS Proposal on Requirements for Tax Return Preparers

Oct 07, 2010

In an October 7, 2010 letter, CFP Board provided the IRS with comments on proposed modifications to regulations governing practice before the IRS. CFP Board applauded the IRS proposal to hold all tax return preparers meet strict ethical guidelines and suggested that the IRS should tailor the continuing education requirements to ensure competency of registered tax return preparers while providing flexibility in meeting those requirements. Finally, CFP Board urged the IRS to exempt CERTIFIED FINANCIAL PLANNER™ professionals from the competency testing and continuing education requirements established for registered tax return preparers, given the substantial income tax-related education and examination required to attain and maintain CFP® certification.

Read CFP Board’s letter (PDF, 91KB)

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Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
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