Personal Financial Planning


The AICPA Tax and Personal Financial Planning membership sections, together with a number of prominent legal and financial services organizations, have established the Synergy Summit, a think tank that will advise national policymakers and others on financial planning and wealth preservation issues. The group’s other members are the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals and the American Bar Association’s Real Property, Probate and Trust Law Section and the Estate & Gift Taxes Committee of its Tax Section. Together these organizations represent more than 200,000 accountants, lawyers, financial planners and other professionals. To learn more or to participate in the summit’s activities, go to www.synergypro.org or http://tax.aicpa.org/Resources/Trust+Estate+and+Gift .

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