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 .
Personal Financial Planning
