AICPA, others partner to form think tank on wealth-building.The AICPA's Tax and Personal Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against membership sections have banded with several other major legal and financial service organizations to help address the different disciplines that today make up financial and wealth preservation and planning. The new think tank, called The Synergy Summit, will study, debate and render opinions on appropriate issues of mutual interest. These seven organizations together represent more than 200,000 accountants, lawyers, financial planners, insurance and other professionals. In addition to the AICPA AICPA See American Institute of Certified Public Accountants (AICPA). , The Synergy Summit's members are: the National Academy of Elder Law As of the early 2000s a relatively new specialty devoted to the legal issues of Senior Citizens, including estate planning, health care, Attorneys, the National Association of Estate Planners & Councils, the American Bar Association American Bar Association (ABA), voluntary organization of lawyers admitted to the bar of any state. Founded (1878) largely through the efforts of the Connecticut Bar Association, it is devoted to improving the administration of justice, seeking uniformity of law (Real Property, Probate and Trust Section), the American Bar Association (Estate & Gift Tax Committee of the Tax Section), and the Society of Financial Service Professionals. Through The Synergy Summit, chaired during 2006 by Harold A. Schwartz Jr., Esq. of Chattanooga, Tenn., these organizations bring to their respective members and national policymakers the coordinated thinking and integrated actions of the nation's largest and most influential financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. organizations. Information about The Synergy Summit and its constituent organizations is available on its Web site at www.synergypro.org or by linking from http://tax.aicpa.org/Resources/ Trust+Estate+and+Gift/. |
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