Financial service organizations' coordinated effort.Recognizing the convergence of the different disciplines that make up financial and wealth preservation and planning today, seven major accounting, legal and financial service organizations formed the Synergy Summit, a unified think tank and voice under the leadership of the: * American institute of Certified Public Accountants' (AICPA's) Tax Section; * AICPA's 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 Section; * National Academy of Eider Eider, river, Germany Eider (ī`dər), river, 117 mi (188 km) long, rising S of Kiel, N Germany, and flowing N to the Kiel Canal before turning west and meandering to the North Sea at Tönning. Law Attorneys; * National Association of Estate Planners & Councils; * American Bar The American Bar is a drinking establishment at the Savoy Hotel in London. Opened in 1898 when cocktail were being first introduced to London. The term American Bar comes from the 1930s when cocktails were first gaining popularity in the United States. Association's (ABA's) Real Property, Probate probate (prō`bāt), in law, the certification by a court that a will is valid. Probate, which is governed by various statutes in the several states of the United States, is required before the will can take effect. and Trust Section; * ABA Tax Section's Estate & Gift Tax Committee; and * Society of Financial Service Professionals. The Synergy Summit's purpose is to study, debate and render opinions on appropriate issues of mutual interest. Collectively, the seven organizations listed above represent over 200,000 lawyers, accountants, financial planners, insurance and other professionals. Through the Synergy Summit, these seven 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 end its constituent organizations is available at www.synergypro.org or by linking from http://tax.aicpa.org/Resources/Trust+ Estate+and+Gift/. by Eileen Sherr, CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. , MT, AICPA Technical Manager--Taxation, Washington, DC |
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