AICPA, others partner to form think tank on wealth-building.
Position | News briefs |
The AICPA's Tax and Personal Financial Planning 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, The Synergy Summit's members are: the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the American Bar Association (Real Property, Probate and Trust Section), the American Bar Association (Estate & Gift Tax Committee...
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