Our purpose is to study, educate, opine, and collaborate on appropriate issues of mutual interest.

Member organizations include:

• American Academy of Attorney-Certified Public Accountants (AAA-CPA)
• American Bar Association - Real Property, Trust and Estate Law (ABA RPTE)
• American Bar Association - Tax Section (Estate and Gift Tax Committee) (ABA Tax: Est Gft)
• American Institute of Certified Public Accountants - Personal Financial Planning - (AICPA-PFP)
• American Institute of Certified Public Accountants - Tax Section (AICPA-Tax)
• National Academy of Elder Law Attorneys (NAELA)
• National Association of Estate Planners & Councils (NAEPC)
• Partnership for Philanthropic Planning (PPP)
• Society of Financial Service Professionals (FSP)
• Society of Trusts and Estate Practitioners (STEP USA)

Latest News and Information

• Upcoming events sponsored by Synergy Summit member organizations