Affiliate Benefits

Programs & Services

AAA-CPA programs and services offer you a chance to become more involved.

Member of Synergy Summit – Members receive discounts when attending Synergy Summit members’ events. The Synergy Summit is made up of eight major financial and legal service organizations including the ABA, AICPA, NAEPC, NAELA, Society of Financial Service Professionals and
Partnership for Philanthropic Planning.

Committee Participation including areas such as Estate Planning, Elder Law, IRS, and Asset Protection and more. Serving on a committee helps increase your knowledge of various issues and gives you a voice in the decision-making process.


With you affiliate status, take advantage of the education opportunities to learn and network with your peers. The AAA-CPA is nationally accredited by the National Association of State Boards of Accountancy (NASBA) for CPE credit and with the Certified Financial Planner Board of Standards, Inc. for CE credit. Save time by coming to our meetings for all of your credit hours.

National & Regional Meetings – Join and receive a $200 voucher towards full meeting registration to the Annual (July) or Fall (November) Conference.

Local Chapter Events – Networking locally with individuals with mutual interests. The AAA-CPA has 15 chapters nationwide.

Study Groups – One hour webinars where you participate from the comfort of your office. Each group is moderated by one of our members and offers education credit. Study Groups are complimentary to affiliates unless seeking education credit in which case a nominal fee will be charged.

Connect with Top Professionals

Up-to-date information at the click of a button. Access essential information quickly and efficiently.

ATTY-CPA Listserv – Have practice questions, need some advice, or need a referral? The AAA-CPA proprietary listserv powered by Google Groups helps solve and identify problems for scores of members every day.
The Attorney-CPA Weekly Update – This electronic newsletter will keep you up to date as to what is happening in the Association and keeps you informed of pertinent issues affecting Attorney-CPAs. This weekly e-mail update provides timely information on important issues and offers practical practice tips you can use today. Affiliates may submit articles for free to be published.

Join us on our social media networks: Facebook, LinkedIn, Twitter (@attorneycpas), and YouTube.

Access to Expertise – Through E-Mail, our Listserv and our meetings, we become exposed to individual Attorney-CPAs with a broad range of expertise, much like that of a national professional firm. In addition to members in private practice in a variety of disciplines, our members and affiliates include professors and government officials.

Discount Products

We’re here to help you save. Take advantage of the great savings on products and services you use every day. The savings on many of these programs easily exceed the cost of membership.

  • CCH 
  • Clio
  • UPS
  • Framing Success
  • Office Depot
  • Ruby Receptionist
  • LexisNexis