Synergy Summit

The AAA-CPA is a member of Synergy Summit, a nonprofit collaboration among the leadership of the major accounting, legal, and financial service organizations in the United States. Together, these groups represent more than 200,000 lawyers, accountants, financial advisors, philanthropic gift planners, and insurance and other professionals. Synergy Summit helps bring quality estate, financial, and charitable planning information and services to the public through multi-disciplinary partnerships and projects.

Member organizations:

• American Academy of Attorney-Certified Public Accountants
• American Bar Association – Real Property, Trust and Estate Law
• American Bar Association – Tax Section (Estate and Gift Tax Committee)
• American Institute of Certified Public Accountants-PFP Section
• American Institute of Certified Public Accountants-Tax Section
• National Academy of Elder Law Attorneys
• National Association of Estate Planners and Councils
• Partnership for Philanthropic Planning
• Society of Financial Service Professionals

• Financial Literacy Month – April
• Elder Law Month – May
• National Estate Planning Week –  October