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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
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