Harold Alan Schwartz unites US professional bodies

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Synergy Summit is a unified think tank and voice of the leadership of seven major financial services organizations. The purpose is to study, educate, and opine on appropriate issues of mutual interest.

These seven organizations are:

the American Institute of Certified Public Accountants’ Tax Section,
the American Institute of Certified Public Accountants’ PFP Section,
the National Academy of Elder Law Attorneys,
the National Association of Estate Planners & Councils,
the American Bar Association’s Real Property, Probate and Trust Section,
the American Bar Association’s Tax Section (the Estate & Gift Tax Committee) and,
the Society of Financial Service Professionals

Together they represent over 200,000 lawyers, accountants, financial planners, insurance and other professionals.
Through the Synergy Summit, these seven organizations bring to their respective members and national policymakers the coordinated thinking and integrated actions of the nation’s largest and most influential financial services organizations.

More information can be found from their website here


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