Certified Specialist in Estate Planning (CSEP)

CPAs continue to become more intimately involved in their client's personal financial affairs, allowing them to authoritatively advise clients on the growing complexity of estate planning matters especially with a tax emphasis as no other advisor is capable. Because of the growing complexity and changes in the tax law there is a greater need for additional specialized training and resources that are critical to meeting the goals and needs of client.

With this in mind I have completed the Certified Specialist in Estate Planning® (CSEP) designation and have been a member on the ICPAS - Estate, Gift and Trust Tax Committee. To allow us to provide additional specialization to further assist clients with estate and trust planning matters with the intent of minimizing the tax liability.