The latest player in assisting the CPA delivering financial services is SYNERGY. SYNERGY is a membership group of CPA firms who, at the national level, will offer support, guidance and education to the CPA delivering services in local areas.
SYNERGY is based in White Plains, NY, and headed by Walter Primoff, former deputy executive director of the New York State Society of CPAs.
In its initial implementation phase, SYNERGY will serve firms through its Web site, publications and in educational programs. CPA firms who serve clients in estate, compensation and benefit planning are ideal membership candidates.
Benefits of membership will include:
- The ability to collaborate with peers focused on achieving client service and practice-building objectives.
- Access to educational events, publications and a website focused on building a successful financial planning practice.
- Guidance from an Advisory Board led by some of the nation's most distinguished professionals.
- Mentoring and partnering with financial service professionals in your community.