Carlos B. Pargas Helping People Reach Charitable Giving Objectives Via CAP® Designation

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Miami CPA-CSEP Carlos B. Pargas, of Carlos B. Pargas & Associates, P.A., CPAs, obtains Chartered Advisor in Philanthropy® professional designation.

CPA-CSEP Carlos B. Pargas

The CAP® program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs.

Carlos B. Pargas, founder of Carlos B. Pargas & Associates, P.A., CPAs, recently earned the prestigious Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services. The America College is the nation’s largest non-profit educational institution devoted to financial services, and has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 87 years.

“The CAP® program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals,” said Pargas.

Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities.

More than 750 individuals have been awarded the CAP® designation since its inception in 2003. CAP® graduates are uniquely qualified to help charitable organizations achieve long-term financial success. In addition, professionals that have earned the CAP® designation help donors improve their communities by maximizing the effective application of their financial resources.

About Carlos B. Pargas, Carlos B. Pargas & Associates, P.A., CPAs
Carlos B. Pargas, CPA-CSEP, is a graduate of the George Mason University School of Business, a former IRS agent and a certified specialist in estate planning. Carlos B. Pargas & Associates, P.A., CPAs is a full-service accounting firm. Services include financial planning, estate and gift tax planning, pension plan consulting and tax planning and preparation. Wealth management and life insurance are provided through affiliate Proverbs Financial. For more information, please call (305) 273-0990, or visit http://www.pargascpas.com.

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