CPA-CSEP-CAP Carlos B. Pargas Embraces Accredited Estate Planning
MIAMI (PRWEB) June 18, 2018 -- Carlos B. Pargas, founder of Carlos B. Pargas & Associates, P.A., CPAs, recently submitted credentials to be awarded the prestigious Accredited Estate Planner® designation. Professional estate planners can obtain this accreditation that acknowledges their experience and specialization in estate planning.
“The Accredited Estate Planner® designation centers on estate planning as a team approach,” said Pargas.
Awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand one’s belief in, and dedication to, the team concept of estate planning.
The designation is available to credentialed professionals actively licensed or certified as an accountant; attorney; insurance and financial planner; philanthropic advisor; or trust officer – holding one or more of the following credentials CAP®, CFA, CFP®, ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST. Eligible applicants must meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.
Having earned the Certified Specialist Designation in Estate Planning in 2003, and required Graduate Level Courses through the American College, the pending ACE® application is expected to be processed and designation awarded before the end of the summer.
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.
About the NALA™
The NALA offers small and medium-sized businesses effective ways to reach customers through new media. As a single-agency source, the NALA helps businesses flourish in their local community. The NALA’s mission is to promote a business’ relevant and newsworthy events and achievements, both online and through traditional media. The information and content in this article are not in conjunction with the views of the NALA. For media inquiries, please call 805.650.6121, ext. 361.
NALA PR, the NALA, http://thenala.com/, +1 (866) 767-3238, [email protected]
Share this article