Harold Alan Schwartz, Jr., a shareholder with Shumacker Witt Gaither & Whitaker, P.C., has long been involved in a variety of professional organizations that focus on financial planning, wealth planning and preservation, and taxes.
“What I realized,” says Mr. Schwartz, “is that many of these organizations have similar goals and needs. There seemed to be a duplication of effort.” Recognizing the convergence of the different disciplines that make up financial and wealth preservation and planning, Mr. Schwartz worked to pull together the leadership of seven major legal, accounting, and financial service organizations into one unified “think tank of leadership.”
Called The Synergy Summit, the following organizations have joined forces: 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 (Real Property, Probate and Trust Section), the American Bar Association (Estate & Gift Tax Committee of the Tax Section) and, the Society of Financial Service Professionals.
The Synergy Summit offers a vehicle to share information on membership programs and activities as well as viewpoints on issues of concern to the financial service profession. These seven organizations together represent over 200,000 lawyers, accountants, financial planners, insurance and other professionals.
Through The Synergy Summit, currently chaired by Harold A. Schwartz, Jr., Esq., these seven organizations bring to their respective members and national policymakers a resource that can access varying viewpoints of the nation’s largest and most influential financial services organizations.
Information about The Synergy Summit and its constituent organizations is available on its website at "http://www.synergypro.org/"SynergyPro.org. The website is sponsored by Leimberg & LeClair, Inc. and Leimberg Information Services, Inc.